Appointment Setting

Appointment setting best practices involve showing authentic care and concern for your clients and potential clients, which means going beyond mere transactions to understand their needs, expectations, and experiences.

It’s about building a relationship based on trust and empathy, where clients feel valued and heard, leading to enhanced customer satisfaction and loyalty.

Bodcor Provider Success Blueprint

Table of Contents

Bodcor Provider Success Blueprint

Create Desire

We believe that the key to successful business relationships lies in three simple, yet powerful steps:

  • Step 1: Be thoughtful.
  • Step 2: Being thorough.
  • Step 3: Be present.

Step 1. Be Thoughtful

Thoughtfulness goes beyond just understanding your clients’ needs. It’s about anticipating those needs, showing empathy, and making every interaction meaningful.

When you’re thoughtful, you create a desire in your clients to do business with you. They see that you value them not just as customers, but as individuals with unique needs and goals.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Step 2. Be Thorough

Thoroughness is about paying attention to the details, ensuring nothing is overlooked. It’s about providing comprehensive solutions that address every aspect of your clients’ needs.

This thorough approach maximizes the value of your brand, showing your clients that you’re committed to delivering the best possible service.

Step 3. Be Present

Being present means being fully engaged in every interaction with your clients. It’s about listening actively, responding promptly, and being there for them when they need you.

More than anything, being present shows your clients that you care. It builds trust and fosters a sense of loyalty that can lead to long-term business relationships.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Elevating the Customer Experience

We believe that every detail matters, and it’s the thoughtful intent behind these details that can truly elevate the customer experience.

Two such details that are often taken for granted, but when done with thoughtful intent, help establish the tone of the appointment in a positive way.

  1. Greet your appointment at the door when appropriate.
  2. Welcome the appointment with a Bodcor branded water bottle.

Reducing Anxiety and Calming the Nerves

We understand that trying something new, even when it’s non-invasive and painless like our treatments, can still cause a certain level of nervousness or anxiety.

That’s why every interaction, every touchpoint in our process is designed to alleviate these feelings and replace them with comfort and confidence.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Creating a Sense of Anticipation

From the moment a client or potential client first contacts us, we strive to communicate the benefits of our treatments and what they can expect from the experience.

This open and positive communication helps to prepare them for their journey, reducing any associated nerves and creating a sense of anticipation and excitement.

Implementing the Buddy System

But we don’t stop there. We aim to make Bodcor a place of inspiration and confidence-building, a place where clients look forward to visiting.

One of the ways we do this is through the buddy system. We encourage clients to bring a friend or family member to their treatments, turning the Bodcor experience into a shared event.

This not only provides a sense of comfort and camaraderie for our clients, but it also helps to grow our client list as more and more people get to experience the benefits of Bodcor.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Incentivize Clients to Bring Friends & Family

Imagine a world where every client or potential client is a multiplier, bringing in their friends and family to also experience the transformative power of Bodcor.

This is the world we strive to create, a world where anxiety is replaced with anticipation, nervousness with excitement, and uncertainty with confidence.

Commitment to Best Practices

These areas of your business are more than just good business practices. They’re a commitment to your clients, a promise that you’ll always strive to provide the best possible service. At Bodcor, we believe that when you’re thoughtful, thorough, and present, you’re not just building a business, you’re building a community.

The Greeting

Strong preparation and consistently being ready for your appointment greetings matters.

Greetings set the tone for the entire interaction. A warm, genuine greeting can make your clients feel welcomed and valued, setting the stage for a positive experience.

  • Control the customer experience.
  • Greet client at the door when appropriate.
  • Greet clients with Bodcor branded water bottle.
  • Build brand prestige and personal presence.
Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Always Be Prepared

Whether it’s a first-time client or a returning one, each consultation is a unique opportunity to understand their needs, inspire them with the possibilities, and create a personalized plan that aligns with their goals.

For new clients, it’s about empowering them to take the first step towards their transformation.

For existing clients, it’s an opportunity to reassess their progress, celebrate their achievements, and adjust their plan as needed to ensure continued success. 

