Jun '25 (edited) • Tips, Tricks, and Techniques
🎓 Training Framework: “Prescribe, Don’t Pitch"
A simple system to shift staff from selling memberships to acting as therapeutic advisors—focused on client outcomes, not transactions.
âś… 1. Start with the Diagnosis, Not the Deal
Train staff to open with:
“Tell me what’s bothering you the most right now, or what you wish we could change for you.” This instantly places them in a provider role, not a sales role. It focuses on relief and outcomes, not pricing or promotions.
âś… 2. Build a Treatment Plan Like a Prescription
Once the client shares their goals, staff responds with:
“Here’s what I’d recommend clinically. I’ll build that into a simple plan so you can see exactly what it looks like—nothing added, just what you need.” Use language like “plan,” “treatment sequence,” or “protocol” to reinforce trust and professionalism.
âś… 3. Use the Wishlist to Expand the Vision, Not the Pressure
Let the client know:
“We’ll save anything you're not ready for in your Wishlist. That way, it’s easy to revisit later, and you have a clear roadmap—even if today’s plan is more focused.”
The Wishlist makes the consultation feel collaborative, not salesy. It gives clients control, creates space for future upgrades, and allows you to draw out more authentic desires without pushing them to commit all at once.
💡 Reminder for staff: “Clients don’t come in asking for a treatment—they come in trying to quiet the voice in their head. If you uncover what’s really behind the request, that client will never leave.”
âś… 4. Introduce Pricing as a Secondary Layer
Once the treatment path is clear:
“Now that we know what’s needed, I’ll show you two ways to pay for it—upfront or monthly—so you can pick what works best for you.” This keeps money talk separate from care, reinforcing your role as a guide, not a closer.
âś… 5. Let the Tech Do the Talking
Use the Puurk interface as a tool, not a pitch.
Once the plan is built, or as each service is introduced, staff can say:
“Take a look—this is the same plan split out monthly. I can adjust the terms if needed.”
They can either hand over the iPad or say:
“I just texted it to you—go ahead and open it on your phone so you can follow along with me.”
This makes the experience feel modern, transparent, and collaborative. It also reinforces that the client is in control—they’re not being sold to, they’re building the plan with you.
âś… 6. Use Empowering Language
Avoid salesy phrases like:
👎 “Would you like to sign up?”
👎 “Do you want to go ahead and buy?”
Instead use:
👍“Ready to stop thinking about it—and start changing it?"
👍 “How would it feel to stop stressing about this and start moving forward?"
đź‘Ť "In 3 months from now, will you be glad you waited or took care of yourself today?
âś… 7. Train Confidence Through Roleplay, Not Scripts
Staff should practice real consults, not memorize lines. Roleplay asking better questions, uncovering goals, presenting the Wishlist, and letting clients “opt-in” naturally.
âś… 8. End with Service, Not Transaction
“You’re not locked into anything—we’ll adjust your plan as we go. Our goal is to help you get the outcome you’re here for, and make it manageable.”
This leaves clients feeling cared for, not sold to—ensuring they return again and again.
For more training on questions: https://www.skool.com/puurk/trusted-advisor-mode-bigger-plans-start-with-better-questions?p=decca83f
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🎓 Training Framework: “Prescribe, Don’t Pitch"
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