Cathy Cress

Expert in Aging Life and Geriatric Care Management

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Do You Give Away the Store When you a Care Management an Intake?

May 29, 2020

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Do You Make This Mistake ?

 

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. 

Stop Traveling 3 hours & Get No Contract

How do you avoid traveling to an hour to do an intake- spending 2 hours doing an initial assessment and getting no contract or deposit as the client tells you he/she cannot afford you.

Get Contract Signed in Two Phone Calls

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 Free Webinar

 

Conquer Care Management Sales- 5 Steps Close the Sale

 

You will Learn

  • How to close the sale, get the contract signed with a 2 part intake over the phone Unknown-1.png
  • How to ” Identify needs using client” challenge questions” to find the problem you need to solve to make the sale
  • How to present your offer by selling solutions to the problem with a mini care plan
  • How to manage objections if the caller has concerns about price or product
  •  How to close the sale with non-aggressive closing questions to have your contract signed, get a deposit, and grow your business with a new client

Sign Up-

 

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Filed Under: aging family crisis, Aging Life Care Assocaition, ALCA Products for COVID_19, Blog, Care Management Products, Close The Sale, Contract signed, coronavirus, Coronavirus emergency plan, coronavirus marketing, Covid 19, COVID-19 & Care Management, FREE MARKETING WEBINAR, FREE WEBINAR, GCM products in COVID-19, GCM Webinar, geriatric care manager, inquiry, inquiry call, inquiry COVID-19, Intake, Intake COVID-19, Long Distance Care, Webinar Tagged With: aging life care manager, aging parent crisis, care management intake, care manager, case manager, COVID_19 inquiry, COVID-19 intake, COVID-19 PRODUCTS, geriatric care manager, intake Aging Life, intake over the phone, marketing during COVID-19, nurse advocate, nurse care manager

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