CRM & Marketing Automation
Never Let a Lead Fall Through the Cracks
Your front desk is busy. Phones are ringing. Patients are checking in. Consultations are happening.
And that lead who filled out your contact form 2 hours ago? Still waiting for a response.
Every minute that passes, they’re calling your competitor.
CRM and marketing automation ensure every lead gets followed up with immediately—and every patient gets nurtured automatically—without your team lifting a finger.
Every Minute Counts When a Lead Comes In
Your front desk is busy. Phones ring. Patients check in. Consultations happen. Meanwhile, a lead who filled out your contact form 2 hours ago is still waiting for a response—and likely calling competitors.
The challenge isn’t lack of effort—it’s lack of system. Manual follow-up fails when things get busy. Leads slip through cracks. Patients don’t get timely reminders to rebook. Follow-up happens inconsistently, if at all.
CRM and marketing automation ensure every lead gets immediate response and every patient gets nurtured automatically—without your team having to remember or manually chase each one.
How CRM & Automation Work
Instant Lead Response
The second a lead fills out a form or texts your number:
- Automated text confirmation sent immediately
- Lead added to CRM with all their information
- Task created for your team to follow up
- If they don’t respond, automated follow-up sequence begins
No more leads sitting for hours. No more “I never heard back from you.” Every lead gets immediate response.
Automated Patient Journeys
Different patients need different follow-up. We build automated workflows for every stage:
New Lead Journey:
- Immediate thank you and confirmation
- Educational email about the treatment they inquired about
- Follow-up text if they haven’t booked
- Escalating reminders until they respond or opt out
Post-Consultation Journey:
- Thank you for coming in
- Treatment information and pricing recap
- Social proof and testimonials
- Limited-time booking incentive if they haven’t scheduled
Post-Treatment Journey:
- Aftercare instructions
- Check-in at 24 hours, 1 week, 1 month
- Review request when results are optimal
- Next treatment education and booking reminder
Re-engagement Journey:
- Triggers when patient hasn’t been back in X months
- Personalized based on their treatment history
- Special offers or new treatment announcements
- Escalating outreach until they respond
Every patient gets the right message at the right time—automatically.
Centralized Patient Data
All patient information in one place:
- Contact details
- Treatment history
- Communication history
- Appointment history
- Notes from consultations
- Preferences and interests
Your entire team sees the same information. No more “let me check with the front desk” or lost Post-it notes.
Task Management & Accountability
The CRM ensures nothing falls through:
- Automatic task creation for follow-ups
- Reminders for team members
- Tracking of what’s been done and what’s pending
- Accountability for who’s responsible for each lead
Analytics & Reporting
Know exactly what’s working:
- Lead source tracking (which ads/channels produce bookings)
- Conversion rates at each stage
- Response time metrics
- Patient lifetime value
- Revenue attribution
Make decisions based on data, not gut feel.
Maximize Every Opportunity
The ROI of Automation
CRM & Marketing Automation Are Included in Our Accelerate and Dominate Programs
CRM and automation aren’t something you buy separately. They’re the foundation of our complete marketing system—ensuring every lead you generate actually becomes a patient.
Accelerate Program
Full CRM implementation with custom workflows, automated follow-up, and team training
Dominate Program
Everything in Accelerate with advanced automation, complex multi-touch sequences, and VIP patient journeys
Ready to Stop Losing Leads to Slow Follow-Up?
Let’s show you exactly how many leads are falling through your cracks right now—and what CRM automation would capture.
We’ll review your current lead flow, identify where patients are being lost, and show you what automation would look like for your practice. No charge. No pressure.