Prospective Client

3 Ways to Pre-Qualify Your Prospective Client — to assess if they are serious and coachable.

Explain that this Session is a simple 3-Step Process. It can be broken up, doing #1 on one day and completing the process on another. However, doing it all the same day is preferable.

“In the first step, I will help you to clarify your dream or vision of your future improved lifestyle”. (some coaches use “prep” questionnaires and they are not necessary) Don’t waste time with “tire-kickers and “yes-but”ers – thank them for their interest, tell them you are not the right person to help them and say good-bye.

“We will have a Strategy Laser Coaching Session together that takes about 15-20 minutes) so that you can experience coaching with me for yourself and see   how the process will work to get you to your “Results” faster and easier than you can by yourself”

“After we’re finished, I will Debrief with you and you can tell me how you feel about the coaching process and we’ll talk about your choices and options. In coaching, every decision is based on the clients’ choices”

Ask your prospective client:

“How does that sound to you / resonate with you?”

Prospective Client


Pre-Qualifying Questions for Prospective Clients:


“If you think about your 90-year old self, reflecting back over your life, what would you be seeing; touching; tasting; smelling; hearing; and thinking? What are you be most proud of doing, achieving? What did you enjoy most about your life?  Are there any regrets? If you were to write yourself a letter from your 90-year-old self what do you think you’d say?”


  • Tell me about a New Year’s Resolution that wasn’t fulfilled? 
  • What is your #1 Challenge right now? (What is happening in your life right now that you would like to see changed for the better?
  • What have you already tried to make that change?
  • What do you see yourself doing, 1 year from now, that would make you very happy 5 years from now? 
  • If we talk again a year from now, and you have a huge smile on your face, what will have changed?
  • How will you feel, when you’re standing in your new life, with no more sleepless nights, no more aches and pains from stress after you’ve achieved the Result?
  • How will you feel if you stay where you are – a year from now, 5 years, 10 years, 40 years from now, and you haven’t done anything to achieve your goals or enhance your quality of life?
  • If a change was easy, wouldn’t all of us be living a life we love, with regrets, no broken dreams, living lives of luxury & happiness?
  • If you could achieve your Vision and Goals alone, wouldn’t you already have your “Result”?

STEP 2:  CONDUCT Laser Coaching Session

Ask your prospective client:
  • What is your understanding of coaching?
  • If they have had previous experience, or know how coaching works, you won’t go into detail about the process and their role.
  • If they haven’t had any, you’ll need to take some time to explain the coach’s role, their role, what coaching is and what it isn’t. Let them know what they can expect from a coaching session and what your expectations of them, as a client, will be.

Invite your prospective client to:

“Think about a challenge in your life right now that you’d like to start working on, preferably connected to your Vision and Goals, something that’s bothering you or keeping you stuck. Think about what you can take away from this 15-minute session that will help you with the first steps.

“We’re going to have a 15-20-minute laser coaching session together to give you a sense of what the co-creative coaching relationship feels like. You bring a topic and take-away, and we’ll end the session with you deciding on an action step and a deadline for completion of that action.”

“You must understand that creating change. Erasing old habits and creating new habits takes time and repetition and that this one short session is not going to bring about any lasting change…….”



Post Laser Coaching Session – After the laser coaching session, two things can happen:
  1. The “fit” doesn’t feel good between you. Or for whatever reason, you’d rather not work with the person. It does happen sometimes… You can say something like: “Thank you for your time. I’ve really enjoyed meeting and talking with you. Honestly, I don’t think I’m the right coach for you. I’m not sure that I can help you achieve your goals. I invite you to talk to other coaches and have exploration sessions with them. Then, you’ll be ready to decide which person or style you prefer. If you’d like, I have some names I could suggest you try, or you could contact some coach training schools for a list of their grads. I wish you all the best for your future.”
  2. The “fit” feels good and the coaching relationship looks promising…
Ask your prospective client:

“What was most helpful for you about this coaching session? I’m so glad you found that value from this one short session. Given your “Big Picture/Want/Vision” could you use on-going coaching support?”

Change takes time

I help new coaches to avoid procrastination and perfectionism, jump-start their coaching businesses, sign up clients and increase income. Click here to learn more about how I can help you today!

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