Services · Stage: AUTOMATE
Lifecycle and Retention
Keep leads warm until they book, and keep patients engaged past the hard first months.
Sound familiar?
- People who inquire but don't book never hear from you again
- No-shows and drop-off after month three
- Renewals happen by luck rather than by design
What I do
- Nurture program for people who have not booked yet
- Onboarding and check-in sequences for new patients
- Reactivation for past patients
- Review requests at the right moment
- Renewal and save-path sequences
You get
- Segment and sequence map
- Copy for every message, approved by your team
- Built and tested sequences
- Monthly lifecycle report
Measured by
- Show rate
- Month-3 retention
- Renewal rate
- Lead to booking rate
Compliance
Sequences that use patient information run only in tools covered by a Business Associate Agreement, ideally your own practice platform.
How to start
Usually delivered as: Build Sprint, then Growth Retainer. Every engagement starts with a Practice Diagnostic, so you only build what the data says matters.
Questions
Which email tool do you use?
The one that fits your data. For messages to patients, it must be a tool that signs a BAA. For prospects who are not yet patients, standard marketing tools can work.
Will patients feel spammed?
Every message has a clear purpose and a natural rhythm. Sequences are reviewed against replies and unsubscribes every month.
Find out where your practice leaks patients.
15 questions, 3 minutes, a score for every stage of your patient flow. No health data asked.