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An acupuncture clinic transformed its client and appointment management by implementing a custom CRM built in Notion.
Enabling affiliate management, better tracking of key metrics like average client LTV and automating inquiry handling.
Acupuncture Clinic Under Control with Custom Notion CRM
Problem
The clinic faced challenges in efficiently managing website inquiries, scheduling appointments, tracking treatment courses, and handling client management. Manual processes led to lost opportunities and time, with no centralized system for affiliate tracking or detailed client analytics.
Solution
A custom CRM system was developed using Notion with:
- Centralized databases for inquiries, appointments, courses, services, and clients.
- Automated capture of website leads into the CRM.
- Templates for treatment courses and management of cumulative discounts.
- An integrated affiliate module for bonus tracking.
- Potential for Zapier automation for reminders and follow-ups.
Results
Notion CRM empowered the clinic with enhanced data visibility and operational control. Key results include:
- The ability to track average (and each) client Lifetime Value (LTV).
- Monitoring of average courses per client and appointments per course.
- Tracking average revenue per treatment course.
- A streamlined workflow from inquiry to appointment, reducing manual effort.
Ready to bring control and efficiency to your business?
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