Leads
Follow-up sequences
Follow up with permission; stop when patients reply or book.
Your clinic. Connected.
- Set the follow-up rules
- Check permission before sending
- Stop at the right moment
A clearer next step for your team.
An inquiry may need more than one message, but follow-up should stop when the patient responds or books.
How it works
The workflow, step by step.
- 01
Set the follow-up rules
Choose the clinic-approved sequence and the circumstances that make an inquiry eligible.
- 02
Check permission before sending
Apply the relevant contact permissions before each outbound message.
- 03
Stop at the right moment
End the relevant sequence when the patient replies, books or withdraws permission.
Your team stays in control.
Your team sets the cadence and approved messages. A contact list alone is not permission to start outreach.
What we’ll check for your clinic.
- Your follow-up timing, reply handling and stopping rules.
- How bookings and contact-permission changes reach the workflow.
See this with your clinic’s workflow.
Bring your system, your questions and the way your team works.