A-Animal Clinic and Boarding Kennel in Fort Worth, Texas, is new to Petly Plans. But they made quick work of enrolling over 60 patients in plans in just two short weeks and have kept up that momentum. Practice manager Stacy Page tells us the secret to their success is tallying the total number of unenrolled "opportunities" at the beginning of each week. "We add this to a whiteboard in our treatment area and track how many clients have been educated and enrolled throughout the week," she says. "This gives our team an 'at a glance' ability to track their weekly performance. Engaging our team with the metrics like this ensures consistency in enrollment numbers and keeps the entire team on the same page." Check out the attached picture of A-Animal's Petly Plans Whiteboard.
Modified on: Tue, Sep 24, 2019 at 2:20 PM
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