More inquiries are nice.
More patients are better.
Your ads can generate attention all day long. But when inquiries aren’t qualified, appointments aren’t booked, or patients don’t show up, that attention gets expensive. Refine improves the steps between someone raising their hand and actually walking into your clinic.
Stop paying for the same leak twice.
A lead isn’t a patient. A booked appointment isn’t a show. And a full inbox doesn’t pay the bills. We find the stage where momentum is breaking down and improve that stage before you spend more to feed it.
Find the drop-off
See whether the real issue is inquiry volume, poor-fit leads, booking friction, or no-shows.
Fix the right step
Use focused forms, automation, messaging, scheduling, and human follow-up where they matter.
Measure what improves
Track the progression from inquiry to appointment to arrival—not simply how many leads an ad reports.
Four Refine protocols
Each protocol costs $4,375/month. We work through the conversion journey in order, building on the work already completed instead of changing everything at once.
Generate enough of the right opportunities.
Focus on improving your offer and lead-capture funnel so more interested people take the next step.
- Offer and funnel optimization
- Lead quantity as the primary conversion focus
- Review of the path from ad or website visit to inquiry
- Identification and reduction of avoidable lead-capture friction
Know which leads deserve attention.
Not every inquiry is equally likely to become a patient. Improve how inquiries are captured, evaluated, filtered, and prioritized.
- Lead-capture forms and qualifying questions
- AI-assisted lead research and qualification
- Lead scoring based on your ideal patient
- Filtering through automations, pipelines, and stages
- Prioritization for human follow-up
Help more leads get onto your calendar.
Reduce the gaps between inquiry and appointment with simpler scheduling and stronger follow-up.
- Customized new-lead nurture messaging
- Easy online scheduling calendar
- AI scheduling bot
- Human engagement and follow-up coordination
Turn more booked appointments into arrivals.
A filled calendar means little if appointments don’t happen. Reduce preventable no-shows with a better pre-visit experience.
- Customized appointment reminders
- First-appointment incentives
- Human engagement before the visit
- Review of appointment attendance and no-show patterns
Your growth marketing keeps moving.
While we work on your current conversion constraint, the rest of your established marketing system stays in motion.
Ongoing marketing & campaign management
- One automated daily article
- One automated daily social post
- One lead generation ad campaign
- One traffic ad campaign
- One retargeting ad campaign
- One reactivation campaign
Website, social & proof
- One website focus item each month, with up to four pages of work: lead-generation optimization, search/AI optimization, page content updates, or new pages
- One social media focus item each month: profile optimization or up to four custom social posts
- Ongoing proof, connection, and authenticity content: testimonial/review, before-and-after, team, and clinic imagery activities
Monthly performance management
- Review your clinic performance dashboard
- Identify your current growth constraint
- Discuss results and priorities with your team
- Coordinate the next reactivation topic and needed website, social, and proof assets
Onboarding & support
- One-hour onboarding call to review the plan, working process, and next steps
- Existing automated marketing and HighLevel setup remain in place
- Additional technical support and customizations available at $125/hour
Know where your next patient is getting stuck.
Instead of hearing “the ads generated 100 leads,” you’ll be able to ask the questions that actually move the business forward: How many were a fit? How many booked? How many showed?
Actual results depend on your clinic, offer, budget, data quality, staff response, and patient demand.
What you should know first.
Is $4,375 for all four protocols together?
$4,375 per month is the rate for the Refine regimen while we work on your current protocol. The four protocols are a progression, not four separate plans you need to buy simultaneously.
Can we jump directly to Booking Rate or Show Rate?
The protocols build on each other. We first establish the earlier conversion steps so improvements downstream aren’t undermined by unresolved problems upstream. We’ll review your current setup and readiness together.
Does this include advertising spend?
Advertising campaign management is included. Your media budget is separate from the monthly service fee.
Do you replace my front desk?
No. Automation and AI can make follow-up and scheduling easier, but your team still plays an important role in patient conversations and appointment attendance.
Is every website and social activity included each month?
The monthly scope includes one selected website focus item (up to four pages of work) and one selected social media focus item. We prioritize what will best support the current growth objective rather than promise every type of activity every month.
Can you guarantee bookings or attendance?
No agency can guarantee that every lead books or every appointment shows. We focus on improving the systems, messaging, and processes that influence those outcomes, then track what changes.
Schedule a Refine demo.
We’ll look at your current patient journey, explain which protocol comes next, and show you how Refine works for your clinic.
Don’t just generate interest.
Help it turn into appointments.
Know what’s holding back conversion—and fix the right step next.