Process of receiving a lead.
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Receive Lead
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YES
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Call Lead within 5 hours!
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YES
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If no answer, write an email
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YES
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Follow up with a phone call.
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YES
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Confirm with client what treatment.
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Call Doctor/Hospital to confirm treatment
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YES
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If client requests Skype meeting with Dr, arrange.
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YES
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Confirm payment amount and date availability with Dr.
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YES
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Confirm payment amount and date availability with client.
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If client agrees, discuss payment options, e.g. bank transfer.
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If client wants to think about it, call back in two days.
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YES
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Two days later, if client agrees, confirm bank details by email.
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YES
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Confirm details with client, e.g. flight options, hotel options, pickup info.
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YES
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Make hotel, flight, and pick-up arrangements.
e.g. Confirm with Case Manager to be at the airport.
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YES
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Send info of flight, hotel, and pick up arrangements to client.
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Client is picked up at airport and taken to the hotel or doctor, depending on timing.
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YES
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Case Manager stays with client and escorts client back to the hotel or wherever needed. Total Concierge service.
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YES
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Client has treatment. Keep in touch with Dr, client's companion.
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YES
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Client finishes treatment, take to hotel and keep in touch with client. Arrange pickup for return flight.
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YES
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Call client on his day of return to home to see that everything is ok
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Keep in touch with client weekly for the first month and then once a month letter. Remember holidays, birthdays, etc.
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Client Lead
