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Physiotherapy: Lead follow-up and sales process

51 items for the coordinator and physiotherapist from the moment an inquiry arrives to the day a program ends: first reply, CRM fields, follow-up cadence, no-shows, the plan, and aftercare.

51 items6 groups20 minOctober 15, 2026

  • checklist
  • lead follow-up
  • crm
  • coordinator

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3 items open, 51 items in total. Members see the rest.

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The steps the coordinator and physiotherapist follow from the moment an inquiry arrives to the day a program ends. Write target times that fit your own center; what matters is that the time is written down and measured.

First reply and welcome

8 items
  • A target for the first human reply to messages, forms, and calls during hours is written down (e.g., 15 minutes) and measured in the CRM.
  • An after-hours auto-reply exists; it gives the next business-day time and points people with sudden or fast-worsening symptoms to a healthcare provider.
  • Form and WhatsApp inquiries send an instant notification to the coordinator’s phone; a backup person is named for days off.

5 items more in this group for members.

48 items more for members

This item has 51 items in total. With a membership you see all of it and copy any line in one click.

  1. CRM fields and data9 items
  2. Follow-up cadence8 items
  3. Assessment day and no-shows9 items
  4. Plan, price, and insurance8 items
  5. During the program and after9 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Physiotherapy page

  • Copy template15 min

    16 ready-to-use copy templates for physiotherapy

    Exercise video caption

    {MOVE_NAME}: a {DURATION}-second break for long days at a desk. How to do it: 1. {STEP_1} 2. {STEP_2} 3. {STEP_3} If you're in pain or have a condition, check with a professional first. If the pain gets worse during the move, stop. Save it and try it once this afternoon. Questions? Drop them in the comments and our physiotherapist {NAME} will answer.

    16 templates · 5 groupsMembers only

  • Message template20 min

    WhatsApp and DM replies

    For yourself or family

    Hi, thanks for your message. This is {NAME} from {CENTER}. So I can give you the right information, can I ask: are you writing for yourself or for a family member? Based on your answer, I'll share how the first assessment works and the times that suit you.

    21 templates · 6 groupsMembers only

  • Checklist25 min

    Physiotherapy center marketing checklist

    • The center's license type, and which titles (physician, physiotherapist, instructor) can be used in marketing, are confirmed in writing.
    • Services, session lengths, and weekly open capacity are listed.

    36 items · 6 groupsMembers only