8:40pm — a treatment inquiry comes in
An instant reply answers the basics, a re-engagement text follows an hour later, and a free-consult offer goes out at 24 hours. If they reply, your front desk gets a hot-lead alert.
FOR MEDICAL & WELLNESS
More kept appointments, less front-desk chaos.
Intake handled before they arrive, reminders that reduce no-shows, and follow-up care that keeps patients on plan.
crm.getpinnacle.ai/patients
Pipeline
Inquiry
3 new
Intake Sent
2 active
Consult
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In Care
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Recall
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Conversation
Do you take new patients for wellness visits?
We do. Here's a booking link and a short intake form.
Just finished it.
A day with Pinnacle Ai
48, 24, then 2 hours out
A reminder cadence with confirm-now links keeps the chair full — and gives you time to fill the slot if they can't make it.
Six months after their last visit
Recall campaigns bring patients back on schedule — without anyone remembering to make the call.
The five stages, mapped to medical & wellness practices
- 1CaptureWebsite chat, forms & inquiry calls
- 2NurtureIntake, reminders & care follow-up
- 3ClosePackages, invoices & payment links
- 4EvangelizeReview requests & referral asks
- 5ReactivateRecall & wellness-check campaigns
Growth playbook
The Med-Spa & Wellness Growth Playbook
Five plays that grow medical & wellness practices — all of them built into Pinnacle Ai.
01
Get found where locals look
People research aesthetic and wellness treatments long before they book. They want to know what it costs, what it feels like, how long it lasts, and what the downtime is — and they will read all of that on their phone at 11pm. Give every treatment its own page: what it is, who it suits, how long the appointment takes, what to expect during and after, and a booking form with a treatment dropdown so the inquiry arrives already qualified.
Steal these plays
- Fill out your Google profile — category, services, real photos
- Post weekly on autopilot — "What to expect at your consult"
- Use a tracked number so you know which listing rang
google.com/search
Northside Wellness
158 reviews
Medical & wellness clinic · Open now · Denver
02
Answer first, win the job
Most consult inquiries arrive outside business hours, and the ones nobody answers by morning are usually gone. Build a sequence that assumes that: an instant reply the second the form or DM lands, a re-engagement message an hour later if they've gone quiet, a next-day message offering a free consult, and an alert to your front desk flagging anyone who's clearly hot so a human calls first thing.
Steal these plays
- Text back every missed call in seconds
- Let AI answer after hours and book consults
- Follow up on day 0, day 1 and day 3 automatically
crm.getpinnacle.ai/inbox
Web form — 9:38pm
Thanks for reaching out! Want a consult Thursday at 5?
Thursday at 5 works.
Booked
03
Turn great work into reviews
Ask one to two hours after the treatment, when someone has looked in the mirror and is still feeling good about the decision. Trigger it automatically when the appointment is marked complete, and tag the request by treatment so you can see which services generate the strongest feedback.
Steal these plays
- Ask for the review the day after a treatment
- Route lukewarm feedback to your phone before it goes public
- Reply to every review with an AI-drafted response
crm.getpinnacle.ai/reputation
“They answered at 10pm and I had a consult booked before bed.”
Patient, first consult
AI reply drafted ✓You don’t have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.
Watch the Demo04
Ads that don't waste money
Run one campaign per treatment category rather than one campaign for the whole menu. Injectables, skin, body, and wellness attract different people with different questions, and lumping them together means paying for clicks you can't convert.
Steal these plays
- Send each ad to a treatment consult page, never your homepage
- Give every campaign its own tracked number
- Raise budget only where consult requests actually book
crm.getpinnacle.ai/reporting
Tracked number: (555) 012-4408
Consult ad
Package offer
Retargeting
Every lead attributed
05
Stay top of mind
Aesthetic and wellness results fade on a schedule, which makes your follow-up calendar unusually easy to build. Set treatment-specific intervals and let them run: a check-in a week or two after a first treatment, a rebooking nudge as results start to soften, and a seasonal message before the times of year people care most about how they look.
Steal these plays
- Follow up when a package is nearly used up
- Send one useful monthly touch, not a sales blast
- Make referrals easy with a per-customer link
crm.getpinnacle.ai/contacts
Package nearly used41 patients
No visit in 90 days56
Campaign scheduledRun the whole playbook without hiring a marketer.
Everything above is included in one flat-price platform — set up 1-on-1 with our team, supported 24/7, live in your first week.
No contracts · Unlimited users & contacts · Cancel anytime
Questions from medical & wellness practices
Reply instantly, then keep going. An automatic first response, a re-engagement message an hour later, a next-day free-consult offer, and a hot-lead alert to your front desk covers the whole window. The overnight inquiries nobody answers by morning are usually booked somewhere else.
48 hours, 24 hours, and 2 hours before, each with a confirm-now link and any pre-treatment instructions. Include a one-tap reschedule option — moving an appointment is far better for the schedule than an empty room and a no-show fee argument.
With written client consent, and with realistic framing — show typical results rather than implying everyone gets the same outcome, and avoid guarantee language. Educational posts explaining what a treatment does often outperform result photos anyway, and they travel better on social platforms.
Both, but lead with packages for anything that needs a series. A three-session bundle lowers the per-visit price for the client and turns a one-off into a plan for you. Offer it in the room, then follow up a few days later for anyone who wanted to think about it.
One to two hours after the appointment, triggered automatically and tagged by treatment. Have the provider mention it in the room first. Route any low private rating to your manager for a same-day call rather than letting an expectations mismatch land publicly.
Made for medical & wellness practices
- Service-specific landing pages with pre-filled treatment menus
- 48/24/2-hour reminder cadence with confirm-now links
- Digital intake forms wired to the CRM
- Recall campaigns by visit type
- Review requests after each visit
We set up your pipelines and campaigns with you — 1-on-1, in your first week.
How onboarding works“If you are looking to get your business more organized, I highly recommend Charles Higgins and Pinnacle Ai.”