AI Sales AgentsCoaches Free template
AI Discovery Call Agent for Coaches
by SUPERFLY
An AI agent that runs your coaching discovery calls as live video meetings. It works the applicant through where they are now, what they have tried, and what staying stuck is costing them, qualifies them against your fit criteria, then sets the enrollment call so you only sit down with people who are ready. It never quotes a price, because the investment conversation belongs on the call with you.
- 13-step call flow
- 3 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, really glad you booked this. can you hear me okay before we dive in?
Warm-up
- 1. Say: “[warm] really glad you booked this {{name}}. can you hear me okay before we dive in?”
- 2. Say: “where are you joining from today?”
- 3. Say: “react warmly to where they're from and keep it human for a beat before moving on.”
Set the agenda
- 1. Say: “[friendly] so here's how i'd love to run our time. i'll ask you a few things about where you're at right now and what made you apply, so i actually understand your situation. and if it looks like we can help, i'll get you booked in with {{coach_name}} to go deeper. sound good?”
Where they are now
- 1. Say: “[curious] so {{name}}, what made you take the time to apply for this call?”
- 2. Say: “react to their answer, then dig one layer deeper. ask what they mean by it or why it became a priority now.”
- 3. Say: “where are things at for you right now with the thing you're trying to change?”
What they've tried
- 1. Say: “what have you already tried to fix this on your own?”
- 2. Say: “[curious] and how did that go, what actually changed for you?”
Where they want to be
- 1. Say: “[warm] if we're sitting here a year from now and this has gone better than you hoped, what does that actually look like?”
- 2. Say: “why that, why does hitting that matter to you right now?”
Cost of staying stuck
- 1. Say: “reflect the goal they just named back to them in one short sentence.”
- 2. Say: “[thinking] so here's the real one. if nothing changes and you're in the same spot twelve months from now, what does that cost you? not just the money, the rest of it too.”
Readiness and decision
- 1. Say: “when it comes to a decision like this, is it just you, or is there someone else you'd talk it through with?”
- 2. Say: “[curious] and realistically, are you looking to start working on this soon, or still early in figuring it out?”
Reflect the gap
- 1. Say: “play back the gap in their own words: where they are now, where they want to be, and what they told you staying stuck costs them. keep it tight and specific to what they said.”
- 2. Say: “did i get that right?”
Set the enrollment call
If
Qualified, a fit, and ready to meet the coach
- 1. Say: “[confident] honestly, from everything you've said, this sounds like exactly the kind of person {{coach_name}} can help. the next step is a call with {{coach_name}} where you go through it all properly and, if it's a fit on both sides, what working together would look like.”
- 2. Say: “[warm] let's get that on the calendar now. what does your week look like?”
- 3. 💬 “Here's your calendar invite for the call with {{coach_name}}: {{booking_url}}” Say: “confirm a specific day and time back to them, then send the calendar invite for the enrollment call with the coach.”
Book a follow-up
If
Early-stage or not ready to commit yet
- 1. Say: “[reassuring] no pressure at all, it sounds like you're still getting clear on what you want, and that's completely fine.”
- 2. Say: “let's put a time on the calendar to reconnect once you've had a chance to sit with it. when works for you?”
- 3. 💬 “Here's our follow-up invite and something to look at before then: {{followup_url}}” Say: “confirm the day and time back to them, then send the invite plus anything useful for them to look at in the meantime.”
Triggers · interrupt the call anytime
Asks the price
When
user asks what it costs, the price, the investment, or whether there's a payment plan
Handle: price question
- 1. Say: “[friendly] good question, and i'm not dodging you. {{coach_name}} goes through fit and the investment together on the enrollment call, once you both know it's a match, because what's right depends on your situation.”
- 2. Say: “so let me make sure that call's worth your time first. where are you hoping to get to, and how soon?”
