Weight Loss — Discovery Call Form

Medical Weight Loss

Physician-Led Obesity Medicine with Dr. Cruz
A Service of My Wellness Physicians

Discovery Call Form

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Call Details

1

Greeting & Confirm Time

You: Good afternoon, this is [Keith] with My Wellness Physicians. May I speak with [name]? … I'm calling you back about the weight loss inquiry you sent us. Is this still a good time to talk for a few minutes?
2

How They Found Us & What's Going On

You: First, how did you hear about us? And tell me — what's been on your mind that made you reach out about weight loss?
3

Quick Screening

You: If you don't mind a few quick questions — these help Dr. Cruz prepare so you get the most out of your visit. Your height and weight? Any medications you're on?
4

Explain the Program

You: Let me walk you through what working with Dr. Cruz actually looks like — because it's very different from a website that mails you a pen.
Before the visit
  • We send an intake packet to complete ahead of time so Dr. Cruz can review your history before you arrive.
  • Bring any recent bloodwork or records from a past provider — even a summary helps.
The consultation with Dr. Cruz
  • A full hour — detailed history, exam, and a real conversation about your goals.
  • Double board-certified in Family Medicine and Obesity Medicine, 20+ years of experience.
  • We're at the Village at Leesburg, near Wegmans — My Wellness Physicians.
The whole-person approach
  • Comprehensive labs — metabolic panel, thyroid, hormones, HOMA-IR, lipids, inflammatory markers as indicated.
  • We connect your weight to hormones, insulin resistance, muscle mass, sleep, and stress — not just the number on the scale.
  • GLP-1 medication when it's clinically appropriate — it's one tool inside a full plan, not a magic fix.
  • Referrals when they help: dietitian (Allison Tepper), DEXA body composition (NSMI), and more.
Care between visits
  • Monthly follow-ups, plus support if a side effect or question comes up mid-month — you're never on your own.
  • Telemedicine follow-ups available for Virginia residents when clinically appropriate.
5

Explain the Model & Fee

You: We have a few ways in, depending on what you're looking for — a one-time consult to meet Dr. Cruz, or a membership where labs, your consult, medication, and monthly follow-ups are all bundled.
Just want to meet Dr. Cruz first?
Consultation only (1 hr, no labs) — $400 one-time.
Initial consult + comprehensive labs (1.5 hr) — $700 one-time.
Semaglutide membership. 4-month: $600 month 1 (consult + labs + med), then $475 × 3.
6-month: $600 month 1, then $450 × 5 (med + B12 or Biotin injections).
Or month-to-month: $600/mo (med + one-time initial labs).
Tirzepatide membership. 4-month: $700 month 1 (consult + labs + med), then $575 × 3.
6-month: $700 month 1, then $550 × 5 (med + B12 or Biotin injections).
Or month-to-month: $700/mo (med + one-time initial labs).
Non-GLP-1 path: $400 consult, or $300/mo follow-up (meds not included, often covered by insurance).
How payment works
  • We're a concierge, out-of-network practice and don't bill insurance directly.
  • We provide a Superbill you can submit for possible out-of-network reimbursement — varies by plan.
  • We accept HSA, FSA, and CareCredit financing.
What to bring
  • Any bloodwork from within the past year.
  • A list of current medications and supplements.
  • Notes on what you've tried before and how it went.
Objection responses (tap to expand)
"Does my insurance cover this?"
We're concierge and out-of-network — that's what lets Dr. Cruz order the right labs and spend a full hour with you. After your visit we give you a detailed superbill to submit for possible out-of-network reimbursement (varies by plan), and we accept HSA, FSA, and CareCredit.
"It sounds expensive."
I'll be transparent — there's a fit for most budgets. If you just want to meet Dr. Cruz, a consultation is $400, or $700 with full labs. If you want the full program, the membership bundles your consult, labs, medication, and monthly follow-ups — semaglutide starts at $600 the first month then $475, tirzepatide $700 then $575. Compared to paying separately for a doctor, labs, and compounded medication, it's very fair for physician-led care — and CareCredit can spread it out.
"I'm already on a GLP-1 — why see Dr. Cruz?"
That's exactly who benefits most. Plateaus, side effects, insurance changes happen constantly. We look at the whole picture — hormones, insulin resistance, thyroid, muscle, sleep. The GLP-1 is one tool; Dr. Cruz figures out why the scale stopped moving and what to do about it.
"Is this just compounded sema like everyone else?"
The medication is part of it — but the difference is who's behind it. You work directly with Dr. Cruz, double board-certified, 20+ years' experience. Real labs, a real physician monitoring you, a plan built around your body — not a website that mails you a pen and disappears.
6

Outcome & Next Steps

You: Whenever you're ready, I can get you on Dr. Cruz's calendar, or you can book on our website. Kenneth, our coordinator, will text you the intake packet and be your direct line.

📋 CRM Note (auto-generated)

Paste into the Weight Loss pipeline in SymplastCRM. · Pricing is draft — confirm with Dr. Cruz before quoting.
Call reminders
  • Let the patient talk; listen before scripting.
  • Never say "just eat less" — obesity is a chronic disease.
  • Be transparent about pricing, without apology. Pricing is still draft — confirm with Dr. Cruz before quoting.
  • Don't diagnose, dose, or promise results — that's Dr. Cruz's role.
  • Flag safety items (MEN2, pancreatitis, pregnancy, ED history) but don't counsel on them.
  • Don't promise specific reimbursement amounts.
Medical Weight Loss — Physician-Led Obesity Medicine · A Service of My Wellness Physicians · mywellnessphysicians.com · 703-777-9355