Proven Process and Messaging — Email, AI Conversation, and SMS — all working together to convert more patients. Every touch is timed, channel-matched, and exit-aware.
Within 5 min, before 1 hour. Reception calls warm with AI context, leaves a voicemail if required, and clicks the relevant disposition before moving on.
Day 1
Second touch day
Second Touch Day
AI + Human
New
AI gentle follow-up
Only fires if the patient is still silent. Soft, value-led, never pushy.
Your action · Call #2
Manual Call #2
Second call attempt at a different time-of-day. Leave voicemail if no answer.
Day 2
Nurture content
Nurture Content
Automated
New
Email 2 — Temperature Routed
Hot / Warm / Cool content chosen automatically from the AI's qualification read.
No reception action
No Call
Day 4
Safety-net SMS
Safety-Net SMS
Conditional
New
SMS 1 — Conditional Send
Only fires if the AI conversation went silent. Temperature-routed.
Your action · Call #3
Manual Call #3
Third attempt. Fresh angle, fresh time-of-day. Leave voicemail if no answer.
Day 6
Sequence ends
Sequence Ends
Manual from here
Abandoned
Qualification completed
Marked abandoned. Clean close — the cadence stops. Any further follow-up is a reception decision.