Case studies
Real automation, by industry and by level
Each industry has 3 implementation levels — from less to more complex. Each level includes everything from the previous one plus additional capabilities.
Level 1 · Essential
1 channel · response and reminders
Level 2 · Complete
Multi-channel · follow-up and conversion
Level 3 · Advanced
Data, segmentation and organic growth
Clinics & practices
Automatic response, reminders, specialty qualification and patient retention.
Level 1
Essential
Automatic response and appointment reminders
See case Most popularLevel 2
Complete
Multi-channel, qualification and full follow-up
See caseLevel 3
Advanced
Smart classification, selective reviews and monthly report
See caseMed Spa & wellness
Automatic DMs, deposit bookings, loyalty and referral program.
Level 1
Essential
Automatic DMs and deposit bookings
See case Most popularLevel 2
Complete
Multi-platform, pre/post-treatment and reviews
See caseLevel 3
Advanced
VIP clients, referrals and history-based upsell
See caseConsulting & services
Frictionless scheduling, proposal follow-up, onboarding and account expansion.
Level 1
Essential
Frictionless scheduling and post-meeting follow-up
See case Most popularLevel 2
Complete
Proposal pipeline with active follow-up
See caseLevel 3
Advanced
Onboarding, retention and account expansion
See caseReal estate
Portal response, 90-day nurturing, segmentation and referrals at close.
Level 1
Essential
Portal response and basic qualification
See case Most popularLevel 2
Complete
Multi-source, 90-day nurturing and match
See caseLevel 3
Advanced
Segmentation, high intent and referrals at close
See caseIs your industry not on the list?
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