Goal

Responsible Position(s)

Resources Needed

Procedure

Steps/Details

Who

Time

• Greet prospect by their first name and come around the table to shake their hand
• Look client in the eye and smile
• Pretend they are your best friend and show kindness and high energy (we’re here to help them!)

• Ask all the questions and lead the conversation
• Ask what they are interested in (physical therapy or fitness training)

• Open the intake from on the desk top
• Ask what body part they need treatment for
  • Tell them we specialize in orthopedics and that our expert therapists treat that body part frequently
• Introduce them to the therapists on staff
• Ask what insurance they have
  • Tell them we take almost all insurances
• Ask if they would like to make an appointment
  • Schedule them and provide an appointment card
  • Obtain email address and send out the intake form email on desktop by double clicking the icon and entering in the patient’s name and email
  • Inform patient to look for our email and fill out the form
• Ask them for their insurance card and ID
  • Photo copy both
  • Inform patient we will verify their benefits and find out all the costs associated with therapy for them and call them with the details (obtain phone number)

• Open the intake from on the desk top
• Ask if they are interested in personal training for fitness classes like yoga, Pilates, or boot camp classes.
• Introduce them to the trainer(s) on staff
• THE GOAL IS TO SCHEDULE AN APPOINTMENT WITH A TRAINER
• Ask them what their overall goal is
• They will ask questions about our services. You control the conversation and ask them “what are your fitness goals?”
• They will answer and then you ask “Are you looking into getting help with your goals now or for the future?”
• If they answer “now” then tell them “great, then lets schedule a meeting with one of our fitness specialist so they can answer your questions, map out a plan to achieve your goals, and give you a sample workout so you can experience how our unique workout system feels. Are mornings or evenings better for you”