aesthetics360 effective phone plan

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How Your Practice will INCREASE REVENUE By Having An Effective Phone Plan Download slides at twitter.com/aesthetics360

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Page 1: Aesthetics360  Effective Phone Plan

How Your Practice willINCREASE REVENUE

By Having An Effective Phone Plan

Download slides at twitter.com/aesthetics360

Page 2: Aesthetics360  Effective Phone Plan

Why Are We Qualified?

• We have taken and managed over 1 million elective surgery calls for over 250 practices nationwide

• Over the past 8 years, we’ve created systems that have helped hundreds of practices improve call handling and turn more prospects into patients.

Page 3: Aesthetics360  Effective Phone Plan

What Do We Do...

• Elective Procedure Call Handling

• ACEtm- Actual Consumer Experience- phone quality control training and management

• OptiTracktm- Web based contact management and phone scripting program

• “Secret Service”- mystery shopping

Page 4: Aesthetics360  Effective Phone Plan

Our Goals …

• Understand current trends in the industry and how they relate to elective procedure call volume

• Learn why “skills development” for your team is vital in consumer communications

• Share some concepts and tools for call handing improvement and phone conversions

Page 5: Aesthetics360  Effective Phone Plan

Recent Trends• Elective procedure call volume started to drop off

May 08

• Practices reacted to slower conditions by reducing staff

• More pressure is put on the existing staff members to handle more responsibilities

• This all comes at expense of good customer service!

Page 6: Aesthetics360  Effective Phone Plan

Poll

What has happened

with your staffing

over the past 12months?

Page 7: Aesthetics360  Effective Phone Plan

Recent Trends, cont.

• Call volume rose in Jan due to flexible spending accounts

• Call volume in 2009 remains at an elevated rate FOR THOSE WHO KEEP ADVERTISING

• Facilities that have cut marketing budgets have experienced an immediate and precipitous drop in call volume

Page 8: Aesthetics360  Effective Phone Plan

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Page 14: Aesthetics360  Effective Phone Plan

Fish While The Fish Are Biting!

Page 15: Aesthetics360  Effective Phone Plan

Poll 2

What has happened with your

marketing over the past 12

months?

Page 16: Aesthetics360  Effective Phone Plan

Poll 3

Where are you spending your marketing dollars?

Page 17: Aesthetics360  Effective Phone Plan

We’re getting calls, how come nobody’s having a procedure?

Why don’t people have a procedure at the first practice they contact?*

*survey completed by American Network

Page 18: Aesthetics360  Effective Phone Plan

45% did not book due topoor customer service

• Patients felt they were kept on hold for too long.

• They had to repeat information to multiple representatives.

• They felt the representative was not knowledgeable or could not solve problems.

• Responses to patient’s messages or emails were too slow.

Page 19: Aesthetics360  Effective Phone Plan

20% did not book due to lack of attention they felt they received

• Practices not adhering to the “3 Second Rule”

• Too much time spent in the waiting room (average wait time was 30 minutes)

• Patients felt rushed and were unable to ask questions

• Staff was not personable

Page 20: Aesthetics360  Effective Phone Plan

15% did not book because they feltthey found a better product

• Patient seeking a practice with the “latest technology”

• Surgeon/practice did not have a desirable level of experience

• Practice did not have flexible office hours

• Patient wanted a practice that offered more resources (website, seminars, etc.)

Page 21: Aesthetics360  Effective Phone Plan

15% did not book because they feltthey could find a better price

• Patient’s insurance company offers a discount for the procedure at another practice

• Patient received a “coupon” for the procedure from another practice

• Financing options were not offered to the patient

Page 22: Aesthetics360  Effective Phone Plan

5% did not book due toother reasons not listed

• Patient found a practice closer to home

• Patient received a referral from a friend or relative for another place

• Patient was not ready

• Patient was not a candidate

Page 23: Aesthetics360  Effective Phone Plan

To Succeed In Business

• Excellent

• Excellent

• Excellent

Page 24: Aesthetics360  Effective Phone Plan

Elements Of An Effective Phone PlanCreating the “service mindset”

• Who answers your phones?

– Do you have the “A” team on the job???

• What scripting is in place?

• What training and coaching do you provide

– Improper training, or No training at all

• How do you track your success?

– Do you know if your plan is actually working?

Page 25: Aesthetics360  Effective Phone Plan

Poll 4

Who handles the phones for

elective procedures in your

practice?

Page 26: Aesthetics360  Effective Phone Plan

Things to remember when creating YOUR plan

• First impressions are formed in the first few seconds of the phone call

• 93% of human communication consists of body language, tone and attitude. Only 7% on the words

themselves-

• Customers may have already been interacting with their phone key pad with pre-recorded messages, so some of the first impression may be out of your hands!

Page 27: Aesthetics360  Effective Phone Plan

Lay The Groundwork:Fun Facts About Basic Consumer Behavior:

Talk to friends

Research on the web

Value their time

Don’t considerthemselves patients

Stay on holdless than 90 seconds

Only 15% leave a voice mail

If message left, will call next on list

Page 28: Aesthetics360  Effective Phone Plan

Goals For An Effective Phone Plan

• Create Rapport

• Capture the lead

• Book an appointment

• Create a follow up plan

Page 29: Aesthetics360  Effective Phone Plan

The Anatomy Of A Call-creating the script

• The Introduction

• Exploration- learn about the caller and their needs

• Education- what to do next

• Closing- appointment, or info only?

