In this episode, Alyssa and Karen discuss a staple in private practice – the complimentary discovery call. We explore the benefits of offering discovery calls, when to offer them, and how to address sensitive topics. We also share the cons of these calls, including that some can be time-consuming, unnecessary, or downright awkward, and give our tips for reducing these negatives, such as providing extensive FAQs on your website, using an online form, and setting strict time boundaries for calls.
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Alyssa’s presentation about discovery calls on EDRD Pro (May 30, 2023)
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