The Intake Intensive Workshop (Virtual)

Audit, Train, and Level Up Your Front Desk.

The best marketing in the world won’t fix a front desk that fumbles first impressions.

This high-impact, fast-paced workshop is designed for private-pay clinics that want to strengthen the way their team handles calls, leads, and patient interactions, because that’s where revenue is made or lost.

All audits & sessions are led by our Founder & Certified Consultant.

Here’s what’s included:

• Secret Shop Intake Audit
  We’ll call your clinic as a mystery shopper and audit the experience from a patient’s point of view. You’ll get a detailed scorecard and insights on what’s working (and what’s not) when it comes to tone, rapport, lead handling, and conversion effort.
• Owner or Manager Strategy Session (60–90 min)
  We review the findings, align on your goals, and break down exactly where your systems, scripting, or expectations may be holding your team back. You’ll walk away with clarity and an action plan.
• Intake Team Training Session (Recorded)
  An interactive team session designed to educate, empower, and coach your staff through the key elements of high-conversion intake calls. We’ll cover tone, objection handling, tracking, and follow-up protocol. Your team will leave with confidence, and a plan.

We fit the audit & sessions into your schedule, with the goal to have everything completed within 2 weeks. Fast-tracking is available as well.

Who It’s For:
Practice owners and managers who know their team could be doing better with intake, but aren’t quite sure where to start.

Whether you’re getting plenty of leads or just need to make the most of each inquiry, this workshop helps you uncover what’s costing you patients, and gives your team the tools to fix it.

Questions?

Reach out to connect@cultivationconsulting.com