HOW IT WORKS

We do the work.
You take the bookings.

No retainer. No setup fee. No technical work on your end. You pay per appointment booked through our campaign. Nothing else.

THE PROCESS

From your patient list to booked appointments.

01
You send us the list
Your patient export. That’s all we need.

Send us a CSV or export from your booking system: patient name, contact info, and last appointment date. We do not need clinical notes, treatment records, or any medical information. Just the basics.

02
We identify the lapsed patients
We find who’s overdue and build the outreach list.

We filter your list for patients who came in 90+ days ago and never rebooked. We cross-reference against your current schedule to make sure we’re not reaching out to anyone already booked. You get a clean count before anything goes out.

03
We write the campaign
SMS and email copy written for your practice.

We write every message in your voice: your practice name, your tone, your branding. You see every word before we send anything. Nothing goes out without your explicit approval. If something doesn’t sound right, we rewrite it.

04
We send the campaigns
Patients hear from your practice.
Not from us.

Messages go out under your practice’s name, from a subdomain of your existing domain (mail.yourpractice.com), authenticated with SPF, DKIM, and DMARC so they land in inboxes, not spam folders. SMS goes from a tracked number that forwards to your front desk. Replies come back to you.

05
You pay per booking
We get paid when your calendar fills.

We work on a performance basis. You only pay when a lapsed patient books through one of our campaigns. Nothing upfront, no retainer, no setup fee. If we run a campaign and nobody books, you pay nothing.

Our first five clients lock in a 10% founding rate for the life of their engagement with us. After that, our standard rate is 20% of the booked service value. No-shows and same-day cancellations don’t count as a booking, so you’re never charged for an appointment that didn’t happen.

THE SPLIT

We handle the work. You handle the bookings.

9

Things we handle

  • Pulling and filtering your lapsed patient list
  • Writing all SMS and email copy
  • Setting up your tracked booking page
  • Setting up your tracked forwarding number
  • Authenticating your email subdomain
  • Sending all campaigns
  • Managing opt-outs and compliance
  • Tracking every booking back to the campaign
  • Invoicing per booked appointment
vs
3

Things you handle

  • Sending us your patient export
  • Approving the message copy
  • Taking the calls and bookings
HIPAA COMPLIANCE

We treat your patient data the way it deserves to be treated.

Most agencies don't think about HIPAA until something goes wrong. We built compliance into the stack from the start.

Business Associate Agreement

We sign a BAA before we touch a single patient record. Every vendor in our stack, including SMS, email, scheduling, and automation, operates under a signed BAA.

No clinical data in messages

We never put treatment names, diagnoses, or clinical details in any message. Every outreach is general, warm, and compliant. “We miss you. Here’s an opening this week” not “Time for your Botox.”

Consent and opt-outs

We verify SMS consent during onboarding. Every message includes a one-click opt-out. Anyone who replies STOP is removed immediately and never contacted again.

THEN WHAT

The first campaign is
just the beginning.

Lapsed patients don't come back once. They come back on a schedule. Once a patient rebooks through our campaign, they're back in your system with a treatment history and a natural rebooking window. The first campaign recovers what's been sitting in your list. The ones after that keep it from building up again.

Botox
Every 90 days
typical refresh interval
Fillers
Every 6–12 months
typical refresh interval
Facials
Monthly
typical refresh interval
READY TO START?

See what's sitting in your patient list.

Send us your export and we'll tell you exactly how many lapsed patients you have, what a campaign could realistically recover, and what our fee would be.

Takes 5 minutes. No commitment.