Key Sales Skills
Funding
Consult Steps
Areas of Improvement
Fun Facts
100

Steady eye contact, open body language, and genuine interest in what PPs share all build this skill

Establishing the Relationship

100

Five lenders flow down the funding waterfall, name them

Proceed, HFD, ClarityPay, Synchrony, Care Credit

100

In Identifying Needs, the PEC digs up these six things

Dental condition, health impacts, life impacts, ideal dental situation, future, and challenges

100

Setting patients up for what's coming next is the skill Zoey wants to sharpen

Framing

100

As a kid, this teammate dreamed of riding on the back of a garbage truck

Greg

200

Grab the wheel! This skill keeps the conversation on course

Controlling the Consultation

200

Like oil and water, these two funding options just don't mix

Care Credit & Synchrony

200

Class is in session! In Patient Education, PPs learn these six topics

implants, typical restoration paths, full fixed arch process, Day One Smile, CC Network Advantages, and Local Before & Afters

200

Show me the money! Dejuan wants to level up on this skill

Funding Conversation

200

With 20+ years in dentistry, this teammate has seen it all

Lisa

300

Open-ended, double-clicking, and content-less type questions are the PEC's go-to tools for clarifying in this skill

Empathetic Listening

300

Patients can fund their treatment plans for this length of time

6-144 months

300

When the PEC shares the pp story, discusses tx plan, frames dialogue, shares scan and tx step, and frames next steps this is called

Doctor Download DDL

300

"Why not today?" Christian wants to get better at talking with PPs about why they won't commit

Handling Objections

300

Want a TRX suspension workout? This teammate can show you the ropes (well, the straps)

Chelse

400

Lay out the next steps with confidence, then ask for the start

Closing

400

Three's a charm: these are the most common ways our patients pay

Cash on hand, outside sources of credit, HCF

400

Orienting the PP to the scan, inviting their support person, and framing the DDL all happen here

Scan, Invite Support Person & Video

400

Sydney is WORDY and pps can be too this sales skill she would like to improve

Controlling the Consultation

400

Before joining us, this teammate hit the ice in triple-A hockey

Anthony

500

When concerns come up, this skill answers with reasonable, actionable solutions we can provide

Problem-Solving/Resolving Objections

500

HSA, 403B, and SUPPORT PERSON can fall under this funding category

Cash on Hand

500

This step of the consultation sets the tone for the rest of the consultation 

Welcome & Framing

500

FREE SPACE

FREE SPACE

500

This person performed in front of the Dallas Cowboys on more than one occasion 

Kelly