How it works
No broken handoffs.
This is how the Client Demand Engine™ moves someone from a first click to a paying client. Every handoff inside the agreed scope has a clear owner, a defined process, a measurable status, and an escalation path. 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 oversightQualification and scheduling, with a deposit where it fits and bot managers monitoring exceptions.
Confirmation and attendance
Koru & IvyReminders, confirmations, rescheduling, and no-show recovery.
The consultation
You and your team, coached by usYou hold the consultation. We train your team on how to close it and keep working that number with you. When you are ready to hand them over, our booking pool can take the consultations that do not call for medical knowledge.
Review, referral, rebooking
Koru & Ivy, with your approvalAutomated sequences that turn happy clients into more demand.
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, website chat, missed-call text-back, and Facebook and Instagram DM capture
- Internal notifications, appointment workflows, and dashboard access
AI appointment setter, with human oversight
- Engages, follows up, nurtures, and qualifies across chat, SMS, email, and DMs
- Knows your business, services, pricing, policies, FAQs, and qualification criteria
- Bot managers monitor conversations, catch errors, and protect brand standards
- 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 and missed-call text-back
- Review requests, referral requests, and rebooking sequences
- Internal notifications and stalled-lead follow-up
Closing support and the booking pool
- Closing training built for cold paid traffic, not referrals
- Live role-play sessions with our coaches
- Audits of your real consultation recordings, with specific feedback
- The language that earns a commitment, and what quietly loses it
- A booking pool available when you are ready to hand the consultations over
Standardized reporting
- Ad spend, leads, lead source, and cost per lead
- Conversations initiated and AI activity
- Consultations booked and cost per booked consultation
- Confirmations, no-shows, and pipeline movement
- A reporting-integrity indicator so the numbers are honest
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