Settings to use
Open Settings, Agent tab. Set Industry to Service and Personality to Friendly: warm and easy going, still brief. Most leads text while dealing with pain or stiffness, and a light, easy tone keeps them talking without adding pressure.
Service is the industry for chiropractic and PT practices, home services companies and gyms. With it set, the setter already knows:
- Leads want to know what it costs, how soon they can come in, and whether you are near them.
- It asks one question, what they want done or how soon, then books.
- It quotes only the prices and area you give it. With no price, it names what the price depends on and says the visit is where it gets set.
Qualification questions
Paste these into Qualification questions, one per line. The setter asks one of these per conversation, the one it needs to book, then offers two times. A money question always comes last.
- What's bringing you in: an injury, ongoing pain, or general care?
- Have you been seen here before, or would this be your first visit?
- How soon are you hoping to come in?
- Do you have insurance?
Objection playbook
Paste these into Objection playbook and replace anything in square brackets. On a real objection the setter first asks one short question to find the actual reason, once per conversation, then answers from your entry in one sentence and offers two times again.
- Price: [Visit type] runs [your range] depending on [what changes it]. The exact cost gets set at the visit.
- Nervous or new to this: The first visit is an exam and a conversation. Nothing happens until you're comfortable with the plan.
- Insurance: [Your insurance policy, or: The office confirms your benefits at the visit].
- Just want a price: The range is [your range]. Your exact cost depends on what the exam finds.
- In pain now: [Your same-day or urgent policy, or: I'll get someone from the office on this now].
A sample thread
What a booked thread looks like with these settings, assuming your playbook says you take walk-ins. Each setter line goes out as its own text.
- Lead: hi my back's been out for a week, do you take walk ins
- Setter: We can get you seen
- Setter: How soon are you hoping to come in?
- Lead: asap if possible
- Setter: Mon 9am or Tue 1pm?
- Lead: what's a visit cost
- Setter: Depends on insurance and what the exam finds, won't throw a random number by text
- Setter: Mon 9am or Tue 1pm?
- Lead: mon works
- Setter: Mon 9am, locked in
- Setter: Who do I put it under?
- Lead: Dave
- Setter: Thanks Dave. What's a good email to shoot the invite to?
- Lead: dave@example.com
- Setter: I'll send the invite there. See you Mon
What to leave out
Three things to keep out of your questions and playbook.
- Health history and medications. Leave them for the visit. The setter never asks for medical records.
- Insurance coverage detail. It can ask whether you have insurance, but the office confirms benefits at the visit.
- Recovery timeline or outcome promises. The setter never calls one patient's result typical or guarantees a timeline.
Questions people ask
- Will the setter ask about a patient's injury or symptoms?
- Only the reason-for-visit question you paste in. Detailed health history and medical records stay for the exam.
- Which Industry should a chiropractic or PT practice pick?
- Service. It is written for local service businesses such as chiropractic and PT practices, home services companies and gyms: what it costs, how soon, and whether you are nearby.