MARKETING AUTOMATION & CRM

Never Miss a Lead. Automate Patient Follow-Up & Nurturing

HIPAA-compliant marketing automation that nurtures every lead, reduces no-shows, and maximizes patient lifetime value while your team focuses on care.

Marketing automation dashboard
AUTOMATIONS WE BUILD

Automate Every Step of the Patient Journey

From first contact to ongoing care, automation ensures no patient falls through the cracks and every opportunity is maximized.

Lead Nurture Sequences

Automatically educate and nurture every lead with personalized email sequences until they book.

SMS Appointment Reminders

Reduce no-shows with automated text reminders sent before every appointment.

Missed Call Follow-up

Automatically text or email patients who call when you're busy so no lead falls through the cracks.

Booking Confirmations

Instant automated confirmations with appointment details, directions, and preparation instructions.

Review Request Automation

Automatically request reviews from satisfied patients at the perfect time after their visit.

Re-engagement Campaigns

Automatically reach out to inactive patients to bring them back for follow-up care.

WHY AUTOMATION MATTERS

Work Smarter, Not Harder

Marketing automation transforms your practice operations, freeing up time while improving patient experience and revenue.

Save Hours Every Week

Automation handles repetitive tasks so your team can focus on patient care instead of admin work.

Never Miss a Lead

Every inquiry gets immediate follow-up, even when your team is busy with patients.

Increase Conversion Rates

Consistent, timely follow-up converts more leads into booked appointments and patients.

Reduce No-Shows

Automated reminders significantly decrease missed appointments and lost revenue.

Maximize Patient Value

Automated re-engagement brings patients back for ongoing care and additional services.

HIPAA-Compliant

All automation systems are implemented with healthcare privacy and security standards.

COMPREHENSIVE PLATFORM

Complete Marketing Automation Solution

Everything you need to automate patient acquisition, nurturing, and retention in one HIPAA-compliant system.

Lead Capture & Tracking
Automated Email Sequences
SMS Appointment Reminders
Patient Nurture Campaigns
CRM Integration
Pipeline Management
Automated Follow-ups
Booking Workflow Automation
Lead Scoring
Multi-Channel Communication
Reporting & Analytics
HIPAA-Compliant Systems
Automation platform features
OUR PROCESS

From Setup to Optimization

We handle everything from system selection to implementation to ongoing optimization of your automation.

01

Workflow Analysis

Map your current patient journey and identify opportunities for automation and improvement.

02

System Setup

Implement and configure CRM, email marketing, SMS, and automation tools for your practice.

03

Automation Building

Create custom automated workflows for lead nurturing, appointment reminders, and follow-ups.

04

Integration

Connect automation with your website, booking system, and practice management software.

05

Team Training

Train your staff on using the CRM and automation tools effectively in daily operations.

06

Optimization

Monitor performance and continuously refine automations for better results over time.

Ready to Automate Your Patient Acquisition?

Get a custom automation plan showing exactly how we'll streamline your operations and grow your practice.