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“LeadSquared was able to customize a platform for our company, allowing us to use an online phone number to get calling tracking metrics. From there, we were able to gather necessary patient details: name, email, phone number, and so forth. It’s a streamlined process to capture leads and successfully nurture them to become patients.”
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Implementation
Patient Intake
Misplaced Leads
AB Acupuncture is an acupuncture and East Asian medical practice on the upper west side of New York City that helps patients naturally achieve their health goals: Less pain, more energy, better sleep, better digestion, and better immune function.
With a small team, AB Acupuncture needed a CRM solution to help its office manager and owner/lead acupuncturist manage leads, nurture them to become patients, automate processes, and make the practice’s overall administration more efficient.
As a referral-driven business that relies on Google advertising and word-of-mouth for new leads, AB Acupuncture found that its existing lead management methods were increasingly ineffective as the practice grew. The office manager kept track of website, email, and phone inquiries in an Excel spreadsheet. That system was unreliable and prone to human error.
Finding a better solution was critical. That’s where LeadSquared came in.
Clear communication from the beginning of the LeadSquared relationship allowed AB Acupuncture to confirm that their business goals aligned with LeadSquared’s capabilities. “Everyone was very transparent about what the platform can do and reassuring about how they would be able to customize it to meet our needs,” Shaneka says. Once AB Acupuncture selected LeadSquared as its Healthcare CRM, she and the practice’s owner were pleased to find that implementation was smooth and seamless. Today, LeadSquared has enabled AB Acupuncture to:
Shaneka says that LeadSquared is improving lead management for AB Acupuncture and freeing up her time to connect with more leads and provide them the education and support necessary to convert them into patients.
