In-Clinic Sales Checklist

Complete the checklist below to prepare your clinic to make sales!

Welcome Sequence Checklist

Visit the Welcome Sequence article for full instructions.

1. Decide on your appointment structure.

2. Equip the front desk to make a great first impression.

3. Get your paperwork ready:
   New Patient Consent Forms & Pre-Assessment Survey

4. Set up a place to take before photos.

Consultation & Closing Checklist

Visit the Consultation Process and Closing & Checkout Process articles for full instructions.

1. Review the consultation process. This is the step-by-step process for running a consultation. Review the process once and then work to refine the process in your clinic continually.

2. Customize & prepare your consultation presentation. This is a key consultation tool that helps educate the client on treatment options while showing PROOF that the treatments work.

3. [IMPORTANT] Prepare your Tailored Treatment Plan with 1-2 basic packages. This will give you a starting point for packages to sell. Review the Tailored Treatment Plan training for instructions.