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4/30/16 1 The Art of Client Engagement Eric D. Garcia, IT & Digital Marketing Consultant © 2016 All rights reserved. Eric D. Garcia About Eric Garcia Management Team at Large Practice in Tampa, FL Former VP of Veterinary Exclusive Web Marketing Firm IT & Digital Marketing Consultant – Founder of Simply Done Tech Solutions VetPartners Member Consultant International Speaker: USA, Canada, Europe, Turkey, Thailand, Philippines, Austria [2016] Published Author ì Blackwell’s Five Minute Veterinary Practice Management Consult ì AAHA Trends ì Veterinary Practice News ì Veterinary Team Brief ì CareCredit Tips Sheets © 2016 All rights reserved. Eric D. Garcia

About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Page 1: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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ìThe Art of Client Engagement

Eric D. Garcia, IT & Digital Marketing Consultant

© 2016 All rights reserved. Eric D. Garcia

About Eric Garcia

Management Team at Large Practice in Tampa, FL

Former VP of Veterinary Exclusive Web Marketing Firm

IT & Digital Marketing Consultant – Founder of Simply Done Tech Solutions

VetPartners Member Consultant

International Speaker: USA, Canada, Europe, Turkey, Thailand, Philippines, Austria [2016]

Published Authorì Blackwell’s Five Minute Veterinary Practice Management Consultì AAHA Trendsì Veterinary Practice Newsì Veterinary Team Brief ì CareCredit Tips Sheets

© 2016 All rights reserved. Eric D. Garcia

Page 2: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Resources Provided

© 2016 All rights reserved. Eric D. Garcia

Several Ideas

You don’t have to do it all right away

Pick one thing

You will have notes

Take your time

Continue to build on your one thing

© 2016 All rights reserved. Eric D. Garcia

Page 3: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Overwhelmed clientsì Stress of bringing pet to the practiceì Exam, heartworm & flea medication, dental,

diagnostics, current problems, vaccines/pet exposure, semi-annual follow up

Lack of understanding

Failure to connect with client

What Leads to Poor Compliance

© 2016 All rights reserved. Eric D. Garcia

Page 4: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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The Art of Storytelling

Storytelling is the conveying of events in words, sound and/or images, often by improvisation or embellishment.

© 2016 All rights reserved. Eric D. Garcia

The Facts & Data…

A recent study in Science magazine adds more support to the idea that stories can help people understand others, determining that literary fiction “uniquely engages the psychological processes needed to gain access to characters’ subjective experiences.” ì Source: http://www.theatlantic.com/health/archive/2014/11/the-psychologic al-comforts-of-storytel ling/381964/

Jennifer Aaker, a professor of marketing at the Stanford Graduate School of Business, says that people remember information when it is weaved into narratives “up to 22 times more than facts alone.”ì Source: http://leanin.org/education/harnessing-the-power- of-stories/

© 2016 All rights reserved. Eric D. Garcia

Page 5: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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The Theory

© 2016 All rights reserved. Eric D. Garcia

There’s an animal near that tree, so don’t go over there!

My cousin was eaten by a malicious, scary creature that lurks around that tree, so

don’t go over there.

Making a Case:Facts vs. Real Life Examples

Heartworm Prevention

ì According to the CDC, 1 in 74 American dogs test positive for heartworm.

vs.ì Can you recall of a recent case where you treated a

heartworm positive dog? ì How did the owners react? ì What type of emotions were involved (from pet owner and

pet)?

© 2016 All rights reserved. Eric D. Garcia

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Case Example: Soul Carrier

© 2016 All rights reserved. Eric D. Garcia

Missed Opportunity

Where did she have an

opportunity to tell a story?

© 2015 All rights reserved. Eric D. Garcia

Page 7: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Case Example: Soul Carrier

The 3 Elements of The “Perfect” Narrative

Set the Scene: ì Where were you? ì Who were you with?ì What was the struggle and hope?

What Happened? ì Challenges? ì What is the outcome?ì Include details!

The Tie Back: ì How does this relate to the owners concern?

© 2016 All rights reserved. Eric D. Garcia

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Making Recommendations Stick

Routine Blood Test Recommendationsì Can you recall of a case recently where you would have

been able to prevent a sick pet if you established baseline blood test results?

Heartworm & Flea Recommendationsì Can you recall of a recent case of a heartworm positive dog

you treated? How did the owners react? What was the dogs demeanor?

© 2016 All rights reserved. Eric D. Garcia

The Rules of Storytelling

Don’t tell a story with every recommendation

It must be a true story

Go into it with strategyì Always have your tie back

Don’t include personal details ì (i.e. pet name, owner name, etc.)

© 2016 All rights reserved. Eric D. Garcia

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People Don’t Trust Brands…They Trust People.

About Us: 1st Most Visited Page

The Brand: ì Simply Done Veterinary Clinic is a full service animal hospital. We

offer state of the art care and advanced diagnostics.

The People:ì Dr. Garcia founded Simply Done Veterinary Clinic on the core

belief that by enriching the lives of pets, we enrich the world around us. The staff and veterinarians at our practice take immense pride in this philosophy, bringing this belief to action by implementing compassionate veterinary care.

