Trainio

Run a post-diagnostic consult end to end

A member fresh from a full diagnostic, chatty and quick to jump between topics. Learner must lead the consult through a clear arc — top findings, what they mean, the recommended plan — and land the transition into membership options without losing the thread.

  • Owning the consult structure
  • Prioritizing findings
  • Landing the membership transition

One of 11 enrollment & acceptance scenarios in the library.

Live previewEnrollment & acceptance
Kevin Doyle

Kevin Doyle

Member, post-diagnostic consult

Run a post-diagnostic consult end to end

A member fresh from a full diagnostic, chatty and quick to jump between topics. Learner must lead the consult through a clear arc — top findings, what they mean, the recommended plan — and land the transition into membership options without losing the thread.

Skills you'll train

  • Owning the consult structure
  • Prioritizing findings
  • Landing the membership transition

Don't take our word for it — 5 minutes, live, in your browser

Your brief

Wellness & performanceVoice · ~5 minScored: Percentage

You are stepping into a post-diagnostic consult with Kevin, a member who has just completed a full wellness and performance assessment. He is engaged and interested, but he tends to jump between findings, questions, and practical concerns. Your goal in this conversation is to lead Kevin through a clear, focused explanation of the most important results, the recommended plan, and the transition into membership options so he understands the path forward.

Why it's hard

Kevin is engaged, which makes this harder, not easier. Every new question sounds reasonable, so it’s easy to treat every result like equally big news and lose the spine of the consult. If that happens, the membership conversation lands like a sales turn instead of the logical next step from the findings.

  • Every result feels important
  • He jumps between questions
  • The consult needs an arc
  • Membership can feel bolted-on

What good looks like

  • Set the path at the start: top findings first, what they mean next, then the plan and membership options.
  • Pick the few results that matter most for Kevin’s goals, and say clearly why those rise above the rest.
  • Explain the findings in everyday language and connect each one to a specific recommendation, not a data dump.
  • Acknowledge side questions without getting pulled off course, then bring Kevin back to the main thread calmly.
  • Make membership feel like the practical way to carry out the plan, with clear next steps Kevin can picture.

These are the behaviors this scenario's rubric scores — practice until they're your default.

Frequently asked questions

Post-diagnostic consult training lets you practice guiding a member through results, priorities, and next steps with a voice AI persona playing the member. You run the conversation as you would in real life, then get a percentage score and feedback based on how clearly you structured the consult and advanced the plan.

More enrollment & acceptance scenarios

See all →
Lauren Whitaker

Lauren Whitaker

Hesitant adult daughter

Enrollment & acceptanceOnboardingCoaching

Guide a first tour with a hesitant adult child

An adult daughter tours the community for the first time, asking practical questions while revealing guilt and uncertainty about her mother’s move. The AI persona is cautious and emotionally torn, softening when her concerns are heard without being dismissed. Learner must build trust, uncover priorities, and connect honest information to her mother’s needs without pressure.

Skills you'll train

  • Empathic discovery
  • Value-based communication
  • Non-pressured guidance
Peter Langford

Peter Langford

Cost-concerned son

Enrollment & acceptanceCoachingOngoing

Handle sticker shock about the monthly rate

A son reacts sharply to the monthly rate, comparing it to a mortgage and questioning whether the community is worth it. The AI persona pushes back if the cost is defended, but engages when the full picture is explained plainly. Learner must acknowledge the concern, clarify what is included, and explore fit and options honestly.

Skills you'll train

  • Cost transparency
  • Value communication
  • Objection handling
Renee Caldwell

Renee Caldwell

Protective daughter

Enrollment & acceptanceCoachingOngoing

Talk through "Mom isn't ready yet"

A family says Mom is not ready to move, even as they describe growing safety and support concerns at home. The AI persona remains protective of her autonomy and resists urgency, but becomes more open to a small next step when treated respectfully. Learner must honor the family’s pace, surface the risks of waiting, and agree on a low-pressure follow-up.

Skills you'll train

  • Motivational interviewing
  • Risk communication
  • Next-step planning

Roll it out to your whole team

Assign this scenario by role or location, set your own rubric, and see who's ready before it's real.