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Sample Call Review ยท William & Laura
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Discovery Call Review
William ๐Ÿ“ž
Laura โ€” Left Shoulder / Possible Labral Tear
76%
14.5 / 19
GOOD
โœ…
BOOKED & PAID
$97 initial eval ยท ~22 min call
Section Scores
๐Ÿ‘‹ Opening & Rapport
2.75/3
๐Ÿ” Discovery โ€” What's Going On
2.75/3
๐Ÿ’ฅ Discovery โ€” Impact
1/2
โค๏ธ Discovery โ€” Why It Matters
1.5/2
๐ŸŽฏ Storytelling & Positioning
3.75/4
๐Ÿ’ฐ Logistics & Close
1/2
๐Ÿ›ก๏ธ Objection Handling
2.75/4
โ† Click a section to drill in
๐Ÿ‘‹ Opening & Rapport
3 criteria graded
2.75/3
92%
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Rapport Set
0.75/1
Warm open, good frame-setting. Missing a casual opener before diving into business.
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Collected Name
1/1
Used Laura's name naturally throughout the call. โœ“
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Ensured We Can Help First
1/1
"The whole point of this call is to see if we're a good fit" โ€” framed as qualifying, not selling. โœ“
๐Ÿ’ช Top Strengths
โœ“ Goal-Setting Was Excellent
William didn't accept vague goals โ€” he pushed Laura to define specific, measurable outcomes (25lb dumbbells, pull-ups, 10 push-ups). This creates a clear target for the PT on day one and gives Laura something concrete to work toward. It also makes the close easier because the prospect has already articulated what "success" looks like in their own words.
โœ“ The Stacey Story Was Perfectly Placed
CrossFit athlete, labral tear, MRI-confirmed, no surgery, back to overhead work. Laura's two biggest fears were surgery and a long recovery โ€” this story addressed both directly. Telling a story that matches the prospect's exact situation is one of the most powerful trust-builders in a discovery call.
๐ŸŽฏ Top Coaching Notes
โš  Missed the Contrast Question
"If this shoulder wasn't an issue, what would your week look like?" โ€” this single question converts logic into emotion. It forces the prospect to visualize the gap between their current reality and their desired future. William left significant urgency on the table by skipping it.
โš  No Cancellation Policy Stated
Add this line before collecting payment: "We do have a 24-hour cancellation policy out of respect for the patients on our waitlist โ€” does that work for you?" It pre-handles no-shows, positions the practice as in-demand, and creates a micro-commitment before the financial one.
โš  Skipped Objection Association
After Laura said "$1,000+ I have to think about it," the next line should have been: "That makes total sense โ€” most people we work with feel the same way at first." This simple association technique removes the prospect's feeling of isolation and dramatically reduces the chance they disappear after the call.
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