Discovery Call Follow-Through Kit
Know what to say after the discovery call.
The Discovery Call Follow-Through Kit helps online coaches choose a clear next step and write a follow-up that fits the conversation. Start with a relevant example, add the details that matter, and review it before you send.
Digital download. $19 USD. One-time purchase. Any applicable tax is shown at checkout.
What you receive
A 20-page PDF guide with practical instructions, a decision map, four fictional coaching-business examples, and a review checklist.
An editable DOCX pack with a two-page setup worksheet, eight scenario-based email templates, and brief DM versions. Page layout can vary by word processor.
A TXT bonus prompt for optionally editing your own draft with an AI writing tool.
A README with file-opening and getting-started instructions.
One ZIP download containing these four files.
Eight follow-through situations
Recap a completed call and the next step you agreed.
Send information someone requested.
Answer a question about fit or coaching format.
Respond when someone needs time to decide.
Reconnect on a later date you agreed.
Follow up after a missed call.
Close an unanswered conversation respectfully.
Confirm the next steps after someone accepts an engagement.
Personalize the templates, check them against the conversation, and send them manually through your usual email or messaging app. This kit does not install automations, send messages, or connect to your accounts. It does not promise replies, bookings, sales, or other results.
Files and software
You need a ZIP extraction tool, a PDF reader, and a DOCX-compatible word processor. The PDF is a fixed-layout reference with printable worksheets, not an interactive form. TXT files open in a plain-text editor. DOCX support and layout vary between apps and versions, including Google Docs imports. Software and AI subscriptions are not included; the core kit works without an AI tool.
Free resource
Marketing PMP's 100-row inquiry tracker and three basic message templates remain free and are not part of what you are paying for. Get the free coaching inquiry tracker.
License and refund policy
For use in your own business or personal use under Marketing PMP's personal, non-exclusive, non-transferable license. No resale, redistribution, sublicensing, or sharing. Read the full terms and conditions.
All sales are final, except where required by law.
Product images are digital mockups. Devices and printed pages are for illustration; this is a digital download. Illustrated page text may differ from the delivered files.
