Marketing Automation

What it is

Email and SMS sequences that fire from something happening rather than from somebody remembering. A Skin Assessment is submitted and an acknowledgement goes out. A treatment is due for repeat and a reminder arrives. December approaches and a gift voucher campaign goes to everyone who bought one last year.

Why it matters to your bottom line

• The follow-up that makes the most money is the one nobody has time to do. Reactivating a lapsed patient is cheaper than finding a new one and it almost never happens manually.
• Aesthetic revenue is seasonal, and the seasons are predictable. Black Friday and the festive period are the two largest voucher and package windows in the year — and both need to be set up weeks before they arrive, not during.
• Timing beats copy. A repeat reminder that lands when the treatment is genuinely wearing off converts far better than a clever message sent at random.
• It removes the awkwardness. Nobody at the front desk enjoys phoning a patient to ask for a review or to sell a package.

How it works here

1. A trigger

   Something happens — an assessment is completed, a treatment date passes, a voucher goes unredeemed, a date approaches.

2. A sequence

   One or several messages go out over days or weeks, by email or SMS, and stop when the patient responds.

3. A handover

   When somebody engages, they surface in the pipeline as a person for your team to actually speak to.

Questions owners ask

Black Friday is coming. What could this do for me?

The realistic version is a voucher and package campaign to your existing patient list, built on who bought what last year, scheduled in advance and sent without anyone doing it manually on the day. This is part of the platform package — it is built with your clinic rather than something running on the demo.

Email only, or SMS too?

Both are in scope for the build. SMS carries far higher open rates and is better suited to reminders; email suits anything that needs explaining or selling.

Is this available right now?

Not on the demo. The workflows are configured when CRM Solutions builds your practice, because they have to be built around your treatment cycles and your patient list.

Related

• CRMOne place where every enquiry, patient and follow-up lives, so nothing depends on somebody remembering.
• Gift VouchersPrepaid value someone buys for another person — revenue that arrives before any treatment is delivered.
• Video ReviewsPatients record a spoken review on camera instead of typing one — proof that is far harder to doubt than text.
• Lead GenerationTurning anonymous visitors into named people you can follow up — the Skin Assessment is the main tool for it here.