Results
Real results from real practices.
Here's what happened when two practices put the right systems in place.
Trusted by practitioners and founders
Inception Telehealth · Telehealth functional medicine
538 leads. 54 new clients. Six months.
- leads
- 538
- consult calls
- 173
- consult-to-client rate
- 76%
- new clients
- 54
- staff hours saved weekly
- 15+
The practice.
A telehealth functional medicine practice ready to grow, with leads coming in from several places.
The gap we found.
Leads arrived faster than the team could respond. Follow-up depended on someone remembering. Too many inquiries never became consult calls.
The custom solution.
- One place for every lead, from every source
- Instant replies the moment someone reached out
- Follow-up for leads who didn't book right away
- Booking, confirmations, and reminders that ran on their own
What changed.
In six months: 538 leads, 173 consult calls, a 76% consult-to-client rate, and 54 new clients. The team got back more than 15 hours a week.
“If you're looking for somebody to help support you with your backend systems and automation, Aaron's your guy.”
Inception Telehealth
Sean Maynard, COO and Integrative Health Specialist
Based on client-reported CRM and workflow data. Individual results vary.
Kristi Leigh · Virtual functional health practice
110 leads. 12 program clients. 9 ongoing members.
- leads
- 110
- lab-test clients
- 29
- program clients
- 12
- ongoing members
- 9
The practice.
A virtual functional health practice selling lab tests and group programs.
The gap we found.
Funnels, lab onboarding, follow-up, and program progression ran as separate pieces.
The custom solution.
- Funnels connected to lab onboarding
- Follow-up connected to program progression
- One tracked journey, from first interest to ongoing care
What changed.
110 leads became 29 lab-test clients, 12 program clients, and 9 ongoing members.
“It will save you so much time and money and frustration, and it'll get your business up and going.”
Kristi Leigh
Virtual functional health practice
Results from one practice, not a forecast.
Client stories
Hear it from them.
“He is a great resource for you and your business.”
Dr. Erika Schultz
Practice owner
“I did not have the expertise to do that myself and Aaron made it really simple.”
Dawn Giammalvo
Functional Diagnostic Nutrition Practitioner (FDN-P)
“You really took the time to explain a couple of times how all of this worked.”
Debbie Conner
Rested Lifestyle practice
“He can help you set up everything on the back end where you can just sleep well at night.”
Sean Maynard
Owner, Global Fitness Coaching
“Doing test runs to make sure that people don't fall through the cracks.”
Nate Gardner
Life coach and hypnotherapist, Salt Lake City
“In under four months, he actually tripled the amount of money that I was bringing in for online training.”
Brett Douglas
Fitness coach, 12 years in the industry
“I started from zero. I went all the way up to around 600 email subscribers within two weeks.”
Rashid
Online business owner
“Working with Aaron allows me to take the strategy behind the CRM and smoothly transition it to implementation.”
Coach Tyse
Online coach and growth consultant, Content2Sales
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