Up-Front Contracts and Account Closing

<p>Send a summarizing email of the group's commitment. (D)</p> Signup and view all the answers

<p>To enhance the appeal of your service to their specific needs. (D)</p> Signup and view all the answers

<p>To ensure both parties are aligned and consent is manufactured (D)</p> Signup and view all the answers

<p>Uncover their 'pain points' or 'hot buttons' (B)</p> Signup and view all the answers

<p>To make sure they understand the pharmacy operations and value offered (B)</p> Signup and view all the answers

<p>Set a follow-up meeting (B)</p> Signup and view all the answers

<p>A detailed personal history (D)</p> Signup and view all the answers

<p>Before the scheduled referral meeting (C)</p> Signup and view all the answers

<p>Salesforce (C)</p> Signup and view all the answers

<p>The meeting agenda (C)</p> Signup and view all the answers

<p>Client expectations during the meeting (C)</p> Signup and view all the answers

<p>As uncovering their needs (D)</p> Signup and view all the answers

<p>Cancel or reschedule the meeting (C)</p> Signup and view all the answers

<p>To give the provider time to see the patient again, and ask the patient about our service (B)</p> Signup and view all the answers

<p>Cell phone (B)</p> Signup and view all the answers

<p>Follow up as soon as possible, ideally within a few days (D)</p> Signup and view all the answers

<p>Talk about the weather (D)</p> Signup and view all the answers

<p>30-60 days (C)</p> Signup and view all the answers

<p>To identify the group’s unique pain points (D)</p> Signup and view all the answers

<p>Personal relationship and follow-through (C)</p> Signup and view all the answers

<p>Using open-ended questions (C)</p> Signup and view all the answers

Always ask for all clients/patients to establish expectations.

Pin down the internal process for sending workers' compensation clients.

Adapt service to meet the specific needs or pain points of clients.

Establish an alternative contact in case the primary person is unavailable.

Provide quick feedback after receiving referrals to ensure smooth communication.

An email sent before a meeting outlining its purpose, agenda, and expectations.

A list of topics to be discussed during a meeting.

Challenges or problems faced by clients that need addressing.

A tool used to uncover clients’ needs and pain points.

The desired result of a meeting or interaction.

A promise from a client to engage or meet post-discussion.

Tailoring the meeting content based on identified pain points.

A specific section in Salesforce to find client pain points.

Ensuring clients feel they control the sales conversation.

A meeting scheduled to check on progress or commitments made earlier.

An agreement ensuring both parties are aligned before proceeding.

The process of achieving mutual agreement through communication.

Incremental agreements that build towards a larger commitment.

Informing clients about services and processes before commitments.

Each client’s specific method for handling referrals.

Responding to clients after their first action to reinforce engagement.

A customized response to address a client's specific pain points.

The promise to update clients about their patients' status.

Schedule follow-up meetings 5-8 weeks after the first referral.

Temporary calendar entries in salesforce for future meetings.

Regular check-ins with law firms to assess client satisfaction.

Actions to understand pain points before referral meetings.

Evaluation of an account's requirements before the referral meeting.

Inquiries that encourage detailed responses about pain points.

Rehearsing presentations with peers for improvement.

Knowledge of how clients send referrals to ensure smooth operation.