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How to effortlessly take people from messenger to phone call is one of the most common questions we get in our client groups.

Getting prospective clients on the phone is key to closing clients and building your client business. 

Here is how we effortlessly take people from messenger to phone call.

The Strategy to Effortlessly Take People from Messenger to Phone Call:

The goal of your messenger conversations is to get prospective clients on the phone so that you can do business with them. 

Assuming you are already pulling in a flood of messenger conversations using “2-steps” and doing organic on facebook to get clients, the strategy looks like this:

  1. Ask a few questions. 
  2. Provide some helpful insight. 
  3. Ask to hop on a phone call.

Before I break down each step of this strategy, you need to first understand a foundational mindset that is going to help your messenger and phone conversations.


Don’t overthink how to effortlessly take people from messenger to phone call. Don’t get worried about saying the wrong thing. Remove the filter. 

Relax. Realize you are talking to a normal human being who you probably have a solution for. Just have a conversation. 

Don’t get too scripted or think too much about it. Just roll with what comes to mind and what will be helpful to them.

1. Ask a few questions:

The goal of your questions is to get some information so you can then provide insight.

Let’s say someone commented on your 2-step post, and you’ve reached out to them via messenger to follow up. 

Your conversation should look something like this:

“Hey ____, I saw you commented on this. Are you still interested?”

Then you want to get permission to ask them questions, so they realize you actually care about them. Then write something like this:

“Do you mind if I ask you a couple questions about what you have going on? And then based on that I can either give you some training more customized to your situation, or the original the training I mentioned earlier in my 2-step post if it still makes sense.”

Then go into asking some super simple questions. Just a couple should be enough to gauge what you need to know.

If you’re a business coach, you can ask something like:

  • “What are your revenues?”
  • “Where do you want them to be?”
  • “Why do you think you’re not already at that goal?”
  • “What is your biggest challenge?”

Don’t ask a million questions. And, be timely in responding with people as they are active, so you don’t lose them.

Once you’ve collected some info about them, then it’s time to provide some helpful insight.

2. Providing Helpful Insight:

If you asked something like: “Why do you think you’re not already at your $20k per month goal?”

And they say “Well I think ads aren’t working.”

Then you can offer insight like this: 

“If I’m being honest, you really don’t need ads. I think what you need is to dial in your organic and get more people on the phone.”

Doing this changes their way of thinking. They’ll realize what they’re doing wrong, and the solution. This is what sales is.

You don’t want to solve their problem over messenger. But, you do want to shed some insight.

Then, after shedding your insight, leave them on a  cliffhanger to get them on the call.

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3. Getting Them On The Call:

Asking someone to hop on a call via messenger is simple:

“Do you have like 5 or 10 minutes to chat later today? I can give you some insight as to what I do to see if it’s a good fit. If not, I can at least point you in the right direction.”

Don’t message back 5 or 10 times trying to solve their problem. 

Suggesting that you hop on the phone will position you as someone who is an expert and whose time is valuable, because you don’t have time to message all day.

Let them realize that you are the busy person and that they need your help on the call.

Bonus Nugget:

You can also say “Promise I’ve got nothing to pitch you, lol”

It’s great because they know they’re not going to get sold to. 

You’re literally just going to get on a call, ask a few questions, shed some insight and then pre-frame them to understand that in the follow-up strategy session, you’ll be able to help answer all the questions and go deeper into your offer and what the process of working with you looks like (if they’re a good fit.)

If you’re ready to get fancy with sending them a call scheduler link, check out OnceHub’s ScheduleOnce on our recommended tech tools to get that set up.

The Purpose of The First Call With Your Prospect:

The first call should be short. This is your time to uncover if they are a good fit for what you have to offer. 5 or 10 minutes is all it should take. 

You’ll want to have a list of criteria to gather from them by asking a few questions towards the beginning of the call. This could be information like:

  • What is your revenue?
  • What is your problem?
  • What do you want fixed? Etc.
  • What is your financial situation looking like?

Think of this as completing their application with them, but they don’t know it.

About 10 minutes in (max) is when you should have determined if they are a good fit for what you offer or not.

If they are a good fit, then lead the conversation to booking a longer strategy session with them, or send them on their way with some helpful advice. 

You can say something like:

“Hey, look. I have another call coming up. I’d love to chat with you for longer later and do more of a deep dive into what actual solution would help you. If I can’t help you, I at least know someone who can.

If you feel that they’re not a good fit for your offer, you can simply recommend a training or book for them to go consume, thank them and send them on their way. 

A little bit of helpfulness and kindness even if they’re not a good fit yet will go a long way.

Bonus: You can also give them some additional homework to good-fit prospects after this call, to prepare them for the strategy session (like giving them some additional training or a testimonials page that is relevant to them.)

This will help build trust.

Take Imperfect Action:

When you want to learn how to effortlessly take people from messenger to phone call, don’t overthink it. Take imperfect action.

Simply ask a few questions, provide a few insights and ask your prospect to hop on a call asap.

Anything more is asking for the discussion to go all wrong and lose your prospect.

If you wanna go deeper into how to first get messenger conversations, check out my article on the “2-step” post strategy for more messenger conversations.

In your service,
– T

Upgrade Your Action…

Learn how to close clients like a pro with our premium messenger and phone conversation training called Convo. Call. Close.

Click Here to Grab Convo. Call. Close Today!