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Your CRM · step 2 of 2

Your CRM — starting from clinics & med spas

We’ll build you a real, working CRM. Right now there’s a waitlist — your answers save your spot in line, and when it’s your turn, your CRM goes live. Four quick questions: pick an answer, write your own, or skip any of them.

Question 1 of 4

Where do new patients come from — and should inquiries (calls, forms, Instagram DMs) run through a pipeline until their first appointment is booked?

Question 2 of 4

Is there a sales motion — treatment plans or packages presented, considered, accepted (implants, ortho, med spa series) — or is every visit book-and-done?

Question 3 of 4

The recall heartbeat: should every patient carry a next-due date by service type (6-month cleaning, quarterly botox), with a Due list the front desk works every morning?

Question 4 of 4

Last one — what do you call the thing a patient says yes to? Whatever you pick is the word your whole CRM uses, everywhere.

The open space

What did these questions miss?

Anything your business needs that never came up. Tell us in your own words — a real person reads every answer before anything gets built.

Skipped questions use the standard setup — or keep going below.

A few more questions — totally optional

Answer any that matter to you. Skip the rest and we’ll use the standard setup.

Optional · question 5

Whitening club, series of 6 — track plans, sessions used, renewals, lapsed members?

Optional · question 6

Texting patients — should the CRM require recorded consent per channel before anyone can message?

Optional · question 7

Multiple providers or rooms — should appointments and plans carry a provider, so each sees their own day and their own production?

Optional · question 8

Should the CRM track who referred each new patient — and queue the thank-you?

Optional · question 9

After a visit, should happy patients get the review ask automatically?

Optional · question 10

Email marketing — should your CRM connect to a Mailchimp-style tool so your lists and contacts stay in step?

Skipped questions use the standard setup.
Your build · Clinics & med spas№ 20260922·draft
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