Peptide & Wellness Clinics
Your clinic is sitting on a six-figure recovery opportunity.
Win-backs, refill reminders, and new-patient onboarding — automated.
$147K
avg recoverable revenue per clinic from lapsed patients
The opportunity
The average peptide or functional medicine clinic has 200–400 patients who haven't returned in 90+ days. At $350–600 per visit, that's $70K–$240K in dormant revenue. The painful truth: 78% of those patients would come back if you contacted them directly. They didn't leave — they just forgot you were there.
340
avg lapsed patients
per clinic at 90+ days
78%
would return
if contacted directly
$420
avg visit value
peptide / functional medicine
Section 01
Week 1 Setup Checklist
Follow this day-by-day guide to go from zero to fully live in five days.
- Export ONE master CSV from your EHR or scheduling tool — name, email, phone, and a Treatment column ("GLP-1", "Testosterone", "BPC-157"… your words work)
- Go to Contacts → Import CSV and upload the file — Alfred's AI maps every patient to their program automatically
- Alfred auto-scores every contact 1–100 based on recency, engagement, and visit history
- Re-importing later? Check "Update customers already in Alfred" and new info merges in without touching what Alfred has learned
- Go to Automations → select "Win-Back: 90-Day Lapse"
- Set your reactivation message tone (warm + clinical works best for wellness)
- Alfred auto-enrolls any contact marked 90+ days since last visit — no manual tagging needed
- Review the 4-touch sequence and customize Day 1 message with your clinic name
- Automations → flip on the program packs that match your clinic: GLP-1 / Weight Loss, Hormone Optimization, Peptide Therapy
- Each journey routes itself — weight-loss patients get the weight-loss cadence, hormone patients get labs-and-renewal timing, automatically
- Schedule any step by day ("3 days after enrollment") or by calendar date ("send on the 20th") — your choice per step
- Set your email brand colors once in Settings and every email — including AI-written ones — ships in your brand
- Settings → Business Profile → Booking URL
- Paste your Calendly, Acuity, or scheduling tool link
- Alfred includes this link automatically in every reminder, win-back, and confirmation
- Test it: go to a contact → Quick Actions → Send Test Journey → confirm the link renders
- Portal → build your branded link-hub: book, refill, contact, and chat — opened by a QR code or a single link (perfect for the front desk, intake packets, or your Instagram bio)
- Drop the one-line web-chat script on your site too, or just share the portal link — both capture and qualify inbound leads 24/7
- Connect your channels in Settings → Integrations: email, plus Instagram DMs & Facebook Messenger (or your existing ManyChat) all land in one Alfred inbox
- Every inbound — chat, DM, or form — auto-imports as a scored contact, so nothing slips through the cracks
Section 02
3 Plays That Print Money
These are the highest-ROI journey packs for your vertical. Launch all three in Week 1.
Win-Back: 90-Day Lapse
Who: Every patient 90+ days since their last visit
12%
10–15% of lapsed patients book within 30 days of enrollment
Message sequence
Day 1 — Warm personal check-in: "Hey [Name], we haven't seen you in a while…"
Day 4 — Educational value: a relevant protocol insight for their health goal
Day 10 — Soft booking ask with direct link
Day 18 — Final nudge: "Your spot is still open"
Refill Cycle Reminder
Who: Active protocol patients approaching their refill window
85%
85%+ refill compliance vs. 55% without reminders
Message sequence
Day −14 — Heads-up: "Your [protocol] refill window opens soon"
Day −7 — Reminder with reorder link
Day −3 — Urgency: "Running low? We can have it ready before you run out"
Day 0 — Final call with direct reorder or booking link
New Patient Onboarding
Who: Every new patient who books their first consultation
40%
40% higher second-appointment rate
Message sequence
Instant — Booking confirmation with prep instructions
Day −1 — Day-before reminder + what to bring
Day 0 (2hr before) — "See you today" nudge
Day +1 — Post-visit check-in: "How are you feeling?"
Day +7 — Progress check + next appointment ask
Program Journeys: GLP-1 · Hormone · Peptide
Who: Every patient, routed automatically by their treatment program
3×
Each program runs its own cadence — no patient gets generic messaging again
Message sequence
GLP-1 / Weight Loss — week-1 check-in → progress touchpoints → day-30 refill → share-your-progress ask
Hormone Optimization — week-1 + two-week check-ins → follow-up labs reminder → refill & plan renewal
Peptide Therapy — protocol start check-in → ten-day touch → reorder window → review & referral ask
Import your list with a Treatment column once — Alfred routes every patient into the right journey, forever
Section 03
Daily Revenue Routine
5–15 minutes a day keeps Alfred compounding. Here is exactly what to do and when.
Morning
5 min
Open the Decision Brief
Alfred ranks today's highest-value moves with the dollars attached — who to win back, who's due to refill, who's waiting on a reply. Approve the ones you want; Alfred executes the rest. Yesterday's measured open and click rates sit right beside it.
Clear the Inbox
One queue for every channel — email, web chat, Instagram & Facebook DMs, form submissions, and reviews. Alfred drafts each reply in your clinic's voice and auto-resolves the routine ones; you only touch what needs a human.
Check enrollment queue
Any new contacts who crossed the 90-day threshold automatically get added to win-back today.
Midday
3 min
Scan active journeys
Automations → are all packs running green? Pause anything with unusually low open rates.
Web chat leads
Any new chat visitors with score 60+? Those are worth a personal call today, not just a journey.
Friday Review
15 min
Revenue Pulse check
Analytics → Revenue Pulse. How much did Alfred attribute this week? Track week-over-week recovery.
Feed the learning loop
A/B on subject lines runs on its own now — Alfred tests variants and favors the winner automatically. Your job: thumbs-up or tweak a few of Alfred's drafts so it tunes to your voice, and let the engagement heatmap steer send times.
Enroll new segment
Who just crossed a threshold? New 60-day lapsed? Post-purchase patients ready for upsell? Enroll them now.
Section 04
30 / 60 / 90 Day Benchmarks
What good looks like at each milestone — so you know Alfred is working.
30 Days
Win-back rate
8–12%of lapsed patients booking after first journey
Refill compliance
80%+of active protocol patients refilling on time
Inbox response time
< 2 hoursvs. industry avg of 26 hours
60 Days
Attributed revenue
$2K–$8Krecovered and tracked in Revenue Pulse
Active journeys
15+ contactsenrolled across all running packs
Lead score average
Trending upas Alfred learns your patient patterns
90 Days
ROI on Alfred
3–5×subscription cost in attributed revenue
No-show rate
−35%from reminder + confirmation sequences
New patient 2nd appt
40% higherfrom onboarding journey activation
Your lapsed patients are one message away. Start recovering them today.
Everything in this guide is live in Alfred today. Start your free trial and go from zero to running in five days.