Key System Number Six From The Infusionsoft Training Guide For Physical Therapists: Front desk staff system training

So number six from our Infusionsoft training guid:, front desk staff training system. This is a big one that not many people ever even consider to use Infusionsoft for something like this. So from a front desk people are the ones that make the difference that makes the difference. And most of the objections, the drop-offs and the excuses are resistance to the higher prices physical therapy clinics want to charge are the result of poor front desk staff training, I regret to say it. Front desk person doesn’t cost you $25,000. He or she will cost you $250,000 if they aren’t trained to do the job properly. Learned some painful experiences myself, and is why I created the staff training system.

So I put all of my Infusionsoft…sorry, all of my staff training videos, and they get delivered to my…the potential new hires, you know, we’ve offered them a job, and when they can start for two weeks. “All right, good, we’re going to start sending you some video that we want you to watch before you arrive.” You know, “I’m gonna give you the job. Are you okay to watch some videos before you arrive, because I need you to show up, start contributing value. I haven’t got, I’m a small business. I haven’t got time to train you for three or four weeks. I need you to show up from the moment that I say yes and you agree to it.” So we’re able to put them into one of these systems. We create a campaign that we put our most important videos, incoming call handling, how we handle drop-offs, how we want patients to be treated and greeted to etc., they’re all on video.

So we put them inside a campaign and then enter the email address of the new employee, and they will start to receive all of these training videos. That means they can be trained and retrained regularly using this system, it is incredible. It’s been the most beautiful thing that I’ve done that has contributed significantly to my business. It’s an intangible, and most people overlook this type of thing. But again, why keep wasting energy over, and over, and over, and over on training people over, and over, and over, when you can have a system that just sends videos to their inbox and asks them to watch it, and you can even, if you wanted to go all the way in, you can actually check that they have watched it as well.

So put all of my videos inside of a vault in a library and then I just connect that to Infusionsoft and there’s the videos, they just get sent to them. Here’s how I want to handle the incoming call. You know, this one’s for the video for the physios, how to handle the initial consultation, how to engage with clients in our physical therapy clinic. We go down to the nth degree of everything.

So this means that when I’m aware, or another business, my staff are watching trainings done by me, meaning the stuff is getting done in the way that I want it to whether I’m there are not. So if I need to make a hire, from the other side of the world, I’m in the U.S., or I’m Australia, or I’m in Canada, and we need to hire somebody, we need to let somebody go, we need to bring somebody in, or whatever, we can post the job descriptions and go through whatever we do.

And by the way, we use hiring funnels as well. We use Infusionsoft to hire people in…we ask them to do certain tasks. So instead of looking at everybody’s CV and everybody’s, you know, going through 150 CVs for job application, we use a hiring funnel. And what that is, is three or four tasks that are done on auto, we ask them to do on automation every couple of days and they only get the next email if they do the fast task right, it’s incredible. So we can actually hire people using Infusionsoft systems, and we can also train them as well.

So two great ways of me being able to be out the country in a way for my business, but still hire the people, and they don’t have to worry. If anything’s going on in my business, and we need to get people into the business, that the people who come in won’t be able to do the job, they will because of this system.

 Key System Number Four From The Infusionsoft Training Guide For Physical Therapists: Past patient reactivation

All right, number four key Infusionsoft system from our Infusionsoft training guide is called past patient reactivation. This system works for us to get more past patients coming back to us on autopilot. After patients get discharged from our care, they also enter. So remember, this form that I told you, the physical therapist fills out the form, and he just has to do the form. It takes him like three seconds, and all of this stuff now goes on behind the scenes.

So it’s not a big job for anybody, because once you set this up, it’s just a form getting filled up, three seconds, anybody can do it. We also put them into a 12-month sequence of emails, right? One every state it is. Now, listen because this is genius, which tells them about what we call a health awareness campaign, all right? We might be running a health awareness campaign that month, and we were putting different messages and offers that the past patient can get, and we offer them information if they’re suffering with anything mentioned in email.

So the email might be about back pain. The email might be about knee pain. And what happens is, the patient will reply to these emails asking for the different information, such as back pain tips or, you know, report, or knee pain, or whatever, and when they do, it’s a signal to us that they are suffering with something we can help with so we’re able to call them up and we start the conversation.
So this is them kicked off by the physio as part of the discharge system. Also, sends a different email. And as a result of this system, our patients or they’ll obviously tell their friends about it, they come back and see us very frequently for different injuries that may not have done unless we prompt them using Infusionsoft, so that makes sense.

