HCAF: Empowering Your Office Sales Team: From Referral Intake Call to In-Home Assessment (SN, OT, ST, PT - 1.0 ACCT - 1.0 BEH)

Content
1 module

Rating

Course Length
50 mins

Instructor
Kelli Sandler

Price
$11.00

Description

Discover the essential steps in training your office staff to effectively convert referral phone calls into scheduled in-home assessments. While community liaisons and marketing efforts are vital for generating referrals, the sales process truly begins when a prospect contacts your agency. This presentation emphasizes the importance of equipping your staff with the skills to guide callers seamlessly from inquiry to assessment scheduling. Learn how to instill consistency in phone etiquette, develop scripts for open-ended discovery questions, and address frequently asked questions and objections. Gain insights on transitioning the conversation towards scheduling the in-home assessment, ensuring your office sales team plays a confident and integral role in driving census growth for your agency.

Speakers/Course Authors - Kelli Sandler & Thomas Rose

Objectives

Course Objectives:

  • Protocol and Training for staff.

  • How to manage the conversation to include creating scripts to ask discovery questions, and to respond uniformly to frequently asked questions and objections.

  • How to successfully obtain and schedule the in-home assessment.

  • Questions/answers.

Certificate

By completing/passing this course, you will attain the certificate HCAF Course Certificate

Learning credits

CE
1.0
1.
HCAF: Empowering Your Office Sales Team: From Referral Intake Call to In-Home Assessment
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