Cathy Cress

Expert in Aging Life and Geriatric Care Management

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What are the 7 Steps to a Successful Concierge Client Inquiry Call on Coming Holidays ?

October 28, 2019

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How Not to Lose a New Client at an Inquiry

An inquiry is the most critical point in opening or losing a case. A successful inquiry means taking successful steps to increase your aging life or geriatric care management business. 

The Desperate Calls You will Get

Over the Holidays you will get many desperate calls from adult children visiting their family and discovering- unwrapped gifts, a disheveled Mom – trouble they may not have known about if they lived long-distance or just saw Mom infrequently. Here are steps to success over the holiday inquiry or any call about your services

Take These Steps to Convert Inquiry to New Client

1. You must assure the caller that your geriatric care management services can be counted on to thoroughly assess the elderly person’s and family caregiver’s situation at the intake, determine the level of care and level of GCM monitoring to sell your services.
2. You sell these services by convincing the caller that you offer a highly personalized and compassionate approach to the family and older clients. This breaks down to gaining client and family trust that your GCM services are the very best path leading them the care they desperately need, led by a professional guide they can count on.


3. You persuade them that they will get unbeatable customer appreciation, you will exceed their customer expectations, ensure the quality of life for the older client and offer a concierge driven service.
4. You explain how your hands on professional staff can make families relieved and happy because they understand they save precious time and overwhelming stress by using professional GCM’s.
5. You show them you can access all community services and resource options they could not find alone and are now available to them through your services.


6. In this one sometimes short call, you show potential new clients how your concierge care management service will solve their problems through -you the GCM being there for them every step of the way.
7. You persuade them that by scheduling the next step, a free complimentary consultation call, you will help them make sound decisions based on reality and assessment. 

The GCM sells all of this through a free complimentary consultation done by a compassionate and highly skilled professional the director of the agency

 

Learn the 5 Clinical Steps  to Signing Up These families

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Five Clinical Steps to Tame the Turbulence of the Holiday Season in The Entitled Concierge Family

Wednesday, November 21  @2pm – 3 pm Pacific Standard  Time   (Find your local time)   

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By Cathy Cress MSW

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Filed Under: Aging, aging family crisis, aging life business, Aging Life Care, Aging Life Care Assocaition, aging life care manager, Blog, care manager, case manager, Concierge aging clients, Concierge Senior, Dysfunctional aging family, elder care manager, Families, Geriatric Care Management Business, Geriatric Care Manager, geriatric care manager, geriatric social worker, Holiday Meltdown in Aging Family, Holiday Rituals in Aging Family, inquiry call, Long Distance Care, new customers, nurse advocate, nurse care manager, Thanksgiving, Thanksgiving Parent crisis, Webinar Tagged With: aging family crisis, aging life or GCM inquiry, aging life or geriatric care manager, care manager, care manager eldercare manager, case manager, Certified Senior Advisors, client inquiry, drunken holiday, dysfunctional family on the holiday, GCM inquiry, GCM intake, geriatric care manager, intake, intake Aging Life, long distance care provider, nurse advocate, nurse care manager

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