How it works
I call your office as a new patient.
I see how your staff handles:
First Impressions - Do they introduce themselves? Do they ask for the caller’s name?
Information Gathering - Do they ask for all the required information?
Communication - How is their tone and professionalism?
Objections - How does your team handle objections to scheduling? (Such as Time, Fear, Finances & Trust)
Control & Flow - Is your staff member controlling the call, or is the caller?
Scheduling - Do they provide guidance to schedule, offering specific morning or evening appointments?
Edifying Doctors - Can your staff edify your doctor, and state what sets them apart from their competition across the street?
How does your front desk staff handle scheduling objections?
Within 48 Hours a Scorecard is Delivered.
I rank your staff on the call and give detailed feedback of successes and missed opportunities.
The scorecard can be used for internal office training and coaching, or I offer zoom packages to review the call with the staff and offer additional coaching for scripting that leads to higher client conversion.
Want to see what we measure? Email for a real sample scorecard.
For businesses looking to understand how their front desk is currently performing in real client interactions.
Includes:
Discreet mystery call as a prospective client
Evaluation of tone, clarity, professionalism, and intake flow
Objection handling analysis (time, cost, trust, readiness)
Written scorecard breakdown
Delivered within 48 hours
Add additonal calls for $100
Best for: small practices starting to improve conversion consistency
A deeper, strategic breakdown of how your intake process is impacting client conversion.
Includes everything in Tier 1 PLUS:
Full call structure analysis (what was said vs. what should be said) I will work it through with the employee/team
Missed opportunity identification (where leads are being lost)
Suggested scripting improvements for staff
Priority fix list (what to change immediately vs. later)
Best for: growing practices that want higher conversion rates from inquiries
A focused intake call to identify scheduling barriers, common objections, and key areas of concern to tailor your call audit
Call placed at a pre-arranged time to provide targeted feedback on a specific team member.