Leads & referrals
From first contact to first visit
9:45 AM · demo clock
New leads · 7 days
64
+12% vs last week
Cost per lead
$38
Blended, all paid sources
Lead → booked
41%
Median 2.1 days
Booked → seen
88%
After reminders
Lead pipeline
New
24 leadsContacted
17 leadsInsurance verified
12 leadsBooked
31 leadsSeen
148 leadsFollow-up sequence · Sam K.
NJ · Sample Commercial Plan B · anxiety · from search ads
Sequence running
- InstantlySent
Instantly · Email. Email: “Thanks for reaching out — here’s what happens next”
- +5 minSent
+5 min · Text. Text: link to book a free 15-minute call
- Same dayScheduled
Same day · Call. Call from the intake team
- Same dayScheduled
Same day · Insurance check. Insurance checked automatically
- +2 daysScheduled
+2 days · Text. Text: “Times are filling up this week”
- +5 daysScheduled
+5 days · Email. Email: “Still looking for support?”
Fill low-utilization clinicians
Ready45 people match (21 waitlist · 24 open leads) for 18 open slots.
Message preview · text
Hi Taylor, Owen Price, Renée Castellano and Simone Whitfield have openings this week. Pick a time that suits you: example.com/book. Reply STOP to opt out.
Budget $1,200 · stops at 75% booked
Where leads come from · last 30 days
| Source | Leads | Booked | Cost/lead | Lead → booked |
|---|---|---|---|---|
| Partner referrals | 96 | 56 | $0 | 58% |
| Sample Employer Partner A | 74 | 35 | $22 | 47% |
| Insurance plan directory (sample) | 61 | 27 | $0 | 44% |
| Website & organic | 158 | 62 | $0 | 39% |
| Search ads | 212 | 72 | $46 | 34% |
| Therapist directory (sample) | 88 | 27 | $34 | 31% |
| Social | 130 | 29 | $31 | 22% |
Cost per lead is blended across paid sources. Sample numbers for the demo.
Referral partners
- Sample Family Practice A14 referrals · 9 seen
- Sample Pediatrics Practice B9 referrals · 6 seen
- Sample Campus Counseling C6 referrals · 4 seen