2022-03-16_ccartwright_CCM Agenda.docx

CCM Agenda:

Introduction for myself and CCM’s

Intake call

The value in acting like a resource and making the call less salesy subtly

Why is the client calling? Who is the care for and how urgent is the care?

Is your office really capable of making this a success? Minimums and consistency play a large role here

Growing current clients

Low hanging fruit, essentially free money

Helps the client see we are on top of their care and adds value and trust

Getting ahead of decisions like moving someone into LTC

Leads

Follow up, follow up and follow up more

How to manage resistant clients if they can afford the services – trouble shooting

Service Recovery

How to retain a client when things fail

How has the pandemic shaped your world today and how can we continue to add value despite some restrictions