CLINIC REVENUE ACTIVATION ASSESSMENT FORM

Name

How do you feel when you present a treatment plan and pricing to your patients? Does this change depending on the investment level?

What do you feel in your body when you present higher investment treatment plans?

Do you ever anticipate what a patient can or can’t afford before presenting the treatment plan? If so, what comes up for you in that moment?

Do you ever feel tempted to adjust or soften a treatment plan before you present it? If so, what thoughts are behind that?

How do you feel when a patient says yes to a higher treatment plan?

When a patient hesitates or says they need to think about it, what happens for you in that moment?

What does “being salesy” mean to you in a consultation?