Lead Qualification & Filtering
· Initial Contact Management: Promptly answer incoming calls from potential patients within 90 seconds and ensure no caller is transferred to voicemail without acknowledgment
· Lead Assessment: Engage callers in professional conversations to understand their treatment requirements, interest level, and basic demographics
· Qualification Criteria Evaluation: Assess leads against predetermined qualification criteria including:
o Treatment Interest: Hair transplant, hair restoration, or other aesthetic procedures
o Budget Feasibility: General affordability and finance capability
o Timeline & Intent: Urgency of treatment and genuine interest in procedures
o Decision-Making Authority: Caller's ability to make or influence treatment decisions
o Contact Information Accuracy: Verify and collect complete, accurate contact details
· Lead Filtering: Distinguish between qualified and non-qualified leads; document reasons for non-qualification where applicable
Patient Communication
· Service Information Delivery: Provide accurate, concise information about clinic services, available treatments, and treatment packages in a professional manner
· Query Resolution: Address common patient concerns and questions about hair transplantation, aesthetic procedures, treatment duration, and expected outcomes
· Objection Handling: Handle patient objections and hesitations professionally while maintaining a positive approach and clinic reputation
Database & CRM Management
· Record Maintenance: Accurately document all caller interactions, including date, time, call duration, caller details, treatment interest, and qualification status
· Lead Data Entry: Update CRM (Customer Relationship Management) tools with comprehensive lead information for seamless handover to sales team
· Database Hygiene: Maintain clean, updated databases and flag duplicate or invalid leads
· Compliance Documentation: Ensure all interactions are logged as per healthcare confidentiality and clinic compliance guidelines
Lead Handover & Coordination
· Qualified Lead Transfer: Pass on all qualified leads to the sales team with complete information packages including caller name, phone number, email, treatment interest, budget indicators, and call notes
· Coordination with Sales: Work collaboratively with the sales team to understand their feedback and continuously improve lead qualification criteria
· Follow-up Support: Provide call support or information to sales team when they need clarification on lead interactions
Sales Support & Data Management
· CRM System Administration: Maintain organized, accessible records in the clinic's CRM system for efficient lead tracking and follow-up
· Performance Reporting: Generate and submit daily/weekly lead reports including total calls received, leads qualified, leads rejected, and conversion metrics
· Lead Source Tracking: Identify and document the source of each lead (website inquiry, Google search, referral, social media, walk-in inquiry, etc.)
· Appointment Scheduling Assistance: Coordinate basic appointment availability information with sales team and help facilitate scheduling when required
Quality Assurance & Compliance
· Professional Conduct: Maintain professional, courteous, and empathetic demeanor during all patient interactions
· Confidentiality: Strictly adhere to healthcare confidentiality guidelines and patient data protection regulations
· Compliance Standards: Follow all clinic policies, HIPAA guidelines (where applicable), and healthcare communication standards
· Call Quality Monitoring: Ensure call interactions meet clinic quality standards and expectations