How To Reduce Discovery Call No Shows - KSB Agency
Say goodbye to no-shows

How To Reduce Discovery Call No Shows

Charging potential clients to book a discovery call because of previous “no-shows” is a no-no.

Why? Because no one wins.

No shows are no fun. I get it. We invest so much of ourselves into our business, we believe in our brand and so we believe that our time and services should be respected. But the approach above is missing the mark. A discovery call is that initial conversation with a prospect after they have shown interest in your product or service.

It is not only an opportunity for you to get to know the person and see if they are a good fit for your business, but it is just as much of an opportunity for the prospect to see if the company will bring them value. So charging the prospect for that initial call should feel a little more than unfair.

As business owners and coaches, we are bringing value to our clients. We are essentially here to help them solve problems by clearly defining and delivering solutions and explaining the benefits of those solutions so that they can get better results. You see, the key to smart business is not trying to screw the other side. It is giving them the best deal while also achieving your goals. How?

Understand that life happens. Maybe they genuinely forgot, or they no longer needed the appointment but failed to communicate that change of plans, or perhaps something unexpected happened.

Life happens, things come up and that needs to be accepted. As business owners and coaches, we still have an obligation to show up and be there for them when they’re ready when things calm down in their life and at the end of the day, if it’s not a priority for them “right now” THAT’S OK. With that said, we also need to keep in mind that we are in fact business owners and our time and services DO matter. So what can you do to minimize no-shows?

Have a plan in place. Optimize your booking procedure. You see, having a plan in place that reinforces your policies doesn’t make you a bad guy, it makes you a business owner who has established boundaries. If you simplify and organize your booking process and create the perfect cancellation process that shows compassion – the person may feel more compelled to cancel as opposed to not show up. It also shows them how serious you are when it comes to your business.

Discovery calls no shows

How To Reduce Prospect No Shows

Make them pay. Just kidding.

Have a Schedule Policy in Place on your Website

Under the “Book Your Discovery Call” tab, list your policies for cancellations, rescheduling, and no-shows. Here is an example: 

Book your Discovery Call

Our goal is to answer your questions and bring you the absolute highest value possible. The discovery call is a chance for us to get to know you and an opportunity for you to see if the value you are seeking can be found here with us. We believe you’ve come to the right place!

Cancellation Policy

When you book your appointment, you are holding a space on our calendar that is no longer available to our other prospects. If there is a change of plans or a change in your schedule, please use our calendar to cancel the call or reschedule. If cancellation is necessary, we require that you cancel at least 24 hours in advance. Appointments are in high demand, and your advanced notice will allow other prospects access to that appointment time.

Now, if you feel the need to add a small, refundable deposit at the time of booking, that is up to you but charging them for your time in advance of the call is a hard no. A policy for a small, refundable deposit could look like this:

Cancellation Policy

When you book your appointment, you are holding a space on our calendar that is no longer available to our other prospects. If there is a change of plans or a change in your schedule, please use our calendar to cancel the call or reschedule.

Late Cancellation/ No Shows

Our goal is to answer your questions and bring you the absolute highest value possible. The discovery call is a chance for us to get to know you and an opportunity for you to see if the value you are seeking can be found here with us. We believe you’ve come to the right place! 

When you book your appointment, you are holding a space on our calendar that is no longer available to our other prospects. If there is a change of plans or a change in your schedule, please use our calendar to cancel the call or reschedule.

A cancellation is considered late when the appointment is cancelled less than 24 hours before the appointed time. A no-show is when the appointment is missed without cancelling. In either case, the small deposit will be non-refundable.

All-in-all, I get it, no-shows are no fun but providing prospects with a policy sets boundaries and helps them to better respect your time and services. Most prospects will respect that. 

xo, Stay Fierce!


About Us:

KSB AGENCY specializes in Strategic Sales Consulting and Social Media Marketing. As a strategic consultancy, we help business owners and team leaders build a better foundation on which to build the growth of their business – whether that be revenue or brand awareness.  

Our full-service client experience will empower you to show up and conquer the world — whatever that looks like to you. We go outside the comfort zone. We’re unabashedly bold. We have the results to prove it works.

We combine knowledge and practical experience to help our clients step outside their comfort zones. Ready to elevate your business? Work with us for cutting-edge sales consulting and social media marketing strategies that will take your business to new heights.

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