Free consultations can be one of the most powerful tools in your cash-based practice—but only if you know how to turn interest into commitment.

Many clinicians offer these sessions, hoping patients will “just get it” and book. But without a clear strategy and scripts, the conversation often ends with a polite “thank-you”… and a missed opportunity.

In this valuable episode, extracted from a live mastermind coaching session, I walk through a handful of lesser-known tactics that could easily become the difference between “maybe.. I’ll call you later” and “when can we get started?” These are real, field-tested approaches that have helped hundreds of practices like yours convert more consults into cash-pay patients.

Now, a quick heads-up: If you’re part of my Cash Practice Mastermind, you already have access to the complete, in-depth training on how to run these free consultations from start to finish—scripts, strategy, roleplays, and all. If you’re not a member yet, you can join us and get full access to your consultation conversion blueprint at drjarodcarter.com/mastermind.

Lastly, make sure to scroll down and download our free resource that automates the post consultation conversion process for you… plenty of patients who come in for free consultations don’t say yes in the moment, but will say yes at some point in the future if you adequately follow up with them! Our automated “lead management and patient tracking spreadsheet” keeps you in front of them and is an absolute game changer for hundreds of cash pay practices, and you can grab it for free below

MORE SPECIFICALLY, I DISCUSS THESE TOPICS RELATED TO CONVERTING CONSULTATIONS INTO CASH-PAY PATIENTS:

  • The incredibly important thing that so many clinicians and practice owners don’t do at the end of a free consultation. 
  • What conversion rate from consult to patient that you and your staff should be shooting for in your free consultations 
  • How to do a quick self-performance review after a consultation to ensure continued improvement… and this includes a quick overview of 5 primary decision drivers you really need to make sure occur during every free consultation 
  • Why I don’t suggest trying to sell packages during a free consultation, and the only situation when I do suggest booking more than just the next visit. 
  • The number one most important tactic to keep patients from dropping off before they’ve reached their goals and finished their plan of care.

LESSER-KNOWN TIPS FOR CONVERTING FREE CONSULTS INTO CASH PAY PATIENTS

I’ve got a free resource for you that can completely transform your follow-up process—and the impact you have with your practice. The Lead and Patient Tracking Spreadsheet is the same tool I use in my own clinic. It makes it easy to track follow-ups, set timely reminders, and stay top-of-mind with the people most likely to say yes down the road—so no one, and no revenue, slip through the cracks.

Click below to download this resource that can help you achieve outstanding profits and results:

Lead Management & Patient Followup Tracking Spreadsheet & Training

 

 

Thanks so much for checking out this week’s Podcast… hope you enjoy the free resource!

WANT STEP-BY-STEP GUIDANCE TO START, GROW, OR TRANSITION YOUR OWN CASH-BASED PRACTICE? 

>> Click Here to learn how to start, grow, or transition your own Cash-Based Practice <<

HERE ARE SOME MORE EPISODES ON CONVERTING PROSPECTS INTO CASH-PAY PATIENTS:

CBP 201: How to convert phone consultations into cash-pay patients
In this episode, I share proven strategies for turning insurance-focused inquiries into cash-pay conversions—while confidently communicating your value and knowing when (and how) to walk away.

CBP 227: Converting Attendees into Cash-Pay Consults at a Busy Event
In this episode, I share practical strategies for converting event attendees into cash-pay consults—even when you’re overwhelmed, understaffed, and juggling multiple prospects at once.

MORE RESOURCES TO ATTRACT NEW PATIENTS:

3 Simple and Powerful Strategies that Immediately Build Expert Status and Attract High-Quality Patients

This 1-hour Masterclass will teach you the simple online methods to establish your practice as THE authority in your niche, attracting tons of new patients who are happy to pay top dollar for a chance to work with you. Check it out here.

HOW TO GENERATE NEW AND RETURN PATIENTS VIA EMAIL IN JUST 15 MINUTES A WEEK

In this masterclass, you’ll learn how to write emails that generate new business for your clinic—without cheesy sales tactics or lots of unsubscribes. You’ll discover the secrets that keep people on your list so they happily become customers or decide return to your clinic again. Check it out here.

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