Book audit / strategy call

Book a 15-minute audit call

In 15 minutes, we'll identify where inquiries leak, estimate recovered bookings, and outline a 30-day pilot with a response-time SLA.

Audit30-Day PilotMonth-to-Month

No clinical advice. No treatment recommendations. Booking + routing only.

What you'll get on this call

This is a practical audit to determine if you're a fit for a 30-day pilot. If you are, we'll launch Core or No-Show + Reactivation within days.

  • Leak map: missed calls, forms, DMs, after-hours
  • SLA plan: first response ≤60 seconds for eligible inquiries
  • Workflow outline: exact tools needed (shared inbox + booking system integration)
  • Pilot scope + price confirmation

The system we'll map

Capture

Calls, forms, DMs

Reply

≤60s automated

Book/Handoff

In your system

Questions?

For any quick questions you have, just call or text us:

Typical questions we ask during the call:

  • What booking system(s) do you currently use? (e.g., Jane, Vagaro, online forms, Google Calendar)
  • Do you have a CRM or shared inbox for managing client conversations?
  • Where do most of your new leads come from? (phone calls, web forms, Instagram DMs, referrals)
  • How many missed calls or slow-reply situations happen in a typical week?
  • How many new patient inquiries do you get weekly?
  • Do you currently follow up with missed calls or forms automatically?
  • What's your current no-show rate and how do you handle reminders?

Don't worry if you don't have exact numbers—we'll help you estimate during the call.

Who this is for

Good fit if you have:

  • 10+ inbound inquiries / week (calls + forms + DMs combined)
  • Have any missed calls or slow replies weekly
  • Have dormant old customers that haven't returned

Not a fit if:

  • You get fewer than 5 inquiries per week
  • You already reply to every inquiry within minutes

Quick contact details

We'll use this only to confirm your audit time and send a calendar invite.

Step 2 — pick a time for your audit

Once you save your quick contact details, the booking calendar will appear here.