How do I set up a free discovery call?

A free discovery call is the easiest way for someone new to get to know you. They pick a time, answer a few questions, and you meet. No payment and no account needed.

Every LCH Core account comes with a ready-made Free Discovery Call (30 minutes, free), with a short Intake Form attached. You just need to switch it on and publish your Public Booking Page.

Step 1: Switch on your Free Discovery Call

1. In the side menu, click Offers, then Session Types.
2. Under Session type you can use, find Free Discovery Call and click Use session type.
3. Check the Session name, Short description, Session duration and Session location. Change anything you like.
4. Under Show on Public booking page?, make sure Yes is selected.
5. Click Save & continue.

Want to make your own instead? On the Session Types page, click Create your own session type and choose Yes under Show on Public booking page?. The Intake Form is attached for you.

Step 2: Check your intake questions

Your intake questions are asked when someone books, so you show up to the call prepared. The ready-made Intake Form asks:

• What would you most like support with right now?
• What feels most challenging at the moment?
• What are you hoping to get out of this call?
• What would progress look like for you?

To see which form is attached, open the session type and scroll to Attach a form. To pick a different one, click Change Form (or Create or attach a form if the box is empty) and choose a worksheet.

Step 3 (optional): Write your own questions

Your intake form is a worksheet, so you change it in your worksheets library. (More on worksheets in Can I edit or create my own coaching forms and tools?)

To change the questions on the Intake Form:

1. In the side menu, click Coaching Tools, then Worksheets.
2. Find Intake Form. In the Action column, open its menu and click Edit.
3. Change, add or remove questions.
4. Click Update.

Your discovery call uses the new questions straight away.

To make a brand new form:

1. In the side menu, click Coaching Tools, then Worksheets.
2. Click Create New.
3. Type a title, for example “Discovery Call Questions”, and a short description.
4. Under Add Questions, click Add Question. Type the question and choose Short Answer, Long Answer or Multiple Choice.
5. Repeat for each question. Three to five questions is plenty.
6. Click Create Worksheet.
7. Go back to your session type, scroll to Attach a form, click Change Form and pick your new worksheet. Click Save & continue.

Step 4: Publish your Public Booking Page

Turn on your Public Booking Page and share the link. The steps are in How do I set up my Public Booking Page?

What happens when someone books

• They’re added to your Contacts as a Prospect.
• The call appears in your calendar under Calendar & Booking › Sessions, and in Google or Outlook Calendar if you’ve connected one.
• You get an email with the booking details and their answers.
• Their answers are saved with the session. Open the session and look for Booking questions.

After the call, if you’d like to work together, see How to convert a Prospect or Buyer into a coaching client.

Your discovery call and your Public Store

Your Public Booking Page and your Public Store work differently:

• Public Booking Page: people pick a time and book straight away. They come in as a Prospect.
• Public Store: people claim the session, then book a time from their portal. They come in as a Client, so they use one of your client spots.

Your starter Free Discovery Call is on your booking page only. New session types you create also show in your Public Store, unless you untick Show in Public Store under Publication settings. (See What’s the difference between my Profile Listing, my Public Booking Page, and my Public Store?)

Read more

• How do I set up my Public Booking Page?
• Why isn’t my session showing on my Public Booking Page?
• What’s the difference between my Profile Listing, my Public Booking Page, and my Public Store?