Advocacy sales

Authentic Confidence

Engaging in sales within any industry can be challenging, but for advocates, it often comes with an added layer of complexity. The desire to help and serve can sometimes feel at odds with the necessity to ‘sell’ your services. How can you marry the two? In this post, we’ll explore how heartfelt pitches and solid closes come together to create a harmonious and effective advocacy sales process. By focusing on creating genuine connection, cultivating clear communication, exuding authentic confidence, and transitioning into a solid close, you will elevate your advocacy sales to a new level of excellence.

Creating Genuine Connection

In the business of advocacy, relationships are the heartbeat of everything you do. Genuine connection is not merely an advantage but a necessity. Achieving this involves truly listening to your potential clients’ needs, empathizing with their concerns, and giving them the space to communicate freely.

Active Listening and Empathy

Understanding your client’s needs requires more than a surface-level interaction. It demands active listening—fully engaging in the conversation, taking notes, and empathizing with their experiences and pain points. This builds trust and demonstrates that you genuinely care, aligning perfectly with the heart of advocacy.

Mindset and Emotional Preparation

Creating and maintaining a genuine connection starts even before the conversation. Ensuring you are in the right mindset is crucial. This might involve calming activities, like listening to uplifting music, to ensure you’re relaxed and open. By clearing your mind of sales pressure and preconceived notions of the outcome, you can genuinely focus on connecting with the individual.

Cultivating Clear Communication

Clear communication is pivotal in ensuring your message is understood and appreciated. Simplicity, transparency, and relevancy are your best allies here.

Simplifying Complex Information

In patient advocacy, information can often be complex and filled with industry jargon or acronyms that may confuse a potential client. Break it down. Use analogies if necessary. For instance, comparing the quality of food to different grades of gasoline can make nutritional information more tangible.

Highlighting Unique Value

A clear example of how your services uniquely solve your client’s problems is imperative. Instead of a broad overview, provide a step-by-step explanation of how your process works. If you accompany clients to doctor’s appointments, describe in detail what you do before, during, and after the appointment to ensure they receive the maximum value.

Exuding Authentic Confidence

Authentic confidence emerges from genuine experiences and transparency. It conveys both your capability and your integrity, ensuring that clients feel assured in your hands.

Sharing Success Stories

Nothing conveys confidence better than a well-told success story. Sharing how you’ve helped others in similar situations not only demonstrates your expertise but also provides reassurance. These narratives should feel natural and reflect your authentic experiences, offering insight into your capabilities.

Maintaining Transparency

Equally important is being honest about your limitations. A transparent approach fosters trust. If a client’s needs fall outside of your expertise, be upfront about it and offer to connect them with someone who can help. This willingness to prioritize their needs over a potential sale underscores your commitment to their well-being.

Transitioning to a Solid Close

The transition from a heartfelt pitch to a solid close is where your empathetic engagement and effective communication merge into a decisive action.

Clear Call to Action

Be explicit about the next steps. Whether it’s scheduling a follow-up meeting or signing a contract, provide simple, actionable steps. Clarity in this final stage prevents any misunderstandings and keeps the momentum going.

Thoughtful Follow-Up

Consistency in follow-up is key to maintaining marketing momentum. Follow-up thoughtfully and without pressure. For example, if your follow-up involves an email, clearly outline the next steps and when they will occur. This approach enhances continuity and reassures the client of your ongoing commitment.

Summary and Continuous Engagement

Summarizing key points and benefits in every interaction solidifies understanding and reinforces your value proposition. Address any concerns immediately and keep the lines of communication open.

To ensure clients never feel abandoned, continue offering value through free resources, helpful articles, or personalized tips. Demonstrating your consistent support, even in the absence of immediate sales, embodies the true spirit of advocacy.

Merging heartfelt pitches with strategic closes not only makes your sales process more effective but also more aligned with the core values of your advocacy work. By focusing on genuine connection, clear communication, and authentic confidence, you ensure that each client interaction is meaningful, productive, and conducive to mutual success.

Final Thoughts:

I hope this information has provided you with a solid foundation of how to pitch from your heart and close more clients. If you’ve found these tips valuable, check out Navigating Prospect Ghosting: How to Excel in Patient Advocacy Sales. All of my posts are crafted to empower you on your healthcare advocacy journey. Explore and absorb the wisdom shared, and let it fuel your aspirations. In fact, if you want to be the first to get new information and support as an independent patient advocate, join me in The Circle where we meet LIVE on Zoom every week!

Stay tuned for the next blog post, where we’ll talk about “Managing Expectations.” I’m going to share how I set my relationships up for success!  If you want to enjoy your business relationships, you won’t want to miss this one!  Get ready to learn more in our next post.

About the author

Nicole Broadhurst

 I spent 27 years working inside the healthcare system watching patients just like you struggle to understand and manage their medical bills.  I got tired of being part of the problem and decided to be part of the solution, thus creating Tennessee Health Advocates LLC.

As a Board Certified Patient Advocate and founder of Tennessee Health Advocates, It is my personal mission to eliminate the confusion and minimize the stress so you can be confident in your financial status during your medical journey.

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