Module 5: Converting Prospects to Clients

Module 5: Converting Prospects to Clients



SUMMARY KEYWORDS

intake, client, session, journey, survey, task, prospect, michael douglas, pathway, post, scheduled, coordinator, care, protocol, therapist, milestones, current, moved, complete, automation

Summary

  • Converting prospects to clients in a therapy journey. 0:00
    • Berit Elizabeth discusses the final stages of the client journey, including intake session verification and therapist good fit assessment.
  • Handling clients who complete intake but no session scheduled. 1:16
    • Berit Elizabeth discusses handling situations where clients complete intake but not scheduled for post-intake session.
  • Automating client onboarding process in a healthcare practice. 2:33
    • Berit Elizabeth explains the automation around post-intake scheduled tasks, including the protocol for updating client status in the system.
    • The automation helps with email marketing and communication, and documenting steps is crucial for smooth implementation.


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