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

May 29, 2020

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.

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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
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

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You Need a Virtual Rolladex on Speed Now to Market in Covid-19

May 20, 2020

What is a Rolladex on Speed?

During the Covid-19 pandemic, when many geriatric care managers are shut down, they need a virtual rolladex on speed- or an email marketing and marketing automation platform. An email marketing database is essential for keeping your prospective, existing customers warmed up and ready to buy your services or products. You store your contacts or customers and send information that will entice them to use your agency. Constant Contact is the most common. I use it because it has great customer services for non-natives in technology like me plus excellent templates. But other alternatives like Survey Monkey and Moosend and many others can be considered. Think of this as your old Rolodex on speed.

During this pandemic, this gives you the ability to let your third parties like elderlaw attorneys and existing an potential new clients know you are still here, still care about their needs and show them what preventative steps you have taken in

Advertise Your Agencies Coronavirus Universal Saftey Precautions

Use the e-mail newsletter to update contacts on your staff’s training in universal precautions and use of all the necessary masks, gloves, and PPE . You should assure that caregivers are required to take their own temperature prior to each shift and all shifts are available.

Share Community Resources During Pandemic

You can let clients and 3rd parties, know helpful information about coping with “shelter in place”, in your town. For example, a list of all the grocery stores that deliver, as older people are not supposed to go shopping or if they do -the times when only they are allowed in the store. If your care providers can do that shopping you could add this to the newsletter.

If you do a Virtual Quality of Life Program for lonely and isolated seniors unable to get out during Covid-19, share your service in the newsletter. If you do not offer a Quality of Life program, point them toward geriatric care manager Nina Herndon’s excellent virtual quality of life program.

If you have a partnership with your county health department, which is a very good idea, you can add that in your newsletter. You can keep customers up to date on Covid-19 information in your area. You can both use it in your agency and share it through your newsletter. Other ideas are adding photos of your staff in PPE or even staff making masks if you have sewing talents. Or there is a volunteer group in your county making PPE for hospitals, share that and with photos in your newsletter

Care Management Start-Ups -Start an E-newsletter Now

Any aging life or geriatric care management business has to start out with a foundation of great customer relationships. Get an email marketing database now or before you open your doors and fill it up with contacts including old, new and potential clients,3rd party referral sources like- elder law attorneys, trust officers, concierge physicians, and all target professionals who refer families to you who need GCM.

You, the aging life or GCM marketer, must connect with aging families who need your product at this time of the pandemic and at all times in the future. The best way is through your social media database.

As your company expands these Aging Life or GCM business connections grow more sophisticated. You start to manage a myriad of connections, across time, within each referral contact you do business with.

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Conquer Care Management Sales- 5 Steps Close the Sale on COVID-19Products

Boost Your Sales in COVID-19 Slow Down

Sales have severely declined in COVID-19. Learn how to increase your, clients, through all your

products but especially new Covid-19 and telehealth. Sell Successfully this and any GCM product in a 2-part intake. Closing the sale means the client signing your

contract and giving you a deposit. Most care managers are untrained and terrified of this process.

They are more terrified of going out of business with COVID 19

Learn the 5 steps to make and close a care management sale to get that contract signed, get a deposit, grow your business, bolster cash flow, make payroll, and stop you from being one of the 50% of new US businesses that fail after five years.

When?

Date Tuesday, June 23

Time 2:00 PM -3:30 PM

You will Learn

What are Covid-19 GCM Services you can offer

How to make the sale in the inquiry call -with a complimentary consultation

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

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5 Things Geriatric Care Managers and Concierge Physicians have in Common & and How Do you Market to Them

May 18, 2020

What Do you Have in Common with a Concierge Physician

Concierge Physicians and geriatric care managers have much in common

They both serve must serve the top 10% in the US. because of Income equality

Geriatric care management and long term care are not covered by Medicare, so the top 10% can only afford private geriatric care management.

