Sales Process Analysis

In order to best serve you, it is vital for us to understand the essence of your practice and the desire of where you would like it to go. This will allow us to put together a proper Strategic Plan

"As a small-business person, you have no greater leverage than the truth."

- John Whittier

Website and Social Links

Name of Current Staff, Positions and if PT or FT

(Example-Natasha Saavedra-PE /FT) FD-Front Desk, MK-Marketing, CM-Case Manager, OM-Office Manager, PM-Production Manager, etc

What are your total monthly expenses including payroll and taxes?

Do you have a monthly budget set up for your office?

Yes

Do you plan out how you will generate income each week from every service center and department of your organization?

Yes

Did you create Standard Operating Procedures for your Sales Dept?

Yes

Do you have a designated Sales Case Manager in your office?

Yes

How many New Patients a week are you getting currently?

How many ROFs are you seeing per week ?

Do you have a Day 1 / Day 2 Sales Process?

Have you ever used a virtual closing company?

Yes

If so, what is the virtual closing companies current closing percentage?

What is your current closing percentage?

What specific sales training have you and your team received?

Did this training get fully implemented?

Yes

Do you have policies written from these training sessions?

Yes

Are you looking to implement additional services?

What Services are you currently providing in your office?

Is your sales staff trained on all services in the office?

Yes

Many of you have received coaching/training services from other agencies. Please tell me what training courses you have taken to date and what company provided this training:

Are you interested in group Sales coaching?

Yes

Do you have any obstacles, considerations or anything that is preventing you from moving forward in your practice?

Does taking time off paralyze your practice and production?

Yes

Somewhat

Do you feel like you have the freedom you desire?

Please write your Dream Scene, this is your dream practice. This needs to be specific and detailed.

What are your weekly collection goals based from your sales targets?

Are you interested in having someone come out and train your sales team?

Yes

How would you rate your current sales process?