Do you make this mistake with a client inquiry? When you get a request for and intake, over the phone, do you then drive to the client’s home to do the intake- without a deposit and contract? What can happen when you do this.
Aging Life care manager Sally Sunshine received an inquiry call and drove an hour to see the client. After spending two hours explaining her services, doing a geriatric assessment then asking for a deposit and signed contract the older gentleman said he could not afford her services and would not sign the contract at that time. The Aging Life care manager came up empty-handed after hours of driving, doing a 2 hours geriatric assessment with no new case, contract or deposit for all her time and expert effort.
How do you avoid traveling two hours, spending 3 or more hours with a client and not getting the case or making the sale?
You do the inquiry over two phone calls first one offering a free complimentary consultation, and then making the sale and asking for the contract and the deposit in the second call. You use Adobe and Pay Pal to get the deposit and contract within hours. You do not drive to the client’s home without getting a signed contract deposit – first.
Join me in my new Webinar
5 Ways to Tame the Turbulence of Holiday Meltdown in Aging Families
During the busiest season for care management referrals-
You Will Learn:
- How to sell services during telephone intake, to desperate adult child callers
- How to give hope to frantic children who call, after seeing their aging parent struggling with the rituals
- How to use GCM tools to contain Holiday chaos
- How to use financial forecasting to prepare for growth during the holidays
- How to work with both dysfunctional and long-distance families who call during the holidays