The business I ran for seven years and sold in March 2026, and the systems I built at eleven at night to stop running it by hand.
Outcomes
New leads route to the right clinic and get a text back in minutes
Consultation intake feeds the same pipe as everything else
A referral program with a public page, an application and a console to work it
Payday numbers read straight off the booking system
Challenge
Three locations, four systems that did not speak to each other, and me in the middle of all of them. Leads came in and sat. Reports got rebuilt in a spreadsheet on Sunday nights, and then somebody argued about them on payday anyway. None of it was a tooling problem. Every one of those tools existed. Nothing connected them.
Solution
Built intake that reads the lead, picks the right clinic and texts back on its own.
Put the consultation form on the same pipe, so one process handles both.
Built the referral program end to end: the page a partner sees, the application they fill in, and the console the team works it from.
Built a bonus dashboard that reads from the booking system, which ended the payday arguments by removing the hand-built spreadsheet in the middle.
Partner referral consoleConsultation intake
Let's look at your operation.
Thirty minutes. Bring how the business actually runs, not a brief. You will leave with a read on where the money is leaking whether or not we work together.
