Templates & Automation

Templates & Automated Communications

Bespoke, professionally written templates for every stage of the patient journey, so your team never starts a reply from a blank page.

What this covers

  • Enquiry response templates for email, DM and WhatsApp
  • Follow-up sequence templates for enquiries that haven't converted
  • Appointment reminder and confirmation wording
  • Consent and aftercare form messaging
  • Automated DM and WhatsApp greeting set-up
  • A reference library your team can use consistently going forward

Who this is for

  • Clinics with more than one person replying to enquiries, needing consistency
  • Owners tired of rewriting the same replies from scratch
  • Practices wanting automation set up without losing a personal tone
  • Clinics preparing for a busier season and want templates ready in advance
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How it works

Getting started is simple

01

Voice & gather

I get familiar with your tone of voice and the questions patients most commonly ask.

02

Draft

Templates are written for every key stage of the journey, then refined with your input.

03

Automate

Where useful, templates are configured as automated triggers within your existing systems.

You might also need

Related support

Virtual Reception

Learn more →

Admin Support

Learn more →

CRM & Diary Setup

Learn more →
Questions

Frequently asked

Will the templates sound like my clinic, or generic?

They're written specifically for your clinic's tone, treatments and typical questions — not generic filler.

Can you set these up as automations, not just documents?

Yes, where your CRM or messaging platform supports it, I configure the automated sending as well as writing the wording.

How many templates are typically included?

This depends on your channels and journey stages — we agree scope together on the discovery call.

Let's talk about your clinic.

A relaxed, no-pressure call to see if this is the right fit.