Converting enquiries into loyal patients starts with mindset. Many practices focus heavily on technical details and marketing spend, but the real difference often comes down to how enquiries are handled in those first crucial conversations. Every call or message is an opportunity to connect, build trust, and guide someone toward the right solution.
By approaching each enquiry with the right attitude—seeing yourself as a problem solver rather than a salesperson—you shift the dynamic from pressure to partnership. This mindset not only improves your confidence but also makes patients feel understood and supported, which dramatically increases conversion rates.
Here are tips to help a salesperson get into the right mindset for great results when handling inbound phone inquiries:
Shift Your Perspective: Focus on Helping, Not Selling
Set Clear Goals for Each Call
Visualize Success
Stay Positive and Confident
Prepare Yourself Before the Call
Maintain Energy Levels
Practice Empathy
Reframe Rejection
Use Positive Self-Talk
Keep Learning
Celebrate Small Wins and Successes
Stay Curious
Create a Ritual to Reset Yourself
Here’s a simple list of basic phone sales skills for handling inbound inquiries effectively:
Professional First Impression
Practice Active Listening
Build Rapport
Needs Assessment
Product/Service Knowledge
Objection Handling
Persuasive Communication
Closing the Call
Follow-Up
These basic skills ensure you provide a great experience while increasing the chances of conversion.
Building Rapport
Understanding Needs
Reassurance
Explaining Benefits
Objection Handling
Closing and Confirming
Ending the Call
Q: Why is mindset more important than a perfect script?
Because callers can sense whether you genuinely care. A positive, helpful mindset creates trust faster than a memorised script. Patients want to feel understood, not processed.
Q: How do I get into the right attitude before starting my shift?
Take one minute to breathe, visualise a great conversation, and remind yourself: “I’m here to help, not to sell.” This reset increases energy and confidence.
Q: Can I still succeed if I don’t have years of experience?
Yes. Patients value empathy and professionalism more than experience. If you prepare, listen well, and show you care, you can often outperform more seasoned staff.
Q: Why should I think of myself as a problem-solver, not a salesperson?
Because people call when they’re worried or curious about a personal issue. If you show you’re here to solve their problem, they’re more likely to book with you.
Q: How quickly should I answer the phone?
Within 2–3 rings is the gold standard. Longer delays create frustration and make patients feel unimportant. Promptness signals professionalism. Too quick and they get a fright.
Q: What’s the best way to introduce myself?
Warmly and clearly. “Thank you for calling [Clinic Name], this is [Your Name], how can I help today?” sets a friendly, professional tone.
Q: How do I make sure my tone sounds welcoming?
Smile when you speak. Even over the phone, callers can “hear” your smile and enthusiasm.
Q: What’s a common mistake in the first 30 seconds of a call?
Sounding rushed or robotic. If the introduction feels scripted, callers may shut down and not open up.
Q: Why is rapport so important in medical enquiries?
Because patients need trust before sharing sensitive details. Rapport makes them feel safe and comfortable.
Q: How can I quickly build rapport?
Use the caller’s name, listen carefully, and acknowledge their concerns with empathy. Find a common bond and agreement – ask about their location, comment on the weather or even ask about their Family, Occupation, Recreation, Dreams (FORD)
Q: Can small talk help with conversions?
Yes, but keep it natural. Simple connections like “Are you local?” or “How long have you been thinking about this?” create warmth.
Q: What if the caller seems too quiet or non-responsive?
Don’t push. Ask gentle open-ended questions: “Can you tell me a little about what you’re hoping for?” Respect builds trust.
Q: What type of questions should I ask first?
Open-ended ones that invite detail. For example: “What’s the most important thing you’d like to change?”
Q: How do I confirm I understand their needs correctly?
Repeat back in your own words: “So it sounds like your biggest concern is recovery time, is that right?”
Q: What’s a mistake when asking questions?
Asking too many at once or interrupting. Patients need time to explain themselves without feeling rushed.
Q: Should I ask about their budget early?
Only if it naturally fits the flow. Focus on goals and our value first, then transition: “To help you best, may I ask if you had a budget range in mind?”
Q: How do I respond to callers who only ask for price?
