In this episode, Richard and I talk through some tips around having an effective Discovery Call.

We talk through:

Energy over Technique

Focusing on what you want to experience in the Discovery Call

Letting go of attachment

Having Fun

Key Take-aways and things to implement:

Create a pre-Discovery Call practice so that you can be in a good mindset and heart-space to connect.

Make sure you are getting permission to share your offers

Think through how you can make the Discovery Call enjoyable

Want to learn how to do a Discovery Call? Check out our Holistic Coach Business Start-up Course here.

Or join the Holistic Coach Certification Program:

About Richard Sartain

I embrace a holistic approach to living and have experienced the benefits of doing so in my personal growth and healing journey. Mental and physical health challenges, including depression, anxiety, and obesity have impacted generations of my family members including myself. The holistic approach of taking action that supports the mental, emotional, physical, and spiritual levels has been a powerful framework that has empowered me to create a sustainable sense of well-being. Using the holistic approach, I have intentionally designed my daily routine, in my personal and professional life, to support my well-being and have been experiencing the benefits daily ever since.

We founded the Holistic Coach Training Institute to support other Holistic Coaches in growing personally and professionally so that they can "be the change they wish to see in the world" as they serve others by empowering them to do so as well.

If you have goals that you want to reach or challenges that you want to work on overcoming then Bev and I are also available for personal and professional coaching.

Connect with Richard


About Beverly Sartain

Beverly Sartain is the President of the Holistic Coach Training Institute, where she trains aspiring coaches on coaching skills and business set-up. The Holistic Coach Certification Program is an ICF ACSTH accredited program that focuses on a holistic approach to coaching. We see Clients as whole, complete and resourceful to create creative solutions to their challenges and issues. Additionally, Beverly provides individual and group coaching through her brand, Recovery Life Management. She received her B.S. from the University of Florida and an M.A. from the University of Santa Monica. During her ten-year career in nonprofits, she managed and developed domestic violence and co-occurring residential programs. Beverly is a Certified Alcohol and Drug Counselor. She has her PCC (Professional Certified Coach) from the ICF. Beverly enjoys helping professionals empower themselves around their skill set and online coaching business. She can be contacted at or

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Educational podcast supporting personal and professional development within the holistic coaching community.