Healthcare & Education
Automating Patient Intake Across Four Clinic Branches
Multi-Branch Healthcare Group
- CRM Management
- Project Management
Four branches, four sets of spreadsheets. We standardised intake, reminders, and reporting into one system the front-desk teams actually use.
The Challenge
Each branch tracked appointments in its own spreadsheet, so group reporting took days and reminders were manual. No-shows were consuming a large share of daily capacity.
What We Built
We documented one intake process, configured the CRM around it, automated appointment confirmations and reminders, and built branch-level dashboards that roll up into a group view.
Results
38%
fewer missed appointments
6 hours
saved weekly on reporting
4
branches on one system
The reminders alone paid for the project. Our front desks spend their time with patients now, not on the phone chasing confirmations.
More Client Work
Cutting Lead Response Time From Days to Minutes
Regional Professional Services Firm
A 40-person consulting firm was losing warm enquiries because leads sat in a shared inbox. We rebuilt intake, routing, and follow-up inside their CRM.
- 82% — faster first response
- 3.4x — more leads contacted within 24 hours
A Website Rebuild That Doubled Qualified Enquiries
Boutique Real Estate Agency
Listings looked great but the site leaked enquiries. We rebuilt it around search intent, local SEO, and a single clear next step.
- 2.1x — qualified enquiries
- 1.4s — average mobile page load
Filling Midweek Bookings With Automated Follow-Up
Boutique Hospitality Group
Weekends sold out while midweek sat empty. We built a nurture and offer system that brought past guests back.
- 44% — more midweek bookings
- 3.2x — return guest enquiries