Discovery calls are an excellent way to establish rapport with potential clients, understand their goals and challenges, and set clear expectations for the services you provide. This initial conversation helps both parties assess if they are a good fit for working together and motivates the client to take action toward achieving their health goals.
If you want to offer discovery calls to your potential clients using NutriAdmin, this tutorial will guide you through the process step by step.
Step 1: Create a working schedule for the discovery calls and customize your working hours, appointment length, and more.
Step 2: Create customized confirmation and reminder email templates. You can follow this tutorial to learn how to do this.
Step 3: Add it in your web widget (if using) and/or copy the appointment link to use it for your marketing content like on emails, social media, or website pages.
https://nutriadmin.com/docs/how-to-create-a-web-widget/
https://nutriadmin.com/docs/how-to-setup-links-to-your-content-in-nutriadmin/
What's next?
Refer to the client consultation workflow to learn how to manage new clients who book through your discovery call web widget or link.