Healthcare clinics

Lead management and automation across multiple clinics

A GoHighLevel setup that gave several clinic locations one structured way to capture, route, and follow up with patient leads.

The Problem

Patient enquiries arrived from forms, calls, and ads across several clinic locations. Follow-up depended on staff remembering, and each location handled leads differently.

What We Built

Pipelines per clinic with shared stage definitions
Lead routing to the right location and staff member
Automated SMS and email follow-up after each enquiry
Appointment confirmations and reminders
Custom workflows for recurring CRM tasks

Workflow

01Form, call, or ad lead
02Routed to the right clinic
03Instant SMS and email
04Appointment booked
05Reminders sent
06Pipeline updated

Result

Automated first response on every enquiry
Centralized lead management across locations
Reduced manual follow-up for staff
Automated appointment confirmations and reminders

The clinics moved from ad-hoc follow-up to one consistent process, and the automation has been maintained and extended as new needs came up.

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