Proof of thinking, design, and execution.

Trigger

A visitor fills out a new-patient inquiry on the practice website after hours.

Response

AI front desk replies within seconds, answers a plain-language question about care, and offers two appointment times.

CRM State

Lead captured with source, tagged "new patient," pipeline stage set to "appointment requested."

Automation

Confirmation text sent, intake form linked, reminder scheduled 24 hours before the visit.

Next Action

Front desk sees the booked appointment and pre-filled intake when the practice opens.

Trigger

An Instagram DM, a web form, and a phone call all express interest in the same treatment within a day.

Response

Each channel routes into one pipeline; AI qualifies treatment interest before offering a consultation slot.

CRM State

Three inbound channels resolve to one contact record instead of three untracked conversations.

Automation

Reminder sequence starts on booking; a no-response nurture sequence starts if no slot is chosen.

Next Action

Staff opens one pipeline view showing every inquiry as booked, pending, or gone quiet.

Trigger

A no-cool call comes in during a rush hour and rings out unanswered.

Response

An automatic text-back reaches the customer within a minute, acknowledging the request and flagging urgency.

CRM State

The missed call becomes a tracked lead in a dispatch queue, not a silent voicemail.

Automation

The queue is prioritized by urgency language in the customer's message; status texts keep the customer updated.

Next Action

Dispatch calls back with full context instead of returning a cold voicemail.

Trigger

An inspection is completed and an estimate is sent — a decision that typically takes weeks.

Response

The system doesn't wait passively; it checks in on a set cadence without pressuring the homeowner.

CRM State

Estimate status tracked through a long-cycle pipeline instead of falling out of view after the first week.

Automation

A scheduled nurture sequence continues until the homeowner accepts, declines, or the estimate expires.

Next Action

A rep is notified the moment the homeowner responds, so the follow-up is a warm handoff, not a cold restart.