What to Expect from a Life Coaching Discovery Call

Laptop and desk in the garden

Thinking about life coaching or starting out as a coach? Here’s what you need to know about that all-important first conversation.

In my last post, I explored the very (!) frequently asked question: Is life coaching right for me? — including signs you’re ready, what to look for in a coach, and questions to ask yourself. You can read more here.

This follow-on post could be useful if:

  • You’re curious about life coaching and wondering what to expect from that initial call.
  • You’re a coach (especially new to the profession) looking for guidance on how to approach that first connection with a potential client.

What is a Coaching ‘Discovery’ Call?

  • Sometimes called a chemistry call or intro call, this is a no-pressure conversation to explore whether coaching feels like the right fit — for both of you. Some are free, some are paid
  • For me, this is typically a phone or Google Meet chat, and importantly, the client chooses.
  • People often reach out when they’re at a crossroads: feeling stuck, uncertain, or looking for change in their work, relationships, confidence, or identity.
  • This call is not a coaching session – it’s a space to talk about what’s going on and what brought them here. There may be a coaching approach to this call – an opportunity to experience how the Coach works.

What I’m Listening For (as a Coach)

In that first conversation, I’m gently asking myself:

  • What is this person asking for support with?
  • Where are they right now – emotionally, practically, situationally?
  • Is coaching the right support for what they need?
  • Am I the right coach to work with them – or might someone else serve them better?

This is about a potential partnership, not a sales call – though others will disagree. I want to offer something useful, something the individual can take away – even if that’s to signpost them to something else.

What to Expect in the Call (as a Client)

Every coach runs discovery calls differently – here’s what to expect from mine:

  • A friendly, informal, confidential conversation.
  • Space to talk about what’s brought you to coaching – no pressure for crystal clarity on what you want to achieve, but a vague sense/feeling is useful to articulate
  • Questions about what’s feeling hard or unclear at the moment.
  • A bit about how I work (including walking sessions outdoors, coaching in nature, or coaching online).
  • A space to explore if coaching – and coaching with me – feels right – with no hard sell.

This is the approach I tend to take with individuals, and it might work differently when working with organisations or groups, which I also do.

Inspirational quote about a coaching discovery call by Kate StevensQuestions You Might Ask in a Discovery Call (Client)

To get the most out of this call, you might want to ask questions like these:

  • What’s your coaching style or approach?
  • Who do you usually work with?
  • What happens in a typical coaching session?
  • How do you help people make changes or reach goals – with examples.
  • How many sessions do people usually have?
  • What does it cost — and do you offer flexible pricing?
  • What relevant training and qualifications do you have?
  • Tell me about your supervision?

Note: I’m currently introducing a sliding scale of pricing to make coaching more accessible. I firmly believe coaching support could be more widely available, accessible and affordable.

⚠️ Red flag: Does what the Coach say stack up with what you already know/have researched about them?

Questions to Consider (Coach)

If you’re a coach reading this, here are some questions to hold in mind during intro calls:

  • Am I listening to what’s really being said – and what’s not?
  • Am I creating enough space for the client to speak?
  • Have I explained clearly what coaching is – and isn’t?
  • Have I offered a clear way forward, whether or not we work together?
  • Do I get the sense I could truly work with and support this person with what they need?
  • Have I noticed what comes up for me in this call excitement, doubt, caution – and what might that be telling me? And do I take this to supervision?

⚠️ Red flag: The last bullet point – trust your gut instinct. If you feel out of your depth, or the individual is struggling to look forwards, or something – anything – feels ‘not right‘, you might not be the right coach, and right support.

It’s important to find what works well for you as there are a gazillion coaches out there telling you how to do, without knowing You. Consider experimenting with questions and approaches. A technique I often use is to reflect with a ‘fly on the wall’ perspective i.e., imaging you’re a fly on the wall watching you having the conversation…what are you noticing about this conversation, the people, the situation, the emotion? And top coaching question...And what else? So simple and effective and always elicits more.

How to Choose the Right Life Coach

Having googled this question myself and found sponsored responses from influencers and ‘audacious’ or ‘top’ life coaches, here’s a guide of what to look for:

  • A coach you feel safe and comfortable with – psychological safety.
  • Someone who really listens and helps you explore – who doesn’t advise, interrupt your flow or try to ‘fix’ you (not coaching, possibly mentoring).
  • Someone who has relevant training, experience, and supervision.
  • A sense of connection – someone who gets you – someone you can be real with
  • And stretch – coaching is a collaboration, and you have to trust that the coach (back to psychological safety), will challenge you to give you enough stretch.

Whether it’s me or someone else, this is what I might look for.

Final Thoughts


Coaching doesn’t require you to be in the ‘best’ headspace, or to have a tidy goal. It’s a cliché , but life does get in the way — ageing parents, raising children, career pressure, the cost of living – and part of the work is navigating those realities with support and kindness. This year even more so – I’ve noticed how challenged and weighed-down people are, and how my work – and the slower times – has challenged me.

If you’re considering coaching – any coaching – start with a conversation and give yourself enough space to think it through.

🌿 Share this post with a friend who might be curious about coaching — it could be the start of something pretty valuable.

Ready to talk?
I offer outdoor coaching in London’s green spaces, and virtual coaching online.
Book a free 30-minute Discovery Call here.

Client agreement - ground rules.

