For marketing ops: add cosmetic consult patients to pipeline board
For marketing ops: add cosmetic consult patients to pipeline board
Marketing ops miss cosmetic consults when dentist bookings on target payment plans sit in admin queues and prospects go cold. The workflow creates pipeline cards for each match so marketing ops begin nurture quickly and outreach happens within minutes.
Overview
Missed cosmetic consults slip revenue off the table when dentist-specific bookings sit in admin queues. This workflow captures every qualifying booking into your pipeline board and notifies marketing ops so outreach starts quickly, preventing cold prospects and reducing missed follow-ups.
Notable Features
- Create pipeline items for matches
- Filter bookings by dentist and plan
- Alert marketing ops for prioritized outreach