Master Patient Conversations that Build Trust and Lead to Bookings

The Patient Connection & Conversion Checklist is your guide to creating a more confident, connection-driven sales process. Designed for integrative and wellness practices, this checklist walks you through how to build trust, ask the right questions, and invite patients into your programs without feeling pushy or salesy.

Perfect for discovery calls, consults, or front-end conversion conversations.

What’s Included:

• Pre-Call Mindset Prompts Reframe sales as service and align with your values

• 5-Part Conversation Flow Build safety, name the problem, connect to possibility, and invite the next step

• Checklist for Each Conversation Phase Clear steps for pre-call prep, during the call, and follow-up

• Patient-Centered Script Templates Phrases and prompts to improve connection and clarity