Medical Aesthetics Client Follow-up System Redevelopment

Background

The clinic's existing CRM had a follow-up module in name only: follow-ups depended on consultant self-discipline, and post-procedure dissatisfaction often surfaced only as complaints.

Solution

We redeveloped a follow-up engine: post-procedure milestone plans generate automatically per procedure, low satisfaction scores auto-escalate as alerts, and revisit plus upsell conversion is tracked end to end.

Key Features

• Post-procedure follow-up milestone plans
• Follow-up task assignment and records
• Automatic alerts on low satisfaction
• Revisit conversion funnel
• Consultant performance statistics
• De-identified before/after photo archive
• Follow-up script knowledge base
• One-click client handover when a consultant leaves
• Upsell recommendation rule engine
• Timed escalation reminders for complaints

Results

Follow-up completion rose from 40% to over 90%. Post-procedure dissatisfaction is now handled early, and revisit conversion finally has data to optimize against.