Schedule: Meets Fridays at 10:30 AM PT / 1:30 PM ET, starting November 7, 2025

Format: Live on Zoom · Duration: 1 hour per week · Open to all (no prerequisite)

Payment covers: 12 weeks of participation 

Why this matters

The first client conversation sets the tone for the entire relationship. By mastering the Discovery Intake Call, you’ll build trust, establish authority, and create momentum for a strong partnership.

What you’ll master

• Discovery Framework — guide the conversation with confidence and clarity

• Tone & Pacing — sound natural, calm, and professional

• Question Flow — uncover needs without pressure or awkwardness

• Commitment Cues — set the stage for long-term trust and engagement

• Role-Play Readiness — practice until it feels effortless and authentic

How it works

• Weekly live role play (1 hour): coached practice, feedback, and refinement

• Exercises assigned each week: strengthen skills between sessions

• All on Zoom: easy access from anywhere

Who it’s for

• Open to all agents who want to lead discovery calls with confidence and set up strong client relationships from the very first conversation.

What you get

• 12 live practice sessions

• Discovery Intake Call Framework with scripts and cues

• Feedback from coaches and peers to sharpen delivery

• A supportive group to rehearse, refine, and lock in the skills

Questions or paying with coaching credits? Email [email protected] .