Stop Treating All Leads the Same (A Simple Scoring System)

Ever spent an hour preparing a detailed treatment plan for someone who disappears the moment you mention price? Or discovered halfway through a consultation that their budget is $600 for a $10,000 procedure?

You're not alone. Most practice owners waste countless hours on prospects who were never going to book treatment.

The solution isn't better sales skills - it's a lead scoring system that identifies serious patients before you invest significant time.

Why Most Practice Owners Chase Bad Leads

Here's the uncomfortable truth: You're probably treating a casual browser the same as a motivated patient ready for a major procedure.

When every lead gets equal attention, you end up:

• Preparing detailed plans for unqualified prospects
• Scheduling consultations with people who can't afford your care
• Following up repeatedly with browsers who are "just getting ideas"
• Losing winnable treatments because your time is scattered

The fix? A systematic approach to score leads based on their likelihood to book and treatment value.

The 4-Factor Lead Scoring Framework

Assign points to each lead based on these four factors. Total scores help you prioritize where to focus your energy.

Factor 1: Financial Readiness (0-25 points)

25 Points: Specific Budget Stated

• "I've allocated funds specifically for this"
• "I've already been approved for CareCredit"
• "I can invest up to $15,000 if it's the right solution"

15 Points: Range Provided

• "I'm thinking somewhere in the $5,000 to $8,000 range"
• "I've been told it might cost around $10,000"

5 Points: Vague Financial Awareness

• "I know these procedures aren't cheap"
• "I'm prepared to invest in quality care"

0 Points: No Budget Discussion

• "I just want to see what it would cost"
• "I'm hoping it won't be too expensive"
• Refuses to discuss budget entirely

Factor 2: Timeline and Motivation (0-25 points)

25 Points: Specific Timeline with Clear Motivation

• "I want to start after the holidays for my daughter's spring wedding"
• "I need this fixed - it's causing ongoing pain/problems"
• "I'm planning this before I retire next year"

15 Points: General Timeline with Some Urgency

• "I'd like to get started in the next few months"
• "I want this done before next summer"

5 Points: Vague Timeline

• "Sometime next year"
• "When I find the right provider"

0 Points: No Timeline

• "I'm not in any hurry"
• "I'm just exploring options"
• "Maybe someday"

Factor 3: Decision Authority (0-25 points)

25 Points: Clear Decision Maker Present

• Both partners attending consultation
• "My spouse and I are ready to move forward"
• "I handle all my healthcare decisions"

15 Points: Involved but Needs Partner Input

• "I'll need to discuss final details with my spouse"
• "We make these decisions together, but I can speak for us"

5 Points: Limited Authority

• "I need to check with my husband/wife first"
• "We usually involve our family in big decisions"

0 Points: Information Gatherer Only

• "I'm just getting quotes for my parent"
• "My spouse handles all the financial decisions"
• "I need to present options to the family"

Factor 4: Clinical Scope and Preparation (0-25 points)

25 Points: Well-Defined Goal with Research

• Specific procedure or outcome mentioned
• Has been researching costs and recovery
• Clear vision of desired result
• Mentions seeing your before/afters or referrals

15 Points: General Scope with Some Planning

• Basic idea of what they want
• Has looked at some information online
• Understands the treatment involves recovery time

5 Points: Vague Scope

• "I want to improve my smile"
• "Something needs to be done with this issue"

0 Points: No Clear Goal Definition

• "I'm just looking around"
• "I want to see what's possible"
• Very general inquiries with no specifics

How to Use Your Lead Scores

80-100 Points: Priority Patients

• Schedule consultations within 24 hours
• Prepare detailed presentations
• Follow up within 2-3 days of meeting
• Invest time in custom plans

60-79 Points: Qualified Leads

• Schedule consultations within 48-72 hours
• Standard presentation with some customization
• Follow up within a week
• Good prospects worth pursuing actively

40-59 Points: Moderate Potential

• Phone consultation before in-clinic meeting
• Standardized patient education materials
• Less frequent follow-up
• Nurture with educational content

0-39 Points: Low Priority

• Email response with general information
• Add to newsletter/nurture sequence
• No immediate consultation scheduling
• Revisit if circumstances change

Why This Can't Just Be "Remembered"

You're probably thinking: "Okay, I'll start asking these questions and scoring leads."

Here's the reality: Even when you know the system, executing it consistently requires discipline you don't have when you're busy.

What actually happens:

• Lead comes in during a busy clinic day
• You take the call between patients
• You get the basics but forget to ask qualification questions
• You book the consultation because you need to fill the calendar
• You spend an hour on a plan for someone with a $1,000 budget for a $15,000 procedure

This isn't a knowledge problem. It's a capacity problem.

The practices that do this well have someone whose job is to ask these questions and score every single lead. Not when they remember. Every time.

For most mid-sized practices, that dedicated capacity doesn't exist. Which means scoring becomes inconsistent, and you're back to wasting time on low-quality prospects.

The Reality Check

This system won't increase your total number of leads. In fact, you might discover you have fewer qualified prospects than you thought.

But here's what it will do:

• Help you book more of your best opportunities
• Reduce time wasted on unlikely prospects
• Improve your consultation-to-treatment conversion rate
• Allow you to focus energy where it generates results
• Create a more predictable intake process

Common Mistakes to Avoid

Don't Score Too Generously

Resist the temptation to inflate scores because you want more prospects to qualify. Accurate scoring is more valuable than optimistic scoring.

Don't Ignore Low Scorers Completely

Some low-scoring prospects might become high-scoring prospects over time. Keep them in nurture sequences.

Don't Skip It When You're Busy

That's exactly when you need it most. When you're slammed, you can't afford to waste time on the wrong prospects.

The Bottom Line

The goal isn't to eliminate prospects - it's to allocate your limited time intelligently.

When you know which leads deserve immediate attention and which can wait, you can focus your energy where it generates the highest return.

Your best patients are already in your pipeline. The question is: Do you know which ones they are?

And more importantly: Do you have the operational capacity to consistently identify them before you waste time?

Because knowing the system and executing the system are two very different things.

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