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The packaging & sales section contains 5 articles:
- Welcome Sequence: Everything required to ensure you give new clients an incredible first-impression.
- Consultation Process: The step-by-step of how to run a world-class consult.
- Closing & Checkout Process: How to get clients to commit, buy packages, and rebook.
- How To Build Packages: How to build & structure profitable packages that are easy to sell.
- 3-Tier Packaging Sheet: Tool to better present proven packages in a 3-tier format.
Packaging & Sales Checklists
Complete the checklists below to turn your clinic into the ultimate sales machine:
Welcome Sequence Checklist
Visit the Welcome Sequence article for full instructions
- Decide On Your Appointment Structure
- Equip The Front Desk To Make A Great First Impression
- Get Your Paperwork Ready
- New Patient Consent Forms & Pre-Assessment Survey
- Set Up A Place To Take Before Photos
Consultation Checklist
Visit the Consultation Process & Closing & Checkout Process articles for full instructions.
- Review The Consultation Process
This is the step-by-step for how to run a consultation. Review the process once and then work to continually refine the process in your clinic.
- Customize & Prepare Your Consultation Presentation
This is a key consultation tool that helps you educate the client on treatment options while showing PROOF the treatments work. Click here to access the Consultation Presentation template. >> Once opened, click “File” → “Make a copy” to make a copy for you own use.
Closing & Checkout Checklist
Visit the Closing & Checkout Process article for full instructions.
- Prepare Your Tailored Treatment Plan With 1-2 Basic Packages
This will give you a starting point for packages to sell. Review the How To Build Packages articles for instructions on how to do this.