Clinics spend on marketing and then lose patients between the steps: an enquiry answered two hours late, a consultation with no written plan, a treatment course nobody follows up. Each step needs an owner and a number.
Talk to us| Step | What good looks like | Owner |
|---|---|---|
| Enquiry | Answered fast in the patient's channel and language, source recorded | Front desk or call centre |
| Booked consultation | Date agreed, confirmation and reminders sent | Front desk or coordinator |
| Consultation | Diagnosis explained, written treatment plan with price and options | Doctor |
| Treatment plan accepted | Plan booked in sessions, deposit or payment terms clear | Coordinator |
| Follow-up | Aftercare check, next session booked, review requested | Coordinator and nurse |
Measure your own baseline first, then improve it month by month. Industry benchmarks vary too much by specialty to be useful as a target.
We set up the CRM funnel and reports, write front desk and coordinator scripts, and recruit patient coordinators and receptionists who can actually convert. Consulting and CRM are priced after a free review; free 15-minute call. Recruitment fee: one month's salary of the placed employee, 50% when they start and 50% after probation, no full prepayment, free replacement within 2 months. Consulting and CRM projects are priced after a free review.
Answer fast in the patient's channel, confirm and remind every booking, give a written treatment plan with price at the consultation, and have a coordinator follow up every undecided patient.
Enquiry to booked consultation, consultation show-up, consultation to accepted treatment plan by doctor, and completion of treatment plans. Start from your own baseline.
When doctors sell courses or multi-step treatments, usually yes: someone must own follow-up after the consultation, or undecided patients are simply lost.
A free 15-minute call: we look at your numbers and tell you honestly what we would do.
Message on WhatsApp