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Meet & Greet Secret Sauces

How to structure your meet & greets

Picture this: you’ve opened your doors, but the phone just ain’t ringing yet. You second-guessing, third-guessing, and fourth-guessing if you made the right leap.

What’s the missing piece? Meet and greets.

Starting out can feel like an uphill battle. You’ve poured everything into your practice, but bringing patients in is a whole new challenge. I’ve been there, and I understand the frustration. Meet and greets offer a fantastic opportunity to showcase your practice’s unique value, yet many of us aren’t sure how to nail them.

When I first started my direct primary care practice, I relied heavily on meet and greets. My initial attempts were nerve-wracking. I remember one family in particular—they arrived with a list of questions, and I quickly realized that pre-emptive communication was key. Over time, I developed a system that transformed these meetings into a powerful tool to learn more about the problems facing families and tailor our discussions.

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Here’s what I’ve learned:

  1. Book Online, Easily: Make it as effortless as possible for people to schedule a meet and greet. Use online booking systems. If they have to call, it adds unnecessary friction and delays.

  2. Pre-Appointment Communication: Send a series of emails between the booking and the actual meeting. Introduce yourself, explain your practice model, and answer common questions. This way, when they arrive, they already know the basics and are more focused on whether your practice is a good fit.

  3. Understand Their Needs: Before launching into your pitch, ask what they’re looking for in a practice. Tailor your discussion to address their specific needs and concerns.

  4. Share Your Why: Explain why you started your practice. Highlight what differentiates your practice from traditional models and connect it to the frustrations they might have experienced elsewhere.

  5. Address Common Objections: Proactively bring up and address common concerns about insurance, fees, and availability. This transparency builds trust and eases their decision-making process.

  6. Follow Up Consistently: After the meet and greet, follow up regularly. People are busy and can easily forget. A consistent, automated follow-up process keeps your practice top of mind and increases the likelihood they’ll sign up.

By refining your meet and greet approach, you can significantly improve your conversion rates. What’s been your experience with meet and greets? What’s worked, and what hasn’t? Comment below—I’d love to hear your insights and questions.

Need help with the automating the journey part? This is my jam. I created Practice Leads to specifically help small & medium sized practices connect with their patient and automate the prospect to patient journey.

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