CRM & Lead Delivery for Medical Practices

Patients disengage during weight loss journey between visits - Difficulty keeping patients engaged and excited during weight loss journey between office visits leads to dropped follow-ups and stalled progress.

In bariatric surgery practices, 42.4% of patients in the U.S. with obesity disengage from follow-up care between preoperative consultations and post-surgical visits due to lack of consistent, non-judgmental outreach. This gap in the patient journey mapping process results in missed opportunities for sleeve gastrectomy and gastric bypass candidates to receive timely multidisciplinary patient-centric care, increasing administrative burden from repeated inquiry recovery and reducing time for clinical care coordination.

Missed follow-up appointments due to embarrassment

Patients avoiding follow-up appointments due to embarrassment about weight regain creates gaps in care and lost revenue opportunities. This behavioral challenge requires consistent, non-judgmental outreach.

Inefficient workflow bottlenecks from inquiry to post-surgical follow-up

Inefficient workflow processes causing bottlenecks in patient journey from inquiry to post-surgical follow-up increase administrative burden and reduce time for clinical care. Streamlining lead handling is essential for practice scalability.

Increase consultation bookings with five-minute lead response

Every bariatric surgery lead—whether a new inquiry for sleeve gastrectomy consultation or a reactivated dormant patient opt-in—receives AI voice, SMS, and email follow-up within a five-minute window, 24/7, ensuring contact roughly 100x more likely than at thirty minutes and aligning with prescriptive strategies for metabolic-bariatric surgery practices.

Contacting a lead within five minutes makes contact roughly 100x more likely than at thirty minutes

Revive 8–of your dormant patient list without extra staff

Dormant opted-in patient lists from previous bariatric surgery consultations are revived through a multi-channel AI sequence (SMS first, voice follow-up, email backup), re-engaging 8–of contacts without additional staff burden and pushing qualified leads back into the practice's CRM for follow-up on weight loss journey re-engagement.

Dead lead reactivation typically brings back 8–of opted-in dormant contacts

FCC-compliant lead delivery with full consent trails

Each lead delivered to the bariatric surgery practice includes a full consent trail with disclosure text, timestamp, IP address, and named contacting party, ensuring FCC one-to-one consent compliance and DNC-scrubbed lists before any outbound contact, eliminating compliance risk in patient outreach for metabolic and bariatric services.

Every lead includes disclosure text, timestamp, IP address and named contacting party

Define Your Bariatric Surgery Lead Goals

Tell us your niche (e.g., sleeve gastrectomy, RYGB) and whether you want exclusive leads, dormant list reactivation, or both — we tailor sourcing to your practice’s needs.

We Source and Qualify with AI Follow-Up

We deliver DNC-scrubbed, consent-recorded leads or reactivate your opted-in list using multi-channel AI sequences. Every lead gets AI voice, SMS and email response within minutes to book calls or qualify intent.

Leads Land in Your CRM with Full Consent Trails

Verified leads arrive in your existing CRM via webhook, Zapier or native integration — or we provision a CRM same-day. Each lead includes its consent trail for audit-ready compliance.