HealthcareComplex automationSeveral jobs working together: multi-stage pipelines with state, branching on rules or AI decisions, approvals or escalations, 4+ systems, AI agents that act, or reconciliation across sources. Usually rolled out in stages.

Aesthetic leads warmed up on WhatsApp

For: Medical aesthetics clinic

Typical impact

Lead-to-consult conversion up 2.4x

Every Instagram and Google ad lead lands in the CRM and enters a WhatsApp nurture sequence within a minute — before/after galleries, pricing guides, and an AI assistant that answers treatment questions and books the consultation straight into the clinic calendar.

Typical results

Under 1 min

First response, 24/7

60

Consults per month

22%

Leads become consults

Figures reflect typical results for this kind of automation.

The challenge

Ad campaigns generated hundreds of leads a month, but the clinic could only call during business hours — often a day after someone clicked. By then the impulse had cooled or a competitor had answered first. Leads asked the same questions about pricing, downtime, and results, and most simply went silent.

Before and after

Before With the automation

Lead-to-consult conversion

2.4×
9%
22%

First response time

−99%
300 min
1 min

Consultations per month

2.4×
25 consults
60 consults

The automation

We connected the Instagram and Google lead forms to the CRM, and every new lead triggers an instant WhatsApp sequence tailored to the treatment they clicked on — curated before/after galleries, honest pricing guides, and recovery timelines. An OpenAI-powered assistant handles the questions that follow, day or night, in the clinic's warm tone, and offers open consultation slots straight from the calendar, with gentle follow-ups at two days and one week for threads that go quiet.

How it works

  1. 01

    Lead captured

    An Instagram or Google ad lead lands in the CRM the second the form submits.

  2. 02

    Instant first touch

    A WhatsApp message tailored to the treatment they clicked arrives within a minute.

  3. 03

    Nurture content

    Before/after galleries, pricing guides, and recovery timelines go out in a paced sequence.

  4. 04

    AI answers

    The assistant handles questions about downtime, pricing, and results at any hour.

  5. 05

    Consult booked

    Interested leads pick a slot straight from the live calendar; the CRM updates itself.

Starts from

  • Instagram ads
  • Google ads

Delivers

  • WhatsApp sequence
  • Before/after galleries
  • Booked consultations

The impact

Lead-to-consult conversion climbed 2.4x — from 9% to 22% — with first responses in under a minute around the clock. Monthly consultations more than doubled from 25 to 60, the AI assistant resolves most pricing questions before the visit, and the front desk stopped chasing cold leads.

Questions about this automation

Which ad platforms can send leads into the flow?

Lead forms from Instagram, Facebook and Google ads connect directly, and a website form can be added. Each lead is created in the CRM with the treatment they clicked on, which decides the WhatsApp sequence they receive. Leads from every source get the same response time and tracking.

What can the AI assistant answer, and when does staff take over?

The assistant answers common questions about pricing ranges, downtime, recovery and results using content the clinic approves, and offers open consultation slots. Medical questions, complaints or anything outside its approved material are handed to the clinic team with the conversation history, so a person replies from the CRM.

How are follow-ups handled when a lead stops replying?

If a conversation goes quiet, the flow sends a short follow-up after two days and another after one week, each tied to the treatment the lead asked about. Leads that book or opt out leave the sequence immediately, and the CRM shows which stage every lead reached.

Healthcare

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