Looking for a way to quickly catch information from potential clients when they’re interested in a free discovery call? Use this form as a booking form for your discovery calls so you’ll get basic information upfront.
Assess their readiness, look for potential barriers or need to refer to another specialist dietitian, or prepare to have some free handouts to entice the potential client to work with you right away.
This product is a PDF with the Practice Better link to directly upload into your Better practitioner portal. It is not a PDF printout. I created the product in this way to allow you to incorporate this form into your account quickly, saving you time on manually entering a new form from scratch. Within this download, you will also receive tips on how to create automations to streamline your client’s experience and save you more time.
If you’re looking for a PDF form, you can still create that with my form templates! Watch this 2-minute video to see how.
Looking for more? Check out my 2-page Discovery Call Assessment with readiness quiz, included in my Complete Client Form Package! (Recommended for those ready to start a waiting list or are more selective on the clients they work with.)
Appreciate the helpful guide on making discovery calls more efficient and productive!
Thank you for creating and sharing this form. It was so easy to access in PB which is just want I needed as a start this journey in private practice.
Easy to add and edit. Well organized and effective in capturing information needed for discovery call and MNT.
As sole owner operator, I can’t do it all. So, I am grateful for Jen’s script, that it’s ready to be used in PB and that it was also easy to access and implement into my PB account. Thanks Jen!
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