5 Steps to win in a medical sales visit

Simple, Actionable & Field-proven

An impactful medical visit comes down to 5 fundamentals:

1. SMART Objective

Identify exactly what you aim to achieve before you enter the room.

Clarity drives influence & influence drives recommendation.

A SMART Objective needs to be:

  1. Specific to provide direction
  2. Measurable to measure success & process
  3. Attainable with a clear action plan
  4. Realistic & relevant to meet with broader business goals
  5. Time-bound has a deadline & a time-frame

e.g. Influence Dr. X to try our product on 3-5 patients in the next 2 weeks

2. Listen before you detail

Understanding comes before influencing.

  1. Ask open-ended questions that start with why, how, what, where, when, who to uncover needs, barriers & expectations
  2. Avoid closed-ended questions: that have a Yes and a No to open a discussion

3. Repeat your message 5-7x & handle objections

Repetition drives recall

Recall drives action

Build your core message as follow:

  1. Short: 5-7 words only
  2. Sharp: the most relevant to answer both the doctor’s needs & concern as well as your objective
  3. Sticky: easy to remember
  4. Support your message with evidence & publications

A “no” is never a closing door!

It actually helps you identify opportunities. Handle the objections constructively using the APAC model:

Acknoledge the concern

  • Probe to clarify the root cause
  • Answer with concise, evidence-based information
  • Confirm alignment before moving on

4. Finish with the negotiation phase

The phase should answer your SMART objective/

Split your closing into 3 core elements:

  • Must-have: what your need to secure
  • Requests: what you ask for to advance adoption
  • Concessions: what you only if you get something in return. Valorize it before conceeding.

Use the Scottwork negotiation winning formula: “if you… then I…”

e.g. “if you agree to try it with 3-5 patients within the next 2 weeks, then I can include you into our next study”

Must-have/ Requests: 3-5 recommendations within the next 2 weeks

Concessions: be part of a clinical study

5. Capture everything to build conitnuity

A good relationship starts with trust. Trust is built through consistency. Consistency is driven by a solid reporting.

After the visit:

  • Capture insights
  • Note objections & commitments
  • Plan next steps

To develop your account, you need to know them better.

Continuity & consistency strengthen your account strategy

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