jay geier! plus, rewards for you and your referrals! w · call our referral concierge team directly...

HOW TO WIN

TICKETS TO

THE MASTERS

OR THE FINAL

FOUR IN 2020

w JAY GEIER!plus, rewards for you

and your referrals!

t Complete Guide on

Referring Doctors y

Scheduling Institute

1© 2020 Scheduling Institute. All rights reserved.

THIS GUIDE WILL HELP YOU WITH:WHO TO REFER ....................................................................................................................... 3

HOW TO REFER ................................................................................................................... 4-5

SOLUTIONS WE HAVE FOR YOUR REFERRALS ....................................................... 6-7

SAMPLE SCRIPTS ................................................................................................................ 8-9

REFERRAL REWARDS ...........................................................................................................10

We believe the best compliment we could receive is for you to refer other doctors to us. One of the best ways for you to create positive impact among private practices is to connect these doctors to resources that will help them grow and achieve great results, just like you.

REFERRALS ARE THE BEST COMPLIMENT

WE COULD RECEIVE

FROM YOU!

THE MORE MEMBERS YOU GET TO JOIN SCHEDULING INSTITUTE, THE GREATER YOUR REWARDS WILL BE!

Contents

SCHEDULING INSTITUTE’S PROVEN SYSTEMS GROW PRIVATE PRACTICES INTO THRIVING BUSINESSES THAT CAN BE KEPT FOR A LIFETIME OF REVENUE OR SOLD FOR MAXIMUM VALUE.


Referring is about being creative (not competitive) and wanting the best for other doctors. When you are thinking about who to refer, think of doctors you know who would benefit from working with Jay and the Scheduling Institute.

FOR EXAMPLE:

J Friends

J Colleagues

J Former classmates

J Neighbors

J Family members

J Other doctors (who refer to you or you refer to)

J Your own doctors (that you and your family go to)

We exist to grow private practices into thriving businesses that can be kept for a lifetime of revenue or sold for maximum value. So, any owner doctor you think needs or would like our help with that is a doctor we’d like to meet!

WHO TO REFER TO BECOME MEMBERS OF SCHEDULING INSTITUTE

4 (p) 866.932.5119 | (e) [email protected]

We have created several easy ways for you to refer doctors to become members of the Scheduling Institute.

#1: GROUP EXPERIENCES

J INVITE US TO SPEAK at your study club, association, alumni group, etc. If you are already part of a group who gets together to meet, one of our experienced and engaging speakers can talk to your group. We can speak on a variety of practice growth topics and will extend an invitation for your group members to join Scheduling Institute.

J CO-HOST A DINNER EVENT WITH US for other doctors in your area. Invite a small group of doctors to dinner at a nice restaurant or hotel conference room. We’ll cover the costs, and one of our elite speakers will come and deliver a valuable, content-rich talk for your colleagues with an invitation to join Scheduling Institute.

HOW TO REFER DOCTORS TO BECOME MEMBERS OF SCHEDULING INSTITUTE

FOR MORE INFORMATION ON HAVING US COME SPEAK TO YOUR GROUP, SEND AN EMAIL TO: [email protected]

NEVER “JUST A TALK,” OUR SPEAKERS BRING ENERGY & ACTIONABLE RESULTS.

– D R . D A V I D R I C H T E R

I RECENTLY CO-HOSTED A DINNER EVENT IN DENVER FOR LOCAL DOCTORS.

It was easy working with SI to make it happen, and it was exciting to see the doctors learn something they didn’t know and walk out with a new growth

strategy. I’m ready to do more!

C O N T I N U E D …


#2: ONE-ON-ONE CONVERSATIONSTell doctors you think would benefit from SI to:

J Go to SchedulingInstitute.com and “TAKE THE 5 STAR CHALLENGE!” This will introduce them to our New Patient Solutions. We will conduct a mystery call on their office and set up a one-on-one call with your referral to review their call and rating, assess their opportunity with new patients, and match them with one of our three New Patient Solutions to help them increase their new patients and collections and grow their practice through new patient growth.

J Call our Referral Concierge Team directly at 866.932.5119. This is a great way for your referral to connect with us if you think they may need or want more than new patients, are already interested in Coaching, or you simply know they would benefit from our help, but you’re not sure where they should begin. We’ll take the time to get to know your referral, understand their practice, where they’re at, where they want to go, and anything else they know they need help with. We’ll work with them to match them to a solution or package of solutions that will best meet their needs.

HOW TO REFER DOCTORS TO BECOME MEMBERS OF SCHEDULING INSTITUTE

( C O N T I N U E D F R O M P A G E 4 )

– OR –

Take the5 Star Challenge!


SOLUTIONS WE HAVE FOR YOUR REFERRALS TO BECOME MEMBERS OF SCHEDULING INSTITUTE

C O N T I N U E D …

We plan to foster a relationship with your referrals through conversations, not marketing. When we get to know your referral, whether at a group experience or on a one-on-one conversation, we’ll meet them where they are in terms of goals and current stats to provide them with the best solution.

There are a few different ways doctors you’re referring to Scheduling Institute can become members:

NEW PATIENT SOLUTIONS Increase New Patients, Collections, Referrals, and Provide a 5 Star Experience on the Phone and in the Office through our New Patient Phone Training and New Patient Experience Trainings.

COACHING PROGRAMS Turn running a practice into a profitable business while creating time to give you the work-life balance and income you desire.

BLUEPRINT DAY Obtain a personalized two-year overall growth plan. MORE ABOUT BLUEPRINT DAYS ON PAGE 7!

