Follow up call scripts (Following on from the Gen Z / Millennial guide)
- drsuzbaxter
- Oct 5, 2022
- 3 min read
Updated: 1 day ago

What to Say After a Trial Session or Movement Screen
Post-trial sales flow without the cringe
If someone’s come to a free trial, movement screen, or “bring a friend” session — they’ve already crossed the biggest barrier: showing up. Now your job is to:
make them feel seen
reflect back what they said they wanted
offer them options that align with their readiness, movement quality, and goals
Here’s my go-to conversational structure. It’s not a script — it’s a flow.
✅ Open with connection (not “how are you?”)
“Hey [Name], what have you been up to today?”“How have you been feeling since our session?”
Don’t rush this part. This is your chance to build rapport and check in on how they felt post-movement. Be warm and actually interested.
✅ Get them to reflect
“How did you find the session/screen/trial?”“Anything that surprised you?”
You want them to reconnect to the positive momentum they felt during or after — especially if it was validating, new, or clarifying.
✅ Reflect their goals back to them
“So I’ve reviewed your questionnaire and my notes from our session — and just to make sure I’ve got this right, your top goals are: [insert 2–3 goals]. Does that sound about right?”
“Why is it so important for you to reach [insert their outcome] in the next few months?”
This creates clarity and emotional investment — without manipulation. Don’t pitch until they affirm their own reasons for showing up.
✅ Use confident, niche-specific social proof
“Most of our clients who come in with daily back pain have completely forgotten about it within 6 months. Would that outcome feel like a win to you?”
This isn’t a hype line — it’s earned confidence from knowing your niche well. Use a result you’re proud of and can back up.
✅ Invite the next step (without pressure)
“Are you happy to start working on this now, so we can build toward that result?”OR“Or are you ok being in the same place 6 months from now?”
Truthfully, I don’t always ask that second question — you’ll usually feel their energy. And if they’re not ready? That’s ok. You don’t want a half-in client.
✅ Present their options (and explain the logic)
I give them 3 options via email, then walk them through the structure verbally. Each option is based on:
how they moved in the screen
whether they’re pain-free and ready for group/semi-private
whether they need more 1:1 support
and whether budget is a key factor
“I’m recommending [Option A] because of how you moved — you need a few weeks of 1:1 before we add online training or group work.”
You’re not overselling — you’re safeguarding their success.
💬 Objections? No drama. Just ask.
If they say:
“I’ll think about it…”
I respond with:
“Totally fair. Can I ask — is there something else you're needing to factor in before deciding?”
Sometimes it’s logistics. Sometimes it’s price. Sometimes it’s just decision fatigue.
If it's budget:
“I totally respect financial conversations in a household. But let me ask — if they say no, does that mean your goal disappears?”
It’s cheeky but effective. The goal isn’t pressure — it’s clarity.
🧭 If it’s not a fit, refer with class
If I sense we’re not aligned or they're outside my scope:
“You know what — I think I know someone who’d be a better fit based on your goals. Want me to tee up a chat with them?”
Protect your energy. Build trust in the industry. It always comes back around.
✅ If it’s a yes: close cleanly
Once they commit, the process is smooth:
I take first payment right away
They’re sent: coaching agreement, login details, and booking link
A full onboarding flow starts via automation
The goal is zero friction between “yes” and “starting.”
Need help with this?
We cover this exact framework — plus tech stack setup, automation, and conversion strategies — in our programs and coaching.
💬 Want support? Reach out. We’ll help you build a sales process that’s real, repeatable, and totally you.
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