Sales Skills

Advanced Sales Skills for Patient Coordinators

Patient Coordinator Advanced Sales Skills for Plastic Surgery Practices

Working in a plastic surgery practice means you’re at the very heart of life-changing decisions. As a patient coordinator, you’re often the first voice a patient hears and the trusted guide who helps them navigate an emotional, exciting, and sometimes overwhelming journey. The skills you bring to each conversation can make the difference between a curious enquiry and a confident surgery booking.

Sales in this setting isn’t about pressure or persuasion – it’s about understanding, guiding, and building trust. Patients want reassurance, expertise, and care, not a “hard sell.” By developing advanced sales skills, you can transform routine interactions into meaningful connections that empower patients to move forward with confidence.

Mastering these advanced sales skills doesn’t just help your practice grow – it builds your own reputation as a trusted advisor. Every conversation becomes an opportunity to deliver reassurance, showcase expertise, and create a lasting impression. With the right techniques, you can turn enquiries into loyal patients and become an essential driver of both patient satisfaction and practice success.


Core Sales Skills

1. Communication Skills

  • Active Listening – Listen not only to the patient’s words but also to the emotions behind them. For example, if a patient hesitates when discussing cost, acknowledge their concern and reassure them about financing options.
  • Clear Articulation – Avoid medical jargon when describing procedures. Use simple analogies like “This will help tighten and contour the area, similar to smoothing out a piece of fabric.”
  • Non-Verbal Communication – A warm smile, open posture, and nodding show attentiveness. Patients often decide based on how they feel during the consultation, not just what they hear.
  • Empathy – Many aesthetic patients carry deep insecurities or anxieties. Recognizing these with phrases like “I understand this has been bothering you for a long time” can help build trust.

2. Product and Industry Knowledge

  • Deep Understanding of plastic surgery – Know the differences between procedures, recovery timelines, risks, and results. For example, distinguish between a mini tummy tuck and a full abdominoplasty.
  • Aesthetic Market Awareness – Stay informed about competitors’ promotions or popular treatments, so you can position your practice as the superior choice.
  • Patient Needs – Be ready to connect the procedure to the patient’s lifestyle (e.g., “This is a great option if you want to return to work quickly with minimal downtime.”).

3. Relationship Building

  • Building Rapport – Find common ground, whether it’s family, career, or lifestyle.
  • Trust Development – Provide consistent information across phone calls, emails, and in-person meetings. Avoid over-promising results.
  • Customer-Centric Approach – Position the patient as the “hero” of the story and the surgeon as their trusted expert.

Persuasive Sales Techniques

4. Value Proposition

  • Promote Benefits Over Features – Don’t just say “breast implants are cohesive gel.” Instead say, “This implant maintains its shape and gives a more natural look and feel.”
  • Unique Selling Points – Highlight what makes your surgeon and practice stand out: credentials, hospital affiliations, advanced technology, or aftercare programs.
  • ROI Focus – Patients want confidence, comfort, and improved quality of life. Frame the investment as life-changing rather than transactional.

5. Practice Objection Handling

  • Acknowledgment“I understand cost is an important consideration.”
  • Clarification“May I ask, is the concern about the upfront payment or the overall investment?”
  • Solution Offering – Offer financing, staged procedures, or alternative treatments.
  • Follow-Up – Revisit objections in a later call or email to show continued support and care.

6. Closing Techniques

  • Trial Close“Would you like me to reserve a provisional surgery date while you think about it?”
  • Assumptive Close “When would you prefer to schedule your pre-op appointment, mornings or afternoons?”
  • Create a Sense of Urgency – Without pressure, highlight surgeon availability, an upcoming event or seasonal recovery benefits.
  • Alternative Close“Would you like to proceed with Dr. X’s next available date, or would you prefer a time after your holiday?”

Strategic Skills

7. Getting More Enquiries

  • Lead Generation – Referrals from satisfied patients, collaborations with medspas, and engagement through social media.
  • Qualifying Leads – Use gentle questions to assess seriousness (e.g., “When are you hoping to have surgery?”).
  • CRM Management – Log all details, preferences, and follow-ups so no opportunity slips through.