Always Ensure Your Clients Feel Welcomed

We’ll guide you through the specific steps to take, starting from the very first point of contact. We’ll teach you what to say to make your clients feel welcomed and valued, and when to say it to maximize engagement and responsiveness. We’ll show you how to communicate effectively, using the right tone and language that resonates with your clients.

Create a Welcome Worth Talking About

When you greet your client at the door, you’re not just welcoming them into your space, you’re welcoming them into a transformative journey.

This personal touch sets a positive tone for the interaction, making your client feel valued and appreciated from the moment they step in.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Creating a Positive, Memorable Experience

But we don’t stop there. We’ll also guide you on how to confirm your messages, ensuring that your clients have understood and are comfortable with the information provided.

This comprehensive approach ensures that every interaction you have with your clients contributes to a positive and memorable experience, setting the stage for a successful and long-lasting business relationship.

First Impression

You never get a second chance to make a first impression. So create an experience thoughtfully prepared from beginning to end.

Be Rememberable.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Be Delightful

Be so thoughtful your actions alone are spoken of to others. Genuinely caring about the comfort of your clients will make you unforgettable.

Details Matter.

Personalize the Experience

We’ll guide you through the specific steps to take, starting from the very first point of contact. We’ll teach you what to say to make your clients feel welcomed and valued, and when to say it to maximize engagement and responsiveness. We’ll show you how to communicate effectively, using the right tone and language that resonates with your clients.

First Contact

We’ll guide you on how to make a great first impression, setting the tone for all future interactions.

We’ll teach you how to communicate effectively, ensuring that your clients feel welcomed, valued, and understood from the very first point of contact.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Building Excitement

We’ll show you how to build excitement about your services and products.

This involves sharing the benefits and potential results in a way that resonates with your clients, sparking their interest and making them eager to learn more.

Create Inspiration

We’ll teach you how to inspire your clients by sharing success stories, setting achievable goals, and showing them the potential for transformation. 

This inspiration can be a powerful motivator, encouraging your clients to take the next step in their journey.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Provide Motivation

We’ll guide you on how to keep your clients motivated throughout their journey. This involves regular check-ins, celebrating milestones, and providing ongoing support and encouragement.

Enhancing the Customer Journey

Overall, we’ll equip you with the tools and techniques to enhance the entire customer journey. From the first contact to the ongoing relationship, we’ll ensure that every interaction you have with your clients contributes to a positive and memorable experience.

Always Do More

We’ll teach you how to inspire your clients by sharing success stories, setting achievable goals, and showing them the potential for transformation. 

This inspiration can be a powerful motivator, encouraging your clients to take the next step in their journey.

Bodcor Provider Success Blueprint

Converting Consultations into Paying Clients

At Bodcor, we’re committed to teaching you the best practices that will increase your chances of converting free consultations into paying clients. Understanding and executing these critical details has a dual benefit.

Bodcor Provider Success Blueprint

Maximizing the Value of Consultations

Firstly, as a provider, you’re more likely to generate more revenue. This is because a well-conducted consultation can effectively demonstrate the value of your services, encouraging clients to invest. 

The Customer Experience

Secondly, and perhaps more importantly, these practices significantly enhance the customer experience.

By providing a thorough, personalized, and engaging consultation, you show your clients that you understand their needs and are committed to their success.

This not only builds trust but also fosters a positive relationship that can lead to long-term customer loyalty.

Bodcor Provider Success Blueprint

Appointment Interactions that Help Create a Positive First Impression

We believe that every interaction with a client is an opportunity to inspire, to connect, and to make a difference. Each step of the customer experience, from scheduling to post-close, holds immense value and potential. Making the most of these interactions is crucial.

  • Scheduling Your Appointments
  • Confirming Your Appointments
  • Providing Directions
  • Greeting Your Appointments
Bodcor Provider Success Blueprint

Scheduling Appointments

Scheduling is the first step in your client’s journey, a promise of the transformation that lies ahead. It’s the beginning of a partnership, a commitment to their goals and dreams.

Confirming Appointments

Confirming appointments is not just about logistics, it’s about showing your clients that you value their time and are eagerly anticipating their visit. It’s a reassurance that they are important, and their journey matters to us.

Bodcor Provider Success Blueprint

Always Confirm the Details

Never assume the client remembers. Instead, take the initiative to remind them. This not only prevents no-shows but also shows your clients that you’re looking forward to their visit. It’s a small gesture that can make a big difference in their day.

