Some people who ask about DPC aren't ready today. Their insurance renews in January, their old doctor retires next year, or they want to think about it. A light follow-up plan keeps you in their mind until the timing changes.
Ask permission first
"Would it be all right if I checked back in a few weeks?" Note the answer, their email or phone, and the reason they're waiting.
A simple follow-up plan
- Day 2: a thank-you with the pricing page and a booking link.
- Week 2: an answer to the question they seemed unsure about.
- Month 1: an invitation to an open house or a short video of the doctor.
- Then: your monthly newsletter, if they agree. How to write one.
Time it to their reason
If they're waiting for insurance renewal or a job change, put a note on your calendar for a few weeks before that date.
Know when to stop
If someone asks you to stop, stop and remove them from your list. Every email should have an easy way to unsubscribe.
Keep a simple list
A spreadsheet works: name, date of first contact, source, reason for waiting, next follow-up date. In a made-up example, a list of 80 people who weren't ready brings in 10 members over six months.
What I'd do this week
- Start a list of people who asked but didn't join in the last six months.
- Write the day-2 and week-2 messages.
- Put the next follow-up date next to each name.
Common questions
Is this too pushy?
Not if they agreed, the messages are useful and you stop when asked.
Should I use email software?
Once the list grows past a few dozen, it helps. A spreadsheet is fine to start.
What if they joined another practice?
Wish them well and remove them from the list.
Want to know what a new member is worth?
We reconcile every account every month and send your P&L and Balance Sheet by the 15th, so you can see what each new member is worth and what it cost to get them. If that's what you need, apply to work with us.