Phones & Marketing
Proven Process.
Your Roadmap to More New Patients
Weekly Meetings
New Client
Onboarding
Monthly Meetings
Initial Coaching
As Needed
Ongoing Coaching
As Needed
Troubleshooting
Existing Client
Weekly Meetings
Stable Patient Flow
Existing Client
Monthly Meetings
Weekly Meetings
New Client Onboarding.
- Get to know your organization
- Set standards & expectations
- Develop your goals
Monthly Meetings
Initial Coaching.
- Build rapport with your team
- Establish training schedules
- Explore best practices for phone conversions
As Needed
Ongoing Coaching.
- Instill confidence in team members
- Provide resources & tools
- Role play & practice specific calls
As Needed
Troubleshooting.
- Regroup & review initial training
- One-on-one training
- Self-assessment program