By confirming appointments, we’re also politely influencing respect for both our schedule and theirs. It’s a mutual understanding that our time is valuable, and that we’re dedicated to making the most of it.

1st Appointment Consultations

These thoughtful gestures not only make the journey to your location stress-free for your clients, but also demonstrate your commitment to providing a positive experience.

  1. Send the address via text message.
  2. Include a picture of the building and entrance.
  3. Include easy, detailed instructions:
    • Mention parking
    • Mention cross-streets
    • Mention potential traffic issues
Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Create a Seamless Experience

Whether it’s a call, a text, a direct message, or an email, choose the method that’s most appropriate for your client. This personalized approach shows that we understand their preferences and are willing to adapt to meet their needs.

Always get confirmation that your information was received. This ensures that there’s no miscommunication or misunderstanding.

It’s about creating a seamless experience, where every detail is taken care of.

Methods of Communication to Optimize Show Rates

Call, text, DM & email when appropriate.

  1. Prevent no-shows and reduce cancelations.
  2. Influence respect for your schedule and theirs.
  3. Confirm that your message was received.
Bodcor Provider Success Blueprint

Building Customer Relationships Through Appointment Confirmations

By doing these items with thoughtful intent, we’re not just managing appointments, we’re building relationships. We’re showing our clients that we care, that we’re reliable, and that we’re committed to their success. And that’s the Bodcor difference.

Bodcor Provider Success Blueprint

Providing Directions

Providing clear directions is more than just guiding them to your location, it’s about making their journey to you as smooth and stress-free as possible. It’s about showing them that we care about every detail of their experience.

Providing Detailed Instructions

Detailed instructions, including information about parking and potential traffic issues, can help your clients plan their journey and arrive stress-free.

These thoughtful gestures show your clients that you value their time and are committed to providing a seamless experience.

Bodcor Provider Success Blueprint

Increase Show Rates

At Bodcor, we believe in the power of thoughtful intent. Every action, no matter how small, can have a significant impact when done with care and consideration.

Take for instance, providing directions to your appointment. This simple act, when done thoughtfully, can greatly increase show rates and reduce cancellations. By sending your client the address via text message, you’re making it convenient for them to access the information at any time. A picture of the building and entrance can provide visual cues, making it easier for them to locate your premises.

Post Appointment Interactions

Post appointment interactions hold a significant place in the customer journey. These interactions, which occur after the appointment, regardless of whether the client decided to make a purchase or not, are crucial in maintaining and strengthening the relationship with the client.

These interactions are not an end, but rather a new beginning. If the client has decided to invest in themselves by choosing your services, it’s a moment to celebrate their decision and commitment to their personal transformation.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Maintaining Communication

On the other hand, if the client has not yet decided to make a purchase, these interactions are a chance to reassure them.

It’s a moment to show them that regardless of their decision, you are there to support them.

It’s an opportunity to keep the lines of communication open, to answer any further questions they might have, and to provide them with any additional information they might need to make their decision.

Post Appointment Interactions Build Trust

Post appointment interactions are a chance to show your clients that they are valued and that their journey matters to you. It’s a chance to build trust, foster loyalty, and create a lasting impression that can lead to future business and referrals.

At Bodcor, we believe that every interaction is an opportunity to make a difference, and the “Post Appointment Interactions” are no exception.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Thoughtful Details Show That You Care

Remember, every interaction with your clients is an opportunity to show them that you care.

By focusing on these details, you’re not just improving your business operations, but also enhancing your clients’ experience, building stronger relationships, and setting the stage for success.

Influencing Brand Value

Thoughtful actions help build brand prestige. They show your clients that you’re not just providing a service, but a comprehensive, thoughtful experience. They reflect the quality, care, and commitment that Bodcor stands for.

The Network Effect for Your Business

A satisfied appointment is more likely to share their positive experience with others, expanding your reach and influence.

Being prepared with these actions helps control the customer experience, ensuring it aligns with the high standards of your brand.

This leads to an overall better customer experience, one that is memorable and leaves a lasting positive impression.

These actions not only enhance the individual customer experience but also contribute to the network effect for your business. 

