SOP-01: New Patient Phone Call Procedure

**Clozo Academy Proprietary Curriculum — The Rehab Clinic Growth System** **Version:** 2.0 Premium | **Classification:** Standard Operating Procedure

"I appreciate you calling [Practice Name]. Before I share any numbers, I'd love to understand what you're dealing with so I can point you in exactly the right direction. Can you tell me a bit about what's been going on and how long it's been affecting you?"

"Thank you for sharing that, [Name]. Based on what you've described, it sounds like you're dealing with [paraphrase]. Here's what I'd recommend: we start with a comprehensive 60-minute evaluation where one of our providers will do a full movement assessment, identify the root cause, and create a personalized treatment plan. The investment for that evaluation is $197, and if you decide to move forward with a treatment program within 7 days, that entire $197 is applied to your program."

"I completely understand — budget matters. Here's what I can tell you: our complete programs range from $1,497 to $3,997 depending on exactly what you need. But honestly, until we do the evaluation, I don't know which program — if any — is the right fit for you. That's why every patient starts with the evaluation. Does Tuesday at 10 AM or Thursday at 2 PM work better for you?"

"Excellent, you're all set for [day] at [time] with [provider name]. You'll receive a confirmation text and email with everything you need. Please arrive 10 minutes early to complete your intake forms. Wear comfortable clothing. And [Name], I'm genuinely looking forward to helping you get back to [their stated goal]. See you [day]!"

"Welcome to [Practice Name]! Dr. [Name] has referred many patients to us over the years, and we're honored to be part of your care team. That tells me you have a physician who genuinely cares about getting you the right help."

"Based on what Dr. [Name] shared, it sounds like you're dealing with [condition]. Our approach always starts with a comprehensive 60-minute evaluation. We'll assess your movement, identify the root cause, and create a personalized plan. Many of Dr. [Name]'s patients have [specific positive outcome]. When would work best — mornings, afternoons, or evenings?"

"Great to hear from you! Did you see one of our videos, read an article, or download a guide?"

"Wonderful. Many of the people who come to us from [platform] are dealing with [common condition related to content]. Is that what brought you in, or is it something different?"

"That makes complete sense. What we find is that most people in your situation have tried [common approaches] without lasting results. Our approach is different because [key differentiator from your content]. The best way to see if we're the right fit is to start with our comprehensive evaluation. I have an opening on [day] at [time] or [day] at [time]. Which works better?"

"Hi [Name]! It's great to hear from you. How are you feeling since your last visit?"

"Before we wrap up, [Name], I wanted to let you know about [relevant service, workshop, or family offer]. Since you're already coming in, it might be a great fit. Would you like me to add information to your file for your provider to discuss?"

"At [Practice Name], we specialize in [specific conditions]. We use a [specific approach] that focuses on [key differentiator]. We work with patients who are dealing with everything from [condition A] to [condition B], and our goal is always [specific outcome]."

"The best way to determine if we're the right fit for your specific situation is through our comprehensive evaluation. It's a 60-minute one-on-one session where we assess your movement, identify the root cause, and create a personalized plan. The investment is $197, which is applied to any treatment program if you move forward within 7 days. Would you like to get that scheduled?"