Skip to content
ElevateAI

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.

Watch the DemoSee Pricing
crm.elevatenext.ai/patients

Pipeline

Inquiry

3 new

Intake Sent

2 active

Consult

—

In Care

—

Recall

—

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 ElevateAI

  • 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.

  • 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.

ElevateAI / Daily timeline

A day for medical & wellness practices

  1. 7:42 AMMissed call, text sent back in seconds
  2. 10:15 AMTreatment inquiry lands in your pipeline
  3. 12:30 PMIntake form completed before the visit
  4. 3:05 PMReminders sent for tomorrow's consults
  5. 5:40 PMReview request goes out after the treatment
  6. 9:12 PMAI answers a treatment question and books a consult

The five stages, mapped to medical & wellness practices

  1. 1

    Capture

    Website chat, forms & inquiry calls

  2. 2

    Nurture

    Intake, reminders & care follow-up

  3. 3

    Close

    Packages, invoices & payment links

  4. 4

    Reviews & referrals

    Review requests & referral asks

  5. 5

    Reactivate

    Recall & wellness-check campaigns

Growth playbook

The Med-Spa & Wellness Growth Playbook

Five plays that grow medical & wellness practices, all of them built into ElevateAI.

01Get 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

Weekly post: What to expect at your consult

02Answer 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.elevatenext.ai/inbox

Web form · 9:38pm

Thanks for reaching out! Want a consult Thursday at 5?

Thursday at 5 works.

Booked

03Turn 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.elevatenext.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 Demo

04Ads 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.elevatenext.ai/reporting

Tracked number: (555) 012-4408

  • Consult ad

  • Package offer

  • Retargeting

Every lead attributed

05Stay 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.elevatenext.ai/contacts
Package nearly used41 patients
No visit in 90 days56

Campaign scheduled

Sample data

Run 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 live, and running in your first week.

Watch the DemoSee Pricing

No contracts · Unlimited users & contacts · Cancel anytime

Questions from medical & wellness practices

How do I convert inquiries that come in after hours?

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.

What's the best reminder schedule for treatments?

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.

Can I post before-and-after photos?

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.

Should I sell packages or single sessions?

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.

When should the review request go out?

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

See it set up for medical & wellness practices.

Watch the DemoSee Pricing