Needs to think about it
When
user says they need to think about it or aren't sure about taking the next step
Handle: needs to think
- 1. Say: “[warm] totally fair, it's a real decision. just so i don't leave you guessing, what's the one thing you'd want to feel sure about before you'd take that next step?”
Is this right for me
When
user wonders whether this is even right for them or if they're a fit
Handle: is this right for me
- 1. Say: “[reassuring] honestly, that's exactly what this call is for, so you're in the right place asking it.”
- 2. Say: “what's making you unsure? if you tell me, i can be straight with you about whether this is the right thing for where you're at.”
Key highlights
- Qualifies before you ever sit downRuns the full diagnostic on where the applicant is, what they've tried, and what staying stuck costs them, so the only people on your enrollment calls are ones worth your time.
- Never quotes a priceIf they push for cost, it tells them you cover fit and investment together on the call with you, then books that call instead of naming a number.
- Makes the gap impossible to ignoreGets the applicant to say out loud what another year stuck would cost them, in their own words, so they show up to your call already motivated.
- Sets the enrollment call with youOn a clear fit it books the call with the coach and sends the invite, so your calendar fills with qualified applicants instead of no-shows.
- Takes you off the bottleneckIt runs every application call the same way you would on your best day, so you stop being the constraint on how many people you can talk to.
About this template
This template runs your coaching discovery calls the way your best setter would. It opens warm, gets the full picture of where the applicant is and what they've already tried, then makes them say out loud what staying stuck another year would cost them. By the time it books, the applicant is qualified and already sold on changing something.
It never touches price. The investment conversation is yours, on the enrollment call, once you both know it's a fit. If an applicant pushes for a number, the agent tells them you cover fit and investment together on that call, then steers straight back to getting it booked. No number, no range, no payment plan leaks out early and kills the close.
Most coaching businesses lose money two ways: the founder becomes the bottleneck on every application call, and the calendar fills with no-shows and people who were never going to enroll. This agent fixes both. It runs every discovery call the same tight way, qualifies hard, and only books the enrollment call with you when the applicant is a real fit who's ready to move.
Who it's for
- Online coaches whose application calendars are full of no-shows and unqualified applicants
- Coaches who've become the bottleneck and can't take every discovery call and still deliver to their clients
- Coaching businesses whose closer or setter just quit and need calls covered without missing a beat
- Coaches running paid ads that fill the calendar faster than they can personally handle
- Founders launching a new high-ticket offer who want every applicant qualified before the enrollment call
Features & capabilities
Live video meetings Runs the discovery call as a scheduled video meeting, the way you'd run an application call over Zoom, never a phone call.
Full discovery arc Walks where they are now, what they've tried, where they want to be, and what staying stuck costs them, one question at a time.
One question per turn Asks, waits, and digs into thin answers instead of stacking questions or rushing the applicant.
Cost-of-inaction beat Gets the applicant to name what another year in the same spot would cost them before any next step.
Fit and readiness check Confirms whether they're the decision-maker and how soon they want to start before it books anything.
Plays the gap back Reflects the distance between where they are and where they want to be, and confirms it before moving on.
Price deflection that re-books Sends every cost question back to the call with you and steers straight back to the booking, never naming a figure.
Objection handling Price questions, hesitation, and self-doubt each get a real response that keeps the call moving toward a booking.
Books the enrollment call Sends the calendar invite for the call with the coach on a fit, or captures a specific follow-up time if they're early.
Best use cases
Application calls from your funnelAn applicant books off your VSL or webinar and the agent runs the discovery call end to end, qualifies them, and books the enrollment call only if they're a fit.
When ads outrun your calendarWhen your ad spend fills more slots than you can personally take, the agent runs the overflow discovery calls so no qualified applicant waits days for a slot.
Covering a setter who just leftWhen your closer or setter quits, the agent keeps every discovery call running the same way, so your pipeline doesn't stall while you rehire.
Qualify before your enrollment callRun the diagnostic, surface the gap and readiness, and route only the qualified, motivated applicants onto your own enrollment calls.
