Closed S4E4 · Romilda Pierce · the toolkit
The listening call checklist
One box per call. Listen first, then educate.
Call 1 · Client: ______________________ · Date: ________
Smiled before I said a word: ______________________________
What I heard in the room (the TV, a dog, the tone of voice): ______________________________
Summary of benefits open, and what I walked them through: ______________________________
Explained, didn't pitch (what they decided, in their words): ______________________________
Would I have told my own parents the same thing?: ______________________________
When I'll follow up: ______________________________
Call 2 · Client: ______________________ · Date: ________
Smiled before I said a word: ______________________________
What I heard in the room (the TV, a dog, the tone of voice): ______________________________
Summary of benefits open, and what I walked them through: ______________________________
Explained, didn't pitch (what they decided, in their words): ______________________________
Would I have told my own parents the same thing?: ______________________________
When I'll follow up: ______________________________
Call 3 · Client: ______________________ · Date: ________
Smiled before I said a word: ______________________________
What I heard in the room (the TV, a dog, the tone of voice): ______________________________
Summary of benefits open, and what I walked them through: ______________________________
Explained, didn't pitch (what they decided, in their words): ______________________________
Would I have told my own parents the same thing?: ______________________________
When I'll follow up: ______________________________
Closed! with Justin Jacobs · a Health Plan Markets show