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4 Critical Elements For Converting Web Leads Into Consultations

Jul 1, 2020 11:54:03 AM • Written by: Terri Ross

Two weeks ago, I sent out a blog article on the importance of sales training, which included a whole section on Expert Phone Skills necessary to convert calls into consultations. 

This week, I want to back up just a bit because before you can use your expert phone skills, you need to get those prospective patients ACTUALLY to pick up the phone and call you! 

This week, I’d like you to think about a few important questions:

  • What percentage of your leads are coming from your website?
  • Do you track these leads? 
  • How quickly do you respond to inquiries?
  • Do you have a clear, concise process for follow-up?
  • Do you have a dedicated person on staff to handle this?

If you answered I don’t know or no to any of these, don’t worry, I’m here to help you create a game plan to more effectively convert your web leads into new business.

Critical Elements for Converting Web Leads

Did you know that the average aesthetics practice generates 52% of their leads from their website? That is larger than patient referrals, social media, other physicians, referral sites, and traditional marketing combined.

If you don’t have a carefully thought-out plan, process, and practice in place to track and convert these leads, you are leaving money on the table.

Website leads are general “cold” leads which means the prospect typically:

  • Is highly cost-conscious
  • Was not referred by anyone
  • Found you through an online search
  • Has some anxiety about results, time, pain, recovery, anesthesia, etc.

It is more challenging to convert cold leads as you have to be able to quickly respond and clearly communicate your practice’s Unique Value Proposition (UVP).

1. Timing

Web leads are 7x more likely to convert if they are responded to within an hour of contact. If they are looking at your practice online, no doubt they are contacting others as well. 

If at all possible within your practice, if there is someone who is able to monitor web leads in real-time when they come in (whether it is your front desk administrator, patient care coordinator, or office manager) that is the optimal way to ensure you have high conversion rates.

All leads should be entered into your Patient Management Software and the prospect should be contacted within an hour via:

  • 1st – a call
  • 2nd – an email 
  • 3rd – a text message

Note: It’s important to not leave a detailed message on an answering machine regarding what the prospect called about as that can be sensitive information. 

If you are unable to reach the prospect, follow up again in 48 hours with a phone call, then email and text. Finally, seven days later make a last attempt to follow up with a call, then email, then text.  After that point, you can simply keep their information for your mailing list for upcoming newsletters or promotions going on in your practice.

2. Information Gathering

I cannot stress highly enough the importance of information gathering.  Taking the time to input the following information into your software can be the difference between an average follow-up call and one that converts a lead into a paid consultation:

  • Date of initial inquiry
  • Referral source
  • Patient demographics
  • Areas of interest or concerns
  • Interest level if indicated (immediate, moderate or just gathering information)
  • Date of first patient contact
  • Follow-up data

3. Automated E-mail

If it is not possible to have a designated staff member monitoring your incoming web inquiries in real time, someone on your staff should be checking on these leads several times a day. 

It’s very important to have an automated response email that generates when someone submits a web inquiry. This email should be both friendly and informative, welcoming them to your practice and assuring the prospect that someone will be following up with them within 24 hours.

4. Follow-Up Email Etiquette

If a prospect is unable to be reached by phone, the next step is to send a personalized follow-up email. The following are my best practices for follow-up email etiquette:

  • Personalize each email by using address headers with specific name field rather than just general.  This adds a personal touch.
  • Use business etiquette. Be professional and not too casual in both the greeting and the closing. Ensure proper grammar and spelling.
  • Ensure privacy by using a general subject line like “An important message from Dr. XYZ.” Use a “hook” that gives them a reason to open the email.
  • Introduce yourself. Tell the prospect who you are, what you do and what your unique value proposition is. Give your credentials and the details of your staff and what makes your practice stand out from others.
  • Answer the specific question that addresses the prospective patient’s inquiry or provide additional resources (link to a specific page on your website, procedure information, brochure or a video about your practice
  • Remember to include a privacy notice at the bottom of the email

Expert Sales Training

Remember, I’m here to help you make your practice thrive! APX Platform has comprehensive sales training available to help every member of your team excel at sales, convert leads, and build lifetime patients.

Schedule a discovery call today to learn more.

Terri Ross

Terri Ross is a world-renowned practice management consultant, international speaker, and founder of APX Platform. Terri has spent 15+ years working for Fortune 500 companies in the aesthetic industry, leading sales teams to over $20M. She spent 5 years as managing partner for a high-profile medical spa in Beverly Hills and has been helping hundreds of medical aesthetic practices launch, grow, and scale upwards of $1M and beyond. Terri is a leading speaker attending over 20 annual aesthetic conferences and hosts a podcast, Intouch with Terri, where she teaches industry best practices.