Asking better questions in the sales process

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Questions and Answers

When engaging with a new account, what is the primary goal in terms of their perception of your business?

  • To move them towards a position of trust and collaboration, increasing business. (correct)
  • To have them remain neutral about your business.
  • To maintain a distant professional relationship, ensuring no favoritism.
  • To ensure they only send a limited amount of business.

Why is it important to tailor your questions based on the type of practice or business you're working with?

  • To avoid asking them questions they would know the answer to.
  • To ensure the questions are relevant to the specific business or practice. (correct)
  • To confuse the account and test their knowledge of the industry.
  • To streamline your customer support process.

What does it mean when an account is described as being 'claimant-oriented'?

  • They prioritize working directly with insurance carriers.
  • They strictly focus on peer reviews and RME's or IME's.
  • They primarily advocate for the rights and needs of clients or patients in WC claims. (correct)
  • They avoid any participation in WC matters.

Why is it important to learn the 'lingo' and what drives your accounts?

<p>It helps you appear more competent, and builds trust with the account, placing you on equal footing. (B)</p> Signup and view all the answers

When aiming to get information about the WC business of a medical provider, whom should you usually ask first?

<p>The office manager or the WC coordinator. (B)</p> Signup and view all the answers

Which of these questions is most effective when initially speaking to someone about their WC business?

<p>Please tell me about your experience with WC claims/claimants/patients/clients. (A)</p> Signup and view all the answers

What is the purpose of asking an account 'Would you like introductions to ______?'

<p>To provide opportunities to expand their business and network. (A)</p> Signup and view all the answers

When asking about future plans, why is it useful to ask 'Do you see yourself still doing WC in five years?'?

<p>To understand their long-term perspective and commitment to WC. (C)</p> Signup and view all the answers

Why is it important to ask personal questions like 'What do you like to do in your spare time?' to key people within an account?

<p>It helps to build rapport and establish a personal connection with the contact. (B)</p> Signup and view all the answers

Which question would best help reveal a healthcare provider's ideal work environment?

<p>What's your perfect workday look like? (B)</p> Signup and view all the answers

Which question is most likely to uncover a provider's frustrations with their current position?

<p>What’s not so great about your current role? (D)</p> Signup and view all the answers

Which question is designed to understand a provider's methods for handling WC prescriptions?

<p>How do you currently send prescriptions to a pharmacy? (D)</p> Signup and view all the answers

Which question aims to gauge a provider's overall satisfaction with their current job?

<p>What do you like about your role in this office? (B)</p> Signup and view all the answers

Which question directly addresses potential negative experiences a provider may have had with WC pharmacies?

<p>Have you had any bad experiences when using a WC only pharmacy? (D)</p> Signup and view all the answers

Which of these questions is designed to uncover the primary sources of a healthcare provider's WC business?

<p>Where do you get most of your WC business? (C)</p> Signup and view all the answers

Which question could reveal a provider's pain points within the WC system, rather than about their general work experience?

<p>If you could change three things about the WC system, what would they be? (D)</p> Signup and view all the answers

Which question encourages the provider to consider how to describe the benefits of using a specific service (EZ Scripts) from a patient's perspective?

<p>Pretend I’m a patient/client. What would you say to me about using EZ Scripts? (C)</p> Signup and view all the answers

Which question is designed to encourage the provider to envision an ideal WC pharmacy?

<p>If you could build the perfect WC pharmacy, what would it look like? (D)</p> Signup and view all the answers

Which question aims to address worker's compensation challenges from the provider's perspective?

<p>If there’s a villain in the WC system, who is it and why are they a villain? (D)</p> Signup and view all the answers

Which question would be MOST effective in determining if a medical provider is likely affiliated with insurance carriers?

<p>Do you do any peer review or RME work? (B)</p> Signup and view all the answers

When asking about a clinic's use of EZ Scripts, which question would BEST gauge their commitment to the service?

<p>Is there anything that would prevent you from sending all your WC patients to EZ Scripts? (C)</p> Signup and view all the answers

Which question would be MOST effective in understanding a provider's general preference for different claim types?

