As a reminder, a 'lead' is a prospective patient who demonstrates interest in a service or procedure. There are two main types of leads:

• New Patients: These leads are new patients who have never been to your practice before.
• Existing Patients: These leads are existing patients who are interested in a service they've never received before.

As you know, there are many different steps that leads have to go through in order to become a patient. For example, a new patient has to demonstrate interest in a procedure or service, then schedule a consultation, consider the cost and then decide to move forward or not. Each one of these stages is called a lead status or deal stage.

Note: For the purposes of this article and for your understanding as a whole, we use the term deal stage and lead status interchangeably.

What is 'lead status'?

In the simplest of terms, a lead status is a specific category the patient falls under in their journey with your practice.

Within your Dewy account, there are several preset deal stages/lead statuses. These include:

• New Lead
• Contacted, Not Booked
• Booked Consult
• Consult No Show
• Consult, Still Considering
• Purchaser/Booked Appointment
• Completed Treatment
• Not Engaged

Within your Dewy account, these lead statuses are the headers of your deal pipeline. Note: Your CRM should parallel your sales process. Dewy is extremely adaptable and our team can customize the lead statuses in your pipeline at any time.

Overview of each lead status

New Lead

• Any lead who has expressed interest in a service and hasn't booked a consultation should be placed in the new lead column
• Leads will automatically appear in the New Lead column as long as their Lead Status field = New Lead and a Treatment field is marked. Offline leads (phone, social media, etc) can be manually added as well
• New Leads will receive automated drip campaigns by email and text
• Goal: Educate leads and get them to book a consultation

Contacted, Not Booked

• Leads in this column will receive the same communication as those in the New Lead column. This lead status exists as a way for you to differentiate which leads you're in contact with and those who are unresponsive

Booked Consult

• Any lead who has booked a virtual or in person consultation should be placed in the booked consult column
• Moving them to the booked consult column triggers a new automation that answers FAQs, keeps them engaged and more

Consult, Still Considering

• Any lead who has been quoted and is still considering treatment should be placed in the consult, still considering column
• Moving the lead to this column triggers a new automation that keeps them engaged, makes it easy for them to contact you, sends them more before and afters and more

Consult, No Show

• Any lead who didn't show up for their consultation should be placed in the consult no show column as soon as possible
• Moving the lead to this column triggers a new automation that makes it easy for them to rebook, get in touch or ask any questions. The goal of these automations is to get them to rebook so your practice doesn't miss out on any revenue

Purchaser/Booked Appointment

• Any lead who has agreed to move forward with treatment should be placed in the purchaser/booked appointment column
• Leads should be kept in this column until they complete their treatment plan
• Automations for this column are only available in Dewy Enterprise plans

Completed Treatment

• Once the lead has completed their treatment plan, drag them to this column
• Automations for this column are only available in Dewy Enterprise plans

How are lead status and the automations related?

Bringing all of these concepts together, a patient's lead status and the email and SMS automations are directly interrelated.

A patient's lead status, in addition to the treatment that they are interested in, dictate which automation they will be entered into.

Here are some examples to make this more clear:

• Patient 1: If Lead Status = New Lead and Treatment = CoolSculpting, then this patient will receive email and text communication that educates them about CoolSculpting urges them to book a consultation (the next step in the funnel).
• Patient 2: If Lead Status = Consult No Show and Treatment = Botox, then this patient will receive email and text communication that makes it easy for them to re-book their consultation for Botox.
• Patient 3: If Lead Status = Consult, Still Considering and Treatment = Microneedling, then this patient will receive email and text communication that highlights the unique practice distinguishers, sends them more before and afters and makes it easy for them to get in touch if they have questions.

Don't worry, our colorful deal pipeline makes these concepts very easy to understand in practice. Within the deal pipeline, you can view which lead status each patient falls under. On the deal pipeline, you'll be able to visually see which contacts fall under each lead status column as they go through the patient journey.

It’s extremely important to manage the pipeline daily by dragging and dropping leads to the correct status. This ensures that leads receive the right message at the right time - each time that you drag and drop a lead to a new lead status column, a new automation is triggered. The lead status and treatment fields will determine which communication will be sent to the lead and when.