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Industry solution

AI CRM, Funnels & Sales Automation for Wellness & Holistic Practices

Built for wellness practices losing revenue to referral-only growth with no system to multiply it.

Healthcare and wellness businesses grow on trust - and trust is broken every time a patient waits three days for a callback. We install the intake, nurture, and reactivation systems that let a small clinic operate like a modern DTC brand without losing what makes it human.

The average wellness patient is worth $1,800-$6,000 in lifetime value; a 20% recall lift funds most CRM engagements in the first quarter. HIPAA-aware automation is now table-stakes, not optional.

Deliverables
5 core deliverables
Timeline
Recall live in 14 days, full stack in 30-45
Investment
Setup from $5,500 · managed from $2,200/mo

What changes in 90 days

  • HIPAA-aware intake with same-day callback guarantees
  • Recall and reactivation series that pulls dormant patients back
  • Membership and package-upsell automations
  • Google reviews and referral flywheel systemized

What ships

  • HIPAA-compatible CRM setup (HubSpot Enterprise, Keragon, custom)
  • Two-way SMS intake with BAA-covered vendor stack
  • Recall series by service and time-since-last-visit
  • Membership/package upsell sequence
  • Review + referral automation

The revenue hiding in your EHR

Every wellness practice has a file cabinet full of patients who came once, loved the visit, and never got asked back. A structured recall sequence - segmented by service and last-visit - routinely reactivates 8-15% of that list in the first 90 days.

It's the fastest ROI we ever ship in healthcare because the leads are already trusted, already qualified, and already know how to book.

Doing it without breaking HIPAA

This is where most agencies fail: they use consumer SMS tools with no BAA and expose the practice to a fine that dwarfs any marketing gain. We work exclusively inside HIPAA-compatible stacks and treat PHI like the liability it is - encrypted at rest, logged, and never mixed with generic marketing tools.

Practically, that means the patient experience feels modern (two-way SMS, digital intake, self-serve rescheduling) without a single message carrying PHI outside the covered environment.

Membership as the growth engine

The clinics that scale predictably do it on membership revenue, not one-off visits. We install the automation layer around a package or membership offer: intake, welcome, monthly touchpoint, renewal nudge, and win-back - so the recurring revenue base grows every quarter instead of eroding.

Ten to fifteen new memberships per month is the difference between a practice that plateaus and one that opens a second location.

See if we're a fit

Get a personalized plan for your wellness practice

Answer 6 quick questions. If we're a fit, we'll show you exactly how this system would run inside your business and book your Growth Audit.

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See real results from work like this

Every engagement is measured. Browse case studies for outcomes from operators who installed this stack with us.

View case studies

Frequently asked

Do you actually work with wellness practices?
Yes. Wellness & Holistic Practices have a specific revenue model and intake rhythm; our systems are configured to fit it from day one.
How fast do wellness practices see results?
Speed-to-lead and reactivation usually move the needle within 21 days. Compounding gains from SEO, content, and paid follow through by month 3.
What does this cost?
Setup from $5,500 · managed from $2,200/mo. The free growth audit is the entry point - it applies against any build we quote.
Do we own what you build?
Always. Every CRM, sequence, dashboard, and asset lives inside your accounts. No lock-in, no rented plumbing.

Ready to install this for your wellness practice?

Apply for the Growth System Diagnostic. We'll map the system and tell you honestly whether we're the right team to build it.

Get My Free Growth Diagnosis