Conduct Free Coaching Sessions that Convert into Paying Clients

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Design compelling free coaching session offers that provide tremendous value & gently guide clients to hire you.

Taught by Joeel & Natalie Rivera

What you will learn

Free introductory coaching sessions
Use a proven structure for conducting your sessions
Create a complete script for making your offer
Create a compelling free session offer
Pre-qualify your leads BEFORE the free session
Promote and market your free sessions
Proven methods and done-for-you email and social media invitation scripts

skills you will gain

Design a compelling offer Structure your coaching session Making your offer Market your coaching
100% online course
Start instantly with lifetime access
Accredited Course
Accredited by internationally recognized Continuing Professional Development Standards Agency (Provider No: 50134)
Work at your own pace
From Beginner to Advanced
No degree or prior experience required
Subtitles: English

Praise for Transformation Academy

about this course

The number 1 question we’re asked by our coaching students is: how do I get clients?

And the number 1 most effective method for enrolling paying coaching clients is to offer compelling free sessions.

The good news is that if you don’t like the idea of selling, you’ll love offering free session! You get a chance to SERVE a potential client, instead of selling, by offering them tremendous value through your coaching AND you’ll have an opportunity to share what you do with them to see if they’re a good fit for your coaching program. And don’t worry, we teach you exactly how to offer this session and make your offer without feeling uncomfortable or sounding “salesy”!

Free session are a great way to generate new leads or a powerful follow-up offer after meeting potential clients through networking, speaking, or referral. Plus, it is THE best strategy for enrolling high-end clients because they want to know, like, and trust you before they invest top-dollar in your programs. This is your opportunity to let them experience the transformation you offer first hand!

But, it’s important to know there is a right way and a wrong way to offer free sessions.

This course will help you avoid the biggest mistakes most coaches make when offering free sessions.

  • They don’t structure their sessions around clearly-defined outcomes so their sessions are sloppy and don’t get results
  • They have no plan for how to make their offer or  invite the client into their coaching program, and so they end up sounding awkward, feeling uncomfortable and having a low enrollment rate, and sometimes they avoid bringing it up all together, which is unfortunate because those potential clients are missing out on a great opportunity to get the help the need.
  • They become desperate when a potential client expresses interest but says the cannot pay the fee, and so they rush to lower the price and end up feeling devalued and deflated.

After completing this course, you’ll walk away with:

  • A proven structure for your coaching session so that you are certain your client will receive clarity and value and that you can gently lead the client into the discussion of your program without either of you feeling uncomfortable—in fact, they’ll be eager to hear more!
  • A complete script for inviting the client to join your coaching program so that you never have to fear not knowing what to say or how to close the sale.
  • A compelling free session offer that will attract potential clients by capturing their interest and clearly identifying the outcomes they will receive.

You’ll also learn how to pre-qualify your leads BEFORE the free session so you can avoid wasting your time with people are not a good fit for your coaching

And you’ll learn methods for promoting, marketing and putting your offer out into the world, as well as create Free Session Offer Invitation Scripts to use when emailing your offer or on your website or social media.

The truth is that your coaching makes a real difference in the lives of your clients. And so, it is your moral obligation to share your gift with the world. Offering free initial coaching sessions is a great way to make a difference and enroll paying clients at the same time.

course curriculum
Welcome and Foundation 33:40
  • Introduction
  • Methods for Offering Free Sessions
  • Methods for Offering Free Sessions
  • Alternative Non-Sales Methods
  • Alternative Non-Sales Methods
  • Free or Paid?
  • Free or Paid?
  • The Importance of Serving Not Selling
  • The Importance of Serving Not Selling
  • The Importance of Prequalifying Clients
  • The Importance of Prequalifying Clients
  • Naming Your Offer
  • Naming Your Offer
  • Outcomes and Limiters
  • Outomes and Limiters
  • Enrolling Clients in the Free Session
  • Enrolling Clients in the Free Session
  • Structuring Your Coaching Session
  • Structuring Your Session
  • Step 1 Develop Rapport and Set Expectations
  • Step 1 Develop Rapport and Set Expectations
  • Rapport
  • Step 2 Determine Goals and Problems
  • Step 2 Determine Goals and Problems
  • Step 3 Explain the Benefits of Coaching
  • Step 3 Explain the Benefits of Coaching
  • Step 4 Offer Results through Coaching
  • Step 4 Offer Results through Coaching
  • BONUS Sample Quick Action Goal Plan Coach
  • Step 5 Establish Commitment and Future Pace
  • Step 5 Establish Commitment and Future Pace
  • Step 6 Transition to Your Offer
  • Step 6 Transition to Your Offer
  • Step 7 Closing the Sale
  • Step 7 Closing the Sale
  • Overcoming Objections
  • What to Do When They Say 'No'
  • What to Do When They Say No
  • What to Do When They Say 'Yes'
  • What to Do When They Say YES
  • Putting Yourself Out There
  • Putting Your Offer Out There
Conclusion and Next Steps 01:33
  • Wrapping Up

meet your instructors

Joeel and Natalie Rivera

We are Joeel and Natalie Rivera—your soon-to-be coach trainers! (Yes, we’re married AND work together… 24 hours a day… and we LOVE IT!) Below we’ll tell you our story, briefly… the REAL story. The one that wasn’t always easy but that lead us PERFECTLY to this place of living out our life’s purpose and creating the thriving business (and the FREEDOM that comes with it) that we always wanted! 

We seek to ignite a revolution of personal freedom through entrepreneurship, empowering each individual to reach their potential and fulfill their life’s purpose.

 We are freedom junkies and serial entrepreneurs who empower INDIEpreneurs to create a purpose-driven business and fulfill their life’s purpose. We specialize in teaching people how to use their gifts to make money teaching what they know and love through life coaching and online courses. Joeel has a Master’s Degree in Counseling and Education and is currently completing his dissertation for his Ph.D. in Psychology, with an emphasis on happiness. 


In 2014, when we converted our print magazine into digital format, we found we could reach an exponential, worldwide market at a fraction of the time and cost. This inspire us to officially become INFOpreneurs. Then, in 2016 we received a proverbial “kick in the pants” to go “all-in” when Joeel fell ill after traveling overseas. Unable to leave the house, they continued to teach and empower others by turning their in-person workshops, speeches and coach training programs into online courses.

Start learning today

  • Taught by top instructors and coach trainers
  • Best value and price in the industry
  • 100% 30-day money-back guarantee
  • No degree or experience required

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