Intake and lead tracking connected across Splose and Monday, so nothing sits between an enquiry and a first appointment waiting for someone to remember it.
26 August 20263 min read
New enquiries can create a lot of small admin steps before a new client is even booked in. Leads need to be created, intake forms sent and returned, statuses updated, and someone has to remember when to follow up.
This workflow connects new enquiries with lead tracking across Splose and Monday. Client details are added to the right trackers, with automated reminders and status updates moving between both platforms as the client progresses through onboarding.
Built by Cadence7 min read
Three and a half years of clinic email, de-identified locally, then organised into nine authority areas and around 650 content ideas that were already there.
Built by Cadence7 min read
A paid Medicare invoice triggers an email to admin with a button to that invoice and the claim ready to start. The rebate still needs a person. Noticing it's due doesn't.
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A 30-minute call. No pitch, no pressure. Just a conversation about where your week is getting stuck and whether I can help.