Stage 03 — Automate
Your clinic runs. Stop running it manually.
AI systems that recover leads instantly, automate your protocol workflow, retain patients longer, and give you full visibility into your clinic — deployed in 30 days.
— The Problem
Growing clinics lose revenue in the same four places.
Once a clinic has patients, the revenue problem shifts. It's no longer about getting leads — it's about the time and money being lost every day to slow operations, missed follow-ups, and patients who quietly cancel. The clinic is working, but it's working harder than it has to.
Slow lead response
Leads go cold in minutes. If a prospect fills out a form and doesn't hear back for an hour, most of them have already moved on.
Manual protocol setup
Your team is manually pulling intake data, filling prescriptions, and sending instructions one at a time. That's hours every week that should be automated.
Passive churn
Patients drop off after month 2 or 3 not because they're unhappy — but because no one checked in. A simple sequence would have kept most of them.
No visibility
You don't know your churn rate, your lead conversion rate, or which protocols are performing. You can't fix what you can't see.
— Who This Is For
This is for you if…
- ✓You have active patients but your team is buried in manual work
- ✓Leads come in but the follow-up isn't fast enough and you're losing them
- ✓Patients churn after a few months and you're not sure why
- ✓Protocol setup takes your team hours that should take minutes
This is NOT for you if…
- ✕You don't have a clinic yet (see Start Your Clinic instead)
- ✕You have fewer than 20–30 active patients
- ✕You're not willing to give our team access to your existing systems
- ✕You're looking for a quick fix with no ongoing commitment
— What We Build
Four systems. One clinic.
Built inside your existing stack. No ripping and replacing what works.
AI Lead Recovery
Every inbound lead gets a response in under 90 seconds — qualifying questions, booking link, and a multi-touch follow-up sequence. Most clinics lose a significant portion of their leads simply because no one responds fast enough. This eliminates that completely.
- 90-second AI response to every lead
- Qualifying questions before the consult
- Multi-touch follow-up — email, SMS, and phone
- Automatic booking link sent on qualification
Protocol & Pharmacy Automation
Doctor selects a protocol and the system pre-fills everything from patient intake data. Prescription routes to your compounding pharmacy automatically. The patient receives their instructions and shipping confirmation the same day — without your team manually touching it.
- AI pre-fills from intake
- Automatic pharmacy routing
- Same-day patient instructions sent
- Prescription status updates automated
Retention & Upsell Sequences
Proactive patient check-ins at weeks 2, 6, and 10, then months 3 and 11. Patients stay engaged, subscribed, and informed. Upsell sequences go out at the right moment — before patients start thinking about cancelling, not after.
- 5 automated check-in touchpoints
- Progress tracking requests sent automatically
- Upsell offers triggered by protocol milestone
- Re-engagement sequences for inactive patients
Clinic Performance Dashboard
MRR, churn rate, lead-to-consult conversion, protocol performance, and retention by cohort — all visible in real time. A clean weekly report lands in your inbox every Monday morning so you always know exactly where the business stands.
- Real-time MRR and churn tracking
- Lead → consult → patient conversion funnel
- Protocol performance by medication
- Weekly automated report every Monday
— The Process
Audit to live in 30 days
Faster than you think. No lengthy onboarding, no months of back-and-forth.
Audit
We map your current intake workflow, protocol process, and retention gaps. Every place revenue is leaking or time is being wasted gets flagged and prioritized.
Build
All four systems built inside your existing CRM, EMR, and pharmacy connection. No ripping and replacing — automation layered directly on top of what already works.
Live
Systems go active. Lead response is live. Pharmacy routing is connected. Retention sequences are running. You get a dashboard walkthrough and a full system handover.
— What's Included
Full-stack clinic automation
Every system that saves your team time and keeps your patients on program — built, deployed, and running inside your clinic in 30 days.
Book a Discovery Call →- ✓AI lead recovery — responds in under 90 seconds
- ✓Intake qualification and disqualifier logic
- ✓Protocol pre-fill from patient intake data
- ✓Pharmacy API routing — prescription sent automatically
- ✓Patient onboarding instructions sent on booking
- ✓Retention sequences at weeks 2, 6, 10 and months 3, 11
- ✓Automated upsell sequences at key milestones
- ✓MRR, churn, and conversion dashboards
- ✓Weekly automated performance report
- ✓HIPAA-compliant stack with BAA included
— FAQ