FRESH MARKETINGAIThe approach
Clinic follow-up, reconsidered

What about the patients you already helped?

A visit is only one part of the relationship. Before spending more to find new patients, take a closer look at what happens after someone leaves your clinic.

A short introduction to a more thoughtful patient follow-up.

The missed handoff

Reconnect when there's a reason.

The idea is simple: make the transition from a completed visit to an appropriate next conversation visible, with people in control of what gets sent.

01 / REVIEW

See what happens next

Look at the follow-up handoff after a visit and identify where the conversation may have stopped.

02 / APPROVE

Keep a human in the loop

Your team reviews whether outreach is appropriate before any invitation goes out.

03 / CONVERSE

Open the door

Use a neutral invitation to talk with the clinic—relevant, respectful, and centered on a real conversation.

Illustrative workflow only. No patient information is shown in the video.

The next step

Want to review your follow-up?

Start a conversation about your process and where a better handoff could help.

Rewatch the video →