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

Value of Branded Water Bottles

Offering a Bodcor branded water bottle is more than just a gesture of hospitality. It’s a symbol of the health and wellness journey they’re embarking on with you. It’s a tangible reminder of your brand and the commitment you share to their well-being.

Automation and Appointment Setting

While automation can bring efficiency and consistency to certain aspects of a business, it’s important to remember that when it comes to appointment setting and building relationships with staff and clients, a personal touch can make all the difference, especially for a new or small business.

Understanding Your Client's Needs and Expectations

Relying too heavily on automation in the early stages can create a disconnect, obscuring the nuances that are critical to understanding your clients’ needs and expectations.

It can also limit your ability to build strong, personal relationships with your staff, which are key to creating a positive work environment and delivering exceptional customer service.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

The Competitive Advantage of Less Automation

Established companies often turn to automation out of necessity due to their size and complexity.

However, as a new or small business, being hands-on with appointment setting and day-to-day communication can provide valuable insights into your operations and customer preferences.

This deep understanding can help you anticipate potential challenges and address them proactively, enhancing the customer experience and preventing problems before they arise.

Knowing When to Increase Automation

As you gain more experience and refine your appointment setting process, you can gradually integrate more automation into your operations.

However, in the early stages, automation should primarily be used for tasks like marketing and payment collection.

Bodcor Provider Success Blueprint
Bodcor Provider Success Blueprint

The Value of Personal Engagement

Remember, the more engaged you are with your staff and clients, the stronger your relationships will be, and the better your customer experience.

So, while automation has its place, don’t underestimate the value of personal engagement in the success of your business.

Bodcor Education

Click below to learn more.

Appointment Setting - FAQ's

Bodcor’s appointment setting best practices involve showing authentic care and concern for clients and potential clients. This means going beyond mere transactions to understand their needs, expectations, and experiences. It’s about building a relationship based on trust and empathy, where clients feel valued and heard, leading to enhanced customer satisfaction and loyalty.

Bodcor believes that the key to successful business relationships lies in three simple, yet powerful steps: Be thoughtful, Be thorough, and Be present. These steps involve understanding and anticipating clients’ needs, paying attention to details, and being fully engaged in every interaction with clients.

Bodcor believes that every detail matters, and it’s the thoughtful intent behind these details that can truly elevate the customer experience. Two such details that are often taken for granted, but when done with thoughtful intent, help establish the tone of the appointment in a positive way. These include greeting your appointment at the door when appropriate and welcoming the appointment with a Bodcor branded water bottle.

Greetings set the tone for the entire interaction at Bodcor. A warm, genuine greeting can make clients feel welcomed and valued, setting the stage for a positive experience. It’s about controlling the customer experience, building brand prestige, and personal presence.

Bodcor guides providers through specific steps to take, starting from the very first point of contact. They teach providers what to say to make clients feel welcomed and valued, and when to say it to maximize engagement and responsiveness. They show providers how to communicate effectively, using the right tone and language that resonates with clients.

Post-appointment interactions hold a significant place in the customer journey. These interactions, which occur after the appointment, regardless of whether the client decided to make a purchase or not, are crucial in maintaining and strengthening the relationship with the client. They are seen as a new beginning, a moment to celebrate their decision and commitment to their personal transformation, or an opportunity to reassure them that Bodcor is there to support them.

Offering a Bodcor branded water bottle is more than just a gesture of hospitality. It’s a symbol of the health and wellness journey clients are embarking on with Bodcor. It’s a tangible reminder of the brand and the commitment Bodcor shares to their well-being.

‘Create Desire’ is a principle at Bodcor that emphasizes the importance of making clients want to engage with your services. It involves being thoughtful, thorough, and present in all interactions, thereby creating a desire in clients to do business with you.

‘Be thoughtful’ means showing genuine care and concern for clients. It involves anticipating their needs, showing empathy, and making every interaction meaningful. This approach creates a desire in clients to do business with you.

‘Be Thorough’ means paying attention to the details and ensuring nothing is overlooked. It involves providing comprehensive solutions that address every aspect of your clients’ needs, thereby maximizing the value of your brand.

