Efficiently managing incoming inquiries is crucial for maintaining an organized workflow within your practice. In this instructional video, we'll guide you through the process of handling live phone calls where prospects aren't the right fit. Let's dive in!
1. Identifying the Situation:
- Understand when a prospect on a live call isn't a good fit for your practice.
2. Utilizing Inquiry Tracker and Phone Form:
- Keep both the Inquiry Tracker and Phone Form tabs open on your browser during live calls.
- These tabs are essential for quick documentation.
3. Filling Out the Inquiry Tracker:
- If it's clear the prospect isn't a fit, swiftly fill out the Inquiry Tracker with minimal information.
- Choose the option "Quick call not a fit" and provide any relevant notes.
4. Marking as Lost:
- After hanging up, promptly mark the prospect as "lost" in the Inquiry Tracker.
- Provide reasons for why the prospect isn't a fit.
5. Ensuring Accurate Tracking:
- It's vital to track every phone call, even if prospects aren't moving forward.
- Failure to do so can lead to inaccurate reports and metrics.
6. Conclusion:
- Maintain diligence in tracking all incoming inquiries, whether they lead to appointments or not.
- This ensures your practice maintains accurate records and insights into client interactions.
Following these steps will help streamline your process for handling phone inquiries that aren't the right fit for your practice, ensuring efficient workflow management.
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