This client had a strong reputation and loyal patient base but no structured sales process. Consultation bookings were inconsistent, front desk staff had no training on converting inquiries, and high-ticket services were rarely upsold. Revenue was stagnant despite growing foot traffic.
We built a full patient acquisition funnel — from initial inquiry to booked consultation. Kristen implemented a CRM, scripted and trained the front desk team on conversion, created a referral incentive program, and restructured how high-ticket services were presented during consultations.
Within 60 days, consultation bookings doubled. The referral program brought in a consistent new revenue stream, and the team's close rate on high-ticket services increased significantly — all without increasing the marketing budget.