How a Discovery Call Slide Deck Transformed My Sales Process (and My Confidence)
When I first started my nutrition practice, I avoided discovery calls like the plague.
Not because I didn’t want new clients… but because the idea of selling myself on a Zoom call made me want to disappear. I’d feel a pit in my stomach every time one popped onto my calendar. I didn’t know what to say. I rambled. I second-guessed my offers. And instead of booking clients, I left calls feeling drained and discouraged.
Something had to change.
How a Discovery Call Slide Deck Transformed My Sales Process (and My Confidence) - A simple shift that helped me stop dreading sales calls — and start showing up with clarity and ease.
The Problem: Sales Calls Felt Awkward and Unstructured
If you’ve ever:
Stumbled through an intro call with a potential client
Forgotten key points you meant to cover
Felt unsure about when or how to ask for the sale
Or wished you had anything to look at besides your own face on Zoom...
You’re not alone. Most of us health coaches aren’t trained in sales — we’re trained in helping. So these calls can feel intimidating, even though they’re essential to growing your practice.
The Pivot: Creating a Discovery Call Slide Deck
Out of sheer necessity (and a lot of overthinking), I sat down one weekend and built a slide deck I could share on screen during these calls. And let me tell you — it changed everything.
With a simple, beautiful presentation guiding the conversation, I finally felt:
✔ Confident walking a potential client through what I offer
✔ Clear on what I needed to cover (without forgetting anything important)
✔ Professional in how I presented my services
✔ Relaxed, because I had a visual aid to shift focus off of me
Why It Works
People process visuals faster than words — especially when they’re nervous
A clean structure gives you a roadmap and keeps the convo on track
It makes your business feel legit (and clients sense that)
You don’t need to be a slick salesperson to have successful discovery calls. You just need clarity, structure, and confidence — and a tool that helps you bring all three.
Why It Works
People process visuals faster than words — especially when they’re nervous
A clean structure gives you a roadmap and keeps the convo on track
It makes your business feel legit (and clients sense that)
You don’t need to be a slick salesperson to have successful discovery calls. You just need clarity, structure, and confidence — and a tool that helps you bring all three.
A Tool That Does the Heavy Lifting for You
That first version of the deck? It wasn’t perfect. But it worked.
Since then, I’ve refined it and turned it into a fully customizable Discovery Call Slide Deck Template that you can start using right away.
It walks your leads through:
Who you are and who you help
Your approach and philosophy
A high-level look at your packages or services
Testimonials or social proof
What to expect if they say yes
And because it's fully editable in Canva, you can make it your own in minutes — no design degree required.
Want to Feel Excited (Not Anxious) About Sales Calls Again?
Grab the Discovery Call Slide Deck Template in my Etsy shop, or browse all my done-for-you coaching tools designed to save you time and help you show up polished, prepared, and powerful.
You’ve got this. And I’ve got your back. 🤍
