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CRM and follow-up
Fewer missed calls. More booked appointments.
Getting the phone to ring is half the job. We set up a CRM that answers every lead fast, follows up until they book and brings past customers back, then train your front desk to use it.
- CRM setup and configuration
- Missed-call text-back
- Text and email follow-up
- Appointment reminders and review requests
- Campaigns to bring past customers back
- Front-desk training
Why it matters
The best ads in the world can't fix a missed call.
Missed calls go to competitors
If a call goes to voicemail and nobody follows up, that customer books with the next business they find.
Leads go cold fast
Automated replies go out in seconds, even after hours, so a new lead hears from you first.
Past customers are the cheapest growth
Reminders and reactivation campaigns bring people back without paying for another ad.
How we do it
How we set up your follow-up
Set up the CRM
We configure your pipeline, calendars and lead sources so every call, form and message lands in one place.
Automate the follow-up
Missed-call text-back, new-lead sequences, appointment reminders and review requests, written in your voice.
Train your team
Live training for your front desk on handling new inquiries and using the CRM day to day.
Bring customers back
Text and email campaigns for past customers who are due for their next visit.
Client story
"I couldn't be happier with such an amazing marketing team."
Rafael Yaakobov, Owner and NP, Prime Recovery and Wellness
More client stories
Concierge startup to 4 practices in 5 years
CRM and follow-up questions
Does my staff need training?+
Yes, and it's included. The best follow-up system still depends on how your front desk handles the call.
What does the CRM connect to?+
Your phone line, website forms and calendar. Connections to practice-management or booking software depend on what you use, so we check yours on the strategy call.
Will automated texts sound robotic?+
We write every message in your voice and you approve them before they go live.
Can we keep using our current system?+
Often, yes. We look at what you have first and only replace it if it's losing you leads.
Other services
Is your market still open?
Free strategy call. We confirm your market is open and show you where your next customers are coming from.
or call (347) 892-5994