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Dental Marketing Tactics
Teaching
your Treatment Counselor to Close
By
Roger Eshaghian, DDS
When your treatment counselor makes a case presentation, the
patient can do one of three things:
- Accept the recommended treatment
- Decline the recommend treatment
- Postpone the decision
Of these, only the first option represents a "win" for
your practice. Yet, many treatment counselors hesitate to
ask for any kind of commitment from the patient Too often
they settle for the third option, allowing the patient to
escape without making a decision. Why? Because of the internal
conflict they feel during the case presentation process.
Treatment counselors can experience a sense of conflict
for many reasons. They may fear the rejection that comes
with a "no" answer. They may worry about being perceived
as too pushy or aggressive. Or perhaps they don't feel they
have the right to ask the patient for a decision. So instead
of pushing ahead for the desired outcome -- a "yes" answer
-- they settle for a "maybe" in order to relieve their own
sense of discomfort.
Regardless of the source, inner conflict on the part of
the treatment counselor represents the #1 reason why case
presentations fail.
Overcoming the Conflict
To help your counselor get over this obstacle during case
presentations, explain that:
- Conflict is a natural, unavoidable part of the case
presentation process. However, the counselor's job is
to help resolve the conflict, not avoid it.
- The best way to resolve the conflict is to get a definite
"yes" or "no" response, not a "maybe." A "maybe" feels
like it resolves the conflict (because it allows the
patient to escape) but until a decision gets made, the
conflict still exists.
- When patients hesitate to make a decision, it usually
represents an unspoken request for more information.
The appropriate response is not to back off, but to
review the benefits of the planned treatment and make
sure the patient understands them.
One of the best techniques for helping treatment counselors
overcome their discomfort and lead patients toward a "yes"
is the assumptive close. With this approach, the counselor
explains the benefits of the treatment and then asks a
question that assumes acceptance of the plan. That puts
the burden of the decision squarely on the patient and
away from the treatment counselor.
Examples of assumptive closes include:
- Would you like to schedule an appointment for next
week?
- Would you like to put this on your credit card or
use our own financing program?
- Do you feel comfortable with the terms we have discussed?
If so, please sign this consent form.
- Would ten a.m. next Friday be convenient for you?
Now comes the hard part. After making the assumptive
close, the counselor must stop talking! Otherwise it
takes all the pressure off the patient and puts it back
on the counselor. Train your counselor to get comfortable
with the silence that sometimes follows an assumptive
close and always let the patient speak first.
In some cases, the patient simply won't make a decision.
When that happens, stop the selling process and allow
the patient to withdraw. You don't want to drive them
away for good. Instead, offer to follow up by phone,
saying, "It seems like you need a little more time.
Why don't I give you a call next week and see if you
have any more questions?"
Remember -- the primary goal with case presentations
is to get a definite "yes" or "no." You won't always
achieve that outcome, but by helping your treatment
counselor focus on the benefits to the patient rather
than their own sense of conflict, you can dramatically
increase your success rate.
Additional Resources There are plenty of books that
can improve your treatment counselor's selling skills.
One I always recommend to clients is "Relationship Selling:
The Key to Getting and Keeping Customers," by Jim Cathcart
(Berkley Publishing Group).
There are also a number of good Web sites that focus
on developing selling skills. Check out www.learntolead.com.
You have to wade through some product offers in order
to gain access to the articles. But once there, the
content is excellent!
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