Example Discovery Call Follow Up Email

Don't want to sound pushy, but also need to follow up after a free call? Use our script!

Intro

Dear [NAME]

Thank you for taking the time to explore your difficulties today. It was lovely to speak to you. Speaking about these things is a significant step, and that is worth acknowledging.

If you'd like to move forward with support, let me know. I think we definitely could work together to get to [CLIENT GOAL].

AIM: Polite intro to follow up, without sounding like a sales pitch.

Reflect

As discussed:
- WHAT YOU DISCUSSED RE SESSIONS/FEES

Do feel free to email me with any questions or alternatives for support.

AIM: Summarise clear next steps if they want to go ahead, so that it is clear and easy how they work with you.

End Cordially

Also please know, there is no pressure to respond to this email, but it is here if you need it.

Best wishes,

[THERAPIST NAME]

AIM: Many clients who enquire may not be able to access your service right now due to fees, work or other commitments. If you make sure that they do not feel awkward about not booking now, they’re more likely to come back when they can access.