Answer briefly, then pivot: “I can share a price range, but it depends on your unique situation. What’s most important to you in choosing a surgeon?” or use the Takeover Question – “Just before I can give you a price range, can I ask a few quick questions?”
Q: How can I compete with cheaper clinics?
Highlight our value, not cost. Emphasise surgeon expertise, safety standards, patient care, ratings and results.
Q: What’s the risk of giving price too early?
It reduces your service to a number, without context. Value-based discussions keep the focus on outcomes, not just cost.
Q: How do I stop sounding defensive about pricing?
Use calm, confident language: “Our fees reflect the level of care, safety, and results our patients expect.”
Q: What if a patient says, “I need to think about it”?
Respectfully agree and secure a next step: “Of course. Would you like me to follow up in a couple of days to answer any other questions?”
Q: How do I respond to “I saw cheaper prices online”?
Acknowledge, then reframe: “I understand. Many people compare prices, but the key difference is safety and long-term results.”
Q: What if someone says, “I’m not ready yet”?
Plant the seed for the future: “That’s completely fine. Would you like me to send you some helpful information to look over when you’re ready?”
Q: How do I stay calm if the caller challenges me?
Pause, breathe, and thank them for raising the concern. This shows professionalism and keeps control of the conversation.
Q: How do I highlight benefits without sounding “salesy”?
Frame everything around the patient’s needs. “What this means for you is a smoother recovery and a natural look.”
Q: Why is storytelling powerful in phone sales?
Because people relate to stories. Sharing anonymised examples like, “Many of our patients in your situation felt the same way…” builds trust.
Q: What’s the role of tone in persuasion?
Tone communicates confidence and care. Patients are more influenced by how you speak than by what you say.
Q: Can I use urgency without pressuring people?
Yes. Frame it around the diary availability: “Our next available consultation is in two weeks—would you like me to hold that spot for you?”
Q: What’s the best way to close a call?
Summarise needs, restate benefits, and clearly offer a next step: “Would you like to book your consultation now?”
Q: How do I avoid awkward silence when closing?
Use assumptive language: “Let’s go ahead and secure your spot.” This makes the close feel natural.
Q: Should I always try to close on the first call?
Yes, but remember closing doesn’t always mean surgery—it can mean booking a consultation or sending follow-up material.
Q: What if the patient still refuses to commit?
Leave the door open: “That’s fine, I’ll send you some extra details to help you decide.” Always thank them for their time.
Q: How soon should I follow up after an enquiry?
Call within 24 hours – the faster the better. Automated texts and emails really work – speed to lead. Prompt follow-up shows professionalism and increases conversion rates.
Q: What’s the best format for follow-up?
Email plus phone. An email summarises details, and a quick call shows personal attention.
Q: How many times should I follow up on the enquiry before stopping?
Usually 3 – 5 attempts. Space them out to avoid being intrusive. After that, leave the door open for the patient to reach out later.
Q: How do I make follow-ups feel helpful, not pushy?
Always add value – send FAQs, recovery guides, or a reminder of surgeon credentials rather than just asking, “Are you ready yet?”
Q: How do I keep improving my phone skills?
Review call recordings, role-play with colleagues or ChatGPT voice, and prepare answers to common objections. Regular practice makes skills second nature.
Q: Why should I celebrate small wins?
Because sales is often about persistence. Recognising even small progress—like building rapport—keeps morale high.
Q: How do I stop rejection from affecting me?
Reframe it: “It’s not me they’re rejecting; it’s just not the right time for them.” Every “no” brings you closer to a “yes.”
Q: Why is curiosity such a powerful tool?
Because patients feel valued when you show genuine interest. Curiosity leads to better questions and deeper trust.
Mastering simple sales skills on the phone is less about scripts and more about genuine human connection. When you listen actively, show empathy, and guide the conversation with clarity, callers feel valued and reassured. That positive impression builds trust and makes them far more likely to move forward with your services.
With consistent practice, small mindset shifts, and strong habits, enquiry calls can transform from routine tasks into meaningful opportunities. The right approach ensures your practice not only converts more enquiries but also builds stronger, long-term patient relationships.