Chapter 3: Tactics for Talking About Money with Clients
Chapter 3: Tactics for Talking About Money with Clients
In this chapter, we will explore tactics to implement a strategy at your practice and have more successful conversations about money with pet owners.
Techniques for Implementation
Any one of the solutions we discussed can help your clients manage their veterinary costs. They can also be used in combination with one another. For instance, an insured pet owner can use third party financing to pay their veterinary invoice at the time of the visit, and then submit a claim to get reimbursed according to the terms of their pet insurance plan.
Once you decide on a strategy that would work best for your practice and clients, you’ll need to take steps to set it in motion. Just deciding that you’re going to do something, like start recommending pet insurance or offer third party financing, isn’t enough. Action is needed. These four tactics can help you put an effective plan in place:
- Establish a Clear and SMART Plan
- Get Your Entire Team Onboard
- Market Your Solution to Pet Owners
- Avoid Making Common Assumptions