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3 emails every prospective patient should get before their meet & greet

here's how to make sure your prospective patients know how your clinic works before they arrive to meet you

Subject: Transform Your Meet and Greets with These Proven Email Strategies

As a practice owner, you know how vital it is to connect with potential patients before they step foot in your office. But have you considered the power of a well-crafted email sequence to set the stage for successful meet and greets?

When you take the time to engage with prospective patients through a series of emails, you ensure they come in informed and ready to build a relationship with your practice. Let me show you how to make it happen.

A few months ago, I had an expectant family who booked a meet and greet. Before the appointment, they received three emails from us. When they arrived, they were already familiar with our practice philosophy, our unique processes, and even some of our staff. They were already following us on social media and asked about my new dogs. The meet and greet was a breeze, and they signed up on the spot. They told me it was because they felt like they already knew us and had decided but just wanted to see our space.

Here’s how your 3 emails:

1. “Hi, my name is…”

  • Purpose: Share why you started or joined the practice, your philosophies, and what’s important to you.

  • Impact: Helps patients connect with you on a personal level before meeting you.

2. “This is how we do it…”

  • Purpose: Detail your unique processes, such as how you handle appointments, communications, and patient onboarding.

  • Impact: Manages expectations and highlights what sets your practice apart.

  • Example: "Our practice uses text messaging for quick communication and offers online booking for convenience."

3. “Let’s Get Quizzical!'“

  • Purpose: Proactively answer frequently asked questions about insurance, appointment scheduling, and other concerns.

  • Impact: Builds trust and shows you value their time and concerns.

  • Example: "Many patients ask about our insurance policies. Here's how we handle them..."

Automate These Emails:

  • Tool: Use an automated CRM system like MailChimp, Convertkit, or the one I created Practice Leads to schedule and send these emails automatically.

By taking these steps, you can transform your meet and greets into efficient, informative, and successful interactions that lead to more sign-ups and less time spent on basic explanations.

I’d love to hear your thoughts on this approach. Have you tried something similar, or do you have questions about setting this up? Share your experiences or ask your questions in the comments below!

Warmly,

Dr. B