Course curriculum

    1. Course Instructions

    2. Course Disclaimer

    3. Consultation Outline

    1. It’s not just a Consultation; it’s an entire Selling Process

    1. Medical & Personal History form

    2. General Consent form

    3. HIPAA Privacy Notice form

    4. Needs Assessment form

    1. Lay the groundwork and set the stage for sales success

    2. Download - Clients Eye View Checklist

    1. Get your client's story and ensure your readiness

    1. Step 1 Introduction and Conversation

    2. Step 2 The Client Assessment

    3. Step 3 The Sales Presentation, Pricing & Closing the Sale

    4. Action Step

About this course

  • $249.00
  • 20 lessons
  • 0 hours of video content