The First Conversation with a Prospective Client

The First Conversation with a Prospective Client

When that first conversation happens with a prospective client, how do you handle it?

Sometimes clients come prepared to interview a prospective coach.  They may have read the suggested questions on ICF’s website or in other blogs.  They may have read the white paper provided free from the Center for Coaching Certification. The First Conversation with a Prospective Client

Alternatively, some clients are unsure about coaching, how it works, or what to expect.  They may have been “volun-told” to go to a coach or they may know someone with a coach and only have a vague sense of the possibilities.

In either scenario, as a coach it is smart to be ready both with answers to common questions and with questions to ask the prospective client.  Look at the information they may have seen and prepare answers.  Prepare success stories and failures you overcame while ensuring you protect confidentiality.

If a client starts with asking about you as a person, professional, and/or coach, provide a short answer and then ask about them and what they want.  When you start to learn about them and what they want, you are better prepared to share the relevant information about yourself.

It is smart to ask about their understanding of coaching because it is essential to be on the same page with what coaching offers before starting.

A great best practice is to offer a free introductory session to get to know them and their objectives while also giving them a taste of your style as coach.  In this way you both decide if your connection works and serves the client.  Then you move into an agreement for the coaching engagement.

Cathy Liska

For content specific to coach training and coaching, guest blog posts are welcome.

Most blog posts here are written or curated by Cathy Liska, Guide from the Side®, CDP, MCC.

Cathy is CEO/Founder of the Center for Coaching Certification, CCC. As Guide from the Side®, she is a sought-after trainer and coach with over 30 years of experience in business management and ownership. Cathy built her diverse team at CCC that includes trainers, customer service, and coaches. She was Co-Leader for ICF’s Ethics Community of Practice, on the Leadership Team for the review and updating of the Code of Ethics in 2024, and active in the Ethics Water Cooler. To ensure she stays current in related areas of expertise, Cathy has earned the following: ICF’s Master Certified Coach (MCC), Certified Coach Trainer, Certified Consumer Credit Counselor, Certificate of Excellence in Nonprofit Leadership and Management, Grief Support Group Facilitator, Certified in the Drucker Self-Assessment Tool, Certified Apartment Manager, Certified Civil and Family Mediator, and Certified in DISC.

Cathy’s clients range from attorneys to corporate executives, government to nonprofit, entrepreneurs to children, under or unemployed to newly retired. She specializes in communication, management, conflict, and leadership. Her personal mission statement is “People.” Cathy is known for her passion to serve others so they achieve the results they want.

Podcast: https://www.coachcert.com/podcast.html

Publications: Coaching Perspectives (a series of books with chapters by coach training graduates) https://www.coachcert.com/resources/recommended-reading/coaching-perspectives-series-by-the-center-for-coaching-certification-and-more.html

You may also like...