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4/30/16
1
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
4/30/16
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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
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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
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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
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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
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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
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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
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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
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Tell Your Story
© 2016 All rights reserved. Eric D. Garcia
Tell Your Story
© 2016 All rights reserved. Eric D. Garcia
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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
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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
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Case Studies
© 2016 All rights reserved. Eric D. Garcia
Harley’s Success Story
© 2016 All rights reserved. Eric D. Garcia
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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
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#VetTechLife on Instagram
© 2016 All rights reserved. Eric D. Garcia
#VetTechLife on Instagram
© 2016 All rights reserved. Eric D. Garcia
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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
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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
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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
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Boost Posts: People who like your Page
© 2016 All rights reserved. Eric D. Garcia
Total Budget
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Audience: People you choose through targeting
© 2016 All rights reserved. Eric D. Garcia
Are You Engaging? Facebook Insights
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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
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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
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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
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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
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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
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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
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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
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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
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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