How can experts best prepare for a call?

What should I do to prepare for a Clarity call? How do I make the most out of a call with a member? What makes a Clarity call successful?

A well-prepared expert call not only benefits the member but also boosts your ratings, reviews, and visibility in Clarity’s search results. That means more calls—and more contributions to your cause if you're donating proceeds to charity. Here are key tips to ensure a smooth and impactful conversation:


1. Reach out to the member beforehand

Once the call is scheduled, send the member a message requesting a few bullet points outlining their goals, questions, and any background information. This helps you make the most of your time together.

How to message a member:

  • Go to Calls

  • Click on the scheduled call

  • Click "Send A Message"

  • Type your message and hit "Send"

Message Template:

"Looking forward to our call! If you could send over a few bullet points outlining your main questions or any background info, I can prepare better and tailor the conversation to your needs. This helps us make the most of our time together. Talk soon!"


2. Break the ice—briefly

Start with a bit of friendly small talk to ease into the conversation, but transition quickly to the core topics. Members are often on a tight schedule, so make every minute count.


3. Block out uninterrupted time

Avoid double-booking or taking calls on the go. Make sure you’re in a quiet, distraction-free environment with solid reception. Most experts find that being ready 10 minutes before the call makes a big difference.


4. Maintain a thoughtful pace

Avoid rushing. The member may be taking notes or trying to process complex information. Pause occasionally to check in and ensure they’re following along.


5. Wrap up with care

Before the call ends:

  • Confirm that all questions were answered.

  • Invite the member to follow up or book another call, if appropriate.

  • Consider recommending a Team Call if others from their team would benefit.

A positive close leaves a lasting impression and increases the chances of future collaboration.


Share your success!

Connecting with and helping someone through a Clarity call can be incredibly rewarding. Want to see how other experts have made an impact? Check out real success stories here: clarity.fm/customers

If you’ve had a great Clarity call experience, we’d love to hear about it. Send your story to support@clarity.fm.