Intake · Project 06
The wrong appointments in the book
Multi-location clinic group. Sales only talks to fit.
Every inquiry
Scored before it reaches sales
What it looked like before
A multi-location clinic was filling the book with the wrong appointments. The front desk said yes to whoever called.
What replaced it
Inbound is scored against the patients they actually want more of. The book is denser, wrong-fit dropped, and the front desk spends the day on people who should be there.
What it still does not do
No clinical judgment of any kind. The scoring is administrative and it stops there.
How it was built
| Trained on | Their own appointment history and the mix of patients they said they wanted more of. |
|---|---|
| Runs in | Their accounts, on their billing, run by a named person on their team. We hand over the keys and the training that goes with them. |
Industries where this comes up
AI Transformation for Ecommerce BrandsSupport volume, returns, and supplier communication for ecommerce brands at $3M to $10M. Which operations are worth replacing and what they return.AI Transformation for Multi-Location ClinicsFront desk load, inbound qualification, and scheduling for multi-location clinics. What is worth replacing, and where a human has to stay.
Other projects
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