The treatment plan was accepted. Then came the number.
Treatment and patient coordinators practice aesthetic consultations, dental case acceptance, membership and package sales, and the money conversation, against AI patients weighing cost, pain, and whether they are being upsold.
Clinical yes, financial no
The patient agrees they need the crown, the series, the plan. Then the coordinator says the number, and a case that was clinically closed quietly becomes a maybe.
The number is delivered, not discussed
Annual maximums, fifty percent on major work, and everything cosmetic that insurance simply will not cover all land at once, with no framing.
Financing is an afterthought
CareCredit, in-house memberships, and phasing a plan over time are the difference between acceptance and deferral, and they get mentioned last if at all.
Patients suspect the upsell
“Do I really need this?” is the unspoken question in every consult, and pressure about someone's health or looks answers it the wrong way.
The conversations, not the theory
4 workflows built for med spa and dental, carrying 16 scenarios between them. Each one has its own scoring rubric.
Aesthetic Consultation
Turn med-spa consults into booked, confident treatments.
patient coordinators, aestheticians, consult specialists
Dental Case Acceptance
Present the treatment plan and earn an honest yes.
treatment coordinators, patient coordinators, front office
Memberships & Packages
Enroll the right patients in memberships and treatment packages.
coordinators, front desk, membership specialists
Money & Financing
Handle cost objections honestly and move patients forward.
treatment coordinators, patient coordinators, financial coordinators
Prospects who do not cooperate
Hannah Ruiz
The Nervous First-Timer
curious about Botox for the first time but scared it'll hurt or leave her looking frozen and fake
Easy
Deborah Klein
The Price-Shocked Consult
came in thinking Botox is cheap and is stunned when a full refresh plan comes back in the four figures
Medium
Tiffany Boyd
The Deal-Hunter
found a Groupon and shops purely on price, hopping med spa to med spa chasing the cheapest units
Hard
Each one holds a hidden position and only moves if your rep earns it. Three of 16 shown.
One call, start to scorecard
Pick the conversation
Choose a workflow and a prospect from the cast for your industry. Each one arrives with a real situation, an opening line, and a position they are holding.
Have the call out loud
Talk to them the way you would talk to a customer. They respond in real time, and they do not make it easy just because you are practicing.
Read the scorecard
The call ends with a graded scorecard and the next specific thing to fix. Run it again against a harder version of the same prospect.
The product behind the practice
Live voice roleplay
Reps talk out loud to an AI prospect that interrupts, stalls, and pushes back. It is a spoken conversation, not a chat window with a script.
An objective scorecard on every call
Each call is graded against the rubric for that workflow, with the specific moments that earned or cost the score, so feedback is not one manager's opinion.
What they said and how they sounded
Scoring covers the substance of the conversation and the delivery, because a technically correct answer said the wrong way still loses the deal.
Score real calls, not just practice
Upload a recording or transcript from an actual customer call and run it through the same rubric the roleplays use.
Difficulty built into the cast
Each scenario carries its own personality dials, hidden position, and willingness to move, so an easy prospect and a hard one are genuinely different calls.
Team visibility
Managers can see who is practicing, which workflows they run, and where scores keep stalling, instead of guessing who needs coaching.
Practice is the only part of selling you can control.
- Practice and real calls are graded against the same rubric, so the standard a rep rehearses to is the standard their live calls are held to.
- Most tools do one half of that. Roleplay apps stop when the rehearsal ends; call-recording tools only grade the deals you already lost.
- Your own pricing, packages, turnaround times, and scripts can be built into both the roleplay and the grading, so reps practice your business and not a generic one.
- No LMS to administer, no RevOps project, no training department. Reps practice on their own schedule without burning a real lead.
- Managers get scorecard history instead of a report on who attended training.
What this is, and what it is not.
The money conversation gets its own workflow, because it is where accepted plans go to die.
It is a rehearsal room with a grader, not a lead source and not a script to read on live calls. It will not make an unwilling rep good. It will show you, in one call, exactly where a willing one is losing the deal.
CoPilot runs thirteen verticals
Hear how your med spa and dental pitch actually lands.
Pick a prospect, have the conversation out loud, and read the scorecard. You will know inside one call whether this is useful to your team.