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M2 Sales Conversation Framework
Heather Dean
Created on October 13, 2025
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Transcript
MOdule 2
Sales Conversation Framework
start
Client-Centered Approach
Conversation Framework
Build Trust
Ask Questions
Our sales conversations aren’t about pushing products. they’re about understanding people. This 4-step framework helps front office staff guide clients toward the membership plan that best supports their health goals.
Make the match
Share a Story
Click each step to explore how to guide clients with empathy and clarity.
MULTIPLE CHOICE QUESTIONS
Read each client profile. Figure out which membership plan would best fit their needs based on visit frequency, budget, and any discounts.
Start
CLIENT #1: ALICIA
Alicia came in for her first adjustment last week and loved it! The chiropractor recommended she come in once a week for maintenance care. She mentioned she’s a retired military service member and wants to stay active for her reserve duties. Better sleep and staying active are her main goals.
ALICIA
CLIENT #2: MAYA
Maya is 17 and visits the chiropractor weekly for stress relief and posture issues from school and sports. Her mom brings her in after volleyball practice, and they love how easy it is to pop in without appointments.
MAYA
CLIENT #3: DIEGO
Diego says he feels great most of the time, but wants to have chiropractic care available when he needs it. He doesn’t want a monthly charge or a long-term plan — just something flexible. He’s planning on coming in maybe once a month, if that.
DIEGO
CLIENT #4: SAM
Sam just started care for low back pain. The chiropractor recommends biweekly visits for now, with a reassessment in 2 months. Sam is cost-conscious and wants to make sure he’s picking the most affordable option based on how often he’ll be coming in.
SAM
CLIENT #5: RENEE
Renee works a desk job and struggles with tension and headaches. She’s committed to making chiropractic care part of her weekly routine to improve her posture and focus.
RENEE
Trust-Building Behaviors
Things that make clients feel heard, valued, and respected
Listening without interrupting
Offering choices and letting the client decide
Asking open-ended questions about concerns or goals
Affirming their progress or consistency
Using the client’s name during conversation
Following up or remembering personal details
Smiling and greeting them warmly
Maintaining eye contact and relaxed body language
Keeping tone professional yet friendly
Being transparent about pricing, policies, and limits
Trust-Eroding Behaviors
Things that make clients feel dismissed, pressured, or overlooked
Interrupting or finishing the client’s sentences
Sounding annoyed, rushed, or robotic
Avoiding eye contact or looking distracted
Speaking negatively about other clients
Pushing a plan without asking about their needs
Being vague about costs or terms
Making assumptions or jumping to solutions
Using jargon the client doesn’t understand
Ignoring a concern or brushing off a question
Guilt-tripping the client for saying no
CLASSIFICATION ACTIVITY
Drag each behavior button into the correct category. Is it a trust-builder or trust-buster?
TRUST-BUILDING
Repeats...
Rushes...
Greets...
Offers...
Uses...
Says...
Avoids...
Sighs...
Thanks...
Dismisses...
Repeats...
Repeats back the client’s concern to confirm understanding
Rushes...
Rushes through the membership options without asking any questions
Greets...
Greets the client by name with a smile
Offers...
Offers two plan choices and invites questions
Uses...
Uses terms like “you should” or “you need to” without context
TRUST-ERODING
Says “That’s a great question. Let me explain...” when asked about pricing
Says...
Avoids...
Avoids eye contact and keeps typing while the client talks
Sighs...
Sighs when the client expresses concern about cost
Thanks...
Thanks the client for their consistency and effort
Dismisses...
Solution
Dismisses a question by saying “It’s just standard policy”
Choose the best empathy-based response
start
1 / 3
What would you say in this scenario?
2 / 3
What would you say in this scenario?
3 / 3
What would you say in this scenario?
Key takeaways
- Guide the conversation, don’t push a pitch
- Use the 4-step conversation framework
- Match clients to the right plan
- Tell real origin stories
- Practice empathy
- Identify common objections
- Respond with trust-building language
- Avoid trust-eroding behaviors
- Every interaction builds the relationship
You did it!
Thanks for practicing the Sales Conversation Framework. Every great client interaction starts with empathy, trust, and clear communication, and you're well on your way.
SAM
What plan is best for Sam?
Sam just started care for low back pain. The chiropractor recommends biweekly visits for now, with a reassessment in 2 months. Sam is cost-conscious and wants to make sure he’s picking the most affordable option based on how often he’ll be coming in.
RENEE
What plan is best for Renee?
Renee works a desk job and struggles with tension and headaches. She’s committed to making chiropractic care part of her weekly routine to improve her posture and focus.
MAYA
What plan is best for Maya?
Maya is 17 and visits the chiropractor weekly for stress relief and posture issues from school and sports. Her mom brings her in after volleyball practice, and they love how easy it is to pop in without appointments.
SHARE A STORY
Offer a genuine example of how chiropractic care or a membership has helped someone similar. This adds credibility and connection. Stories stick. Keep it short and relevant without violating privacy (HIPAA).
Example:
- “A client with similar back pain started coming in weekly. She said it helped her sleep better and reduced her headaches.”
Renee
Alicia
Diego
Maya
Sam
ASK QUESTIONS
Learn about the client’s needs, preferences, and priorities. Let curiosity lead. Ask open-ended questions to understand their pain points, schedule, and wellness goals.
Ask questions like:
- “How often are you dealing with this discomfort?”
- “What would consistent care help you get back to doing?”
- Your goal: gather insight, not force a solution.
Renee
Alicia
Diego
Maya
Sam
BUILD TRUST
Start with empathy and active listening. Make the client feel heard and valued. Lead with warmth and presence. Smile. Make eye contact.
Use phrases like:
- “What brings you in today?”
- “Tell me a little more about that.”
- Avoid jumping into sales too soon; trust creates space for honesty.
MAKE THE MATCH
Based on what you’ve learned, recommend a membership plan that aligns with their lifestyle and goals. Be transparent and affirm their autonomy.
Use phrases like:
- “Based on how often you’d like to come in, this plan could save you the most long-term.”
- “You’re in charge. I’m just here to help explain your options.”
ALICIA
What plan is best for Alicia?
Alicia came in for her first adjustment last week and loved it! The chiropractor recommended she come in once a week for maintenance care. She mentioned she’s a retired military service member and wants to stay active for her reserve duties. Better sleep and staying active are her main goals.
DIEGO
What plan is best for Diego?
Diego says he feels great most of the time, but wants to have chiropractic care available when he needs it. He doesn’t want a monthly charge or a long-term plan — just something flexible. He’s planning on coming in maybe once a month, if that.