Our process
A considered way to build momentum.
No rush. No guesswork. We follow a proven process that gets your digital infrastructure live in weeks, not months — and keeps improving from there.
01
1 week
Discovery
We get to know your med spa — the treatments you offer, how patients find you, and where opportunity is being lost. We map the entire patient journey from first search to returning visit.
Practice audit and competitive analysis
Patient journey mapping
Technology and workflow assessment
Goal-setting and timeline planning
02
1–2 weeks
Build
We design and develop your custom website, configure your CRM, set up booking systems, and build out your AI receptionist — all tailored to your specific practice and patient experience.
Custom website design and development
CRM pipeline and tag architecture
AI receptionist training and configuration
Booking calendar setup and integration
03
1 week
Launch
We connect all the automation workflows — follow-up sequences, missed-call text-back, appointment reminders, review requests — test everything, and go live.
Workflow activation and testing
Phone number provisioning
End-to-end system testing
Team onboarding and walkthrough
04
Ongoing
Optimize
We review performance monthly and continuously refine your conversion experience. New workflows, seasonal campaigns, and data-driven adjustments — your system keeps getting better.
Monthly performance review calls
Workflow refinement and A/B testing
Seasonal campaign deployment
Ongoing website and CRM maintenance
Ready to start?
Let's build something your patients remember.
Tell us about your practice and where the client experience could be stronger. We'll take it from there.