Clinic / Studio / Gym
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How do you manage clients and follow-ups?
No system in place or manual follow-up via phone
Use CRM but don’t automate communication
CRM + email/SMS automation for leads, reminders & re-engagement
Do you have a modern website that books clients effectively?
No website or website without booking system
Website allows booking but isn't optimized
Mobile-friendly booking system + optimized for conversions
How do you collect reviews or feedback?
We don’t collect reviews
Occasionally ask manually or use Google/MyBusiness manually
Fully automated with review + referral system
How consistent is your content marketing?
No social or content strategy
Monthly posts, mostly promotional
Strategic educational + conversion content weekly
Do you run Google or Meta ads?
Never or tried once without success
Run basic local awareness campaigns, could convert better
High-converting, optimized local ad funnel
What happens after someone fills out a form or books a call?
No follow-up process
We try to call manually
Staff uses WhatsApp or email to follow up
Automated reminders for bookings only
Full automation for abandoned leads + missed bookings
Do you have incentives to keep clients coming back?
No
We try but no system
We offer packages or promotions occasionally
Semi-automated rebooking or loyalty offers
Fully automated retention + referral system
Do you track growth and performance?
Not at all
Occasionally review bookings manually
Use Google Analytics or booking reports
Check conversion and show-up rates
KPI dashboard with lead-to-patient metrics
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