In-Clinic Sales Checklist

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

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.

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

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

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

3. Prepare your Tailored Treatment Plan with 1-2 basic packages. This will give you a starting point for packages to sell. Review the How To Build Packages articles for instructions on how to do this.