Every agency’s leads in one pipeline
Meta, Google and landing-page leads from every vendor land in one HighLevel pipeline with the source attached, assigned to the right intake coordinator automatically.
TRT, hormone replacement and medical weight loss clinics live on two things: booking the first consult while the patient is motivated, and keeping them on schedule for labs and follow-ups after. We build both in GoHighLevel, alongside the ad agency you already use.
Most patients find a TRT or weight loss clinic after months of thinking about it, then fill out a form late at night. If the clinic answers that night and books labs and a consult, the patient shows up. If the callback comes two days later, the motivation is gone.
After the first visit the business is retention: labs on schedule, follow-up visits, refills and membership renewals. Every missed follow-up is a patient who drifts off protocol and, eventually, off the books.
Leads come from two or three different ad agencies and land in different places. Nobody knows which intake coordinator owns which lead. Consults get booked without labs, so the first visit is wasted. Follow-up labs and visits depend on someone remembering. Patients who stop showing up get no call at all.
The ads usually work. The system behind them does not exist yet.
Meta, Google and landing-page leads from every vendor land in one HighLevel pipeline with the source attached, assigned to the right intake coordinator automatically.
Text, email and AI chat respond in seconds and answer the routine questions you approve, then move the patient to a booked consult or a person.
Booking flows that schedule the blood draw and the consult in the right order, with confirmations and reminders for both.
Reminders for follow-up labs, visits, refills and renewals, timed to your protocols so patients stay on track.
Missed consults get a reschedule offer. Patients who go quiet get a check-in before they are gone for good.
Review requests after a good visit, Google Business Profile and local SEO for each location.
Two outside agencies running Meta and Google ads, and leads that needed to reach the right person on the team fast.
We built and run the HighLevel side: pipelines, lead routing to the assigned team member, follow-up and reporting, inside the clinic’s own account, while the ad agencies keep running media.
Leads from both agencies land in one pipeline and go straight to the person who works them. The clinic owns the account and the data.
More detail on a call. We do not put client names on pages without permission.
Most clinics already pay someone to run ads. What they are missing is the intake and retention system behind them, and that is what we build. We work inside your account, next to whatever agencies you already use.
Patient privacy gets scoped before anything is built: what belongs in the CRM, what stays in your EMR, and what account setup your clinic needs. We do not guess at compliance, and nothing we write makes medical claims.
From a strategy call to patients who stay on schedule.
Where leads come from, who does intake, how labs and consults are booked and what happens between visits.
Routing, booking, follow-up schedules and privacy scope mapped out. You get the plan and a fixed price.
Pipelines, routing, chat, booking and protocol reminders built and tested in your account.
We go live and train the intake team on the pipeline they will work.
Leads by source, consults booked, show rate and retention, reviewed monthly.
Yes, that is exactly the setup we run today. Each agency’s leads come into the same pipeline with the source attached, so you can see which one is producing patients.
We scope it on the strategy call before anything is built: what goes in the CRM, what stays in your EMR and what account setup your clinic needs. We will not tell you something is compliant without checking.
No. It answers routine questions you approve, like how labs work or what to expect at the first visit, and sends anything clinical to your team.
Yes. The same intake and retention system fits weight loss, IV therapy and aesthetics. Our med spa page covers the aesthetics side.
Each location gets its own pipeline and calendar from one template, with one report across all of them.
It depends on locations, lead sources and integrations. You get the plan and a fixed price before anything is built.
Running a med spa or aesthetics practice? See med spa and clinic marketing → Or see every industry we work in →
Bring where your leads come from and how follow-ups run today. We will show you the system for one clinic or several. No obligation.