What do I say when following up after an in-person consultation?

If patients have an in-person consultation and are suitable for Invisalign but still haven't decided if they want to go ahead or not, it’s important to follow up with them to see if you can help them make a decision.


Here are some effective WhatsApp messages that you can send to patients who have had a clinical consultation but have not yet made a decision about proceeding with your offer.

Follow Up After Consult:

Hi {name}. Just following up on our consultation earlier this week. Do you have any more questions about {treatment}? Are you interested in booking in to start treatment? Thanks. {your name}.

Hi {name}. Thank you for coming to your Invisalign consultation the other day. Do you have any further questions about treatment? If you are wanting to go ahead with treatment please let me know what days and times suit you and we can get you all booked in! Thanks. {your name}.

Hi {name}. Thank you for coming to your Invisalign consultation the other day, it was nice to meet you. Do you have any further questions about treatment? If you're wanting to go ahead with getting a digital treatment plan to show you what is possible please let me know what days and times suit you and we can get you all booked in! Thanks. {your name}.

Remember that it's best to reach out to the leads as soon as possible, as the consultation will still be fresh in their minds, and this will enable them to make a decision faster.