Inside my coaching group, Fully Booked Business Club, we recently had a real-talk moment about sales calls.

Several of our members confessed to downloading (or even purchasing) sales call scripts at some point in their business — hoping they’d finally figure out how to “say the right thing” and get more clients.

But what do they find instead?

❌ The scripts felt weird and clunky
❌ They sounded like someone else — not like themselves
❌ And worst of all… they didn’t lead to more clients

That’s because most of those “scripts” were built for a totally different kind of business — using bro-marketing tactics focused on pressure and pain-points. Honestly it’s just weird and gross.

That approach doesn’t work when you’re selling relational, trust-based services — like personal concierge support, errand-running, senior services, or organizing.

So, I taught them a better way — my sales call process.

And in this post, I want to share the structure with you — because when you lead your sales conversations with clarity, calm energy, and confidence… people feel it.

 

And then – they say yes!!

 

✅ What a Heart-Led Concierge Sales Call Looks Like

This works whether you’re brand new, pivoting, or almost fully booked. You don’t need the perfect pitch. You just need a grounded way to lead the conversation.

 

 

1. Be Present Before You Pick Up the Phone

Sales calls don’t go well when you’re distracted or multitasking.
Be grounded. Be ready. Respect your own time and energy.
Don’t answer the call while you’re trying to get 3 kids into the house after you just returned from the playground. (ask me how I know)

 

 

2. Open with Curiosity + Care

Instead of that typical – “why did you decide to look for help today” or the good ole “And what will it feel like if you don’t solve this problem” 🤮

Start naturally with:
“I’m so glad we’re talking — just curious, how did you find me?”
It breaks the ice and gives you marketing feedback (Google? Referral? Local group?).

 

 

3. Ditch the Script — Lead With Curiosity

Instead of memorizing a rigid script or asking forced questions you found online, focus on genuine curiosity.
Ask questions that:

• Help you understand what’s really going on in their life
• Invite them to describe what kind of support they’re looking for
• Help them get specific about what they’d love your help with — whether it’s something they don’t have time for or something they simply don’t want to deal with anymore

When your questions feel natural — and are rooted in connection — the conversation just flows.
You’ll both leave the call feeling more clear and confident… whether they say yes now or later.

 

 

4. Recommend Based on Fit — Not Fear

Once you understand what they need, recommend what actually fits.
Not what’s your biggest package. Not what’s cheapest. Just what’s best for them.
Confidence sells. Too many options are confusing.

For example: I had someone tell me they wanted to join the 100K Club – I could have totally said “sure” and let them enroll. But they were brand new and even though they had a couple clients, their business foundation was rocky + they didn’t know how to market consistently. They needed FBBC NOT 100K. So I would never “sell” someone the biggest package. I “offer” what I think they need most. YOU do the same!

 

 

5. Be Clear on Pricing

Keep your pricing visible so you can quote calmly.
No backpedaling, undercutting, or rambling.
When you’re confident and clear, people feel safe saying yes.
My “solve” for this – the Pricing One Sheet.

 

 

6. Follow Up With Heart

You don’t have to chase anyone. But you do want to close the loop.
“Just wanted to check in — did you find help for your dad?”
That genuine moment might not lead to a sale now, but it builds trust that pays off later.

 

 

💬 Final Thought

Selling concierge services isn’t about learning how to “pitch.”
It’s about showing up grounded, clear, and confident in what you offer.

✨ No pushiness. No pretending.
✨ Just you — helping the right people.

If you want your sales conversations to feel easier (and convert better), this is your next step…

 

 

📣 Ready to Get More Clients This Summer?

If this blog hit home — you’ll love the
6-Part Get More Clients Summer Series I’m teaching starting July 7.

I remember how awkward it felt when I was first starting.
I had so much hope… my heart was full… I wanted to help people — I knew I could make a difference.

But the “getting clients” part?

It was way harder than I expected.

No one tells you how weird it can feel to talk about your services…
Or how discouraging it is when you know how much you could help someone — but they don’t hire you.

That’s why I created this 10 week group coaching container. 10 weeks – 6 Live sessions, space in between to implement and take action. NO OVERWHELM or “long lists” of things “to do”…

💡 I’m going to work with you and a small group of other concierges and take you through what I would do ( knowing what I know now ) if I were starting all over again from scratch.

 

You’ll walk away knowing how to:

• Have better conversations that lead to real bookings — without using pushy sales scripts or canned responses
• Describe what you do in a way that clicks with clients — so they immediately get how you can help
• Focus on marketing that actually works in our industry — not flashy Reels, a fancy website, or spending 6 months setting up your LLC, and hoping for the best
  

This isn’t a course you go through alone — it’s guided coaching with real-time support and momentum.

✨ Early bird pricing $497 is open now
✨ Only 15 spots available
✨ This is the ONLY time I’m offering this 10-week program in 2025

👉 Want in? Email us directly at: Support@TheConciergeAcademy.com

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Thinking about starting a concierge business but not sure what you need—or where to even begin? The Concierge Starter Kit includes the exact templates, client forms, flyers, and tools I used when I first got started—plus a video walkthrough showing you how to use them all. I also cover what kind of insurance actually matters (and what’s just noise), so you can skip the overwhelm and start on solid ground.

➤ Grab the Concierge Starter Kit – $47. It’s the shortcut I wish I had. Get it HERE: https://theconciergeacademy.com/starterkit