© 2016 All rights reserved. Eric D. Garcia

Our Veterinarians

Our Veterinarians: 2nd Most Visited Page

General:ì Dr. Garcia was born in Tampa, Florida. He graduated from the

University of Florida in 2000. He has 2 dogs by the name of Elvis and Penny. Dr. Garcia is excited to meet both you and your pet!

Enhanced:ì Dr. Garcia knew from a young age that pets were his passion. The

joy and wonder of a happy pet immediately inspired Eric to pursue a career in veterinary medicine after completing his undergraduate degree. Now, as the founder of a successful veterinary practice, Dr. Garcia does what he loves each and everyday. Stop by soon, because Dr. Garcia can’t wait to meet you and your pet!

© 2016 All rights reserved. Eric D. Garcia

Page 10: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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The Art Social Engagement

© 2016 All rights reserved. Eric D. Garcia

Facebook Demands Marketers Pay for Ads

© 2016 All rights reserved. Eric D. Garcia

“And on Friday, the company told marketers that if they (businesses) wanted to reach customers on Facebook, they needed to buy an ad.”

http://nytimes.com/2014/11/15/technology/facebook-to-cut-unpaid-posts-by-marketers- on-news-feeds.html

“Facebook says that it’s all for the good of the users and that creative, engaging

posts will still attract attention and bubble up into the feed.”

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How Much Do We See?

The average users has about 1,500 new items they could see when they log on

Some people have as many as 15,000 according to Facebook

Facebook’s algorithm is set to show the top 300ì Avg. user sees top 100

© 2016 All rights reserved. Eric D. Garcia

Make It Count

Your first impression is the most important to new followers.

Engage!

© 2016 All rights reserved. Eric D. Garcia

Page 12: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Facebook COO Sheryl Sandberg at Nielsen Consumer 360

Tell Your Story

Use personalized imagery

Create a professional cover photo at pagemodo.com© 2016 All rights reserved. Eric D. Garcia

Page 13: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Tell Your Story

© 2016 All rights reserved. Eric D. Garcia

Tell Your Story

© 2016 All rights reserved. Eric D. Garcia

Page 14: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Build Trust & Loyalty Using Social Media

© 2016 All rights reserved. Eric D. Garcia

Work Smarter Not Harder

© 2016 All rights reserved. Eric D. Garcia

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Clinic Specific Content

© 2016 All rights reserved. Eric D. Garcia

Clinic Specific Content

© 2016 All rights reserved. Eric D. Garcia

Page 16: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Clinic Specific Content

© 2016 All rights reserved. Eric D. Garcia

Sample Case Study

© 2016 All rights reserved. Eric D. Garcia

Fact

Case Study

Socialize/CTA

Page 17: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Case Studies

© 2016 All rights reserved. Eric D. Garcia

Harley’s Success Story

© 2016 All rights reserved. Eric D. Garcia

Page 18: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Invest in a Cute Pet Camera

© 2016 All rights reserved. Eric D. Garcia

Cell Phone Usage Policy

© 2016 All rights reserved. Eric D. Garcia

Page 19: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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#VetTechLife on Instagram

© 2016 All rights reserved. Eric D. Garcia

#VetTechLife on Instagram

© 2016 All rights reserved. Eric D. Garcia

Page 20: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Team Updates

© 2016 All rights reserved. Eric D. Garcia

Photo Contest

Invite clients to upload photos

themselves

Client responsiblesharing image

The most “likes” wins!

© 2016 All rights reserved. Eric D. Garcia

Page 21: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Photo Contest

© 2016 All rights reserved. Eric D. Garcia

Have clients email you

You upload to album

Set timeframe

Image with the most“likes” wins

Rules

Top 3 with the most “likes” winsì Set 30 – 45 day contest time period

Must be a current client (visit within 12 months)

Employees not eligible

If you have won in the past 12 months you are not eligible to win again but able to submit

© 2016 All rights reserved. Eric D. Garcia

Page 22: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Prizes

No prescription products

Credit toward pet account

Gift card to local pet shop

Donation to favorite charity

© 2016 All rights reserved. Eric D. Garcia

Types of Contests

Quarterly

Photo Contestì Holiday theme contestì Summer Funì Selfieì In the Exam Room

Guess the X-Ray

What’s Under the Microscopeì Give clients a clue!

© 2016 All rights reserved. Eric D. Garcia

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Boost Post: Offers

© 2016 All rights reserved. Eric D. Garcia

© 2016 All rights reserved. Eric D. Garcia

Page 24: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Boost Posts: People who like your Page

© 2016 All rights reserved. Eric D. Garcia

Total Budget

© 2016 All rights reserved. Eric D. Garcia

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Audience: People you choose through targeting

© 2016 All rights reserved. Eric D. Garcia

Are You Engaging? Facebook Insights

© 2016 All rights reserved. Eric D. Garcia

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Are You Engaging?The Basics to Facebook Insights

Reach – The number of people who have seen your postPost Clicks – The total number of users who have clicked on your post

Likes, Comments, Shares– When someone likes, comments, or shares your post© 2016 All rights reserved. Eric D. Garcia

The Art Digital Engagement

© 2016 All rights reserved. Eric D. Garcia

Page 27: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Using Digital Tools to Effectively Communicate

© 2016 All rights reserved. Eric D. Garcia

© 2016 All rights reserved. Eric D. Garcia

Software is key, but what is the most

important piece of a hardware practice?

