Boosting Client ROI with AI-Powered CRM

-50%

Reduction in Manual Tasks

+25%

Engagement Increase

45 Days

Reactivation Campaign Success

01 — Project details

Revolutionizing CRM with ADvance Leads

I led the development of ADvance Leads, a web and mobile CRM tailored for aesthetic and refractive practices. Built on GoHighLevel, the platform simplified lead-to-patient conversion and empowered practices with tools for scalable growth and marketing automation.

Key Objectives:

  • Automate lead nurturing and follow-up to reduce client workload.

  • Enable dynamic campaigns, including reactivation, referral, and flash sales.

  • Build a scalable SaaS platform adaptable to various practice sizes.

  • Provide transparent ROI tracking to justify marketing investments.

02 — My Role

Building an Industry-Leading CRM

As the project lead, I guided the platform’s design, development, and implementation to deliver measurable client value.

How I Delivered Success:

  • Dynamic Campaigns: Designed flash sales, referral programs, and reactivation campaigns that re-engaged leads and boosted client revenue.

  • Automated Pipelines: Streamlined workflows for lead tracking, appointment scheduling, and follow-ups to improve client efficiency.

  • Done-For-You Service: Conceptualized and implemented DFY campaigns, providing strategic and creative support for clients.

  • Custom Segmentation: Developed audience targeting and lookalike audiences to improve acquisition strategies.

  • SaaS Pricing Models: Helped create tiered pricing (Basic, Pro, Elite), ensuring accessibility for practices of all sizes.

03 — Campaign Outcomes

Driving Engagement and Operational Excellence

The CRM platform transformed client operations, enabling practices to achieve better marketing outcomes with fewer resources.

Key Results:

  • Efficiency Gains: Reduced manual tasks by 50% across client workflows.

  • Engagement Increase: Reactivation and flash sale campaigns achieved a 25% lift in patient engagement.

  • Revenue Impact: Flash sale campaigns and reactivation pipelines boosted surgical bookings significantly within the first 45 days.

  • Scalable Solutions: Tiered SaaS pricing allowed diverse practices to leverage the platform’s features.

04 — Strategic Insights

Empowering Practices with Scalable Marketing Tools

This project emphasized the value of automation, targeted marketing, and strategic flexibility in driving results for clients.

What Made This Project Stand Out:

  • Client-Centric Design: Developed features like flash sales and appointment pipelines to meet specific client needs.

  • Operational Efficiency: Automation tools drastically reduced manual workloads.

  • Revenue Growth: Focused campaigns delivered immediate and measurable results.

  • SaaS Scalability: Tiered pricing and modular features allowed practices to grow with the platform.

Looking to optimize your systems and drive growth?

Let’s connect.

Inside the ADvance Leads Platform

A closer look at the features that streamline workflows and boost engagement.

SMS Cost Calculator: Easily Calculate Segments for Smarter Text Campaigns

Discover how the SMS Cost Calculator simplifies budgeting and segmentation, helping you create cost-effective and targeted campaigns.

Bulk SMS Smart List: Streamline Text Blasts with Precision Targeting

Learn how to use the Bulk SMS Smart List to efficiently reach the right audience and maximize campaign impact.

Looking to optimize your systems and drive growth?

Let’s connect.