<p>Of all types of claims (private health, WC, Medicaid, Medicare, cash pay), which type would you like to see more of in the future? (D)</p> Signup and view all the answers

If a provider sees fewer WC patients than before, which question seeks to discover the underlying cause?

<p>If you see less/more WC than you used to see, what are the reasons? (C)</p> Signup and view all the answers

Which approach is MOST effective for initiating a discussion on referrals to other businesses?

<p>If you were me, who else should I visit? If you know that person/group, do you mind introducing me to them/the contact? (C)</p> Signup and view all the answers

Which question BEST gauges a provider's immediate patient volume for planning purposes?

<p>How many WC patients do you have coming in for the rest of this week? Next week? Month? Can you send me those patients as your “tests” for our service? (B)</p> Signup and view all the answers

What is the primary goal of asking 'When you’re not in the office, who fills in for you? Do you mind introducing me to that person?'?

<p>To establish a contact when the primary contact is unavailable. (B)</p> Signup and view all the answers

When inquiring about the marketplace orientation of an account, what does it mean to be 'claimant-oriented'?

<p>They advocate for the rights and benefits of the injured worker. (D)</p> Signup and view all the answers

Which question directly addresses the account's use and perceived value of EZ Scripts?

<p>How do you see your clinic/practice using EZ Scripts? (B)</p> Signup and view all the answers

What is the KEY purpose of asking 'Would you like direct contacts within our operation?'

<p>To offer better service by building internal relationships (D)</p> Signup and view all the answers

Which type of question is most effective in the initial stages of understanding a client's needs?

<p>Open-ended questions designed to gather broad information. (B)</p> Signup and view all the answers

What is the primary goal in the early stages of engaging with a new client?

<p>Learning about the client’s processes, motivations, and issues. (D)</p> Signup and view all the answers

Once a client's pain points are identified, what should be done next?

<p>Offer concrete solutions that directly address those pain points. (A)</p> Signup and view all the answers

Why is focusing on the client's perception of reality said to be of the most importance?

<p>Because facts are less important than what the client believes to be true. (D)</p> Signup and view all the answers

What are two key ways to build trust with a client?

<p>Prioritizing patient experience and educational opportunities to increase income. (D)</p> Signup and view all the answers

How should a sales representative approach meetings with clients?

<p>Always bring something of interest or value to the group. (A)</p> Signup and view all the answers

What should a sales representative always avoid doing when connecting with clients?

<p>Engage in gossip or bad-mouth competitors. (B)</p> Signup and view all the answers

How can providing a solution to a client's 'pain point' affect your relationship with them?

<p>It makes clients view you as an essential partner, making them more willing to see you again. (B)</p> Signup and view all the answers

As you get to know a client better, how should your questions change?

<p>They should become more specific and directed towards a particular solution. (C)</p> Signup and view all the answers

Flashcards

Account's place in the marketplace

Understanding how the medical provider views their financial relationship with insurance companies.

Types of WC claims seen

The type of claims a medical provider sees, indicating their focus and experience.

Accountability for patient referral

The amount of influence a medical provider has on patients choosing their treatment.

Open-ended questions

Questions that encourage detailed answers and are not limited to a simple "yes" or "no" response.

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Pain points

Understanding the specific problems or challenges faced by the target account.

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Targeted solutions

The process of identifying and addressing the target account's pain points using the company's products or services.

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Building trust

Building trust with the account by focusing on their success and needs.

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Account's perception

The perception of reality held by the target account and their trust in the salesperson.

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Having something of interest

Bringing valuable information or insights to the account to demonstrate knowledge and build rapport.

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Professionalism

Avoiding negative or disparaging remarks about competitors or other groups.

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Offering solutions

The process of consistently offering solutions that address the account's pain points.

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Active listening

The ability to listen attentively and understand the account's needs and perspectives.

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Data-driven solutions

Utilizing information gathered through active listening and understanding to formulate targeted solutions.

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WC system villain

A term or situation where a party or aspect in the workers' compensation system is perceived as negative or harmful.

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WC Prescription Process

The specific internal processes and systems that the account utilizes when handling workers' compensation prescriptions.

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Perfect WC Claim

An ideal scenario for a worker's compensation claim where all aspects run smoothly and efficiently.

