How it works
From a stranger to a booked appointment.
This is how the Client Demand Engine™ moves someone from a first click to a paying client. Every step has a clear owner, a defined process, and a number we watch every week. Here is the journey we build, run, and watch. It's a system, so it compounds: the first consultations can come quickly, and it gets more predictable every month it runs.
Visitor to lead
Koru & IvyLanding pages, forms, chat, and tracking capture every lead.
Lead to conversation
AI appointment setterImmediate engagement by text, chat, email, or DM, whichever way they got in touch, all landing in one CRM.
Conversation to consultation
AI setter, with human oversightThe setter works the lead until a consultation is booked, and a person watches the numbers every week.
Confirmation and attendance
Koru & IvyReminders, confirmations, rescheduling, and no-show recovery.
The consultation
You, or our closersYou hold the consultation, and we teach you how to close it. When you are ready to hand them over, our closers take the consultations that do not call for medical knowledge and turn them into booked appointments with deposits.
Rebooking, reviews, referrals
Koru & Ivy, with your approvalRebooking runs on its own. For reviews and referrals, we show you when and how to ask.
Everything included
No vague promises. Here’s the full, itemized deployment, every piece built, integrated, and managed for you.
Strategy and growth roadmap
- Competitive and demographic research for your market
- Ideal-client definition and messaging strategy
- Offer, service scope, and consultation objective
- Brand context and positioning foundation
Funnel and managed Meta advertising
- Conversion-focused landing pages, lead forms, and booking pathways
- Managed Meta advertising built around your market and services
- Prospecting and retargeting campaigns
- Ad copy and creative development, management, and ongoing optimization
- Tracking integrated with your CRM and appointment workflows
Your CRM, built and connected
- A CRM built around your pipeline, calendar, and routing
- Forms, tags, custom fields, lead-source tracking, and routing rules
- Email and SMS, and Facebook and Instagram DM capture
- Internal notifications and appointment workflows
AI appointment setter, with human oversight
- Works every lead across SMS, email, and DMs until the consultation is booked
- Knows your business, your services, your policies, and who to book
- Audited every week, with a person watching the numbers
- Built around a consultation objective, not a bot trying to be everything
Lifecycle automations
- New-lead response and AI nurture
- Appointment confirmations, reminders, rescheduling, and cancellation follow-up
- No-show recovery
- Rebooking, and advice on when and how to ask for reviews and referrals
- Internal notifications and stalled-lead follow-up
Sales closing and the booking pool
- Closing built for cold paid traffic, not referrals
- The language that earns a commitment, and what quietly loses it
- Real closers who take your consultations when you are ready, priced on its own
- Booked appointments with deposits, whether it is a service or an academy
The weekly audit
- Ad spend, leads, and cost per lead
- Consultations booked and cost per booked consultation
- Show-up rate and close rate
- What changed, and what we did about it
A short strategy call. We'll show you where your next qualified consultations could come from, and where the ready-to-buy ones are slipping away today. That is worth having either way, whether or not you work with us.
Work with us