Email templates › Automation workflows › Discovery call funnel (coaches & consultants)
Grow your listDiscovery call funnel (coaches & consultants) email automation
Deliver the free resource, share proof, then invite leads to a free discovery call until they book. Fill your calendar with discovery calls from people who downloaded your freebie.
How it works
Starts when someone joins a list. 4 emails over 9 days.
- Day 0: send “Here’s your free guide (and a quick question)”
Design: Free guide download template - Wait 2 days
- Only continue if the contact doesn’t have the tag “client” (for example, hasn’t bought yet)
Everyone else leaves the sequence here. - Day 2: send “What clients say after working with me”
Design: Customer reviews / testimonials template - Wait 3 days
- Only continue if the contact doesn’t have the tag “client” (for example, hasn’t bought yet)
Everyone else leaves the sequence here. - Day 5: send “Book your free discovery call”
Design: Book a demo template - Wait 4 days
- Only continue if the contact doesn’t have the tag “client” (for example, hasn’t bought yet)
Everyone else leaves the sequence here. - Day 9: send “Should I stop sending these?”
Design: Personal letter template
Frequently asked questions
What is a discovery call funnel (coaches & consultants) automation?
Deliver the free resource, share proof, then invite leads to a free discovery call until they book. Fill your calendar with discovery calls from people who downloaded your freebie.
How does the discovery call funnel (coaches & consultants) sequence start?
Starts when someone joins a list. Each contact then moves through the steps on their own schedule.
How many emails are in the discovery call funnel (coaches & consultants) sequence?
It contains 4 emails over 9 days. You can add, remove or reorder steps, change the waiting times and edit every email.
How do I set up this discovery call funnel (coaches & consultants) automation?
Create a free ENB Technologies account, go to Automations › New automation and choose “Discovery call funnel (coaches & consultants)”. It is created with every email designed in your brand. Review it, then click Activate.
Also searched as: coaching email funnel, discovery call email sequence, consultant lead nurture, book a call automation
At a glance
- Goal: Fill your calendar with discovery calls from people who downloaded your freebie.
- Trigger: Joins a list
- Length: 4 emails over 9 days
- Smart rules: skips people who unsubscribe; waits for double opt-in confirmation