‘Be Present’ means being fully engaged in every interaction with your clients. It involves listening actively, responding promptly, and being there for them when they need you. This approach builds trust and fosters a sense of loyalty.

Bodcor is committed to implementing and teaching best practices in all aspects of their business. This includes appointment setting, client interactions, and the use of their devices. They believe that adhering to these best practices leads to superior client experiences and successful business outcomes.

‘Always Be Prepared’ means being ready for every client interaction. It involves having all the necessary information and materials at hand, and being mentally prepared to engage with the client. This approach ensures a smooth, efficient, and positive experience for the client.

‘The Network Effect for Your Business’ refers to the positive impact that each satisfied client can have with your business. When clients have a positive experience, they are more likely to refer others to your business, creating a network of satisfied clients and potential new clients.

Providing driving directions is a crucial part of ensuring a smooth client experience. It helps to prevent any confusion or stress for the client in finding your location, making their journey to you as easy and straightforward as possible.

Providing location instructions is another way to ensure a smooth and positive client experience. Detailed instructions, such as where to park or which entrance to use, can help to prevent any confusion or stress for the client upon arrival.

Sending appointment confirmations is an important step in Bodcor’s appointment setting process. It serves as a reminder for the client, reducing the chance of missed appointments. It also provides an opportunity to include any necessary information or instructions for the appointment.

During the first appointment consultation, Bodcor providers take the time to understand the client’s needs and goals. They provide information about the services and create a personalized plan for the client. This consultation is an opportunity to inspire and motivate the client to embark on their personal transformation journey.

Bodcor provides motivation by creating a positive and supportive environment for the client. They emphasize the potential benefits and outcomes of the services, inspiring the client to take the first step towards their goals.

‘Creating Inspiration’ refers to the process of inspiring clients to take action towards their goals. This could be through sharing success stories, discussing potential results, or simply providing encouragement and support.

‘Thoughtful Acts’ refer to the small but meaningful actions that can enhance the client’s experience. This could be anything from a warm greeting, providing a Bodcor branded water bottle, or taking the time to answer all of the client’s questions.

Bodcor builds excitement by highlighting the potential benefits and results of their services. They create a positive and enthusiastic atmosphere, which can help to motivate the client to take the first step towards their goals.

Bodcor understands that trying something new can cause a certain level of nervousness or anxiety. To alleviate these feelings, every interaction and touchpoint in their process is designed to replace anxiety with comfort and confidence. They aim to communicate the benefits of their treatments and what clients can expect, reducing any associated nerves.

Bodcor believes in the power of open and positive communication to prepare clients for their journey. By clearly communicating what clients can expect from the treatments and the benefits they offer, Bodcor helps to create a sense of anticipation and excitement, replacing any initial nervousness with confidence.

The ‘Buddy System’ at Bodcor encourages clients to bring a friend or family member to their treatments. This turns the Bodcor experience into a shared event, providing a sense of comfort and camaraderie for clients. It also helps to grow the provider’s client list as more people get to experience the benefits of their treatments.

Bodcor envisions a world where every client or potential client is a multiplier, bringing in their friends and family to also experience the transformative power of Bodcor. This approach not only provides a sense of comfort for clients but also helps to grow the client list, creating a community of people who look forward to their Bodcor treatments.

While automation can bring efficiency and consistency to appointment setting, relying too heavily on it can create a disconnect with customers. A balance between automation and personal touch is crucial to understanding your clients’ needs and expectations, leading to a better customer experience.

Even for established companies that use automation due to their size and complexity, maintaining personal touch points in appointment setting is essential. Personal interactions can help ensure a high-quality customer experience by making clients feel valued and understood.

A hands-on approach to appointment setting and communication can provide valuable insights into customer preferences. This deep understanding can help anticipate potential challenges and proactively address them, enhancing the customer experience and preventing problems before they arise.

As a new business gains more experience and refines their appointment setting process, they can gradually integrate more automation. However, in the early stages, a more personal, hands-on approach can lead to a better understanding of customers and a more tailored customer experience.

Personal engagement is crucial to enhancing the customer experience. The more engaged a business is with its clients, the stronger the relationships will be, leading to a better customer experience. While automation has its place, it’s important not to underestimate the value of personal touch and engagement.

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