Every 30 days because of Infusionsoft, my patients get an email framed as, “It’s back pain Awareness Month at Paul Gough Physio Rooms. We’ve got some free information that we’d like to give you if you or somebody you know are suffering with back pain.” The mail goes to them 30 days, and then 30 days later about neck pain and we ask them to reply. When they reply, my secretary jumps on the phone and says, “Hey, what’s going on?” Because if they’re replying to an email about back pain, they’ve obviously got a problem that you know how to solve. It’s like getting them in the store. Once they’re in the store, have a conversation with them about how you can help them. It bring so many people back to the business, it’s untrue. Why is it important? Because patients procrastinate over everything, their health included. And sometimes they need to be prompted or a signal to do something and make an easy fast step.
So this system responsible for the sign that the patients were looking for to start the process of them coming back and see us. And that’s when I say the sign, it’s quite funny because that’s often what patients will say. It’s like, “Will you send me that email about back pain? It was like a sign that I had to do something because I’ve been waiting to do something for weeks, I just hadn’t got round to it.” It’s like, “Yeah, it was a sign. Like we put that there on purpose to encourage you, to nudge you to come back and to see us.” And it’s absolutely responsible for the huge volume of people who come back to see us without us having to do anything except start the system when they finished our care.

 
So again remember, that’s two system started by one webform. Three seconds, all of this happens, three seconds, anybody can do this. Like I said, it’s not the technology that you obsess over, it’s what you want the technology to do. How do you want this to play out? How do you want this to impact your passions? That is what this is about, and why Infusionsoft is so powerful once you know how to use it.

 Key System Number Two From The Infusionsoft Training Guide For Physical Therapists: The Win-Back System

So key Infusionsoft system number two from our Infusionsoft training guide, something I call the win-back system. So what’s the win-back system? It’s a way of winning back a patient who told you, no. So a lot of times it happens. You don’t want a two patient tell you, “No, not right now. Can’t afford it, want to cheaper option,” or whatever. And the galleys used to think that that was a given, that just patients said no, and that was it, it was done.

There’s nothing else that could happen, until I put this system in plan. This is easily one of my most profitable systems. Most patients leave a physical therapy clinic and the owner thinks that it was down to the money that the patient said no.

So if you ever get push-back from co-pay or deductibles, or costs, or just halfway through the treatment plan, they tell you they found somebody cheaper, you can naturally show him that it was all about the money. Now, it isn’t always about the money. Oftentimes, they’ll just give you excuses, because it just isn’t the right time. It doesn’t mean that you’re not right, it doesn’t mean that your price is not right, it just means that right now, in that world, it’s not right. And that’s the messed and most important thing. So it’s important to understand that, that the price might be all right next month, but this month, it’s a problem. Okay, good. Let’s just build a system that factors that in.

And when you grow and as you scale your business, this will become more of a factor. So in the beginning, you know, if you’re the only therapist, or you’re still heavily involved in patient care, you can control a lot of these things, and you keep the stuff in your head. But as your business gets bigger, and you start to expect PTs to call these people back or you relying solely on a physical therapist to make this call back to get them back on schedule, it’ll happen. And if it’s a frustration of a lot of business owners that, is that they expect the PT or the expect the front desk person to call these people back.
And with all the will in the world, it’s not gonna happen. Even if they do generally set out that day to call the three people back who dropped off schedule or, you know, you do, all this stuff gets in the way. So having a system working for you means that these patients can be coming back to you while you’re treating somebody else and/or doing something else because Infusionsoft is doing the hard work for you. So it’s got nothing to do with the money for most people. It’s a timing issue for most people, or they’re just weren’t ready for it right now, same thing. So they often make excited decisions at the beginning and come and see you, and the expense was the only thing that they could think of to slow the decision making process down.

So often a month or two letter, that patient still hasn’t received the care or the outcome that they needed, nothing changed except they know accept that they need what you do. So if they leave your care to their, you think they’re going somewhere else, and most of the time they’re not, because if it wasn’t the right time with you, it wasn’t the right time with anybody else. So nothing will have change, most of them will still have that chronically knee pain or back pain. But what will have gone on is they’ve had another two months to realize how valuable and the need for your service actually is. Patients are very likely to call you back. This is why this works.

