Client Engagement Guide: The Art of Scheduling Follow-Up Sessions

Our most successful coaches tend to excel at encouraging clients to schedule their next session at the end of the previous session. This guide provides techniques and scripts for securing repeat bookings effectively and professionally.

Scheduling a follow-up after the intro session

One of the purposes of intro sessions is to allow clients to determine whether there is a good fit with the coach. For that reason, it’s crucial that coaches avoid being overly aggressive when attempting to schedule a follow-up session, as the client is still in the decision-making process. The script below is designed to help gauge a client's thoughts and feelings, enabling the coach to determine the best course of action. Here’s what to say when the session has 5-10 minutes left:

Based on our conversation, I believe we could work well together to achieve your goals. However, before I make that assumption, I want to check in and see how you feel about working together on a more consistent basis?

If the client expresses enthusiasm, then say:

That’s great to hear. Since you’re excited about working together, let’s use our remaining few minutes to schedule our next meeting, so we don’t need to worry about follow-up scheduling later. You can always reschedule or even cancel if you change your mind. This way, we’ll have a session on the calendar with clear next steps. [then guide the client through scheduling a session within the app].

If the client wants to think more about it:

It's completely understandable to take some time to reflect on your decision. If you wake up tomorrow and decide that you want to continue working together, please go ahead and schedule our next session. If you'd prefer exploring your options with another coach for a point of comparison, that's perfectly fine as well.

Scheduling a follow-up after the second session

Even after two sessions, it’s important to check in with the client and gauge their feelings. Try asking something like this during the last 5-10 minutes:

Now that we’ve had two sessions together, I want to check in to see how things are going. Are you feeling like we’re on track to make progress toward the goals you care about?

If the client indicates that things are on track:

Great. Then I’d recommend scheduling a few sessions on the calendar so we can establish a regular practice. Remember, you can always reschedule sessions up to 24 hours in advance, so you’re not locked into anything.

Then, guide the client through scheduling the next few sessions within the app.

If the client doesn’t feel like you’re on track, it’s essential to explore their concerns and see if you can address them and build excitement.

Guiding the client through booking follow-up sessions

This video will demonstrate how to walk a client through the process of scheduling a follow-up session.