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Never missing a paid lead for Southbury.

The Southbury Diabetes and Neuropathy Restoration Center treats neuropathy and nerve damage. Their problem was not getting leads, it was converting them. The clinic was spending thousands a month on ads and pulling hundreds of leads a week, but did not have the manpower to turn that volume into patients, and was preparing to file for bankruptcy.

Industry
Healthcare: neuropathy and nerve care
Engagement
Outbound AI lead qualification and appointment-setting system
Timeline
Live for about six months
Outbound AI CallerAI Lead QualificationAppointment SettingCRM Automation

The challenge

The owner used to call every lead himself, and it broke down. Most never answered because the callback came an hour or two too late. Many who did answer were not ready to become patients yet, and only some treatments are covered by insurance, so a large share did not qualify. The clinic was paying to generate demand it physically could not keep up with.

What we built

01

Called every lead the second it came in

The moment a form is submitted, the AI calls and qualifies the lead, with no waiting for a callback. Leads who are not ready yet get information and drop into a drip campaign so the clinic stays top of mind.

02

Booked the qualified, nurtured the rest

When a lead qualifies, the AI either transfers them straight to the owner or schedules a time on the clinic's calendar. No-answers get smart retries a few days later, and anyone who wants a callback gets a CRM task for the exact time they are most likely to pick up.

03

Logged everything back into the pipeline

Every call captures insurance type, the treatment of interest, and a full transcript and summary, then updates the lead's stage in the CRM automatically, so the owner's time goes only to people genuinely ready to become patients.

The results

1,245
leads called and qualified by AI
~52 hrs
of phone conversations handled for the owner
58+
evaluations booked (estimated)
Profitable
turned around from the edge of bankruptcy

Why it worked

The clinic's marketing was working. Their follow-up could not keep up. An AI system that calls every lead instantly, qualifies on insurance and intent, books the ready ones, and nurtures the rest closed that gap, turning a clinic on the edge of bankruptcy into a profitable, scalable operation.

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