Out of their own free will, we wish they would but they just don’t. Six to eight weeks later when they’re still suffering with that knee pain or back pain, and they haven’t got it solved, they don’t call you back. If only they did, but they don’t. The reason is they’ll often feel silly and stupid for saying no to you a few weeks ago. They might think that you think they’re tight. You know, we live in a very judgmental world, and they may think that it probably isn’t true, but it’s their perception of it that matters. And all of this is gonna get in the way from them ever coming back to see you even though they want to or need to.

So have a system built inside Infusionsoft for nurturing the patient back to my physiotherapy clinic. It started by a receptionist who enters the details into another webform. So we have another one of those webforms, which just kick-start another system of communication to that particular person. We just put their name, telephone number, and email address into the webform, and boom, Infusionsoft starts talking to them on our behalf. So I don’t need to worry about my secretary or physio remembering to do it today. The system will do it for me.

And on average, we win-back around about six of 10 patients within three months, and they always come back better patients because they’ve either tried some other crappy provider, or they’re in a worse condition than they were because under the two months of back pain, they’ve got even tighter or stiffer or the chronic pain is the inflammation is whatever. So they often come back as better patients. So the win-back system from our Infusionsoft training guide is incredible.

 Key System Number One From The Infusionsoft Training Guide For Physical Therapists: The Value Added Welcome System

So key system number one of our Infusionsoft training guide for Physical Therapists; here we go! This is something that I call the value added welcome system. What is it? Well, simply it’s what we do to make the patient feel special and welcomed before they even arrive at our practice. It helps us to give them a clear understanding of what they’re really paying for before they are asked to pay for it, because at my physical therapy clinic, they’re not just paying for physical therapy; we like to provide an experience. We like to be judged on the experience that we provide for patients, the time that we give to people, the decision that we help them make. We like to brighten the day and have some fun with people, and we want them to judge us on that not just as a Physical Therapist.

A problem that lots of physical therapy clinics are running into is that they are commodities. They have people calling up and asking the price and then looking for somebody cheaper, or canceling appointments because they found somebody cheaper halfway through the cap line. That’s because you’ve let them judge you on the Physical Therapy, okay?

Now there are hundreds of thousands of physical therapists around the world, so the game becomes, how do we get them to judge them on something else? How do we get them to judge us for something other than physical therapy? So in my clinic, we are being judged on the people of the business and the experience that we provide, and how we make people feel in terms of how special they feel when they enter our world, not just on how well we’ve recovered their ankle or their knee.

When you hit like that, it’s pretty dreadful. When you want to be judged on the outcome of a knee pain or a back pain, anybody can do that. What’s important is that they judge you on something that nobody else is providing, which is the experience and how you make them feel as a result of doing business with you. So the value added welcome system from our Infusionsoft training guide helps us to do that.

How we do it? Here’s a quick example from day one. Patients are entered into a simple webform, which I’ll show you in a moment, that’s connected to Infusionsoft.

They can be sent a sequence of emails telling them more about our physiotherapy practice. We get to reinforce our USP, which is, what our unique selling proposition is, and explain who we help and how. So when we communicate with patients who we help, so we say, “Hey, somebody just like you come to see us every single day,” they become part of our physiotherapy community. They feel more part of a community. They feel as though they’re part of a tribe of people just like them rather than simply going to a physiotherapy clinic.

Again, when you hear it, it doesn’t sound a lot better? Would you be prefer to be part of a community of people like you, or to go to a physical therapy clinic? And we also educate them on how we will help them, okay? We talk to them about the why and the how, and what we will do for them before they even arrive, so that there’s no fear about giving us their money, no fear about giving us that time. We’re educating them before they even arrive because it makes this wonderful thing called a prescription of care a lot easier for the therapist come the day of evaluation.

So when we have to look them in the eye, and we have to sit down and say, “Hey, you need nine sessions or 12 sessions of physical therapy to solve this problem,” it becomes a lot easier because we’ve already helped them to understand what they’re going to get from us before we come along and tell them. These prescription of care sessions, you know that one hour that you have with a patient, you think that they’re listening to everything and they’re not.

Human beings can only take in 7% of the viable message. Probably cut that in half, given that our patients are actually in a lot of pain, stress, worry, fear, uncertainty, doubt in that first session, that’s the irony. Towards the end, when you’ve got that incredible relationship with them, they’re hearing more about what you’re telling them because they’re not as closed off, because they’re not in as much pain or worry.

