Should I use a checklist for new patient phone calls? Yes, and I would not run a sales process any other way. When your questions live on a checklist, they are defined, repeatable, and they get asked every single time regardless of who picks up the phone. Without that, the call becomes random, and random is the enemy of any system. You want to find the patient's pain, confirm the right information packet went out, and note all of it. A checklist also tells your team what kind of materials to send and records it, so nothing falls through. Think of [...]