Email Marketing Automation: Conversion Package

Ideal for clinics seeking a full automation suite with predictive analytics and integrated SMS to maximize conversions.

This is our most advanced package, designed to manage the entire patient lifecycle from first lead to long-term reactivation, leveraging data to send the right message at the right time.

What's Included:

• 12+ Comprehensive Workflows: A full suite of automations covering every stage of the patient lifecycle, from initial lead nurture to post-treatment follow-up and long-term reactivation.
• Predictive Analytics: We leverage platform features like  predictive send times and advanced personalization to increase open and conversion rates.
• SMS/MMS Integration: Full setup of  SMS automations  (e.g., appointment reminders, review requests) and guidance on compliance best practices.
• Strategic Testing: A  monthly experimentation roadmap  to systematically test and optimize all aspects of your email and SMS funnels.

What's Not Included:

• All Email Service Provider (ESP) and SMS platform fees.
• Formal legal or compliance sign-off (this is the clinic's responsibility).
• Complex data warehouse construction or deep API integrations.

Client Requirements:

• Platform Access: Admin access to your ESP (e.g., Klaviyo) and any connected SMS tool.
• Technical Setup: Full domain authentication, event tracking (e.g., "Booked Appointment") configured, and a clear offer calendar.
• Compliance: Approved consent language for both email and SMS collection.

Key Terms & FAQ

• Supported Platforms: We specialize in Klaviyo, Mailchimp, and Shopify Email. Other platforms are supported by request.
• Success Metrics: We focus on bottom-line results: **lead-to-booked-patient rate**, total review count, and  revenue from reactivation campaigns .
• ESP Migration: Yes, we can manage a full platform migration. This is scoped as a separate, one-time project.
• Is SMS Mandatory? No, but it is highly recommended for appointment reminders and review requests to improve show-rates and patient feedback.
• Minimum Term: A 90-day minimum commitment is required.
• Revisions: One revision round is included for each new workflow.