Sales Meeting Agenda for Successful Women Coaches
- kristinaserinn
- Jun 21
- 11 min read
How to Make Every Client Call the ultimate success
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Hey there, powerhouse coach!
If you’ve ever felt a little unsure about how to run a successful sales meeting that feels natural—not pushy—then you’re in the right place. Whether you’re booking discovery calls from Instagram, LinkedIn, or your Facebook group, having a clear and confident sales meeting agenda is a game-changer. And I promise, it doesn’t have to feel “salesy” at all.
In this blog, I’ll walk you through a sales meeting structure for women coaches that not only converts but feels good. We’ll go over step-by-step tips, what to say, what to listen for, and how to gracefully guide potential clients into a confident “yes.”
Ready to turn your next discovery call into a dreamy client? Let’s dive in!
Why Women Coaches Need a Sales Meeting Agenda
As women coaches and mompreneurs, we’re often balancing a lot—between family time, client work, and growing a personal brand, there’s no room for disorganized sales calls that waste your time or your potential client’s.
Having a structured approach to your sales call agenda:
Builds trust and professionalism
Boosts your confidence
Keeps the conversation flowing
Makes your offers irresistible (because they’re tailored to your client’s actual needs)
This is especially important for coaches who sell high-ticket offers, group programs, or 1:1 packages.
Pre-Meeting Prep: Set the Stage for Success
Before you even hop on Zoom or click “Join Meeting,” there are a few quick but essential steps to prep like a pro:
1. Pre-Qualify Your Leads
Use a short intake form or booking questionnaire geared towards your target markets.
Ask potential clients to answer questions that will qualify them as a good lead:
What’s your biggest challenge right now?
Have you worked with a coach before?
What made you interested in this call?
Are you willing to invest at this time?
These answers will give you major insight so you’re not flying blind throughout your sales process. This can also prevent getting on sales calls with spammers or uninterested parties that are a complete waste of time.
2. Send a Reminder Email
A simple reminder with the time, date, and Zoom link reduces no-shows and sets a professional tone. You can quickly touch base and include something like:
"I’m excited to chat with you! Come as you are—we’ll talk about where you’re at, where you want to go, and what it’ll take to get you there." 💻✨
Your Successful Sales Meeting Agenda (Step-by-Step)
Here’s the full framework and agenda template you can use for a 30- to 45-minute coaching sales call that converts with ease. Download the free Sales Meeting Agenda Checklist with action items for each step below.
Step 1: Connection (5-7 minutes)
Goal: Build trust and rapport
Start with warmth and authenticity. Smile, make eye contact, and ask a simple question like:
“So glad you’re here! Where are you joining from?”
“Tell me something good that happened this week!”
This breaks the ice and sets a supportive tone, especially for women who may be nervous or hesitant.
🔑 Pro Tip: Mention something personal from their intake form or Facebook profile. It shows you’re attentive.
Step 2: Purpose of the Call (2 minutes)
Goal: Set the stage and guide expectations
Say something like:
"My intention today is to get super clear on what’s going on for you, what your goals are, and explore whether I can support you. If we’re a good fit, I’ll share how that could look. Sound good?"
This empowers the client and avoids awkwardness later on when it’s time to talk about your offer. One best practice is to have a clear agenda for the meeting and be up front about your intentions. Get permission to pitch so everyone's on the same page.
Step 3: Current Reality (10 minutes)
Goal: Understand where they are and what’s not working
Ask open-ended questions like:
“What made you reach out right now?”
“What’s your biggest challenge when it comes to ___?”
“What have you tried so far?”
Listen deeply. Take notes. Repeat back what you hear to show understanding.
💡 Why this matters: Most women want to feel heard before they make any kind of investment. This part is about active listening, not problem-solving (yet!).
Step 4: Vision + Goals (5-7 minutes)
Goal: Get them emotionally invested in their dream outcome
Now ask:
“Where would you love to be 3–6 months from now?”
“What would it mean for you to solve this problem?”
Let them dream big. Help them connect emotionally to the result they’re after.
🌟 Pro Tip: You may have to dig a little deeper with their goal setting. This may turn into a little brainstorming session. The short term result you can provide may lead to their bigger why! Help them identify and visualize their bigger goals and reasons for wanting them in this step.
Step 5: Identify the Gap (2–3 minutes)
Goal: Highlight what’s standing between them and their goals
You might say:
"So here’s what I’m hearing—you’re [current struggle], and you’d love to [big goal], but you’re missing [strategy, support, accountability]. Did I get that right?"
This gently points to the transformation you can help them achieve. This often feels redundant, but clearly re-stating the problem and solution can go a long way in getting them on board with why they need you.
