Closed S4E2 · Brenda Powell · the toolkit
The first appointment plan
Their story first. Medicare second. Then give them a reason to come back.
Appointment 1 · Date: ________ · Client initials: ________
Scope of appointment filled out first: ______________________________
"Tell me what's going on in your life." What I heard: ______________________________
Their health, their money, what's changing: ______________________________
Medicare 101: the avenues that fit them: ______________________________
Books or notes they're taking home: ______________________________
Next visit offered, to go over it again: ______________________________
Told them what to do when a stranger calls: ______________________________
Appointment 2 · Date: ________ · Client initials: ________
Scope of appointment filled out first: ______________________________
"Tell me what's going on in your life." What I heard: ______________________________
Their health, their money, what's changing: ______________________________
Medicare 101: the avenues that fit them: ______________________________
Books or notes they're taking home: ______________________________
Next visit offered, to go over it again: ______________________________
Told them what to do when a stranger calls: ______________________________
Appointment 3 · Date: ________ · Client initials: ________
Scope of appointment filled out first: ______________________________
"Tell me what's going on in your life." What I heard: ______________________________
Their health, their money, what's changing: ______________________________
Medicare 101: the avenues that fit them: ______________________________
Books or notes they're taking home: ______________________________
Next visit offered, to go over it again: ______________________________
Told them what to do when a stranger calls: ______________________________
Closed! with Justin Jacobs · a Health Plan Markets show