Win the Start

Empowering your sales team

to excel

give them the training to embrace the role fully

Win the Start

Empowering your sales team to excel

give them the training to embrace the role fully

Treatment Coordinator Training

Sales training for on-site and virtual consults, follow up and more

Meeting and greeting the patient is easy, the painful piece is often the "money" conversation - let's help your team gain that inner confidence to "win the start".

I'm Amy and my training program helps your Treatment Coordinators improve their sales conversion rates. I provide sales coaching to ease the path of signing up new patient starts in your Orthodontic practice which directly impacts your bottom line.

Be the practice that encourages generational and community relationships with its patients - as each generation grows, they continue to bring their kids, and when they grow up they bring their kids and regularly refer you to their friends! Long-term loyalty is built with great customer service and my training will give you reassurance that your team is delivering time and again.

Specific Training for your Treatment Coordinator Sales team

A Treatment Coordinator is more than a sales role. They are the mentors empowering a new patient to achieve a dream of attainable orthodontic care.

Empower them! Sign up for coaching!

A Treatment Coordinator is more than a sales role. They are the mentors empowering a new patient to achieve a dream of attainable orthodontic care.

Empower them! Sign up for coaching!

TC Sales Training

  • Learn to close the sale and increase conversion rates

  • Master how to respond to different personalities

  • Become comfortable and fluid with rebuttals

  • Get the patient's buy-in at every step of the process to reduce the number of failed conversions

  • Learn to be their mentor and guide them with confidence

All Packages Include:

Coaching & accountability - Online Library Portal - Standardized training - Options for remote & on-site initial training

Ensure your customer service matches your quality patient care. Combine customer service training with award-winning coaching.

Join Amy's mailing list today and receive her WIN the START training as a thank you!

Sometimes we are so focused on getting a new patient to sign the contract that we can forget and bypass the natural milestones that need to occur during the exam process.

What Our Clients Are Saying

My customer communication training will help you to 10X your patient experience to massively impact your Win ratio!

40%

Decrease in No Shows

because all your customer relationships are real connections, right from the start.

64%

Reduction in Longer, Problem Calls

because you're no longer inadvertently upsetting your valued customers.

20%

Increase in Production

because you've built trust with your customers from the beginning, so your win ratio is much higher.

HOW TO WORK WITH ME

Phone Coaching

Telephone skills training for efficient and impactful first impressions with your receptionist and front office team.

Sales Coaching

Treatment Coordinator communication training for consultations to adapt, read the room, and win the start.

Workshops & Keynotes

Book me for your team or appreciation event you are running to provide customer experience training.

globe with many different nationalities of people

Patient Profiles and Parent Personalities

August 13, 20205 min read

Patient profiles (personalities) have not changed. Parent profiles are also the same even though we are having to do things very differently within our offices. We are simply seeing new expressions of the various patient and parent profiles since we re-opened our businesses. As we gain expertise in our PPE protocols, let’s do the same with these new expressions.

“What has been will be again, what has been done will be done again; there is nothing new under the sun.” Ecclesiastes 1:9

4 Patient and Parent Profiles

I teach to 4 broad personalities based on the book, The Four Elements of Success, by Laurie Beth Jones. She speaks to Fire, Earth, Water, and Wind. Today, let’s have some fun and give the four types some names of common characters and their usual responses to our PPE protocols. The four are:

  • Karen – I don’t care. I’m coming in!

  • Sheldon – What, where, when, and how, exactly, will things happen?

  • Nellie – When can we see you…is it safe…tell me again?

  • Mr. Bean – Oh, there was a sign? Was that for me?

Karen

Oh, they’re coming in alright. Rules are more like guidelines for them and commandments for everyone else. “COVID Karen” may elect to follow them…but you can be sure they will be policing you.

This patient profile / parent personality tends to make the team most nervous and befuddled. Your Karen is also most likely to post about frustrations online. We must remember they want: OPTIONS and AUTHORITY.

We can provide controlled options (choices) and then pass the authority over to them with a question that allows them to choose. Here is what it could look like for a child’s appointment:

“Ms. Karen, while we are only having patients in for appointments, we can provide you a chair outside our door or we have one spot in our schedule for a present-parent visit. Which would you prefer?”

