Client Snapshot

Capture the basic context at the start of the call.

Business / Clinic Name

Contact Name

Website

Business Type

Main Treatment / Service to Promote

Average Service Value (£)

Current Monthly Lead Volume

Current Booking Rate (%)

Current Show-up Rate (%)

Main Goal for This Call

General Notes

Where Are Your Leads Coming From?

Select active lead sources and approximate volume.

Where do these enquiries currently go?

Who is responsible for following them up?

Which lead sources are hardest to track?

Current Marketing & Agency Setup

Document your current agencies and spending.

Total Monthly Agency Fees £0

Total Monthly Ad Spend £0

Total Monthly Marketing Spend £0

What Happens After Someone Enquires?

Quick diagnosis of the follow-up process.

Average Response Time

Who Follows Up With New Leads?

Number of Follow-Up Attempts

Follow-Up Methods Used

Phone

SMS

Email

CRM task

Automated workflow

AI booking

No clear process

Biggest Follow-Up Gaps

Missed Opportunities Mentioned

Database Reactivation Revenue Estimate

Benchmark estimates for discussion only.

Number of Old Leads / Database Contacts

Average Service Value (£)

Repeat / Upsell Value (£)

Adjust the assumptions for each scenario by editing the fields below:

Conservative Scenario

Response Rate %

Booking Rate %

Show-up Rate %

Close Rate %

£0

Replies 0

Bookings 0

Attended 0

Customers Won 0

Realistic Scenario

Response Rate %

Booking Rate %

Show-up Rate %

Close Rate %

£0

Replies 0

Bookings 0

Attended 0

Customers Won 0

Strong Scenario

Response Rate %

Booking Rate %

Show-up Rate %

Close Rate %

£0

Replies 0

Bookings 0

Attended 0

Customers Won 0

Disclaimer: These figures are directional benchmark estimates for discussion only. Actual results depend on list quality, offer, speed to lead, follow-up process, and campaign execution.

CRM & Automation Setup

Understand their current systems and gaps.

Current CRM

Do they currently use GoHighLevel?

Yes No Not sure

Current CRM Problems

Automation Gaps

Systems That Need Connecting

Live Demo

Contacts — Pipeline — Workflow — AI Booking System

Contacts

Show where leads and database contacts live, how they're organised, and what data we capture.

Pipeline

Show enquiry to booking visibility, conversion rates, and where prospects get stuck.

Workflow

Show automated follow-up and reactivation sequences, how they work, and customisation.

AI Booking System

Show how replies can turn into booked appointments, 24/7 availability, and patient experience.

Demo Focus Points for This Prospect

Opportunity Snapshot

Summary of the discovery call.

Business Name

—

Contact

—

Service

—

Service Value

—

Current CRM

—

Estimated Revenue Range

—

Lead Sources Selected

Total Current Marketing Spend

£0

Opportunities Identified

What They Seemed Most Interested In

Objections or Concerns Raised

Decision-Maker Notes

Recommended Next Steps

Clear, actionable path forward.

1

Confirm Priority

Choose the first treatment, offer, or segment to reactivate.

2

Connect Systems

Bring website forms, Facebook leads, calls, WhatsApp, and database into one process.

3

Build Workflow

Create the SMS/email/AI booking follow-up to turn old enquiries into bookings.

4

Launch & Monitor

Track replies, bookings, show-ups, and revenue so results can be improved.

Recommended First Campaign

Database / Contact Size

Required Integrations

Setup Required

Suggested Launch Date

Follow-Up Call Date

Decision Maker Name & Role

Next Action

Internal Notes