Learn the business skills of case acceptance.

When conducting training with practices, I often ask the staff this question:

Does your practice take visitors on a tour of your facility?

The response was the one I usually get: “no, but we used to”.

Which begs the question: is the practice tour worth the trouble? The answer is a no-brainer.

Absolutely – but doing it properly is the key.

While taking appropriate safety measures due to COVID, leading the visiting family on a brief tour does much more than simply show them your practice. It also communicates several important messages, including:

I suspect that practices stop giving tours simply because of the monotony of doing so – after all, to the person giving the tour, this is the most mundane task on the planet. However, let’s not forget the reasons to ensure that a tour is always a part of the visitor experience:

You might worry that the tour could be perceived as boring or uninteresting. It should never be that way, and there is a simple solution to prevent it. When your tour-giver is taking visitors through your facility, this person should do more than simply execute a walk-around. They should also stop briefly at  relevant points of interest and explain both what the visitor is seeing and why each point is relevant to the decision. Examples:

In closing, remember that an effective tour is not a long one. With the right structure and verbiage, this step will be quick, meaningful, interesting, and a consistently positive influence on the decision to proceed.