Services → CRM

CRM: not a single lead gets lost

Sales funnels · statuses · tasks · reminders · tied to your ads

Free audit from €500 / setup

001 — Composition

What’s included

  • Choosing a CRM for your size and processes
  • Funnel setup: from lead to repeat visit
  • Statuses, tasks and automatic reminders
  • Lead integration from ads, website and bots
  • Training administrators to work in the system
  • Rules: who does what with a lead, and when
  • Reports: conversion at every stage
  • Support through the first weeks after launch

002 — Protocol

How the work looks

  1. Process audit

    How a lead lives today: who responds, where it gets lost, why nobody calls back.

  2. Setup

    Funnel, statuses, integrations — built for your treatments and team.

  3. Team training

    Administrators use the system with confidence — not “yet another app”.

  4. Tied to your ads

    Ads get optimized on leads that turned into money — not on clicks.

003 — Indications

Who this is for

01

Sales live in Excel or a notebook

02

Leads get lost between administrator shifts

03

Nobody calls back on time — leads go cold

04

No idea how many leads became patients

05

Nobody works the base — repeat visits are random

06

You’re planning to scale — without a system that’s chaos

004 — Before / After

CRM in a real case

005 — Questions

Frequently asked questions

Which CRM do you implement?

We match it to the task and size: from simple solutions for a private practice to systems for a multi-specialty clinic. You don’t pay for extras.

Our administrators won’t want “yet another app”. What then?

That’s why the package includes training and simple rules: two clicks per lead. Once an administrator sees that nothing gets lost and nothing has to be kept in their head — the resistance disappears.

How long does implementation take?

A basic funnel with integrations — 1–2 weeks, team training included.

We already have a CRM, but nobody uses it.

The most common situation. We audit it, simplify the funnel, finish the integrations and retrain the team — the problem is usually the process, not the software.

What does this give my ads?

Data: which campaigns bring patients, not just leads. In Madrid it was the CRM + ads combination that lifted sales conversion by 10%.

009 — Booking

Let’s find where your leads are getting lost right now

30 minutes. We review your ad accounts and content and give you a concrete solution. Free.

We reply within one business day.