Step 6: Introduce Your Offer (5–10 minutes)
Goal: Position your coaching program as the bridge to their success
Use your signature framework or methodology. This is where you can share new ideas about what your program can offer. Here’s a soft approach:
"Based on what you’ve shared, I really believe my [name of your offer] could help. It’s a [length] coaching program where we work on [3-5 bullet points based on their pain points]."
Keep it focused on outcomes, not just deliverables.
Example:
Not “You’ll get 6 calls and a workbook,” but “You’ll have a customized marketing strategy, daily support, and feel confident in your offers.”
Step 7: Investment + Invite (3 minutes)
Goal: Share the price with confidence and extend a clear invite
Try this:
"The investment is $__,"
Say it, then pause. Breathe. Give her time to process.
Then say, "I’d love to invite you in if it feels aligned. I have a few spots open this month. What questions do you have for me?"
🪄 Pro Tip: If your energy is calm and confident, she’ll feel safe making a decision.
Step 8: Handle Objections Gracefully
Goal: Support their decision-making process with empathy, not pressure
Let’s be real—objections are not rejections. They’re often just a sign your client is feeling fear, uncertainty, or resistance to investing in herself. And that’s where your coaching skills really shine.
Instead of seeing objections as a “no,” think of them as a conversation about what’s really going on underneath the surface.
Here are some of the most common objections women coaches hear, and exactly how to respond with heart, strategy, and confidence:
💬 Objection #1: “I can’t afford it.”
This is the most common objection, especially for newer coaches or when selling to moms who are balancing household budgets.
First, take a breath. Then use curiosity and compassion.
What to say:
“I totally hear you, and I respect that. Can I ask—when you say you can’t afford it, do you mean it’s not in the budget at all right now, or you’d need to move things around to make it work?”
This opens up space. You’re not pushing. You’re simply clarifying.
Then, follow up with:
“What would need to shift for this to feel doable for you?”
Or:
“If this is something you truly want, let’s explore how to make it work—no pressure at all. I just want to support you in making the best choice for you.”
From here, you can explore options:
🎯 Option 1: Offer a Payment Plan
Many women will invest if the payments feel manageable.
“I do offer a payment plan that breaks it into monthly payments. Would that make it more accessible?”
You can also reframe the cost in terms of potential returns:
“This is an investment in learning how to consistently generate leads and convert them—skills that can pay you back again and again.”
🎯 Option 2: Ask About Priorities
This is delicate but powerful if done with love:
“Can I ask you something with total love and respect? If this solution could help you finally [insert their dream—sign clients, feel confident, leave their 9-5], is it something that’s worth finding a way to do?”
It’s not about pushing. It’s about helping her reconnect with her vision and her why.
🎯 Option 3: Invite Future Action
Sometimes it truly isn’t the right time. That’s okay. Let them go with love—and keep the relationship warm.
“I understand that now might not be the best time. Would it be okay if I follow up next month or add you to my list for upcoming offers?”
You can also invite them to a lower-cost offer or free resource like your Facebook group, workshop, or email series.
🧠 Coach Insight: The Real Fear Isn’t Money
Often when someone says, “I can’t afford it,” what they really mean is:
“I’m afraid it won’t work for me.”
“I’ve invested before and didn’t see results.”
“I don’t trust myself to show up fully.”
Your job is to gently ask:
“What would help you feel more confident about making this decision?”
Then hold space, listen, and lovingly coach them through it.
💬 Other Common Objections + How to Handle Them
“I need to talk to my partner.”
-“Absolutely, I respect that. Would it be helpful to walk through the details together so you feel clear on how to share it?”
(You can even offer a quick 15-min partner Q&A call!)
“I want to think about it.”
-“Totally get it—big decisions deserve thoughtful consideration. What specifically would you like to think through?”
“Would it feel helpful to schedule a quick follow-up chat so you have time to reflect but we don’t lose momentum?”
🧘♀️ Your Energy is Everything
The way you respond to objections sets the tone. If you shrink, apologize, or panic—it communicates doubt.
But when you respond with calm confidence, empathy, and space—you show up as a true leader.
✨ Final Reminder: You’re Not Just Selling a Program—You’re Offering a Path to Her Dream
When you feel resistance from a potential client, remember:
You’re not pushing
You’re not convincing
You’re coaching her through the fear
Your offer is the solution she asked for.
So breathe, lean in, and trust your process. If it’s aligned, she’ll say yes. If not, you’ve still planted a seed and held space with integrity.
Step 9: End the Call with Clarity and Confidence (2–3 minutes)
Goal: Leave the potential client feeling supported, empowered, and clear on what comes next
Whether it’s a full-body “YES!” or a “Let me think about it,” the way you close the call matters. It’s your chance to reinforce connection and end the conversation on a professional and positive note.
💖 If they say YES:
Celebrate it! Make them feel excited and confident about their decision.
“I’m so excited to work together! You are going to love this. I’ll send over the welcome email and next steps within the hour—just keep an eye on your inbox.”
