Email Automation — Conversion

Email Marketing Automation: Conversion Package

For clinics ready to maximize patient conversions with a full automation suite — predictive send times, integrated SMS, and systematic A/B testing across every touchpoint.

This is our most advanced package. It manages the entire patient lifecycle — from first lead to long-term reactivation — using data to send the right message at exactly the right time.

What's Included

• 12+ lifecycle automation workflows covering every stage: lead nurture → appointment → post-treatment → reactivation
• Predictive send times and advanced personalization to increase open and conversion rates
• Full SMS/MMS automation setup — appointment reminders, review requests, and compliance guidance
• Monthly experimentation roadmap to systematically test and optimize your email and SMS funnels

What's Not Included

• Email Service Provider (ESP) and SMS platform fees
• Formal legal or compliance sign-off (clinic's responsibility)
• Complex data warehouse builds or deep custom API integrations

What You'll Need to Provide

• Platform access: Admin access to your ESP (e.g., Klaviyo) and SMS tool
• Technical setup: Domain authentication, event tracking (e.g., "Booked Appointment"), and a clear offer calendar
• Compliance: Approved consent language for email and SMS collection

Key Terms & FAQ

• Supported platforms: Klaviyo, Mailchimp, Shopify Email — others supported on request
• Success metrics we track: Lead-to-booked-patient rate, total review count, revenue from reactivation
• ESP migration: Yes — scoped as a separate one-time project
• Is SMS mandatory? No, but strongly recommended for appointment reminders and review requests
• Minimum commitment: 90 days
• Revisions: 1 round per new workflow