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Your Phones!

What does your phone system do for you?

Average 100+ calls per day

Scheduling 50 to 100 appointments per month

Place and receive calls only

© 2016 All rights reserved. Eric D. Garcia

Weave syncs with…

Your practice management software so that your staff will instantly know:

Client information

Patient informationì Name, reminders, birthdate, etc.

Tasks that should be accomplished on each callì Missed appointmentsì Past due servicesì Currently due servicesì Outstanding balance

© 2016 All rights reserved. Eric D. Garcia

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© 2016 All rights reserved. Eric D. Garcia

Tasks

© 2016 All rights reserved. Eric D. Garcia

Page 30: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Two-way Texting

© 2016 All rights reserved. Eric D. Garcia

Text clients with no clinic cell phone or additional software needed

Text reminders go out automatically

Collect Reviews

© 2016 All rights reserved. Eric D. Garcia

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Weave

© 2016 All rights reserved. Eric D. Garcia

Weave Desktop Benefits

Front office does the same tasks more efficiently

Increase revenue by booking more appointments

Build stronger, more trusting, relationships

Improve loyalty

© 2016 All rights reserved. Eric D. Garcia

Page 32: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Partners For Healthy Pets

© 2016 All rights reserved. Eric D. Garcia

Numbers of Inactive Clients are Steadily Increasing

*Based on Partners for Healthy Pets Data Research

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Sample Pet Owner Email72

2014 Pilot Response Rates

*Responses include visits 90 days within a patient being targeted

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The Art of Saying Thank You

© 2016 All rights reserved. Eric D. Garcia

The Studies…

Studies find that thanking new & existing acquaintances make them more likely to see ongoing relationships

People who are thanked are more willing to provide better assistance

Couples who say thank you to one another more than 5 times weekly are less likely to be divorced

© 2016 All rights reserved. Eric D. Garcia

Page 35: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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3 Elements of The “Perfect” Thank You

Be Specific: ì Thank the employee/client for something specifically they

did

Effort: ì Thank the employee for the effort they put into what they did

Personal: ì What does the action mean to you? How did it make you

feel?

© 2016 All rights reserved. Eric D. Garcia

Example of The “Perfect” Thank You

Be Specific: ì Thank you for staying late this evening with me.

Effort: ì You really took time with each client to make them not feel

so rushed.

Personal: ì It made me happy to see how dedicated you are. I could not

have done this myself.

© 2016 All rights reserved. Eric D. Garcia

Page 36: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Example of the “Perfect” Thank You

Be Specific: ì Thank you for cleaning around the hospital.

Effort: ì There was a big mess everywhere and I know it wasn’t

easy.

Personal: ì I really appreciate how great you make our practice look.

You are a big part of our team.

© 2016 All rights reserved. Eric D. Garcia

Thanking Clients

© 2016 All rights reserved. Eric D. Garcia

Page 37: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Thank You

© 2016 All rights reserved. Eric D. Garcia

Script

© 2016 All rights reserved. Eric D. Garcia

Hello Eric, My name is Dr. Garcia and I’m the medical director for Simply Done Veterinary Clinic. I wanted to take the opportunity to thank you for trusting us with your pets health care needs. If you have any questions regarding your pets health care please feel free to call us at (813) 545-3044. Should you ever experience any problems with your service at our practice please do not hesitate to reach out to me directly. You can learn more about our practice and our caring team by visiting our website at www.simplydonetechsolutions.com. Thank you once again and we look forward to seeing you in the future.

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Thank YouSurprised clients

Complaintsì Even clients with negative

experiences are thankedì 90% of clients saved

Creates good feeling for clients – Taps into emotion

© 2016 All rights reserved. Eric D. Garcia

Why

Pride

Staying true to his missionì “…meeting and exceeding expectations”

© 2016 All rights reserved. Eric D. Garcia

Page 39: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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Celebrate Healthy Pets!

Give a heartfelt Thank You ì Look client in the eyesì You’re such a great pet owner, Mr. Garcia. I would like to

thank you for trusting us with your pet’s health needs. You should know we’re always here for you and Elvis.

Celebrate healthy lab results

Celebrate healthy pets

Attribute success with what you do as a team

© 2016 All rights reserved. Eric D. Garcia

Q&A

© 2016 All rights reserved. Eric D. Garcia

Page 40: About Eric Garcia · 4/30/16 3 Overwhelmed clients ì Stress of bringing pet to the practice ì Exam, heartworm & flea medication, dental, diagnostics, current problems, vaccines/pet

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THANK YOU!

Resources: simplydonetechsolutions.com/engage2016

Subscribe: Subscribe to my NEW! newsletter

© 2016 All rights reserved. Eric D. Garcia

Follow me on Facebook: facebook.com/EricGarciaFLCheck me out on Twitter: @EricGarciaFL