Business Meeting Checklist

Rep Name *

First

Last

Name of Practice? *

Name of Person You Are Meeting With? *

Team Member's E-mail

What is the practice's opinion on the membership plan?

How many people are on plan?

Do they have a goal for the number of people they would like on plan? If so, please enter that below.

How much revenue has been generated as a result of the plan?

Have you asked them if they need a fee lift?

What does the practice like about their membership plan?

What do they wish they could improve about their mebership plan?

Have you talked with the practice about adding an add-on plan to boost case acceptance?

Have you talked to the practice about whether there is a need for a new membership plan?

Do they have any major plans for the practice in the next 24 months?

What are the biggest pain points for the practice?

Will they be dropping an insurance network in the next 12-24 months? *

Which PPOs do they plan on dropping?

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