Flex Plan
Step Into Wellness
Promo Calls
Goals/Sales
Birthday Cards
100

The maximum number of visits a patient can make in a month before the Flex Plan becomes less cost-effective

What is 3 times (or less)? 

100

The start and end dates for the Step Into Wellness promotion

What is February 3rd to March 3rd?

100

Process to follow to ensure safety during calls

What is make calls via bluetooth device (headset, airpods, etc.) on Carbon?
100

The 4 key selling points of the promo

What are: return to wellness/avoid walk-in pricing, 4 visits per month, no appointments, HSA/FSA eligible?

100
The reason why we do not use standard stamps on the birthday postcards

What is they cost less (56 cents vs. 73 cents)?

200

The Flex Plan pricing sheet is kept here

What is behind the counter/out of patient view?

200

The stipulation required for New Patients to be offered the Step Into Wellness promotion

What is forfeiting the 3 care cards?

200
This is the best way to sort the promo call list

What is select "not started"? 

200

The goal for number of calls made per day

What is 40 calls per WC on shift?

200

Do this if a postcard returns to the clinic mailbox 

What is erase the patient's address and add a note? 

300

The price of the Flex Plan for a patient who was last on the Flex Plan February - November 2024

What is $25/mo and $25/visit?

300

The three target groups for this promotion

What are walk-ins, cancellations, and package holders with 2 RPVs or less?

300

The most important step when making promo calls

What is reading the comments in Carbon AND Axis? 

300

This is a tool you should utilize when a patient expresses interest in the promo over the phone or in person

What is the promo follow up spreadsheet?

300

This is the number of days a patient has from their date of birth to use their free visit

What is 30 days?

400
You can find new flex plan paperwork here

Where is the clinic's Slack channel? 

400

These are the 4 methods The Joint Corp is using to market Step into Wellness

What are: SMS, Email, Paid Ads, & a Web Page?

400

How patients are sorted on the Carbon call list

What is priority 1 - 5? 

400
The type of marketing promo calls fall under

What is in-clinic marketing? 

400

You check here before contacting a patient with a missing address

What is their most recently updated paperwork?
500

The amount of savings a patient will gain by scheduling three visits per month on the Flex Plan compared to paying for 3 Walk-In visits

What is $65?

500

The cost per visit for 2 months (8 visits) if the patient commits to the Step into Wellness promo

What is $16.75?

500

The 7 statuses for sorting promo calls on Carbon

What are: New, Second Call, Third Call, Fourth Call, Fifth Call, Complete, Not Interested?

500

These are the goals for each ChiroFit clinic

What are: G = 61, Den = 30, WR = 20, N = 11?

500
Why a package member might be on the birthday report but have 0 visits left

What is the birthday report was printed before they used their final visit?