Phase 01Patient List & Communication Audit
We start with the assets your clinic already has, patient segments, appointment types, referral sources, forms, CRM fields, consent language, and the communication points where patients currently fall through.
The output is a practical map of list quality, compliance considerations, missed retention opportunities, and the patient journeys that should be automated first.
Phase 02Email Campaign Planning
Every campaign is tied to patient intent and clinic capacity. We define the audience, message, timing, CTA, and success metric for newsletters, recalls, service-line campaigns, referral nurture, and reactivation.
The plan prioritizes campaigns that create booked appointments without overwhelming the front desk or promoting services the clinic cannot support.
Phase 03Patient Education & Trust Content
Medical email works best when it feels helpful, not promotional. We write clear, medically responsible content that answers common patient questions, explains next steps, and reduces friction before booking.
Topics are aligned with service pages, SEO clusters, and AI visibility goals so email supports the broader content ecosystem.
Phase 04CRM Automation and Segmented Workflows
We build segmented workflows for new inquiries, post-visit follow-up, annual exams, inactive patients, referral leads, and condition-specific education, with safeguards for consent, frequency, message relevance, timing, suppression lists, and patient privacy expectations.
Automation turns manual follow-up into a reliable system while keeping messaging human, clinic-specific, and aligned with patient privacy expectations.
Phase 05Deliverability CRO and Performance Reporting
Campaign performance is reviewed through metrics that matter: opens, clicks, booked appointments, reactivation, call volume, unsubscribes, deliverability, conversion quality, list growth, and downstream patient response.
Monthly insights refine subject lines, audience segments, content angles, CTAs, and campaign timing so the email program improves over time.