Give them the next clear step:
Sign the contract
Submit payment
Book their first session
You might also say:
“This is going to be such a powerful next chapter for you. I can’t wait to support you!”
🤍 If they’re a MAYBE:
Keep it open, pressure-free, but purposeful. Set a timeframe for the next sales meeting if necessary.
“Totally understand you want to think about it. I’ll send over a quick summary and leave this offer open for [X days]. Would it feel helpful to set up a follow-up chat in a few days?”
You can also say:
“No matter what you decide, thank you for your time and honesty today. I really believe in the work you’re doing.”
This builds trust, even if the sale isn’t immediate.
💬 Sample Closing Line:
“Thank you so much for showing up today and sharing your story. I know these calls can bring up a lot, and I really admire your courage. I’ll send you everything we talked about so you have it in one place. Talk soon, and just know I’m cheering you on either way!”
Ending your sales call with love, clarity, and a clear next step turns a simple conversation into a powerful brand moment—one that leaves your potential client thinking, “Wow, she really gets me.”
And that’s the kind of energy that fills your coaching calendar with dream clients.
Post-Call Follow-Up Tips for Women Coaches
Whether it’s a yes or a maybe, always follow up. Here’s what to include in your post-call email:
A thank-you message
Recap of your conversation
Link to sign up or book next steps
Encouragement or a resource
✨ Bonus tip: Add them to your nurture sequence or Facebook group if they’re not ready to buy now. That’s a great opportunity for long-term lead nurturing, mama!
Templates You Can Steal: Sales Call Scripts for Coaches
Here are a few lines you can copy and make your own:
Opening Script:
"Hey [Name], I’m so glad we’re doing this! I love helping women like you who are ready for their next level—whatever that looks like. Let’s start with where you’re at and see how I can support you."
Offer Intro:
"So based on everything you’ve shared, I believe my [program name] could be a beautiful fit. Would you like to hear how it works?"
Investment Line:
"The investment is [amount], and that includes [benefit 1], [benefit 2], and support every step of the way."
Objection Response:
"It totally makes sense to want to think it through. Is there anything you’d like clarity on that could help you decide?"
Why Sales Meetings Feel Different for Mompreneurs
Let’s be real—selling as a mompreneur is emotional. You’re not just pitching a product. You’re offering transformation. You’re offering time freedom, peace of mind, confidence, and clarity.
That’s why having a clear sales agenda for coaches isn’t just professional—it’s powerful. It honors your time, your expertise, and your client’s dreams.
This way you can have more productive meetings and finally reach your sales goals. You deserve to run your own meetings and discovery calls that feel fun, easy, and effective.
Common Mistakes to Avoid During Sales Calls
Jumping straight into your offer without hearing their pain
Talking too much and not listening enough
Lowering your price out of fear
Avoiding the “money” talk until the last second
Not following up
All of these are super common—and all of them can be transformed with a solid agenda and a little practice.
Sales Meeting Tools for Coaches
Want to make things even smoother? Here are my favorite tools:
Calendly for scheduling
Google Forms for pre-call questions
Zoom with record enabled (for your review or theirs)
Canva for beautiful offer PDFs
Trello or Notion for tracking follow-ups
And of course—your confident voice, your heart-centered approach, and your belief in your work. Those are your most powerful tools.
Final Thoughts: You’re Not Just Selling—You’re Serving
If you’re a woman coach who’s been tiptoeing around sales or feeling stuck with discovery calls that don’t convert, know this: you’re not alone.
And the good news? You don’t have to be “good at sales” to be successful—you just need a structure, some practice, and the willingness to lead with love.
Use this sales meeting agenda for women coaches as your roadmap, and show up like the expert you already are. 💼💖
Next Steps: Let Me Help You Build a Lead-Generating Coaching Business
If you’re ready to grow your business with heart-centered strategy—not hustle—my Lead Accelerator Program was made for you.
Inside, you’ll get:
A personalized lead generation funnel
Daily support to convert warm leads
Weekly coaching to master your messaging
A complete content-to-client roadmap
✨ Want to make 5–10 qualified leads a day feel doable? Click here to apply or learn more.
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Written in collaboration with artificial intelligence (ChatGPT-3.5). Edited by a human.
Are you Overwhelmed?
Do you feel like you are constantly spinning your wheels and just need an outsider view to take a look at your coaching business marketing strategy? I'm always happy to set up a POWER HOUR One-on-One Strategy Session to come up with a comprehensive plan to get you MORE LEADS.
This is brilliant, full of useful tips, thank you!
As a coach for over 20 years there is some very helpful tips for newbies, I tend to have a more soul-led approach I always want to make sure that we are both right for each other. Even after pre-qualifying questions if I don't think my offerings or I am the best for that client I say so. This has always helped me greatly in the long run, and leads to more referrals as they get to see I genuinely care.