A free 15-minute meet-and-greet lets people meet the doctor before they pay monthly. Keep it short, keep it about fit, and ask for the decision.
What it is and isn't
It's a conversation about how the practice works and whether it fits. It's not a medical visit. Don't examine, diagnose or treat. Say so when you book it.
How to run it
- 15 minutes, in person or by video.
- Ask what made them look at DPC and what they need.
- Explain how to reach you, what's included and what costs extra.
- Answer the insurance question. How to answer "I already have insurance".
- End with a clear ask: "Would you like to enroll today?"
Make booking easy
Put a booking link on your homepage and pricing page, and offer a few slots each week at different times.
Track the conversion rate
Count meet-and-greets and enrollments within 30 days. In a made-up example, 20 meet-and-greets a month and 12 enrollments is 60%. If the rate drops, listen to how the conversations are going. How to track conversion.
Watch the time cost
Twenty 15-minute visits is five hours a month. If you're near capacity, offer them as group sessions or by video. Running a waitlist near capacity.
What I'd do this week
- Write a short script for a meet-and-greet.
- Put a booking link on your pricing page.
- Start counting meet-and-greets and enrollments.
Common questions
Should staff do them instead of the doctor?
I'd have the doctor do them. Staff can handle pricing and enrollment questions after.
What if they ask a medical question?
Answer generally and explain you can address it once they're a member.
Should I follow up with people who don't enroll?
Yes, once or twice, without pressure.
Want conversion rates next to your monthly numbers?
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.