1\.Initial welcome Welcome the family Create a safe and trusting environment Understand the initial context 2\. Investigation (Strategic session) Conduct collection of relevant information Identify pain points, needs, and urgency Structure the case for appropriate referral 3\. Care referral Recommend the best treatment or service Explain the rationale behind the recommendation Align expectations with the family 4\. Connection and relationship building Maintain a close relationship Serve as the family's primary point of contact Reduce uncertainties throughout the journey 5\. Conversion (when applicable) Present the family mapping session Address objections using a consultative approach Close the process with clarity and ethics 6\. Follow-up and continuity Follow\-ups Ensure the family progresses along the journey Identify risks of disengagement
João Silva
Indeed · HR
João Silva
Indeed · HR
