Can I try this scenario before signing up?

Yes. The preview on this page runs the real scenario by voice in your browser for up to five minutes. After the call, you get scored feedback, and a work email is what starts the session.

How do you keep a chatty member from taking the consult off track?

Start by naming the arc of the visit so there is a shared roadmap. When the member jumps topics, answer the part that matters, park the rest for later, and return to the headline findings. The goal is not to shut them down; it’s to keep the conversation organized enough to be useful.

What if the membership conversation feels too salesy?

It usually feels awkward when membership shows up out of nowhere. A better move is to tie it directly to the plan you just explained: what support is needed, what membership helps the member do, and what the next step would be. That makes the transition feel earned, not pasted on.

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 4 enrollment & acceptance scenarios in the library.

Live previewEnrollment & acceptance

Kevin Doyle

Member, post-diagnostic consult

Run a post-diagnostic consult end to end

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

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Beth Caldwell

Patient, treatment plan

Enrollment & acceptanceOngoingCoaching

Present a treatment plan and earn acceptance

A patient hesitant about a recommended plan, fixated on cost and unsure it's needed. Learner must explain the value plainly, build trust, and guide to a yes without pressure.

Skills you'll train

Explaining value plainly
Building trust
Earning a yes without pressure

Tessa Whitfield

Member, post-diagnostic consult

Enrollment & acceptanceOngoingCoaching

Present membership options after a diagnostic

A member who just finished a diagnostic and likes the insights but hesitates when the conversation turns to ongoing membership. Learner must connect results to a plan, present tiers simply, and earn a yes without pressure.

Skills you'll train

Linking results to a plan
Presenting options simply
Earning a yes without pressure

Marcus Hale

Member, considering cancellation

Enrollment & acceptanceOngoing

Win back a member who wants to cancel

A member calling to cancel — busy schedule, unsure they're seeing results. Learner must listen for the real reason, acknowledge it honestly, and rebuild value before offering a path to stay.

Skills you'll train

Listening for the real reason
Honest acknowledgment
Rebuilding value

Where this fits

The skill

Enrollment & acceptance →

Definition, a worked example, and every scenario that trains it.

The setting

Wellness & performance clinics →

How teams like yours roll this out — results reviews, cost talks & memberships.

Make it yours

Custom scenarios →

Same situation, your protocols — describe it and practice in a minute.

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.

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