Built the system from scratch in 30 days.
538 inquiries. 54 new patients. 15 hours saved every week.
Where they started.
A new functional medicine telehealth practice. Launching with no systems, no playbook, and no team.
Every inquiry handled manually. Every consult booked by hand. Every onboarding step done in three different tools.
What we built.
We built the full system in 30 days.
Five stages of operations. Mapped to real automations across the platform, Cerbo, Biocanic, and Stripe.
The team got a single dashboard. Patients got a single experience.
Instant SMS and email response on every new inquiry
Tagging by source and intent
AI voice agent answering after-hours calls
Multi-touch nurture sequence before the consult
No-show recovery automation with rebook links
Stripe billing wired to consult booking
Cerbo and Biocanic onboarding pipeline
Lab result delivery pipeline
Post-visit survey routing to Google reviews
First Promoter affiliate program for past patients and partners
What changed.
In the first six months, 538 inquiries turned into 54 new paying patients.
Consult-to-patient conversion hit 76%, against an industry average of 40 to 60%.
The affiliate program became the single largest source of new patients. The team got 15+ hours back every week.
Industry average for consult-to-patient conversion is 40 to 60 percent. We hit 76 percent.