New patient inquiries that wait, no-shows, and a CRM your practice doesn't control. We find those leaks and fix them, so more inquiries become booked appointments.
Free · 30 minutes · Written Leak Map in 48 hours · No obligation
For a clinic, every unanswered inquiry is an empty appointment slot. A new patient fills in a form or calls after hours, hears nothing until the next day, and books with the practice that replied first. CRM automation for clinics answers every inquiry in minutes, books it straight into your calendar, sends reminders that cut no-shows, and keeps your patient pipeline in a CRM your practice owns. We've built it for dental practices and medical aesthetics clinics.
Where each part of your follow-up stands today, and where it lands once the fix is live.
“Our old CRM was a mess we didn't even own. The move was seamless: no downtime, nothing lost, and the system is finally ours.”
“Our consultation bookings were up and down, and nobody qualified a lead before it hit the calendar. Now every lead is qualified before it books, old contacts we had given up on are coming back, and bookings are finally predictable.”
Most businesses never find out. Move the sliders for a rough number, then book a free audit and we'll show you exactly where it's going.
Assumes 1 in 4 of those leads would have booked. Your audit uses your real numbers.
You see exactly what's broken before you spend anything, and you know the price before any work starts.
We trace a lead through your forms, CRM, inbox, and calendar and find every point where it slips away.
Your 14-day leak fix. We fix your 3 biggest leaks, built in your CRM and connected to the tools you already use.
We keep watching for new leaks and adjust the system as your business, team, and tools change.
After your Flow Fix, every new lead gets a reply in under 5 minutes. If it doesn't, we keep working for free until it does.
Measured from inquiry to first reply on every lead channel we connect during the Flow Fix.
A clinic's CRM has one job: turn inquiries into booked appointments and keep patients coming back. When it works, a new patient gets a reply before they've closed the browser tab, books a time that suits them, and gets a reminder the day before. When it doesn't, the same patient waits a day for a callback and books elsewhere.
Most practices already have the tools: a website form, a phone line, a calendar or practice software, and some kind of CRM. The leaks are in the handoffs. Inquiries sit in an inbox, reminders depend on the front desk having time, and past patients who are due for a visit are never contacted. CRM automation for clinics connects those steps so they happen for every patient, on time, without extra front-desk work.
It also puts your practice back in control. Many clinics we meet are running a CRM an agency set up and never explained. We migrate you into a clean system in your own account, document how it works, and make sure your team can run it. Our free Lead Leak Audit shows where your practice is losing appointments today and what each leak costs.
Our automations handle scheduling and contact details, not clinical records. If your practice needs workflows covered by health privacy rules such as HIPAA, we scope that with you on the audit call, including which tools can support it.
We connect whatever your software allows, and otherwise keep the CRM in step with your calendar, so bookings and reminders stay accurate without double entry.
Consistent confirmations and reminders, with an easy way to reschedule, are the most reliable way to cut no-shows. Your audit estimates what no-shows cost your practice today, so you can see the impact before you commit.
Only if your current one can't do the job or isn't really yours. If it works, we build inside it. If it doesn't, we move you into a clean CRM in your own account with nothing lost.
The Lead Leak Audit is free. Fixing your 3 biggest leaks is a fixed-price Flow Fix from $1,500, live in 14 days. The optional Monthly Tune-Up starts from $300 a month.
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Most follow-up plans stop after one call and one email. Here's the 5-step playbook that keeps leads warm automatically until they're ready to book.
Book a free 30-minute Lead Leak Audit. Your written Leak Map arrives within 48 hours, yours to keep.
We take on 4 new clients a month, so every build gets full attention.