So at the start, you’ve got to do everything that you can to open them up, to get them to feel relaxed, to get them to feel comfortable, to have already read ahead something that you repeat in the prescription because now, all of a sudden, it feels familiar. How do you get trust? The familiarity. The familiarity breeds trust, so the purpose of the value-added welcome system from our Infusionsoft training guide is to build trust already into the relationship before they start to even get to the practice.

So we put them at ease with videos and information that confirms they made the right decision. We don’t want buyer’s remorse when they arrive at my practice. And because they’ve been further informed and enlightened, patients show a warm and are happy to say, yes, at much higher prices than anybody else around here.

So most clinics, the patients show up with nothing but a bunch of insurance forms and questions about how much it’ll all cost. We eradicate all of that before they arrive, okay? They are just showing up, they kind of aware, they are excited to see us, we’ve got them excited, we’ve given the warm fuzzy feeling, and all thanks to the infusionsoft system that does it, and the content and the material that we put into the system, powered by Infusionsoft.

I call it giving the patients the warm fuzzy feeling before we exchange expertise for cash, all right? You will be judged on expertise, you will beat. Somebody will come around the corner, we’ll do the same physical therapy for cheaper, so you can stay in that model, not anymore.

There are too many options for these patients, and we’ve got to move into a whole new model of running a physical therapy practice (using infusionsoft), the experiential model of running a business, and using systems to provide that experience.

So here’s an example of what we do in our Infusionsoft training guide. So we use Infusionsoft that sends an email saying, “Hey, welcome to our physical therapy clinic. You’re now a member of our practice”… (keyword: member)… and we email out again within 24 hours of the booking this appointment, so they haven’t been in to the practice yet. And they get an email with the subject line, “Do I have to take my clothes off?”
Now, that’s the video that they get. Thousands of people now watch that video, and it tells us true story. As you can see the email, “Hi Joe(?), it’s Paul here again, please let me continue to welcome you to my clinic. What I want to do today is make sure you saw this video. And it’s a video, that’s of three of my staff, and the one in the middle; Vicki, actually came to see me as a patient.

Now, this was seven or eight years ago. She’s now the manager of my business. She walked into my treatment room with a shoulder problem, didn’t really understand you know, what physio was. I wasn’t doing any of this stuff back then. She came in, and I took for granted that she knew the procedure. So she asked me the question, “Do I have to take my clothes off?”

Now, I was walking out at the room, this is a true story. I was walking out the room to get something, and I said, “No.” She obviously didn’t hear me. I left the room, I came back in and she was in the middle of taking her clothes off. Okay, pretty routine for most, you know, patients and therapist. Patients sometimes have to take clothes off in front of you, we all know that.

What the story that unfolded was obviously, as I walked back in, I said, “No, no, you know, you don’t need to get your clothes off blah, blah, blah.” Vicki was very embarrassed, even more embarrassed that within a couple of weeks, I’d offer a job at my practice and you know, obviously that kind of relationship all of a sudden then became she almost took her clothes off in front of her boss. Now, that is a completely different thing altogether.
So what happened was, when Vicki got the job, she started tell her patients this story, that she came to see me and she didn’t really understand what was going on, and she almost took her clothes off in front of me, and patients thought it was hysterical. Patients loved it. They found it hilarious, and it really put them at ease.
So I continued to encourage Vicki to tell that story more often, and then we realized there was a better way than to do it when they arrive. “Let’s tell it to them before they arrive.” So now we use Infusionsoft to send them this email and to ask them to watch this video, and as well as answering the question, “Do you have to take your clothes off?” which is a very common question that even if they don’t ask it, they wanna know the answer to it.

We answer some of the FAQs of physiotherapy, so we’re helping them, we’re putting them at ease. We regularly get replies to this video every single day, and patients telling us that they know they’ve made the right decision, you know, they’re already at ease. They have a laugh, they have a joke, they have a giggle, they’re so happy that we sent it to them, and they will sum the whole thing up by saying, “I’m glad I chose you. I know I’ve made the right decision.”

Now, bear in mind that we haven’t even looked at their knee or their back yet. All that we’ve done is use some marketing systems from our Infusionsoft training guide; we’ve used Infusionsoft email funnels to send this type of thing to make them feel warm and fuzzy about coming to see us. They are already in love with what we do because we’ve made them feel special, and we put them at ease, the experience game.

