New Patient School

You’re Getting Leads… Now What?

Once leads are flowin, you need to know where they go and how to reach out to them.

This video walks you through that process and shows you what to do next.

This section includes a Checklist on the right side of the screen for you to use during your initial learning phase.

  • Respond To Leads Within 5 Minutes

  • Update The Opportunities Tab Daily

  • Use The System To Make Phone Calls

  • Use The Appointment Reminders

  • Call Your Leads Using The 6 Calls To Success Protocol

  • Keep The Conversations Tab Clean, Organized and Up To Date

  • Reach Out For Help When Needed