Medicare rates for the physician are so low, especially Geriatricians,(who are the lowest paid that they disappearing), is one of the reasons physicians have fled to a concierge practice. This allows them to actually see a client for more than 10 minutes and make housecalls where they can actually observe the most about the patient’s ability to care for themselves.

Both in Business, Serving the Elderly & Wealthy taking health care into the world of Profit.

The third commonality is Concierge Physicians and geriatric care managers both make house calls have small practices and spend time with a patient like an old fashioned doctor. More important they both know that you see the most about the functional ability of the client/patient in their home not a brief office visit

Small CASE Loads a big Similarity

The fourth similarity is the caseload. Concierge Physician has an average caseload of 50, while the average internist has 2500 patients. The average GCM carries a caseload of 25-35. But even that may be too high when serving highly entitled concierge clients. Wealthy clients can demand boatloads of attention, have more family friction between adult siblings and the older parent-based on too much money, not enough love, and no skills passed on to nurture when the parent needs care. This constant bickering or worse cut off and often elder physical and fiscal abuse siphons lots of hours of the GCM’ s time to get the care that the older client needs. So large GCM caseloads among the uber-wealthy are almost impossible.

NO WAIT TIME TO SEE GCM OR CONCIERGE PHYSICIANS

The fifth kindred feature between the GCM and concierge physicians is “wait time”. Wait time to see your doctor in the US can be a very long time. According to the New York Times”A survey released in March by Merritt Hawkins, a Dallas medical consulting and recruiting firm, found it takes 29 days on average to secure an appointment with a family care physician, up from 19.5 days in 2014. For some specialties, the delays are similarly long, with a 32-day wait to see a dermatologist and a 21-day delay at the typical cardiologist’s office. But Concierge Physicians get back to their patient’s right away because of the small caseloads and the personalized one to one care they represent. Care managers, who offer gold standard care, generally get out to see new clients within a day. Both professionals go by ” Ask and Ye Shall Receive”.

BOTH TREATING COVID-19’s Hand of Death Reaching for Seniors

During the coronavirus both doctors and care managers, see their clients/ patients the largest target of the deadly virus, dying in deadly droves, especially in

nursing homes and are themselves overwhelmed by the stress of not being able to save or even see their caseload.

So when you market the Concierge Physicians, what benefits to do you offer that will allow her or him to refer to you.

We will use the “So What” that show benefits to any profession

1) You serve the same upper 10% with the same 1-1 hands-on excellent care “So What” you can support the physician’s patient without training

2) You do facilitation with dysfunctional families ( often in these patient caseloads) “So What” You will use your skills to get families to agree on care for the older person so concierge physicians will not have to deal with these difficult barriers to care

3)You will manage adult siblings who often disrupt older parent care because of ” Mom Loved You Best” squabbles “So What” so the Concierge physician can give the medical care the parent needs without hiring a social worker or trying to be one.

4)You can counsel families through technology through the fears of COVID1- and strategies to help clients cope with the choices they may have in the epidemic so what so the mental health breakdown of the aging family can address.

Join Me in My Latest Webinar

Conquer Care Management Sales- 5 Steps Close the Sale on COVID-19Products

Sales have severely declined in COVID_19, geriatric care management is not deemed essential business. Learn how to increase your, clients, through all your products but

especially the new Covid-19 and telehealth. Sell Successfully this and any GCM product in a 2-part intake. Closing the sale means the client signing your contract and giving you a deposit. Most care managers are untrained and terrified of this process. They are more terrified of going out of business with COVID 19

When?

Date Tuesday, June 23

Time 2:00 PM -3:30 PM

You will Learn

What are Covid-19 GCM Services you can offer

How to make the sale in the inquiry call -with a complimentary consultation

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 FOR FREE

How To Create a Team in the Long Distance Family During Covid 19?

