Routing a new patient
Hello {{nome}}! Welcome to {{consultorio}}. Based on your preferences, your nutritionist will be {{nome_nutri}}. First appointment: {{data}} at {{horario}}.
New patients are routed across the nutritionists and become deals in the pipeline, with the package left open and renewal handled in follow-up.
Several nutritionists, a shared front desk, disorganised messages
The 3-month package expires and the patient forgets to renew
The meal plan sent by email gets lost
Patients who stall with no follow-up disappear
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Hello {{nome}}! Welcome to {{consultorio}}. Based on your preferences, your nutritionist will be {{nome_nutri}}. First appointment: {{data}} at {{horario}}.
Hi {{nome}}! Your weekly follow-up with {{nutri}} is tomorrow at {{horario}}. Bring: your weight log, questions about the plan, and any notes. Can you confirm?
Hello {{nome}}! Your coaching package expires in 7 days. Renew with {{nutri}} to keep the progress going. 3-month package: R$ {{valor}}. Would you like to renew?
All set, {{nome}}! Meal plan updated by {{nutri}}: {{link}}. This week’s focus: {{foco}}. Any questions, I am here.
Automatic routing of new patients among nutritionists
Weekly follow-up reminder
Renewing the coaching package
Recall for a stalled patient
Nutrition Practice: questions about WhatsApp CRM
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