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Perfect WC Pharmacy Feature

A process or a feature in a WC pharmacy designed to make it more specialized and effective for handling workers' compensation prescriptions.

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WC Claims Challenges

Specific challenges or issues that the account encounters regularly when dealing with workers' compensation claims and patients.

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WC Business Source

The account's primary source of new workers' compensation claims, referrals, or patients.

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Account Claim Types

The types of insurance or reimbursement options that the account primarily handles, including workers' compensation, private health insurance, Medicare, Medicaid, or self-pay.

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WC Medication Support

The specific internal department or individual within the account that handles issues related to patients' workers' compensation medications.

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WC Pharmacy Preference

The account's perspective and preferences regarding the use of specialized workers' compensation pharmacies and the potential benefits or drawbacks.

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WC System View

The account's views on the overall workers' compensation system and potential areas for improvement.

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Account Engagement Scale

A scale or line representing the level of engagement an account has with a specific service, where the far left signifies zero engagement and the far right represents maximum engagement.

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Pushing the Marker to the Right

The process of actively seeking to increase the engagement level of an account with a specific service.

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Asking Different Questions for Different Accounts

The specific questions or inquiries that should be tailored based on the type of account being worked with.

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Non-Claimant-Oriented Practices

Accounts that prioritize obtaining business directly from insurance carriers rather than through client referrals.

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Learning Account Drivers and Lingo

The process of understanding the specific needs, objectives, and terminology used within a particular account to build rapport and earn trust.

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Asking the Right People the Right Questions

The importance of directing questions to the appropriate individuals within an account who possess the necessary knowledge and insights.

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Tell Me About Your Experience With WC

A broad inquiry designed to understand the account's overall experience with workers' compensation claims and their interactions with claimants, patients, or clients.

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Why Do You Do WC?

An inquiry aimed at understanding the account's motivations for participating in worker's compensation practices.

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Would You Like to See More WC?

A question designed to understand the account's desired level of future involvement with worker's compensation and their reasons for any changes.

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Questions for Key People/Contacts

Questions aimed at understanding the account's personal preferences and aspirations, creating a more personal connection.

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Study Notes

Asking Better Questions

  • This presentation focuses on improving sales strategies for EZ Scripts, applicable to all sales territories.
  • It emphasizes asking open-ended questions to understand client needs (pain points) and motivations.
  • Focus on the contact/account's priorities, not just your solutions.
  • Use Salesforce to understand pain points, e.g. time constraints.
  • Tailor conversations to address account pain points.
  • Earning trust is essential, by focusing on positive outcomes for patients, and profitability of referral.
  • Actively build lasting relationships through effective communication.

10 General Thoughts

  • Begin with broad, open-ended questions to gather comprehensive information about the account.
  • It's crucial to understand the account's pain points and prioritize the specific needs of their patients and clients.
  • The ultimate goal is a long-term relationship built on trust through value delivery and targeted solutions.
  • Reality doesn't matter; focus on the client's perception of reality!
  • Educate on how solutions enhance patient experiences.

Additional General Thoughts (continued)

  • Consistently show value to contacts and accounts, drawing interest through positive networks.
  • Emphasize your professional and courteous communication with all potential partners/clients.
  • Frame the interaction on a scale from zero (no interest) to full engagement (maximal interest), and ensure ongoing effort to increase positive perception.

Specific Questions

  • Client Business (General): Obtain a high-level understanding of the client's WC business, including their experiences, goals and overall mix.
  • Client Desires and Future Plans: Find out if the client wants to grow their WC business and what aspects of the current approach they find positive and negative.
  • Key Contacts/Key People: Learn about their spare time activities, and recent events they may have participated in.
  • Internal Processes: Understand the existing processes for dealing with patients and prescriptions and their existing pharmacy relationships.
  • Internal Challenges: Ask clients about problems they face in the business and their suggestions for improvement.
  • Mix of Business: Determine the proportion of various types of claims handled by the client to better understand their business model.
  • Market Place: Understand the types of clients, i.e. medical providers, insurance carriers, and identify the client's market position.
  • Accountability: Ensure clear alignment on delivering expected results & how patients are managed in the transition.

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