Referral leads qualified and routed before staff involvement
Medical aesthetics practice, mid-size, referral-heavy intake model
The situation before
The practice received referrals from multiple sources — doctor partners, existing clients, online — but intake was handled manually by the front desk team. Leads often sat uncontacted for 24–48 hours, and the qualification call took 10–15 minutes of staff time per lead regardless of fit.
What was built
An agent connected to the referral intake channel that immediately responds to new referral submissions with a personalised message and a short qualification sequence. It collects the relevant clinical history questions (those that don't require professional judgement), confirms insurance compatibility, and assesses scheduling preference. Qualified leads are pushed to the CRM with full notes and a recommended next step; low-fit leads are handled with an appropriate response without consuming staff time.
See it in action
Demo coming soon
A walkthrough of this scenario — how the agent runs, what the output looks like, and how the handoff to your team works. Content to be added before launch.
What changed
Staff time per qualified lead dropped significantly. Referral-to-first-consultation time reduced from 2–3 days to same-day for most cases. [Specific qualification rate and time savings — metric TBD]
More in this category
Missed calls converted to booked appointments — without a receptionist
HVAC company, ~15 field technicians, heavy inbound volume in peak season
During summer peak season, the office team couldn't keep up with inbound call volume. Calls went to voicemail, follow-up was inconsistent, and estimates suggested a meaningful share of missed calls were walking away to competitors before anyone called back.
After-hours calls captured and intake started before morning
Personal injury law firm, regional, significant after-hours inbound volume
Prospective clients often call during evenings and weekends — frequently in distress and looking for immediate reassurance. The firm had no after-hours coverage. Calls went to a generic voicemail, follow-up happened the next business day, and an unknown proportion of callers had already retained another firm by then.