An in-office consultation lead says "let me think about it." What do I do in RootLogic?

Open the contact record in RootLogic and add a note right now — while the patient is still checking out or before the next appointment. Include what the doctor recommended, the graft estimate or procedure discussed, the specific hesitation they expressed (price, timing, fear, spouse decision), and whether they seemed genuinely interested or just polite. This note is the handoff to your future self.

The in-person consult happened — the card stays in Consult Booked. Don't drag it backward. If they eventually book the procedure, you'll move it to Procedure Booked using the calendar booking flow at that time.

Give them a printed summary, pricing sheet, or before/after photo booklet to take home. This is not a RootLogic step, but it directly affects whether your follow-up call has traction. A patient who walks out empty-handed has already half-forgotten by the time they reach the parking lot.

In the contact record, click + Add Task. Name it something specific like "Follow-up call — in-office consult, discussed FUE 2,500 grafts, price concern." Set the due date 48 hours out. In-person leads are warmer and go cold faster than form-fill leads — don't let two days become two weeks.

Go to the Conversations tab and send a short, warm message: "It was great meeting you today. I'm attaching a quick summary of what Dr. [Name] recommended. Feel free to call or text me directly with any questions." This anchors you in their mind as their point of contact and gives them an easy reason to re-engage.