Announcing our new Follow-Up Campaign Materials!
These new assets are built around a 3-30-60-90-day strategy of follow-up conversations post-enrollment that serve to answer client questions, resolve issues and create trusting, long-term relationships.
Follow-Up Campaign Materials Include:
What's Included
- Strengthen Relationships with the 3-30-60-90 Day Strategy: Use this comprehensive guide to follow up with clients at key intervals after enrollment. Build trust, address questions, and create opportunities for referrals while ensuring compliance with CMS regulations.
- Quick Reference for On-the-Go Agents: The one-sheet distills the 3-30-60-90 strategy into a compact, easy-to-use format. Quickly review key topics for each call and ensure your client interactions are efficient and impactful.
- Keep Clients Organized with a Professional Calendar: Provide clients with a personalized leave-behind calendar to keep track of their appointments and plan their year. It’s a small touch that shows you care and adds a professional polish to your services.
- Provide Practical Support with a Medication Tracker: Empower your clients with a tool to track their medications, dosages, and doctors. Perfect for doctor visits or hospital stays, this tracker reinforces your role as a valuable resource in their healthcare journey.