8. Discovery / Needs Analysis

  • Discovery Questions“What are the main changes you’d like to see?” or “What’s motivating you to explore this now?”
  • Active Diagnosis – Relate answers to tailored solutions.
  • Consultative Selling – Act as an advisor, presenting risks and benefits clearly.

9. Learn Negotiation Skills

  • Preparation – Know package inclusions, competitor pricing, and practice policies.
  • Collaborative Approach – Position negotiation as teamwork: “Let’s find the best option for your budget and goals.”
  • Value Emphasis – Reinforce the surgeon’s expertise and quality of care, not just the dollar figure.
  • Closing with Confidence – Guide the patient to a decision, not by pressure but through assurance.

Manage Your Time and Set Goals

10. Organizing Your Diary and Time

  • Prioritization – Follow up with warm leads before chasing new ones.
  • Time Blocking – Dedicate mornings to outbound calls and afternoons to patient follow-ups.
  • CRM Proficiency – Use reminders and automation for consistent touchpoints.

11. Goal Setting

  • SMART Goals – For example, “Convert 60% of consultations into booked surgeries within three months.”
  • Milestone Tracking – Celebrate incremental wins like the first 10 bookings of the month.
  • KPIs Monitoring – Measure consultation-to-surgery conversion, response times, and follow-up effectiveness.

Personal Attributes for Sales Success

12. Resilience – Bouncing Back

  • Emotional Regulation – Don’t take patient rejection personally. Many patients revisit months or years later.
  • Adaptability – Shift messaging depending on whether a patient prioritizes safety, cost, or convenience.
  • Continuous Learning – Attend industry webinars, roleplay scenarios, and practice new scripts.

13. Unstoppable Confidence

  • Positive Attitude – Confidence reassures patients they are making the right decision.
  • Self-Assurance – Speak with conviction about the practice’s quality and surgeon’s skill.
  • Assertiveness – Guide the conversation respectfully without hesitancy.

14. Problem-Solving

  • Creative Thinking – Offer recovery timelines that work around holidays or family events.
  • Decision-Making – Quickly handle unexpected situations like last-minute cancellations.

Using Technology and Tools

15. Master your Tech & Sales Tools

  • CRM Systems – Track every touchpoint, automate follow-ups, and personalize communication. (GHL, Active Campaign, Hubspot etc)
  • Sales Tools – Use patient portal, imaging digital brochures, before-and-after galleries, or explainer videos to build trust.
  • Data Analytics – Identify trends such as peak inquiry times, most common procedures, or seasonal fluctuations.

The Role of a Patient Coordinator in the Sales Journey

Patient coordinators are much more than administrators. You are the patient’s first impression of the practice and often the person who guides them through the decision-making process. From the moment they enquire, patients are looking for reassurance, expertise, and warmth. Your role is to translate their curiosity into confidence and to provide a seamless journey from initial call or email through to consultation and surgery booking.

Think of yourself as the link between the patient’s goals and the surgeon’s expertise. Every phone call, email, and conversation is a chance to showcase the practice’s professionalism and care. By mastering sales skills, you elevate your role from simply scheduling appointments to becoming a trusted advisor who helps patients take the next step in their transformation journey.

Patient Psychology in Aesthetic Sales

Understanding why patients seek plastic surgery is critical to guiding conversations. Most patients are motivated by a desire for confidence, improved self-image, or to mark an important life milestone such as a wedding, career change, or recovery after children. These are deeply emotional reasons, and it’s important to respect the vulnerability they bring into the consultation.

Equally, patients often arrive with concerns: the fear of judgment, uncertainty about recovery, anxiety over safety, or hesitation about cost. Recognizing these emotions helps you position the practice as safe, caring, and trustworthy. The more you tune into their psychology, the better you can align your responses with what truly matters to them.

Use Storytelling and Social Proof

Patients connect with stories more than statistics. Storytelling helps them see themselves in the experience of others and imagine their own successful outcome. In countries like Australia, AHPRA rules mean we can’t use testimonials, but we can still share powerful forms of social proof. This includes the surgeon’s training, years of experience, published work, or data on patient satisfaction and safety outcomes.

