Closing Scripts
Moving to admission, gathering final details, and booking the arrival.
Transition to Close
When they're ready (or nearly ready), don't overcomplicate it:
Gathering Final Details
Keep it simple and sequential:
"What's the best phone number to reach you?"
"And do you have your insurance card handy? I'll need the member ID."
Confirming Commitment
"Perfect. I'll have everything ready for you when you arrive."
Handling Last-Minute Hesitation
Sometimes they get cold feet at the close. Stay calm:
Setting Expectations
"You can bring comfortable clothes, toiletries, and any medications you're currently taking. We'll go over everything else when you get here."
Follow-Up for Non-Commits
If they're not ready to commit today:
"Let me give you my direct number. When you're ready, call me directly and I'll make sure everything moves fast."
Commitment Phase Scripts from 572 Calls
The commitment phase is where conversations become admissions. Here are the verbatim scripts that close calls:
Name Collection
Frequency: 4+ occurrences | Why it works: Simple, direct. Asking for name signals transition from information-gathering to action-taking.
Context: Confirms caller identity for follow-up | Impact: Creates accountability on both sides.
The Callback Number Sequence
Why it works: "Best number" implies follow-up is expected. Gets direct contact information.
Context: Loved-one calls | Impact: Gets patient's direct contact for facility follow-up.
The 10-15 Minute Callback
Agent: Jake Smith | Why it works: Sets specific timeline expectation. "10-15 minutes" creates urgency and commitment. Caller expects the call and answers.
Frequency: Multiple occurrences | Impact: Consistent messaging creates reliable expectation across all calls.
The Insurance-First Transition
Agent: Jake Smith | Frequency: 2+ occurrences | Why it works: Sets clear two-step process. Insurance verification is easy first step. Assessment is natural second step.
Impact: Moves directly into action. Asking about the card signals that process is starting now.
The "Now" Positioning
Impact: Creates immediate timeline without pressure. Insurance verification becomes gateway to admission.
Why it works: Assumes commitment. Transitions smoothly from discussion to action.
The Full Commitment Sequence
Here's the complete flow from agreement to handoff:
Step-by-Step Commitment Flow
Step 1: Confirm Intent
Step 2: Collect Name
Step 3: Get Callback Number
Step 4: Set Expectation
Step 5: Confirm Understanding
The Warm Handoff Script
Why it works: Explains what happens next. Caller knows to expect the call. Removes ambiguity.
The Same-Day Close
Why it works: Specific time creates concrete commitment. Easier to say yes to specific plan than vague "soon."
When They're Not Ready to Commit
Impact: Respects their timeline while maintaining connection. Gets permission for follow-up.
Why it works: Removes barrier to re-engagement. Personal contact builds trust. "When you're ready" assumes eventual commitment.
The Information-Ready Position
Impact: Prepares for commitment without forcing it. Removes future barriers. Maintains momentum while respecting patient autonomy.
The Commitment Close Checklist
| Information | Why You Need It |
|---|---|
| Patient name | Facility intake, personalization |
| Callback number | Facility follow-up, ensures connection |
| Insurance info | Benefits verification, cost clarity |
| Caller relationship | Determines communication approach |
| Preferred arrival time | Concrete commitment, reduces dropout |