Information Gathering for Your Surrogacy Business: The Intake Sheet

I am going to start talking about forms...I know that most people might like to use the computer exclusively but what happens when or if your network is down? Your computer has crashed? You just want to talk on the phone in the other room and not have to read off your lap top screen? This is where the Intake Sheet can come in handy. It's the first bit of information gathered from an Intended Parents or potential Surrogate when they call you directly. Have several copies on hand, one sheet for IP's and one for GC's. These sheets should be only one page long and it should help you determine eligibility for your program and later as a reference page. This is also a great tool to use so that you don't miss any important initial questions.

Both IP and SM sheets should have this general contact information:
Name
Address
Telephone numbers
E-mail address

IP's looking for a surrogate:
Age(s)
Health Reason (because it has to be a medical/physical reason by law)
Using a Clinic? RE? Name and location of each
Already have children? How many?
Single or married/partners
Using Egg Donor?
Using Frozen Embryos
Want Surrogate to travel?
Gestational or Traditional
Location of surrogate
First timer or experienced
Race/religion/marital preference
Financial Expectations

Leave some room at the bottom of your form for additional Information: And there will be if you talk to your Prospective IP's and find out all that they have experienced.

Surrogate looking for IP's:
Age
BMI
Children
Pregnancy or birth complications
Taking medications?
Other health issues?
Married or single
Insurance?
Race/religion
Selective Reduction ok or not
Traditional or Gestational
First timer or experienced
If experienced, details
Base Fee expectations if any
Willing to work with the following:
Gay/single/married with children/partners/only women/only men/International/

Additional Details

You can add on other questions if you like. After your conversation if either the IP's or the Gestational Carrier (GC) seems to fit into your program or what you are looking for THEN have them fill out a complete packet and have them include photos if possible. This packet of information can be compiled and then mailed via US postal service or you can have online forms. Whatever you choose to do just make sure that you have enough information to assist you in making a good match.

Psychological Triggers That Win Sales and Influence Customers/Clients for Your Surrogacy or Egg Donation Business: Trigger 6 Scarcity

Scarcity the least favorite tactic in our field of egg donors and surrogacy. We are already struggling with "Scarcity" of qualified surrogates and although there are more women willing to be donors, Indian, Jewish, Asian and Red headed-blue eyed girls may be few and far between! Because the field is already flooded with Intended Parents waiting for that perfect egg donor or surrogate, there is no need to start a panic. Most of our clients are well aware how hard it is to find someone that they really feel a connection with to carry their baby or find that donor who has the genetics they long to have within their own child's DNA. Having said that, "specials" still can bring more clients to your door. "Free" psychological evaluations for a limited time, Lowering agency fees for National Infertility Awareness Month, Exhibit Booth specials if IPs sign up during a conference. All of these have expiration dates that compel people to make a decision and hop on board.

On the donor or surrogacy side of things, offering referral specials and certain times of the year that may be higher then the norm sometimes attract more attention. (Extra money for the holidays, education or a special family vacation anyone?) The point here is not to use smoke and mirrors or tricks but to genuinely show how far your business is willing to go...for a limited time.

The flip side of this "tactic" is if you have to many clients waiting for surrogates or donors, you will need to slow things down. Removing all offers or specials from your website, post the waiting period time frame to the public and then just work with the clients you do have and make them as happy as possible. When you are back to full speed, you will receive testimonials from delighted clients and a stronger reputation to share. Being as upfront as possible will keep your integrity in place and a smile on your client's face. 

Be sure to check out Triggers 1: Reciprocity, Trigger 2: Commitment and Consistency, Trigger 3: Liking, Trigger 4: Authority, Trigger 5: Social Proof!

Psychological Triggers That Win Sales and Influence Customers/Clients for Your Surrogacy or Egg Donation Business: Trigger 5 Social Proof

Social Proof really does come with years of experience. This is what helps clients/customers feel that you are honest, trustworthy and reliable. Testimony on your website can assist with this. Reviews about your published works or your involvement in speaking engagements, webinars, and other industry related work will highlight the best of you and your services. When you are considered "trusted" you and your business can go a long way.

How do you start getting this "Social Proof"? If you are changing careers you can have past employers or your employees write a few kind words about you for your testimonial page. This is similar to asking for a reference. The next step is to build a great reputation through your good works with your clients and business associates. When you feel you have made a positive impact then ask for a review or a testimonial. Once people see that you have positive responses to your business acumen they will be more likely to want to work with you or hire you to assist them. 
             

Don't forget that volunteering on a board or joining a society like the American Society for Reproductive Medicine and attending meetings will also bring exposure to you and your business. Networking is a must as well. Remember, you will always need positive"Social Proof" and having a great reputation is 100% part of that!

Be sure to check out Triggers 1, Reciprocity, Trigger 2, Commitment and Consistency, Trigger 3, Liking and Trigger 4 Authority!