Page 30: Aesthetics360  Effective Phone Plan

Step 1: The Greeting:Proper greeting and capturing the lead:

• “Thank you for calling …Jones Aesthetic Center …This is Bill speaking, how may I help you today?”

• Response: “Great, I can help you with that! Are you calling for yourself or someone else?”

• “May I ask your first name”? “Thanks (name), and how are you today?”

• Remember….

Page 31: Aesthetics360  Effective Phone Plan

Why Do This?

• A proper greeting is polite and gives a great first impression

• Using (not over-using) their name establishes a more personal relationship with the patient.

• Studies show that a person’s first name is their favorite word!

Mystery Shop Results- 1000 calls placed

• Greeting: 58.33%!

• Lead capture: 3.67%!

Page 32: Aesthetics360  Effective Phone Plan

Step 2: How did you hear about us?Get the referral source!

• Have you ever been into our office before?

• Is this the first time calling us?

• How did you hear about us today?

Page 33: Aesthetics360  Effective Phone Plan

Why Do This?

• This is the beginning of establishing rapport and creating a conversation

• Practices spend a lot of money on marketing and need to know what is working.

• This also sets up the conversation for the delivery of the all important “validation statement”

Mystery Shop Results- 1000 calls placed

• Referral source: 7%!

Page 34: Aesthetics360  Effective Phone Plan

Step 3: Creating Value:Why choose you???

• “Do you know much about our office?”

• “insert your bragging rights here…so you’ll be in great hands with us!”

Page 35: Aesthetics360  Effective Phone Plan

Why Do This?

• This insiders view subtly instills confidence that the caller has made a good decision by calling you.

• It also diminishes the need to explore fears the may have about a procedure.

• We are attempting to raise the customer service expectations from basic and expected to surprising.

Mystery Shop Results- 1000 calls placed

• Value statement: 5%!

Page 36: Aesthetics360  Effective Phone Plan

Step 4: ExplorationEstablish The Need And

Uncover the Hot Buttons

• What procedure are you interested in?

• What are your goals for having the procedure?

• How long have you been thinking about having this?

• Do you have any friends that have had it?

Page 37: Aesthetics360  Effective Phone Plan

Why Do This?

• These questions show interest in the caller while also controlling and leading the conversation.-

• Building Rapport-Gaining Trust-Creating Comfort- all builds loyalty to your practice.

• Questions may help reveal any disqualifying conditions and/or the need for further discussion requirements for the first step

• Exploring needs: 61%!

Page 38: Aesthetics360  Effective Phone Plan

Step 5: the “first step”Tell them what to do

• “Have you ever been into an office to find out if you are a candidate for the procedure/treatment? “

• “Well your first step would be to come into our office for a consultation.

• At your visit, we will….”

Page 39: Aesthetics360  Effective Phone Plan

Why Do This?• To set the right expectations for the visit.

• Your description should match their experience.

• Mismatched expectations could be wasting the time of all involved.

• Length of visit

• Who will they meet

• What will occur at the visit (brief consult or medical exam)

• Any special requirements from them prior to the visit

Mystery Shop Results- 1000 calls placed

• Explanation of first step: 44%!

Page 40: Aesthetics360  Effective Phone Plan

Step 6: the call to actionTell them how to do it!

• Be proactive…invite them in!

• Assumptive close: “I have next Tuesday at 2 or Wednesday 3 available, would either of those work for you?”

• Asking permission: “Would you like me to check my calendar to see what I have available? What day of the week or time of the day works best for you?”

Page 41: Aesthetics360  Effective Phone Plan

Why Do This?

• Many offices will talk about the first step but then wait for the patient to request it.

• Often, a patient is let off the phone without anything happening.

Mystery Shop Results- 1000 calls placed

• Call to action: 61%!

Page 42: Aesthetics360  Effective Phone Plan

Handling Objections:

• Technology questions– Know your scripts and sing from the same sheet of

music

• How to present price?– What to say?– When to say it?– Why mention payment options

• Some ask to see if they can afford it.– Extended payments

• Others ask to see if they can use OPM.0% – same as cash over time.

Page 43: Aesthetics360  Effective Phone Plan

Each call should accomplish 1 of 2 goals:

• Book an appointment• Capture the lead if the patient does not book

– Have a follow up plan for mining captured leads

An astounding 20-30% of new patient inquiries are let off the phone with NO action!

Page 44: Aesthetics360  Effective Phone Plan

Poll 5

• How do you evaluate your phone staff’s abilities on the phone?

Page 45: Aesthetics360  Effective Phone Plan

Thank You !!!

This has been an

Aesthetics 360

Presentation

Page 46: Aesthetics360  Effective Phone Plan

Questions?

Contacts:

PH: 941-893-2400

• Dylan Kemna ext 1024 – [email protected]

• Bill Mercier ext 1000 – [email protected]

www.opticall.com

www.twitter.com/opticall