You can also use before-and-after images (where permitted), educational case studies, or examples of recovery journeys to build trust. For instance, you might say: “Many patients in your situation choose this procedure because of its natural-looking results and manageable downtime.” These stories reassure patients that they’re not alone, and that others with similar concerns have had positive experiences.

Handling Emotions During the Consultation

Plastic surgery decisions often bring strong emotions to the surface. Some patients may cry when talking about insecurities, while others may arrive with a partner who dominates the conversation. Handling these moments with grace is essential.

The key is to acknowledge feelings without rushing past them. Phrases like, “I can see this is very important to you” validate their emotions and build trust. If a partner or family member is overly critical, gently redirect focus back to the patient by asking, “What matters most to you personally?” These skills ensure the consultation remains supportive, professional, and centered on the patient’s goals.

Practice Roleplay and Practice Systems

Sales excellence is a skill that sharpens with practice. The best practices schedule regular roleplay sessions for coordinators to rehearse common scenarios: cost objections, anxious patients, scheduling conflicts, or explaining procedures. Roleplay helps build confidence, reduce hesitation, and ensure coordinators deliver consistent messaging. You can do it with a colleague or use ChatGPT Voice mode.

You might roleplay a scenario where a patient says, “I need to think about it,” and practice your responses that are supportive but still keep the door open. Or rehearse how to handle a patient who arrives with heavy online research and conflicting information. These sessions not only improve skills but also boost team cohesion and morale.

Mastering the Follow-Up

Many patients don’t book surgery at the first consultation. In fact, follow-up is where a large portion of conversions happen. Coordinators who excel in follow-up use structure, persistence, and care to keep patients engaged without ever being pushy.

A best-practice follow-up sequence could include:

  • A same-day thank-you call or email summarizing key points from the consultation.

  • A 3-day check-in message addressing any questions or sharing additional resources.

  • A 7-day follow-up offering to hold a preferred surgery date provisionally.

  • A 2-week touchpoint to remind the patient of the surgeon’s availability.

Consistency shows reliability. Personalizing each follow-up — “I know you mentioned wanting recovery before your holiday, would you like me to review the calendar with you?” — keeps patients connected and more likely to take the next step.

Decide Your Metrics and Celebrate Rewards

What gets rewarded gets repeated. To stay motivated, patient coordinators need clear targets and recognition for their achievements. Common metrics include consultation-to-surgery conversion rates, average follow-up response time, and the number of bookings per month. Monitoring these helps identify strengths and areas for growth.

Recognition can be just as important as financial rewards. Celebrating wins in team meetings, setting monthly milestones, or offering personal development opportunities motivates coordinators to keep growing. When coordinators see how their efforts directly contribute to practice success, they feel valued and empowered to excel.

FAQS about Advanced Sales Skills

Communication & Rapport FAQs

Q: How do I balance empathy with professionalism when patients share deeply personal insecurities?
Acknowledge their feelings (“I can see this is something that’s been on your mind for a long time”) but always bring the conversation back to solutions and reassurance. This prevents the discussion from stalling while still showing care.

Q: What if a partner or family member dominates the consultation?
Redirect gently: “Thank you for your input – Sarah, I’d love to hear what matters most to you personally.” This ensures the patient feels heard while keeping the dynamic respectful.

Q: How do I build trust with patients who are naturally private and reluctant to open up?
Use open-ended questions that aren’t invasive: “What’s motivating you to explore this now?” or “What would make the biggest difference for you personally?” Give them space and allow them to share gradually.


Handling Questions, Objections & Comparisons FAQs

Q: What’s the best way to answer endless questions without rushing the patient?
Group answers into themes (safety, recovery, results, cost) and check in: “Does this cover what you were hoping to understand about recovery?” This keeps discussions structured and avoids overwhelm.

Q: How do I respond when patients compare us directly to cheaper competitors?
Don’t defend – differentiate. “Other clinics may quote less, but with Dr. X you receive hospital-accredited care, comprehensive aftercare, and the expertise of a FRACS-trained surgeon. Many patients tell us the peace of mind is worth it.”

Q: How should I handle patients who have done a lot of online research and think they know everything?
Respect their effort: “You’ve clearly done a lot of research – may I share how Dr. X’s approach might apply specifically to your case?” This positions the surgeon’s expertise above general internet knowledge.

