ChecklistSales
Medical tourism: Lead follow-up and sales process
54 items for following an international-patient lead from form to post-return follow-up: first reply and time zones, CRM fields, documents and plan, deposit, travel, and follow-up cadence.
54 items6 groups22 minOctober 15, 2026
- lead follow-up
- crm
- coordinator
- medical tourism
In medical tourism the candidate writes from another country, time zone, and language, and ad money usually disappears in a late reply, a missing CRM field, or a candidate who got a plan and was forgotten. Go through this list with the coordinator team in the weekly meeting, and carry any gap to the next meeting with an owner's name.
First reply, time zones, and language
- A target for the first human reply during working hours is written down (a common starting point is 15 minutes), and in-hours and after-hours are measured separately.
- The schedule shows which coordinator covers each language and when, and messages that arrive overnight go to the top of the next morning's queue.
- The after-hours auto-reply gives the return time in both Istanbul time and the candidate's local time, and in the candidate's language.
6 items more in this group for members.
51 items more for members
This item has 54 items in total. With a membership you see all of it and copy any line in one click.
- 02CRM fields and stages9 items
- 03Document collection and pre-plan9 items
- 04Plan, consult, and deposit9 items
- 05Before, during, and after travel10 items
- 06Follow-up, no-shows, and reconnecting8 items
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The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Agencies and freelancers
- Personal brands and creators
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