CRM Lifecycle Dashboard

98 touchpoints across 8 lifecycle stages

Track and visualize your complete patient communication journey from lead capture through maintenance and reactivation.

Total TouchpointsActive

Across 8 lifecycle stages

Automation Rate

70%

69 automated / 29 manual

Primary channel

SMS

Calls

Automated

Manual

Platform Distribution

GoHighLevel (GHL)

Marketing automation, lead nurture, upsell

touchpoints

55%

Client Growth Team (CGT)

Outbound calling, lead conversion

touchpoints

30%

Zenoti

Appointments, confirmations, reminders

touchpoints

15%

Channel Distribution

42 touchpoints

43%

SMS

27 touchpoints

28%

Phone Call

29 touchpoints

30%

Lifecycle Stages Overview

Lead Conversion

Form submissions, missed calls, chatbot interactions

View details

Appointment Booked

Confirmations and reminders

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Post-Treatment

Wellness checks, results, referrals

View details

Maintenance Cycles

Treatment-specific rebooking schedules

View details

Upsell Opportunities

Cross-sell complementary treatments

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Membership

Introduce membership benefits

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Reactivation

Win back inactive patients

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No-Show Recovery

Reschedule missed appointments

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