What you can build from this
- A discovery call agent wired straight to your application funnel that qualifies every applicant before your enrollment call
- An overflow setter that catches every booked call when your ads fill the calendar faster than you can take it
- A two-step funnel where the agent runs discovery and books only fit, ready applicants onto your enrollment calls
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Applicant nameText
Captured from the application form and confirmed in the warm-up.
Why they appliedText
What prompted them to book, in their own words.
Current situationText
Where they are now with the goal they came in for.
What they've triedText
What they've already attempted on their own and how it went.
Desired outcomeText
Where they want to be and why it matters to them now.
Cost of staying stuckText
What another year in the same spot would cost them, in their own words.
Decision-makerYes/No
Whether they're the one who decides or someone else is involved.
ReadinessEnum
Ready to start soon, or still early-stage and figuring it out.
Primary objectionEnum
Asked the price, needs to think, unsure of fit, or none.
Call outcomeEnum
Enrollment call booked, follow-up booked, or not a fit.
Booked timeText
The day and time captured for the enrollment call or follow-up.
Invite sentYes/No
Whether the agent sent the calendar invite.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Ran the full discovery arcWorked through where they are now, what they've tried, where they want to be, and the cost of staying stuck, one question at a time.
- Made the gap realGot the applicant to name what another year stuck would cost them before any next step.
- Checked fit and readinessConfirmed whether they're the decision-maker and how soon they want to start before booking.
- Reflected the gap backPlayed back where they are versus where they want to be and confirmed it with the applicant.
- Never revealed priceDid not name a number, range, or payment plan, and deflected any cost question to the call with the coach.
- Handled objectionsMet the price question, hesitation, and self-doubt with a real response that kept the call moving.
- Set the right next stepBooked the enrollment call on a fit, or captured a specific follow-up time if the applicant was early.
- Sent the inviteDropped the calendar invite for whichever next step it booked.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Add your fit criteriaSet what makes an applicant a real fit for your program so the agent qualifies the way you would.
- 3Set your coach and booking linksAdd the coach's name and your enrollment call booking link so the agent can set the next step and send the invite.
- 4Connect your application formPoint your application page at the agent so booked discovery calls land straight on a meeting, tailored to the form answers.
- 5Test, then go liveRun a discovery call on yourself, tune the wording until it sounds like you, then flip it on for real applicants.
Under the hood
Call script
WARM-UP
Hey {{name}}, really glad you booked this. Can you hear me okay before we dive in?
(listen)
Where are you joining from today?
(react warmly, keep it human for a beat)
AGENDA
Here's how I'd love to run our time. I'll ask you a few things about where you're at right now and what made you apply, so I actually understand your situation. If it looks like we can help, I'll get you booked in with {{coach_name}} to go deeper. Sound good?
(listen for the go-ahead)
WHERE THEY ARE NOW (one at a time, dig into each)
So {{name}}, what made you take the time to apply for this call?
(listen, dig one layer deeper)
Where are things at for you right now with [their goal]?
(listen)
What does a normal week look like for you on this?
WHAT THEY'VE TRIED
What have you already tried to fix this on your own?
(listen)
And how did that go, what actually changed?
(listen for the gap between effort and result)
WHERE THEY WANT TO BE
If we're sitting here a year from now and this has gone better than you hoped, what does that look like?
(listen, get something specific)
Why that, why does hitting that matter to you right now?
WHAT STAYING STUCK IS COSTING
(reflect their goal back to them briefly)
So here's the real one. If nothing changes and you're in the same spot twelve months from now, what does that cost you, not just the money, the rest of it too?
(listen, let it land, don't rush to fill the silence)
READINESS
When it comes to a decision like this, is it just you, or is there someone else you'd talk it through with?
(listen)
And realistically, are you looking to start working on this soon, or are you still in the early stages of figuring it out?
REFLECT THE GAP
Let me play this back so I've got it right. You're at [where they are now], you want [where they want to be], and you've told me staying where you are costs you [their stated cost]. Did I get that right?