1. Bring my whole self to this process; professionally and personally.

You cannot separate your professional and personal ‘lives’.

2. Be present in the moment and connected.

… to the coaching; what you’re thinking, feeling, experiencing. And…to nature if and where we are outdoors. If we’re on headphones, I’ll invite you to be descriptive of your environment too.

3. Bring the agenda to each session and keep your overall objective alive.

You can do this in several ways:

  • Be goal and action orientated – bring what you want to discuss and achieve to the session; OR
  • Talk and see what lands – exploratory and intentional.
 

I will bring the process, tools, ideas, resources and best practice to best support you towards your goal/intention/objective. More in your pre-coaching questionnaire. 

4. Give feedback and be responsive.

Coaching is collaborative. Neither of us should guess where we stand. I ask you to give me feedback and respond – you can rely on me to give and do the same.

I aim to get back to you within 24 hours of you emailing me, even if it’s just to say ‘I received your message’ before I respond properly. If it’s over the weekend or holiday, this may take longer.

5. Do the work in the session and in between sessions.

…so that you get the best value, even when it’s challenging. I might suggest a piece of work based on what you brought to the session. Mainly you will decide your course of action.

Whichever way, I’ll invite you to:

  • Reflect more; through walking, writing and whatever else fires you up, to help you achieve your objective.
  • Explore more; be curious and follow those trails of thought, intentionally
    Practice more; habits? Actions? Keep trying/tweaking.
  • Note what’s coming up that’s important or interesting to you in the session. I may share a few bullet points with you after, via Google Docs.

6. Session duration and timescale.

Generally a session is an hour but happy to shorten or increase session lengths, as and when we both can, that day. Where either of us thinks it appropriate, let’s say in the session. Timescale – let’s keep to the timescale agreed in the contract.

Additional information...

  • Coaching is a relationship designed to facilitate the development of personal or professional goals and develop a plan/strategy for achieving those goals.
  • It is comprehensive; it may involve other areas of your life beyond what you may have originally intended. It is your responsibility to choose and decide how to handle this, or even whether to.
  • It can be challenging; digging deep, creating better habits, becoming more self-aware, changing unhelpful beliefs you hold about yourself to something more helpful. There will be ups and downs. You will gain new insights, learnings and perspectives to help you achieve your goal.
  • You – the Client, are solely responsible for creating and implementing your own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and your coaching calls and interactions with me – the Coach. As such, you agree that the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by me – the Coach. 
  • You – the Client, understand that in order to enhance the coaching relationship, you agree to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program. I will do the same.
  • Coaching is not a substitute for counselling, mental health care or substance abuse treatment.  If you are in any kind of therapy, please tell me.  Tell your practitioner (medical or therapeutic) of you working with me.
  • I ask you to agree to commit to the coaching sessions to facilitate the required change.
  • I will treat you as the expert regarding the subject matter, which is…YOU.
  • I will allow time and space for you to explore your thoughts and think for yourself, no interruptions. There may be long pauses or silence sometimes to elicit more.
  • What goes on in your sessions is confidential. I do not discuss it with anyone. There may be occasion when it is my duty to break confidentiality:
    > If I feel you or I are at risk of harm.
    > Criminal / illegal activity.
    > A safeguarding concern or something else so serious that warrants concern.
  • I may talk to my coach or supervisor about issues arising in our sessions without ever naming or giving away you as the client. This is to ensure I am following professional and ethical guidelines and delivering my best. I subscribe to these by the ICF; https://coachfederation.org/code-of-ethics
  • Qualifications and CPD; I am an accredited coach. This means I have trained, practiced and qualified with Animas Centre for Coaching (Nov 2020). I hold a ‘Diploma in Transformational Coaching’. This is accredited by the International Coaching Federation (ICF).
    > I have my own coach and group supervision
    > My CPD includes –  Outdoor Intelligence for Online Coaching (Oct 2020) -Positive Psychology (Feb 2021
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My accreditations

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My story

I’d been trying to work out ‘what else’ I could do with my career and life.

After 20 years in HR and with the children getting older, I wanted to change careers, but into ‘what?’ And ‘how’ was that even possible? And…’who would take on a mid-40’s apprentice?’!

I took small steps to boost my confidence and mindset; a regular ‘walk and whinge’ with friends to offload, short courses to up-skill, more running, more netball.
I asked my workplace ‘what else’ they needed that I could help with – ‘job crafting’. 

I was trying to make changes but it wasn’t really working. I was still frustrated and now, more miserable. I needed a different approach to find a way forward and release the building pressure I felt.

Hiring an accredited coach with whom I knew I could work with, enabled me to take a good look at myself – at times, uncomfortably.

To be listened to without any interruption, or judgement was empowering and I started to recognise what made me, me – my personality, strengths, what energised me and made me happy. What if these things amounted to a job I would…love…?

I followed my curiosity and dabbled with ideas about potential jobs, tasks and environments that would suit me, with a new, growth mindset.

I started to shift perspective. When I finally realised the ‘what’, I felt an energy and sense of knowing that was powerful. And I laughed, because it had been right in front of me!

Coaching undoubtedly helped me get to know myself, to see my potential and what was possible. I wholeheartedly decided through those sessions, on what and how I wanted things to be.

It had taken me two years of feeling stuck and miserable and a number of hours to be liberated.

This is what I now do with my clients. I help them rediscover themselves so that they can play to their strengths and thrive.

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