May 16, 2020

OFFERING A COVID care plan product with Long Distance Care Providers

The first step for the Long-distance family members (LDF) worried about elder exposure and hospitalization of Covid-19 can be to take a team approach. This can be a call with a geriatric care manager for a consultation that will help long-distance families work as a team to keep elder family member safe while you are at a distance This Care management consultation can be done with a HIPAA-compliant video conferencing services

The first thing that the geriatric care manager works on is to find out if the older person has the required legal documents – Advanced directives, POA/HCPOA & GCM HIPAA release because of the risk of both hospitalization and death due to age-related COVID-19. If these documents are not present, the care manager will have a discussion with senior and the long-distance family regarding their wishes, explaining older adults over 65 are at higher risk for severe illness. The care manager will discuss who is to be the health care decision-maker with the older adult and suggest they consult a family attorney or elder law attorney to complete. If they choose not to use an elder law attorney, as time is of the essence in the pandemic, they can suggest access AARP advanced directives documents for any state which can be executed quickly.

If documents are completed, locate in the home and provide explanations to the family that they must give a copy to emergency contacts and physicians as required and place in planning binder. In the planning “Go binder” list all emergency contacts with phone numbers/e-mail addresses – family, friends, physicians, pharmacy, professionals providing in-home services. Also, list all medications and prescribing physicians in “Go Binder”. Upload documents into caregiving applications like caring village.com so the long-distance from always has the updated documents.

Join my new GCM on Line Classes Working on Covid- 19

This research was done by my geriatric care management student GCM Maryann Prudhomme. My students are working on Covid-19 products in both all of my two new online classes in blackboard right now. If you are interested in joining our class and

learning tools to be a geriatric care manager go to cathycress.com online classes

Join Me in My New Free Webinar

Conquer Care Management Sales- 5 Steps Close the Sale on COVID-19 Products

Sales have severely declined in COVID_19. Learn how to increase your, clients, through all your products but especially new Covid-19 and telehealth. Sell Successfully

this and any GCM product in a 2-part intake. Closing the sale means the client signing your contract and giving you a deposit. Most care managers are untrained and terrified of this process. They are more terrified of going out of business with COVID 19

When?

Date Tuesday, June 23

Time 2:00 PM -3:30 PM

You will Learn

What are Covid-19 GCM Services you can offer

How to make the sale in the inquiry call -with a complimentary consultation

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

Aging Life or Care Management Intakes- Do You Know How to Make the Sale?

May 15, 2020

Do you know how to increase your slower inquiry calls during COVID-19?

It all starts

with having Covid-19 products, alongside your existing products and services. But the sale is made at the inquiry when the client calls you.

Especially during the pandemic do you know how to sell over the phone when you cannot yet go to all people’s homes? Even so, do you make this fatal and costly mistake with a client inquiry? When you get a request for information, over the phone, do you drive to the client’s home to do the intake- without first getting a deposit and contract first? How does this break your bank balance?

Aging Life care manager Sally Sanitze 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.

How do you avoid traveling for two hours, spending 3 or more hours with a client, and not getting the case or making the sale?

You do the inquiry over the phone with a complimentary consultation, and then make the sale and ask for the contract and the deposit. You do not drive to the client’s home without first getting a signed contract deposit – first.

Here’s how You Do Two Call Intake

You do a two-call intake. The first inquiry call to your agency taken by a highly experienced staff in your office. That person must clearly understand the client problem, prompting the call to your agency and crucially finding out how it impacts both the client and the care providers.

They then offer an appointment to do a complimentary consultation for 30 minutes scheduled within 24 hours, made for the agency director.

What To Do in the Complementary Consultation

Do briefly outline how you are an expert at solving the problems (moving,keeping at home, COVID-19 safety in an elder’s home or home from the hospital with Covid-19)
Do a mini care plan showing exactly how you would solve the client ‘sand care providers problem outlined in the first inquiry call
Do make the sale by asking the client if they are ready to move forward with a contract and deposit
If they say yes send out a contract through Adobe and get a deposit through Pay Pal.

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