Funnels:

• Lead Generation:

  • Google/Facebook Ads Landing Page

  • Doctor Bio Landing Page

• Scheduling:

  • Scheduling Page

• Other:

  • Response Recorded Landing Page (Allows clients to easily report on sales from in-person meetings via trigger links)

Workflows:

• Database Reactivation:

  • Text Blast Template

• Follow Up Templates:

  • “Follow Up with Me in a Week”

  • No Response Catch All

  • Task Reminder Email

• Insurance:

  • Insurance Form Completed

  • Insurance Form Reminder

  • Patient Insurance Call

• Post Optin:

  • Cost Calculator Optin

  • Cost Calculator Optin - Open Scheduling

  • FB Lead Form Optin (Self Scheduling Option)

  • GMB Chat

  • Website Widget

  • Lead Ad Appt Request Confirmation

  • Simple Optin Flow

• Post Schedule:

  • 7 Day Appt Confirmation and Reminders

  • Single Confirmation Text + Result Request

  • Single Confirmation Text + Simple Email

  • Unconfirmed > Notify Office

• Stages/Triggers:

  • 4 Day No Response > Short Term Nurturing

  • 7 Day Auto > Long Term Nurturing

  • Cancellation Workflow (Stops on Response)

  • Did Not Start Treatment/"Lost" Status

  • Disqualified

  • Do Not Contact

  • No Show

  • Pending Sale

  • Sold/Won Status

Calendars:

• Location Calendar

Forms:

• Insurance Form

• Simple Form

• Follow-Up Call Questionnaire

• Calendar Form

• Acknowledgement

• Consultation Notes

Pipelines:

• All Leads Pipeline