NEW OFFERING


SOLUTIONS WE HAVE FOR YOUR REFERRALS TO BECOME MEMBERS OF SCHEDULING INSTITUTE

WHAT IS A BLUEPRINT DAY? Blueprint Days are special days Jay created specifically for your referrals. It’s the best way to get a growth-minded doctor that is looking for

help with an overall growth plan engaged with Scheduling Institute (this is not for current members).

During their Blueprint Day, your referral will spend the day at one of our Client Innovation Centers (in Atlanta or Phoenix) with a Practice Growth Specialist. They will work one-on-one with your referral looking over the history to gain insights and help lay out 3-year targets for their practice, and a 2-year action plan so they know exactly how to hit their targets.

WHO SHOULD HAVE A BLUEPRINT DAY? Growth-minded doctors who know they want more but aren’t sure how to achieve it. Or, doctors who have a plan but want it vetted by a top Practice Growth Expert in the industry.

A Blueprint Day is a $2,500 investment for your referral, which will be credited toward their practice growth solutions based on the plan they choose.


GET OUT OF YOUR OFFICE FOR A DAY AND INTO A POSITIVE GROWTH ENVIRONMENT SO YOU CAN WORK “ON” YOUR PRACTICE, NOT JUST IN IT.

NEW OFFERING

– D R S . L I N D S E Y & J O S H U A P A P A C , A T T H E E N D O F T H E I R B L U E P R I N T D A Y

Just had the most effective, well-spent 8 hours of business planning today!

Our facilitator was amazing!

BLUEPRINT DAY


SAMPLE SCRIPTS YOU CAN USE TO REFER NEW MEMBERS TO SCHEDULING INSTITUTE

There are several ways you can reach out to doctors you know you would like to refer. Being authentic and sharing your own personal story is best, but if you need help getting started, here are a few examples of what you can say and how…

SEND AN EMAIL OR A LETTER:

Dear Friend,

Hope you’re doing well. I am reaching out because I want to share with you

something that has completely changed my practice and personal life. I’m not

receiving any financial compensation for sharing this with you. I just want you

to know there’s a group that can actually help you create the practice you have

always dreamed of and the financial success you want and need.

A little while back, I joined Jay Geier’s Scheduling Institute. I had my doubts

that it would work in my practice, but I have found it will work in any private

practice, regardless of size, location, or clientele!

The Scheduling Institute’s techniques are easy to implement and

work flawlessly. You know it’s not often that I send a letter to make a

recommendation, but I wanted to share this with you because it has been

fantastic for me, and I know it will be for you too.

Don’t just take my word for it, find out for yourself! Scheduling Institute has

two ways to connect with them to show you how they can help you grow your

practice and get results:

• Go to SchedulingInstitute.com and “TAKE THE 5 STAR CHALLENGE”

• Or, call the Scheduling Institute at 866.932.5119

Do one of these right now, and don’t forget to mention my name. I hope you

will reach out to learn more about the Scheduling Institute and the amazing

potential it can give you!

Sincerely,

(INSERT YOUR NAME)

C O N T I N U E D …MAKE SURE TO TELL THEM TO LET US KNOW THEY WERE REFERRED BY YOU!


SAMPLE SCRIPTS YOU CAN USE TO REFER NEW MEMBERS TO SCHEDULING INSTITUTE

SEND A TEXT OR MESSAGE THROUGH

SOCIAL MEDIA:

HAVE A CONVERSATION IN PERSON OR ON

THE PHONE:


Want to grow your practice and get results

like I have? You can! Go to SchedulingInstitute.com

and “Take the 5 Star Challenge!”

– OR –

Invite them to coffee or lunch! Tell them about your results and about your experience with Scheduling Institute and how you think they could benefit from learning what we do.

The easiest way to send your referral to us is to tell them to go to SchedulingInstitute.com and “Take the 5 Star Challenge,” and then we’ll take it from there!

USE OUR REFERRAL CARDS! NEED SOME? CALL 866.932.5119 AND ASK US TO SEND YOU SOME.

WANT TO GROW YOUR

PRACTICE AND GET

RESULTS?

YOU CAN.

Call Scheduling Institute

Today at 866.932.5119 or Go to

SchedulingInstitute.com and

“Take the 5 Star Challenge”51037

You have been referred to Scheduling Institute by:

Call Scheduling Institute Today at 866.932.5119 or Go to

SchedulingInstitute.com and “Take the 5 Star Challenge”

Mention my name to get 15% off your enrollment!

Can’t be combined with other discounts. 15% cannot exceed $2,500.

YOUR NAME HERE

MAKE SURE TO TELL THEM TO LET US KNOW THEY WERE REFERRED BY YOU!


REFERRAL REWARDS FOR YOU AND THE DOCTORS YOU REFER TO BECOME MEMBERS OF SCHEDULING INSTITUTE

Referring has its benefits! Check out these exclusive benefits referring doctors can receive:

J $200 gift card for every referral who becomes a member of Scheduling Institute

J Discount opportunities

J Special access to referral-only events

J Additional membership benefits

J And other cool surprises, including a chance to have one-on-one time with Jay Geier!

Your referrals will receive up to 15% off their enrollment (up to $2,500 off) when they join Scheduling Institute, so everyone wins!

YOU GET $200 FOR EVERY REFERRAL THAT JOINS SI !

Current Coaching Members also get points for

referrals toward winning Jay’s Mercedes G-Class!

MEMBER OF THE YEAR

Have Questions or Referrals?Call: 866.932.5119Email: [email protected]

Thank you for your referrals and commitment & dedication to the

Scheduling Institute!

jay geier! plus, rewards for you and your referrals! w · call our referral concierge team directly...

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