Tracy
Your Service Promotion & Upselling Agent
Tracy brings enthusiasm and clarity to patient outreach, connecting with existing patients to introduce new services or products that can enhance their care. With a warm, conversational style, she explains offerings in a way that feels informative, not pushy, helping patients understand how these services can benefit their health while supporting your practice’s growth. Tracy’s proactive efforts turn patient lists into opportunities for improved care and consistent revenue.
✔ Identify patients who could benefit from new services or products.
✔ Reach out to patients to introduce new offerings.
✔ Explain service benefits clearly and warmly.
✔ Schedule appointments for interested patients.
✔ Support practice revenue and service adoption.
✔ Strengthen patient relationships through value-driven outreach.