Pannu Dental Group
Appointment Booking Script
CLIENT DETAILS
Objective: Book Appointment
Offer: Free Consultation
Office Hours:
Appt Location: In-Office
Timezone: PDT
Voicemail: Hey this is Jordan from Pannu Dental Group. I’m calling because you signed up for our Free Consultation. And I just wanted to see if you had any other questions. Please call or text me back at this number, 986-999-4756. Have a wonderful rest of your day! Thanks, bye!
Opening:
Hi is this [NAME]?
-- Wait for confirmation --
Hi, this is Jordan with Pannu Dental Group, how are you doing today?
-- Wait for greeting --
Great, thanks! I saw that you signed up for our Free Consultation, can you tell me a bit more about what's going on?
-- Let them explain, take notes for "additional information"--
I totally understand NAME, so what you're telling me is...
-- Reiterate their pain and make them feel heard--
Ok, we can certainly help with that. Let me ask you [NAME], if clear aligners fit your budget, would they be something you'd be ready to move forward with right now?
-- Wait for a yes or no--
-- Aim to set a follow up time when they will be ready--
Ok [NAME], I understand, there's no hurry. When do you think you'll be ready for us to give you a call you back?
(add follow up task in CRM to callback)
Setting Up Appointment:
Ok, so our next step is to schedule your free consultation with Dalvir Pannu. He has a lot of experience with Orthodontics and is very friendly, he'll be excited to meet you! Now I just want to let you know all initial consultations are currently held:
-- Explain location of appointment, VIDEO or IN-OFFICE?--
Location: In-Office
Directions: .
Does that work for you?
--If yes--
Ok, so would you prefer a morning or afternoon time?
-- Open the calendar and switch timezone to: PDT --
Well [NAME], as I am looking at our calendar here we have openings for [LIST DAYS AVAILABLE]. Which day works best for you?
Ok, on [DAY] we can do [LIST TIMES AVAILABLE].
-- Don't submit calendar! Select date/time, then finish call first --
Ask For Credit Card:
Perfect, I'm going to go ahead and reserve this time with Dalvir Pannu so he can answer additional questions for you and I'm going to reserve 30-minutes on his schedule specifically to meet with you and discuss your treatment plan, okay?
--Wait for acknowledgment--
So to reserve his time, we do ask for a card on file to hold the appointment. If you don't show up there is a $50 fee. Obviously if you attend, which you plan on doing, there is no fee at all as this is a completely free consultation but we just put the card down to reserve his time with you.
--Wait for acknowledgment--
So do you want to put a debit or credit card on file?
IF YES: Take down credit card in the form and submit
IF NO: Explain why and ask one more time
I understand [NAME], nothing is being charged on your card, it is just common practice in order to reserve Dalvir Pannu's time. Are you still against putting a card down?
IF STILL NO: Make an exception and schedule
Ok [NAME], I will break protocol and book your appointment without a card on file if you will commit 100% to show up to the appointment. Can you confirm you will attend?
Closing Statement:
Great [NAME], you're all set! I will send you a confirmation email and text as well that has all the information for attending your appointment.
If anything pops up or if you have any questions in the meantime please let me know. We'll look forward to seeing you at [TIME] on [DAY].
Have a wonderful day!
---FIRST: Submit the Lead Conversion form on the right.
---SECOND: Submit the calendar appointment time.
(Must be done in that order. Thank you!)
Frequently Asked Questions
What is the cost going to be?
I know that the costs are usually a big question and the reality is that depending on your case Free Consultation can be an investment for some people. Now with that being said, if you do need financing we have some great options that Dalvir Pannu can introduce you to during your consultation and he'll help make sure you get the best terms on a financing plan. And also [NAME], we’ll be happy to help you with the paper work when it comes to applying for financing, 9 times out of 10 our patients are able to get approved. So if you're ready, what I can do is set up a free, no-obligation consultation where you can meet with the doctor and he can answer all your questions, go over your options, and give you an exact quote for the work you're needing done. Would you like to schedule a consultation?
Will my insurance cover this?
Good question. Most insurances don't cover Orthodontics but depending on what you have you may get partial coverage but I can't confirm that on my end. During a consultation, Mayra Fuentes at our front office should be able to give you a clear answer and go over all your financial options. So would you like to schedule a consultation?
I don’t want to do a video call, can I come to the office?
I totally understand, the reason we do the initial consultation on a conference call is just so you can get to know a bit and see if you like him. If you do, then we’ll have you come into the office for your records appointment and we’ll all get to meet you then! …. Do you have a computer or smartphone NAME?
Perfect so you can easily join the video call with . I’ll send you the link to join the call and you can just click on the link at your scheduled time and will meet you right there face to face.
I can't afford it.
I totally understand. I do have to say, this is a great investment that will last you a life-time, and we do have some affordable financing options as well. If that’s something you’d be interested in can go over it with you during a consultation. So would you like to set up a free appointment?
What is the office's phone number?
986-999-4756
How long is the consultation?
Usually around 15-20 minutes.
Where are you located?
Hours of operations?