Marketing Tech & Automation
Make your clinic marketing work while you sleep.
CRM basics, email marketing, booking automation, and analytics dashboards. Work smarter with the right tools. A 3-day course on the systems that eliminate manual marketing workload.
For:
Clinic Owner
Owners who want to reduce the manual workload on their team and build marketing systems that run in the background.
Clinic Manager
Managers responsible for day-to-day communications who want to implement the right tools and own the marketing technology stack.
The Opportunity
Clinic teams are doing too much manually
Appointment reminders, follow-up messages, and social posts are all being done by hand. The right tools eliminate this invisible workload.
Most owners don't know what tools exist
The landscape of affordable clinic-specific software is large and confusing. This course cuts through the noise and focuses on what actually works for small healthcare businesses.
Automation unlocks consistency without extra staff
Consistent patient communication — the kind that drives retention and reviews — requires systems, not effort. Automation makes this achievable for any clinic size.
3-Day Course Overview
- ·What is a CRM and why clinics need one
- ·Choosing the right CRM for your size
- ·Email sequences & follow-up automation
- ·Patient communication templates
Deliverable: CRM setup checklist & email sequence map
- ·Booking system evaluation & setup
- ·Automated appointment reminders
- ·Online payment & intake forms
- ·Integrating tools across your workflow
Deliverable: Tech stack audit & integration plan
- ·What to measure and why
- ·Google Analytics & Meta Insights basics
- ·Building a simple marketing dashboard
- ·Monthly reporting rhythm
Deliverable: Personal marketing dashboard template
What Participants Walk Away With
CRM System Running
A configured CRM with patient segmentation, tags, and automated follow-up sequences ready to go.
Booking Automation
Appointment reminders and confirmation flows that run without anyone pressing send.
Tech Stack Map
A clear picture of all the tools their clinic should use and how they connect.
Email Sequences
Ready-to-send patient email sequences for new bookings, recalls, and referral requests.
Marketing Dashboard
A simple one-page dashboard that shows the metrics that matter every month.
Reporting Rhythm
A monthly reporting habit they can maintain in under 30 minutes.
Why This Audience Is Ready
- ✓They are already running social media but doing it manually
- ✓They see competitors with slicker online systems
- ✓They want to reduce staff overhead on admin tasks
- ✓They are ready to invest in tools that pay for themselves