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Streamline Your Health & Wellness Business Growth

Growing a successful local Health & Wellness practice involves a clear digital strategy. The goal is to attract new clients, convert inquiries into appointments, encourage positive feedback, and foster loyalty for repeat business. This playbook outlines how to use your CRM to automate and optimize each stage of this journey.

Capture More Leads

Make it easy for potential clients to get in touch from any point of contact.

Website SMS Widget: Add a web chat widget to your business website, allowing visitors to start a text conversation directly.
Google Business Profile Integration: Connect your Google Business Profile to enable messaging through Google Chat, making your business instantly accessible from search results.
Missed Call Text-Back: Activate a feature that automatically sends a text message to anyone who calls your business line and doesn't get an answer. The message can say something like, "Sorry we missed your call. How can we help you today?"

Nurture Leads into Bookings

Streamline communication to efficiently convert interest into scheduled appointments.

Text Snippets: Create and save predefined text snippets for common responses, such as service descriptions, links to your booking page, or answers to frequently asked questions. This saves time and ensures consistency.
Conversation AI: Enable an AI assistant to handle initial lead conversations 24/7. This assistant can be trained to answer common questions and guide potential clients toward booking an appointment, even outside of business hours.

Turn Leads into Sales

Simplify the payment process to secure bookings quickly.

Payment Integration: Configure various payment options to make it easy for clients to pay. This includes setting up payment forms, calendars that require payment to book an appointment, and payment links that can be sent via text message (Text-2-Pay) or used for in-person transactions (Tap-2-Pay).

Turn Sales into Positive Reviews

Leverage happy clients to build your online reputation.

Review Request Templates: Set up pre-written email and SMS templates to request reviews from clients after their appointment. With these templates, sending a review request is as simple as clicking a button.

Turn Sales into Repeat Customers

Keep your business top-of-mind to encourage clients to return.