MASTERCLASS
The Art of Soft Skills:
Phones #1 | Mindset
50 minutes
Mindset + The First Impression
For anyone who interacts with patients over the phone
Mindset + The First Impression
For anyone who interacts with patients over the phone
Write your awesome label here.
This is for :
Anyone who answers the phone or interacts with patients on the phone
Get a sneak peek inside.
What you will gain :
My new phone rep has blossomed through these phone training sessions! Her passion, confidence, and drive have dramatically increased. This training was so easy to implement (nearly hands-off for me!) and I love seeing her comfortable in her skillset and knowledge."
Amy R., Patient Care Specialist Team Lead
Perspectives and skills inside
- How does it feel? A personal experience exercise (We're patients too!)
- You're important: feeling good about your role
- Clarity on the point of every call: how to lead each caller
- Keeping it simple with core emotions: patients just need to FEEL connected, informed, and safe
- How to connect first, do second
- Exercise: What's their POV? Understanding the caller's perspective
- Set the tone in seconds: nail the first impression
- The secret to keeping your energy positive, no matter what's on the other end of the line
- How to keep negative caller emotions from affecting you
- Confidently handle any call, even when you don't have the answers or know how to help
did you know?
40%
A single poor phone experience drives away 40% of people(1).
66%
66% will switch providers after bad customer service on the phone(1).
86%
86% of people say empathy & human connection are more important than speed in delivering excellent service(1).
10-15x
Phone calls convert to revenue 10-15x more than web leads(2).
Topic Soft Skills on The Phone
We tend to think of our jobs as our 'doing' (the hard skills), but in reality, what sets us apart is in our 'being' (the soft skills).
Connecting on the phone is no easy job, yet it is absolutely one of the most important roles in practice.
On every phone call, you are representing the entire team, the entire practice. Even if your interaction is small and you're just answering and transferring, it's a first impression, it sets the tone... it is either positive or negative, make or break.
These sessions are all about how we can 'be' who callers, patients or potential patients, need us to 'be' for them on the phone and confidently represent our practice no matter what we are presented with on the other end of the phone.
Connecting on the phone is no easy job, yet it is absolutely one of the most important roles in practice.
On every phone call, you are representing the entire team, the entire practice. Even if your interaction is small and you're just answering and transferring, it's a first impression, it sets the tone... it is either positive or negative, make or break.
These sessions are all about how we can 'be' who callers, patients or potential patients, need us to 'be' for them on the phone and confidently represent our practice no matter what we are presented with on the other end of the phone.
Write your awesome label here.
We'll follow a natural progression of "I believe... therefore I do... so they (patients) feel..." that enables us to connect and convert in a pure and genuine way.
Session
What happens
When?
One Quick 50-Min Session
[More phone sessions in this series coming soon!] Everyone is busy in practice. This masterclass is on-demand to fit your schedule. Each session hits hard and is completely relevant to empowering your daily interactions.
WHAT?
Watch & Engage With Interactive Exercises
Through an interactive virtual session we'll shift perspective, set goals, define our roles, and walk through exactly how we create an exceptional first impression on every phone call.
WHO?
Everyone Interacts On The Phone
Soft skills are people skills, life skills - they make our lives easier. Anyone who interacts with others on the phone will benefit from and appreciate these sessions: Call center, front desk, patient care counselors, schedulers, billing support, etc.
What is inside?
Take your career and
expertise to a new level!

After these training sessions, I feel so much more confident and comfortable with interacting with patients not only on the phone but in person as well! The step-by-step 'anatomy' of a phone call and the Habit Builder have helped me a lot! They've allowed me to celebrate what I do well and focus on what I can improve. This has built my confidence!"
Jackie O., Patient Care Coordinator
This is part of the Soft Skills Team Experience
Curious? If you have questions, we've got you.
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See if upSKILLery is the tool that will make your life easier. What feels best?
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