Hair transplant and aesthetics pipeline template

The Hair transplant / Aesthetics template sets up two linked pipelines for a clinic that treats patients from abroad. Owner and Company admin add it under Company admin → Sales & integrations → Pipelines → Add pipeline.

#What you get

• Sales pipeline: New inquiry → Photos & info requested → Doctor assessment → Quote sent → Decision & follow-up → Deposit received (Won) or Lost. There is no "Contacted" stage: the first reply is a time target (15 minutes), so the report does not depend on someone moving the card.
• Patient journey (linked): Travel planning → Arrival & transfer → Operation → Aftercare & check-ups → Completed.
• Deal fields: procedure, graft count, package, inquiry source, photos received, quote amount, deposit amount and date, planned arrival date, operation date, doctor, agency and agency commission. Fields that already exist with the same key are kept as they are. The country and language are the contact's own fields.
• Clinic lost reasons, for example Unreachable, Medically not suitable or Travel or visa problem.
• Messages in English, Turkish, German, Russian, Polish and Arabic. Each patient gets the version in their language; see Contact language and consent.

Both pipelines start in Test mode, so nothing is sent until you go live.

#The sales automations

• New inquiry: a welcome message, and the manager is notified when nobody replies within 15 minutes.
• Photos & info requested: a request for photos, and reminders on day 2 and day 5 while the deal is still in this stage.
• Doctor assessment: Photos received is ticked and a review task goes to a member with the team role doctor.
• Quote: a proposal draft. A quote can ask for a deposit; the patient pays it online with the payment provider your company connected, and a paid deposit moves the deal to Deposit received (Won).
• Decision & follow-up: follow-up tasks on day 2, 5, 10 and 20. After day 20, the deal card suggests Close as lost: Unreachable? It is never closed automatically.
• Won: a confirmation message, a request for travel details, and a copy of the deal in Patient journey. Both cards link to each other.
• Lost for price, timing or travel: a new contact task after 3 months; for other reasons after 6 months; never after a medical reason.

#The patient journey

Reminders 3 days and 1 day before the planned arrival date, a thank-you and aftercare message the day after the operation, and check-ups 1, 3, 6 and 12 months after the operation date. At 3 months the patient is asked for a review, and for photos only when they agreed to photos for treatment follow-up or for marketing. The review request is a marketing message, so it goes only to patients who said yes to marketing messages.

Message texts are short and neutral: no promises of results and no medical claims. Change any text under the pipeline's Messages tab.