FAQ: Do I need a database before I do sales training?

We work with all different sizes and types of medical practices. Some have very detailed records and run complex customer relationship management (CRM) software. Others keep only basic information and do not track leads and conversions in any great depth.

We do not require that our clients have a detailed record keeping system before they start sales training, however a database where you can add leads and track converted appointments is very helpful. Customer databases and sales records will help you to keep track of your marketing records and ensure your sales process is efficient.

Why is a database helpful?

A customer database will help you to retain existing customers, measure sales performance, identify trends and help to automate your marketing efforts. Some companies worry that they will need to invest in expensive CRM software in order to build and maintain a database, but this is not necessary for many businesses and in most cases, a simple database is sufficient.


Our form-to-spreadsheet solution

For companies who do not have an efficient record taking process already in place, we offer a form-to-spreadsheet solution that enables you to enter your leads as they call. This database includes all of the best practice guidelines we teach and provides a guide for your call handling team for a typical call.

On submitting this form, a spreadsheet can be automatically populated and this is then made accessible for editing.

The information collected in this spreadsheet can then be used to:

  • Count leads
  • Evaluate sales process adherence
  • Count conversions
  • Follow up with leads
  • Extract useful marketing data.

If you already have a database that you are currently using, we can provide you with the required fields that you can use to adapt your database to the new sales process.

Efficient and relevant record-keeping is vital to the success of any company’s sales and marketing efforts and the data that you collect in taking and making calls can be invaluable or growing your business.


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What our clients say…

“In a matter of weeks, we already saw results with LiveseySolar. Far before we were even finished with our project.”

Erik Chotiner, MD, FACS, Ophthalmologist

“The whole group has been very, very professional. We’re quite early in the stages, but we can see the benefits.”

Dr Nick Mantell , MBChB FRANZCO

“They’re very professional. They know what they’re doing, but they also put us at ease. This helped us to cut through what’s needed to get what we want.”

Mr Praveen Patel, MA (Cantab), MB BChir (Cantab), FRCOphth, MD (Res)

“It’s wonderful to work with an agency that engages on our level and understands our market.”

Dr Anton Van Heerden, MBChB; FRANZCO, Ophthalmologist

Get your Practice Marketing Score

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Meet our Founders

We’re passionate about helping leaders of high-quality, growth-minded practice owners double their practice revenue

Rod Solar

Founder & Scalable Business Advisor

Rod Solar is a co-founder of LiveseySolar and a Scalable Business Advisor / fCMO for our customers. Rod mentors and coaches CEOs/Founders and their leadership teams to double their sales, triple their profits, and achieve their “ideal exit”.

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LiveseySolar completely transformed the way we were approaching this… We’ve gone from having just the dream of having a practice to having a practice up and running with people making inquiries and booking for procedures… It’s extremely pleasing. We feel lucky we connected with LiveseySolar.

— Dr Matthew Russell, MBChB, FRANZCO, specialist ophthalmic surgeon and founder of VSON and OKKO

Laura Livesey

Founder & CEO

Laura Livesey is the co-founder & CEO of LiveseySolar. She has developed powerful refractive surgery marketing systems that increase patient volumes and profits for doctors, clinics, and hospitals, since 1997.

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Rod and Laura know as much about marketing surgery to patients as I know about performing it. They are an expert in the field of laser eye surgery marketing. They know this industry inside out. I believe that they could help many companies in a variety of areas including marketing materials, sales training and marketing support for doctors.

— Prof. Dan Reinstein, MD MA FRSC DABO, founder of the London Vision Clinic, UK