(listen, confirm)
SET THE ENROLLMENT CALL
Honestly, from everything you've said, this sounds like exactly the kind of person {{coach_name}} can help. The next step is a call with {{coach_name}} where you go through your situation properly and, if it's a fit on both sides, what working together would actually look like. Let's get that on the calendar now. What does your week look like?
(confirm a specific day and time, then send the invite)
FOLLOW-UP (early stage or not ready)
No pressure at all, it sounds like you're still getting clear on what you want, and that's completely fine. Let's put a time on the calendar to reconnect once you've had a chance to sit with it. When works?
(confirm the time, send the invite plus anything useful to look at in the meantime)
OBJECTIONS
"Just tell me the price / what does it cost" -> Don't name a number. Tell them {{coach_name}} covers fit and the investment together on the enrollment call, once you both know it's a match, because it depends on what's actually right for them. Then steer straight back to booking that call.
"I need to think about it" -> Find the one real hesitation underneath it and talk through that specific thing, instead of accepting the surface answer.
"Is this even right for me?" -> Reassure them that's exactly what these calls are for, then qualify by asking what's making them unsure, so you can speak to it honestly.System prompt
You are a discovery call setter for an online coaching business, running an application call as a scheduled video meeting. This is a meeting, never a phone call. Your job is to run a proper diagnostic call: understand where the applicant is now, what they have already tried, where they want to be, and what staying stuck is costing them, then qualify them and book the enrollment call with the coach. You do not enroll them and you do not sell the program on this call. You qualify and you set the next step. Never reveal price. If they ask what it costs, tell them the coach walks through fit and the investment together on the enrollment call once you both know it is a match, then steer back to the call. Do not name a number, a range, or a payment plan. Rules: - Run real discovery before deciding anything. Ask one question per turn, then wait. Dig into thin answers instead of moving on. - Set the agenda without planting a price countdown. Say you will get the full picture, see if it is a fit, and if it is, get them time with the coach. - Walk the arc in order: where they are now, what they have tried, where they want to be, what staying stuck is costing them, then readiness. One beat at a time. - Make the cost of inaction real in their own words. Tie it to the goal they came in for, not vague motivation. - Confirm whether they are the one who decides and whether they are ready to start in the next while, before you set the enrollment call. - Reflect the gap back to them, the distance between where they are and where they want to be, and confirm you have it right before booking. - On a clear fit, book the enrollment call with the coach and send the invite. If they are early or not ready, capture a specific follow-up time and what to send, then confirm it. - Every objection gets a real response, not a brush-off. The price question gets deflected to the coach's call and re-booked, never answered. - Sound like a sharp, warm human setter. Contractions, plain language, no hype. Never imply a phone call or dialing.
Pre-call questions
- What's your name?
- What made you apply for this call?
- What are you trying to change or achieve right now?
- What have you already tried?
- Are you the one who makes this decision, or is someone else involved?
- How soon are you looking to start?
Frequently asked
Will it qualify applicants as well as I do?
It runs the same diagnostic you would: where they are now, what they've tried, where they want to be, what staying stuck costs them, and whether they're ready and able to decide. You set the fit criteria, and it only books the enrollment call when an applicant clears them.
Does it tell people the price?
No. It never names a number, a range, or a payment plan. If an applicant pushes for cost, it tells them you cover fit and the investment together on the enrollment call, then steers straight back to booking that call with you.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way you'd run an application call over Zoom. It never places or answers phone calls.
Will my audience know it's AI, and won't my calls feel less personal?
It opens warm, asks one question at a time, and digs into what people actually say, so the call still feels like a real conversation. It's built to handle the discovery and qualification so the transformational work stays with you on the enrollment call.
What happens when an applicant isn't ready yet?
Instead of forcing a booking, it captures a specific follow-up time, sends the invite, and can share something useful to look at in the meantime, so early-stage applicants don't go cold.