Yes, you may have to provide one non-conventional option for an extreme Karen…for those patient or parent profiles that are insistent. But better that than engage in a tussle that may result in an on-line rehash. You may have a “present-parent” visit right before or after lunch. Or you may have one clinical chair that has a defined parent standing area 6 feet away from your team. 

Sheldon

It is for the Sheldon’s you need to have written, video, and any means possible, to explain the process. Step-by-step instructions are key. Have it on your website, on social media, a sign at your location, and a link in the appointment reminder to a video.

Sheldon represents the patient and parent profile that wants to know how it is all going to go down ahead of time. They wish to operate from a place of knowing. They want: DETAILS and TIME.

Have instructions and steps in all forms of communication ready at your fingertips. Provide access in multiple locations. Then when they ask, you can instantly provide the details they need. Doing so will help them have the details and time to process it so they can become a master of the new flow.

Nellie

Nellie is nervous and truly missing the touchpoints with you. They are the ones who loved the interaction with you and without it become nervous and wishy-washy.

Because Nellie hasn’t had the social interactions of old, they get nervous about things. They lean to being nearly compulsive in their questions.

Nellie needs two primary things: DIRECTION and KINDNESS.

Nellie, like Sheldon, needs show and tell. But this version will all be centered around safety and what has been done to make them secure. Post it, blog on it, print it…reassure over and again that you are being safe.

This personality will also thrive on your use of video chats, follow-ups, and anything personalized about their child. Face-time, Loom, Zoom, or call them at the end of the appointment. Or use an all-in-one service. They need it!

Mr. Bean

If you don’t know who Mr. Bean is, stop right now and go Google and YouTube him. I’ll wait.

Your Mr. Bean is not malicious, but they will not see your signs, heed your instructions, and truly not realize that the umpteenth visit is like the first one after we reopened.

What we need to remember about them is they need: ATTENTION and FLEXIBILITY.

Be happy to see them and gently redirect them. It may be by saying, “Oh, Mr. Bean, we are still having you wait in the parking lot while your child is seen. We miss seeing you. Would you like some water to take back outside?”

Simply smile and redirect. The “Mr. Bean” patient and parent profiles of your office love to be noticed. 

Summary

Patient and parent profiles are the same, we are simply seeing new expressions of their personalities via our PPE protocols. Get to know the patterns and how to respond to them. They are still your key resource to tell others about your great work and care.

Finally, a word of caution, uphold the trust of your parents. This is imperative on your social media posts. Always, always, always have a mask (or shield) with your photos. The posting of “one picture” of your team lunch, celebration photo, or activity without those safety precautions breaks trust. Remember, Karen is still policing. Sheldon is befuddled by a break in protocol. Nellie will lose trust. And Mr. Bean will think it means the protocols were only for fun anyway. I want you to communicate excellence in each and every interaction

personalitiescommunication
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Amy Demas

Communication trainer and coach for individuals and businesses.

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What Our Clients are Saying

Preferred Provider For:

As a bonus for being a member of these organizations you will receive a discount on my services.

Schulman Group leaders say

“The Schulman Group is pleased to call Amy Demas/Communicate Excellence one of our valued preferred consultants and a huge advocate for our educational programming efforts. Her "can do" attitude has served the group in many capacities over the years…..as a consultant, as a program speaker and most recently served as moderator for our Doctor and Team Meeting. As speaker and consultant, Amy offers invaluable insight on communication skills for all orthodontic team members and has helped a number of our members streamline and improve office interactions with patients.”

Emily, Mari's List says

"Amy Demas is a shining star when it comes to training front desk staff, scheduling coordinators and treatment coordinators. She truly communicates excellence. Mari's List feels confident endorsing Amy because of her long history of exceptional professionalism and glowing reviews from our members."

Amy believes in giving back and paying it forward by donating 10% of ALL proceeds to organizations that help others.

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As a survivor of a rare cancer I love riding each year and raising funds for the research to beat rare cancers. 100% of all raised funds go to research.

I have enjoyed building boxes for children around the world. And having lived in Charlotte I even was able to pack crates of boxes.

I am a PEO Sister. This organization has helped women "reach for the stars" by providing $400 million in educational assistance. They even have their own college.

As a parent with two children have been treated by Shriner's Hospital, I love to give back. They provide free care for those in need.