Step 1: Define the Offer Before the Call
The single most common reason free consults do not convert is that the coach or consultant does not have a specific offer ready to present. "We could work together" is not an offer. "Here is what I would recommend as a first step, and here is what it costs" is an offer.
Before you run a single free consult, define the paid product the call is designed to convert to. This can be:
- A single strategy session ($150 to $400 depending on niche)
- A package of four sessions over 90 days ($600 to $2,000)
- A retainer for ongoing monthly calls ($500 to $3,000 per month)
- A structured program with set sessions and deliverables
The offer should be specific enough that you can describe it in two sentences during the call. "Based on what you have shared, I think the right next step is my 60-minute strategy session. It is $200, and we would dig into your specific situation to map out the next 90 days." That is a close. "I would love to work with you" is not.
For guidance on pricing the paid session that the free consult converts to, see how to charge for coaching calls. The same framework applies to consulting and advisory services.
Sample first-session pricing by role:
| Role | Entry Paid Session | Package (4 sessions) | Monthly Retainer |
|---|
| Life / business coach | $150-$300 | $500-$1,000 | $600-$1,500/mo |
| Marketing consultant | $200-$400 | $700-$1,500 | $1,000-$3,000/mo |
| Career consultant | $150-$350 | $500-$1,200 | $800-$2,000/mo |
| Financial advisor | $250-$500 | $800-$2,000 | $1,500-$4,000/mo |
| UX / product consultant | $200-$400 | $700-$1,600 | $1,200-$3,500/mo |
Step 2: Price It
The paid session that a free consult converts to should be priced at your standard rate, not discounted. Prospects who convert during or immediately after a free consult are self-selecting as motivated buyers. They have identified the problem and seen your expertise in action. Discounting at this moment signals that your standard rate is negotiable, which undercuts future pricing conversations.
If you are newer and genuinely unsure about your rates, set a real rate before you start running free consults. Underpricing is a harder habit to break than overpricing. You can always adjust, but starting low anchors expectations you will need to fight later.
Step 3: Set Up Booking, Video, and Payment
The conversion moment is when the prospect says yes. That moment needs to be followed immediately by a frictionless next step. The worst outcome: the prospect says yes, you say "great, I will send you an invoice," they receive the invoice two days later, the momentum has cooled, and they do not pay.
The best outcome: while you are still on the call (or within 60 seconds of hanging up), you send the prospect a direct booking link. They click it, see the service description and price they just agreed to, pick a time from your calendar, and pay. The entire next step takes two to three minutes.
One link does booking, video, and payment.
Set up your paid session service on a booking platform before your next free consult. Include a service description, the price, and an intake form. Have the booking link ready to paste into the chat during the call or send via text immediately after.
Platforms like Talkspresso let you create a service profile where clients book, pay, and receive a video link in one flow. No Zoom subscription needed. No separate payment link. No invoice. Free plan: 10% fee. Pro: $29.95 per month with 0% platform fee. The guide on building a booking page that converts covers what to include in the service description to maximize the click-to-booking rate.
During the call, before you hang up:
"Based on what we talked about, I think the right next step is [specific session]. It is [price]. I will drop the booking link in the chat right now. It takes about two minutes to book. Do you want to lock in a time while we are here?"
Do not ask "does that sound good?" or leave an open-ended question. Be direct. Most prospects who are genuinely interested will book on the spot if the next step is easy.
Step 4: Fill the Calendar with Pre-Qualified Prospects
Free consults are only worth running if the prospects who attend are genuinely qualified. Running consults with unqualified leads is a time drain that feels like activity but produces little revenue.
Qualify with intake forms: Before anyone books a free consult, have them fill out a short intake form. The intake should include: their current situation, the primary problem they want to solve, what they have already tried, and their budget range. Anyone who skips the form or whose answers show they are not a fit can be redirected before the call happens.
Target the right platforms: Free consult leads come from the channels where your ideal clients are already active. LinkedIn for B2B consulting. Instagram for wellness and personal development. YouTube for coaches who teach through content. Reddit and Slack communities for niche professional services.
Use free audits to pre-sell: Offering a free brand audit, website review, or content strategy audit before the consult gives the prospect a concrete deliverable and you a specific context for the call. See how to offer free audits and assessments as a sales outreach tool for the full approach. The guide on free brand audits to get consulting clients covers the framework for service-based consultants.
For SEO-focused consultants: Discovery calls that connect to specific SEO problems convert particularly well because the client problem is concrete and measurable. See how SEO discovery calls convert to paid clients for a niche-specific approach.
Step 5: Deliver and Follow Up
For prospects who converted during the free consult, delivery starts with a great first paid session. Everything you promised during the consult needs to happen. If you said the session would map out a 90-day plan, it should map out a 90-day plan.
For prospects who did not convert during the call, the follow-up sequence is:
Within 24 hours: A brief email or message that summarizes the top insight from the call and includes the booking link for the paid session. "Great talking with you today. The key thing I would focus on first is [specific insight from the call]. If you want to dig into the full strategy together, here is the link to book the next session: [link]"
Three to five days later: One more follow-up if no response. "Following up in case you had questions after our call. Happy to answer anything before you decide." Include the booking link again.
After that: Stop. Two follow-ups is the professional limit. Move on to the next prospect. Prospects who convert after extended nurturing often become difficult clients.
Scaling Up
Once your free consult conversion rate is healthy (20% is a reasonable target, 35% to 40% is excellent for a warm audience), here are the paths to scale without more free calls:
Reduce free consult length: If you are converting well, try shortening free consults from 30 minutes to 20. The conversion rate will not drop much if the structure is solid, and you get 50% more capacity.
Group consult events: Run a monthly free Q&A session for 20 to 30 people at once. The group format allows you to demonstrate expertise to more prospects per hour. Close individual bookings at the end.
Video content that pre-sells: A well-made YouTube video or LinkedIn post that walks through how you solved a specific type of problem becomes a 24/7 free consult that pre-sells your paid services without requiring your time.
Testimonials from converted clients: Every client who came from a free consult and got a strong result is a testimonial that pre-sells the next prospect. Collect them. Use them on your booking page. The social proof from a converted client is worth more than any sales script.
Free consults are a strong top-of-funnel tool. The conversion is not about being more persuasive or adding more sales language. It is about having a specific offer, a clear price, and a frictionless next step ready the moment the prospect says yes. Most of the work happens in the setup, not on the call itself.