Q: What’s the best way to talk about price without making cost the central issue?
Always connect price to value: “The investment reflects not just the surgery, but also hospital safety, anaesthesia, and aftercare. It’s a complete pathway, not just an operation.”


Moving Toward a Decision FAQs

Q: How do I politely move a patient from information-gathering into booking surgery?
Use micro-commitments: “Would you like me to hold a surgery date provisionally?” or “Shall I send through the pre-op checklist so you can start preparing?” Each step builds momentum.

Q: How do I handle patients who say, “I need to think about it”?
Acknowledge and reopen the door: “Of course – would it help if I followed up in a week with more information about financing or recovery timing?”

Q: How can I encourage urgency without pressuring the patient?
Highlight genuine factors like surgeon availability, seasonal recovery benefits, or hospital scheduling. For example: “Many patients prefer winter recovery, and Dr. X’s theatre list is already filling quickly.”


Follow-Up & Persistence FAQs

Q: What’s the most effective follow-up sequence after a consultation? 

A combination of text, calls and emails works best. Always find out their Next Step when you talk to the patient.
Day 0 – Thank-you call or email (text and email within 5 mins of enquiry – offer to book a call in calendar)
Day 3 – Share extra resources (financing guide, recovery tips)
Day 7 – Offer to reserve a surgery date provisionally
Day 14 – Friendly reminder of availability or a check-in text

Q: How can I re-engage patients who “ghost” after consultation?
Change the channel and add value. If they ignored emails, try a text with a helpful resource: “I thought this recovery timeline might answer some of your questions.” The aim is to stay helpful, not pushy.

Q: How do I know when to stop following up?
Most patients book within 3–6 contacts. After that, scale down to a light-touch drip: occasional newsletters, seasonal offers, or check-ins around milestones like “new year, new goals.”


Dealing with Challenges FAQs

Q: What if I make a mistake during the sales process?
Acknowledge and correct immediately: “Thank you for pointing that out – let me clarify so you have the correct information.” Follow up later with a resource to reinforce credibility.

Q: How do I handle patients who cry during a consultation?
Give them time, validate the emotion, and gently redirect: “I can see how important this is for you. Would you like me to go over how we support patients through this process?”

Q: What should I do when a patient is pressured by a friend or family member against having surgery?
Re-center the conversation: “This is about what feels right for you. What would make you feel most confident in moving forward?”


Motivation, Metrics & Growth FAQs

Q: How can I stay motivated when patients delay decisions or say no?
Reframe “no” as “not yet.” Many patients come back months later. Track your wins and celebrate smaller milestones like successful follow-ups or provisional bookings.

Q: What metrics should I be tracking to measure my success?
Key metrics include consultation-to-surgery conversion, average follow-up response time, and monthly bookings. Reviewing these regularly helps you identify strengths and areas to improve.

Q: How can I use technology to make my sales process more effective?
CRM systems for tracking touchpoints, digital brochures for education, and imaging tools for visualisation all enhance communication. The goal is not to replace personal connection but to strengthen it.


Taking Action and Implementing Advanced Sales Skills

Great patient coordinators know that sales success isn’t about scripts or pressure – it’s about listening, guiding, and supporting patients at every stage of their journey. By applying advanced sales skills, you’ll not only boost conversion rates but also ensure that every patient feels valued, understood, and cared for.

Think of yourself as more than a coordinator. You’re the bridge between a patient’s hopes and their surgeon’s expertise. When you communicate with empathy, handle objections gracefully, and present value with confidence, you give patients the clarity they need to take the next step.

The more you practice these skills, the more natural they become. Over time, you’ll find that your role becomes less about answering questions and more about changing lives. That’s the real power of sales excellence in a plastic surgery practice – helping patients feel comfortable, confident, and ready to trust the surgeon and the team with their transformation.


Further Reading from SPE

David Staughton B.Sc.(Hons) CSP CCEO Practice Consultant

David Staughton B.Sc.(Hons) CSP CCEO is an Australian practice consultant for Plastic Surgery Practices in Australia & NZ and around the world. He is an expert at improving results with teams, systems and accountability.