Discovery Call Script

An example script for a 15 minute discovery call for private practice referrals.

Example 15 min Discovery Call Script (PDF at the bottom)

1. The purpose of this call is to establish what issues you are keen to work on. If I think at the end of the call that I can support you through these, I’ll share that with you and we can discuss how it would work.
   
   If I think I’m not the best person to help you, I’ll tell you and if I know someone who could help, I’ll point you that way.
   
   How does that sound?
   

2. I also just want you to know clear expectations regarding the length of the call and what we will cover. We’ll spend about 10-15 min on this call. We’ll discuss your current challenges, the impact and explore how therapy may look like. I understand you may not feel you’ve shared enough in that time for me to fully understand, but don’t worry too much. Those things come later in therapy when we can work on them therapeutically.
   
   Does that sound ok?
   

3. What motivated you to reach out for therapy?
   

   Main issues

4. How is this impacting you?
   
   Current coping?
   
   Relationships? Work?
   

5. If you were to fast forward a year from now, where would you like to be?
   
   Do you have a sense of what type of support you need?
   
   What specific goals would you like to achieve in therapy?
   

6. Reflect back summary: Ok so just to summarise to make sure I understand. Right now you are struggling with [issue], This is impacting you by [impact]. You want to be [goal], but what’s stopping you is [issue]. Is that right?
   
   If I’ve missed something or misunderstood, please let me know
   

7. Based on what you’ve shared I believe my approach to [problem] could be beneficial because….
   
   Explain
   
   Link to prev experience
   
   Any questions?
   

8. Confirm structure
   
   What process would involve, frequency, duration, fee
   
   Want to think about it or book in?
   

9. Follow up in 24hr
   
   Hi [name], it was good to talk to you yesterday. I’m just following up to see if you have any further thoughts or questions.
   
   If you don’t wish to proceed, no problem, do find some free resources of mine here which might be helpful: resources
   
   Best wishes

Discovery Call

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