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15 to 80 New Patients a Month with Healthcare CRM

A patient acquisition engine covering lead capture through conversion.

Build Your Healthcare CRM

About the Project

A healthcare CRM with lead capture, pipeline stages, nurturing sequences, and campaign ROI tracking.

Industry

Healthcare & Dental Sleep Medicine

Sleep apnea diagnosis and oral appliance therapy delivered by a multi-provider practice.

  • Dental Sleep Medicine
  • Sleep Apnea Care
  • Oral Appliance Therapy
Business Type

Sleep dentistry practices seeking patient growth

Referral-dependent practices building an acquisition channel they own.

  • Private Practice
  • Multi-Provider
  • Referral-Led Growth
Core Offering

Healthcare CRM with automated lead nurturing and campaign management

Lead capture, multi-stage pipeline, nurturing sequences, and campaign ROI in one platform.

  • AI Lead Scoring
  • Drag-and-Drop Pipeline
  • Email & SMS Sequences
  • Campaign ROI Tracking
Patient Acquisition Channels

Every channel a practice actually converts from

Leads captured from marketing, events, and referrals land in one pipeline.

  • Landing Pages
  • Webinar Registration
  • Screening Events
  • Physician Referrals
Integrations

Connected to the Clinical Record

One-click lead-to-patient conversion with the first appointment auto-scheduled.

  • Patient Module
  • Appointment Scheduling
  • Task Queues
Build your idea

Talk to our experts

Scope your own patient acquisition engine with our healthcare CRM team.

  • Free Consultation

Total Referral Dependency

Why referral-only growth left this practice blind and stuck.

Blind Spend
The practice had clinical excellence but patient acquisition was entirely referral-dependent. No systematic way to attract, nurture, or convert sleep apnea patients. Marketing spend was blind — no ROI tracking, no conversion funnel, no follow-up automation.
40% Drop
When one referring physician retired and another switched referral partners, new patient volume dropped 40% overnight. The practice went from 25 new patients per month to 15 with no way to recover.
Full Funnel
The goal was to build a complete patient acquisition engine — lead capture, pipeline management, automated nurturing, campaign tracking, and a clear conversion funnel from prospect to patient.

From referral dependency
to a systematic patient acquisition engine
that delivers 80 new patients per month

Build Your Patient Pipeline

Our Solution

  • Lead Capture & Pipeline Management

    Lead Capture & Pipeline Management

    Lead Capture & Pipeline Management

    • Leads captured from pages, webinars, and referrals
    • Drag-and-drop pipeline with custom stages
    • Lead scoring and routing on engagement and demographics
  • Automated Nurturing Sequences

    Automated Nurturing Sequences

    Automated Nurturing Sequences

    • Email and SMS sequences triggered by pipeline stage
    • Email and SMS templates with personalization
    • Follow-up tasks queued by priority
  • Campaign Management & ROI Tracking

    Campaign Management & ROI Tracking

    Campaign Management & ROI Tracking

    • Campaigns for pages, webinars, and screening events
    • Webinar sign-ups enrolled into nurturing sequences
    • Per-campaign ROI with cost per acquisition
  • Lead-to-Patient Conversion

    Lead-to-Patient Conversion

    Lead-to-Patient Conversion

    • Dashboard showing the full conversion funnel
    • One-click conversion from lead to patient record
    • First appointment scheduled on conversion
  • Referral Partner Management

    Referral Partner Management

    Referral Partner Management

    • Referring physicians tracked as a distinct pipeline source
    • Partner-level volume and conversion reporting
    • Automated follow-up keeps referrers updated

Challenges: Blind Marketing Spend

Hover a row to see what changed.

Why It Transforms Patient Acquisition

A healthcare CRM that replaces referral dependency: nurturing, campaign tracking, lead scoring, conversion.

The Impact: An Acquisition Engine

Every number below was measured in production after launch — not projected in a pitch deck.

80

New Patients/Month — Up from 15

32%

Conversion Rate — Up from 8%

60%

Lower CPA — $420 Down to $165

<2 hrs

Lead Response Time — Down from 3-5 Days

Global presence

Three offices. One team.

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