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Case study · Specialty Clinic Patient Acquisition
From ad click to paid treatment, measured every week.
The problem
A specialty urology practice launching a private-pay treatment had demand from paid social but no reliable way to follow up, book consults or see which spend was producing paying patients.
The system
Paid acquisition
- Meta lead campaigns built around a free first consult
- Lead hygiene rules so the pipeline reflects reality
CRM pipeline & automation
- Every lead lands in one pipeline with SMS and email follow-up
- Automations exit the moment an appointment is booked
Call desk
- A phone script for first calls, voicemail follow-up, objections and logging
- AI call-agent handoff for after-hours leads
Weekly KPI dashboard
- Leads, consults, sessions and paid revenue reconciled to the payment record
- Every week kept in one dashboard for trend reads
The result
Weekly
Spend reviewed against paid revenue
One pipeline
Every lead, every follow-up
Auto-exit
Follow-up stops the moment a consult books
Decisions on spend made weekly against paid revenue, not lead counts.
Start here