Can you understand now how easy it would be for my physical therapist to come along and say, “Hey, you need nine physical therapy sessions, or you need 12 sessions and this is the fee,” because these people are warm and comfortable and familiar with us already due to the infusionsoft marketing funnel and nurturing.

Now again, you can it gives my patients comfort to know who will actually be serving them and looking after them tomorrow, or Wednesday, or Thursday, or whatever day it will be when they arrive at the physical therapy practice.

So how does infusionsoft help? Well, physical therapy is what you expect or what they expect us to do. The experience is the thing that they didn’t expect us to do. They did not expect that to happen. They did not expect us to have some fun and a laugh and to giggle with them before they arrive, you know, they didn’t want that. So they didn’t expect it. They didn’t ask for it, but we give it to them through infusionsoft. And everybody wants that type of thing to happen.

So we can be good at what we do in the treatment room, but if you’re focusing on it, you will lose to the physical therpaist who gives you a better…who gives these patients a better experience. So if you’re not focusing on it, we will lose to the physical therapy business around the corner who does do it.

So since we started implementing the marketing systems from our Infusionsoft training guide for physical therapists, we got less no-shows, and less resistance to care plans, and even if one of my secretaries is having a bad day, the patient still gets to experience what we’re really all about as a physical therapy clinic.

So what I mean by that is, again, you could have a receptionist who’s just had a bad day, she’s not feeling well, she’s having problems at home, or he’s having problems at home, or just is having an off day because humans do. Even if that is happening, and the phone doesn’t get answered as well as we want it to, and we know that that influence is whether or not people show up and how much they pay, and whether or not they feel confident in the decision that they’re about to make, the patient still gets to experience what we really all about as a physical therapy clinic.

So this is me starting to show you a little bit now about Infusionsoft. This is a webform that we use and the systems are kick-started by a simple. So that is a marketing strategy that we build inside an Infusionsoft email funnel marketing campaign. So my secretary there can use that webform. It sits on her computer, on the desktop. She can enter the patients’ name, type of client, how they found us.

She can enter some you know, a little welcome chitchat that says, “Hey, Steve, you know great to talk to today, dah, dah, dah, where does it hurt?” Other things that we put in there just in case it isn’t back pain, or knee pain, or whatever it’ll be, how long have they suffered? Person’s main concern, what stops the person from doing, number one thing person would like to achieve, all right?

‘Booked physical therapy appointment by’, so we can put Vickie’s name or Becky’s name in there. We can put the physio’s name. We can put the clinic location. We can mail match the time and the date. Pretty much everything that gets entered into that webform, gets mail merged into an email.

So within 60 seconds, they get a completely customized email to them literally delivered in a heartbeat, and that form takes like 60 seconds for my receptionist to fill out. When the patient gets it, it looks like the email has taken 10 minutes to write because of the infusionsoft system
So we’re saving time, but we are basically putting into that webform what they are telling us they are looking for. So it confirms to the patient very quickly that we listened, we understand it, and we know what they want to achieve. That is what drives certainty into decisions. And certainty causes people to show up, to pay confidently and to stay on schedule. And that’s what I love about Infusionsoft.

There are very few if any of the software or the equivalent CRM systems out there that compete with infusionsoft. You know the cheapest of that you might be considering that lets you do this type of thing, and that is the justification, you know, for kind of moving forward, or something like Infusionsoft, because it allows you to create.

These are just simple webforms. You go inside, you create them, you enter the details, and the automation takes over after that. And you access it you know, if you think, well, how you access the webform. You create it inside your app. You get an application, and you go in and you make the webform.

And then you get a link. You get a URL like this just like a web link, or, you know, a webform, paulgoughphysio.com or whatever, Infusionsoft will give you the form. And I give that link to my secretaries who have it on their front desk. We have it open in our tabs. Whenever we want to go to it, we just click it or if it’s already open, obviously, it’s there for the staff to access.

So a lot of the systems get kick-started by these types of webforms at the beginning, and then it kick-starts all of the emails in the communication that goes out after. It started by you, and it saves you so much time moving forward.

This one system from our Infusionsoft training guide has alone significantly increased our arrival rates and complete plans of care. So before Infusionsoft, we had an 89% arrival rate, and since Infusionsoft, it’s 95.5%. We’re almost hovering around the 95% arrival rate. So 6% is a significant difference that becomes more valuable as you grow.