How To Use Consultation Calls To Get More Clients

Consultation calls are a great way to help get new clients. You can invite potential clients to join you on a short call to discuss their project and find out more information, and if they like what you offer, they can then hire you. There are many ways to make this consultation call process more effective, and this blog is going to look at some of those ways and how they can help your business.

This blog will look at how you can use consultation calls to target potential clients.

What Is A Consultation Call?

A consultation call is the first step to getting to know a potential client and seeing if you two are a good fit. This call is essential for the potential client to get an idea of what you are like and if your services are right for them. During this call, you also have the chance to seal the deal and book the client.

The initial call with a prospective client is important because it helps the client understand what it would be like to work closely with you. During the call, make sure to cover logistics, but also take the time to get to know the client. This will help clients understand your personality and whether you’re a good fit for them.

What is the main problem with Consultation calls?

Free consultation calls are an important part of growing your business, but they can be time-consuming to schedule. You want to be spending your time conducting appointments, not making them. And sometimes you end up with no-shows who only waste your time. 

So how do you resolve this?

The solution is to implement a booking page that allows potential clients to choose an available date and time that works for both them and you. This way, all of your consultation calls are confirmed automatically, and reminder emails are sent out ahead of time, helping your prospect come prepared. This can save you a lot of time and hassle down the road, and it’s a great way to keep your business running smoothly.

How does it work?

You can set up this automation to help you book new consultation calls with potential clients. Automation is a key tool for sales pipeline management — and can save you valuable time. It also helps ensure that your company meets its sales goals and objectives.

How can I implement the consultation call?

How can I implement the consultation call

To implement and automate consultation calls with scheduling tools and landing pages, you can follow these steps:

1. Choose a scheduling tool

There are many scheduling tools available online, such as Calendly, Acuity Scheduling, ScheduleOnce, and more. Choose a scheduling tool that meets your needs and integrates with your calendar and email.

2. Set up your scheduling tool

Set up your scheduling tool to include consultation call options, such as the duration of the call, the available times, and any additional information you want to collect from the client. Make sure to customize the confirmation and reminder emails to include instructions on how to prepare for the call.

3. Create a landing page

Create a landing page that promotes your consultation calls and includes a call-to-action (CTA) to schedule a call with you. The landing page should include the benefits of the consultation call and the steps that the client needs to take to schedule the call.

4. Integrate your scheduling tool with your landing page

Integrate your scheduling tool with your landing page so that clients can easily schedule a call with you. You can do this by embedding the scheduling tool on your landing page or linking to the scheduling tool from your landing page.

5. Promote your landing page

Promote your landing page through your website, social media, email marketing, and other marketing channels to drive traffic to your page and encourage clients to schedule a call with you.

6. Automate the follow-up process

Set up automated follow-up emails after the consultation call to thank the client for their time and provide them with any additional information they need. You can also use the follow-up emails to encourage the client to take the next step, such as signing up for your services or purchasing a product.

By following these steps, you can implement and automate consultation calls with scheduling tools and landing pages, which can help streamline your client acquisition process and save you time and effort.

How to turn that consultation call into a successful sale:

How to turn that consultation call into a successful sale

A free consultation call can be a great sales tool if you have a strategy in place. If you’re disorganized and unfocused, you’ll end up wasting time for both yourself and your clients. Just a few 15-20 minute consultations per week can add up to a lot of missed opportunities.

Time is very important, and you must make the most of every call with a prospect. After all, these calls are coming from leads that take1 interest in what you have to say and what you can offer them. By approaching calls with a strategic mindset, you’ll be better equipped to win over those clients who are not yet ready to book your services. This way of thinking will keep your eyes set on your ultimate goal: a busy schedule full of lovely clients who can’t wait to cooperate with you.

Ask the right questions:

Make sure you know what the client wants before you get on the call with them. If they shared their reasons for wanting a consultation call in an email or form, look back at the challenges they mentioned and show that you’ve been thinking about their specific situation. 

It’s important to understand the client’s needs before talking about yourself, so that you only give information that is relevant and convincing.

A Consultation Call is Just That

A consultation call is an opportunity to learn about your client’s needs and see if you are able to assist them. Keep in mind that you should only provide help after they’ve booked a paid call. Consultation calls must not be free sessions on how you can solve all of your client’s problems. Instead, it is an opportunity for you to explain how you do business and how you can help them..

consultation call tip

It’s important to set boundaries during these consultation calls, so that clients understand that they can’t just expect free advice without paying for it. Of course, not every client who is eager to jump on a call wants take advantage of you. Sometimes people just need some free advice. It’s up to you to set expectations regarding your consultation calls before you start talking.

Keep the call relatively short (about 20-30 minutes)

While it’s important that you set some time aside for your phone conversations, 20-30 minutes is really all you need in order to get to know one another. If there’s no set time-frame for the  consultation call, it could potentially last for hours. So making sure that there’s a limit will help ensure that the conversation flows smoothly.

Describe your approach in a language your client can understand: 

When you’re talking to clients about your work, it’s helpful to use language that shows you’re interested in building a relationship with them. Even if you’re used to describing your work in a more technical way, using language that they’ll understand shows them that you’re ready to meet them where they are.

Implement  A Script

Each client is unique, which is why it’s often best to avoid using a hard script. Instead, a “soft” script can help keep the consultation call moving without sounding like you’re reading from a script.

Here is a consultation example that any business can adapt according to their needs.

Implement A consultation call Script

1. Introduction: 

Start the consultation call with a brief explanation of you and your business’s background. It is an excellent opportunity to provide insight on your past experiences and achievements.

2. Show the client that you understand them: 

When you’re speaking with a new client, it’s important to make sure that you understand their concerns. One way to do this is to reiterate the main points from their customer contact form. This shows that you’re listening and that you put in effort in understanding them.

3. Reassure the client that you can solve their problem:

If you feel you’re the right person for the job, let them know! Share your confidence with your client and tell them how your past experience and expertise make you the perfect person to help them.

4. Inquire about any questions they might have:

It’s important to hear out your clients’ objections so that you can address them and hopefully end the conversation on a positive note. This way, both you and the client will feel confident and secure moving forward.

5. Ending the Consultation Call:

Thanking someone is an easy and simple act. But it goes a long way. It is a way to show that you respect the time, effort and energy that a person has put into doing what they do. You’re basically saying, “I see that you’ve made the effort to do something for me and it means a lot.”

If the client wants to move forward with you, be sure to follow up!

It’s always a great idea to follow up with a client after they’ve expressed interest in working together. Sending a confirmation email or text helps to solidify the details of the appointment and makes it less likely that they’ll forget or make a mistake. Even if they don’t end up working together, having an initial consultation call that’s impressive can generate word-of-mouth referrals and make you more attractive to future clients.


We hope you enjoyed reading about how to automate your consultations and use them to get more clients in the door. We hope you’ll try these techniques out and come back to tell us how things went. If you’re having trouble incorporating these techniques into your business or want more information, feel free to contact us! We’re happily available at your service!

Thank you for reading, and I hope you found this post useful!

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We hope you enjoyed our recent outreach blog and as always should you have any questions feel free to contact me anytime. I’d be happy to discuss this topic further with you.

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