Open missed calls, recent web forms, social DMs, calendar no-shows, and old inquiry lists.
Resources
The clinic lead leak checklist.
Before buying anything, check whether the boring follow-up work is already costing you. This is the plain version. Clipboard optional. Mild dread expected.
01
Missed calls
Can you see every missed call from the last 14 days? Who returned them? How fast? Which ones have no next step?
02
Form replies
Pick ten recent web forms. How long until the first human follow-up? Was there a second attempt if they did not answer?
03
DM handoff
Who checks social messages? How does a serious inquiry become a booking task? What happens when that person is off?
04
No-shows
How many booked consults no-showed last month? How many got a save attempt within a day?
05
Old inquiries
How many people asked about services in the last year and never booked? Were they ever worked again with a clean, respectful follow-up?
06
Owner visibility
Can the owner see follow-up status without asking three people and checking four tabs?
Five-minute version
Open the places where demand already asked for attention.
Count every person or business inquiry that does not have a clear next step.
If the number annoys you, good. Annoyance is often the first honest business metric.
Quick score
Give each line 0, 1, or 2.
Unknown, inconsistent, or entirely in someone’s head.
Some process exists, but it breaks when the clinic gets busy.
Owned, timed, tracked, and visible to the right person.
If the total is under 8, follow-up is probably leaking more than the clinic wants to admit out loud. Conveniently, admitting it quietly by email also works.
What to count this week
Use rough counts. Keep it business-level.
Count how many had same-day callbacks, next-day callbacks, or no visible owner.
Count first response time and whether there was a second attempt after no answer.
Count save attempts, reschedules, revived replies, and stop-list additions.
Use this safely
Keep the checklist business-level.
No patient information should be sent through the public site or a cold email. Use counts, bottlenecks, systems, staff roles, and lead sources. Save any person-specific work for the proper private client path.
Next step
Want us to review it?
Email [email protected] with your score, clinic website, and the two worst leaks. We will tell you whether Boring AI is a fit or whether another problem should be fixed first.
Email [email protected]