The clinic didn't properly separate the doctor's brand from the clinic's, which made its message confusing. There was no CRM and no lead follow-up. Meta campaigns brought in leads, but the location made conversions harder. There was no strategy for retaining clients and bringing them back.
← All projectsSpain · Brand · WhatsApp CRM
Growth case · Aesthetic clinic
Every contact, a next step.
Six months to bring order to the brand, lead generation and follow-up, until scattered conversations became a system for repeat visits.
repeat-visit cycle3 months
016Months of work
02CRMVia WhatsApp
033 monthsReturn cycle achieved
The core idea
Six months to sort out the brand, redesign the website, set up a CRM on WhatsApp and get clients coming back.
01 · The starting point
Winning contacts was not enough if the clinic then lost the thread.
The doctor's brand and the clinic's were blurred together, campaigns produced contacts with no shared follow-up, and nothing was in place to build loyalty.
Message
Two identities competed within the same communication.
Follow-up
There was no shared CRM to see what happened with each contact.
Repeat visits
Each treatment ended without paving the way for the next one.
02 · The system
One continuous experience, from the ad to the next visit.
The solution connected brand positioning with visible follow-up and a communication rhythm designed for a local business.
- 01Differentiate
Sort out the brand
The clinic and the practitioner regain distinct roles and recognizable messages.
- 02Attract
Raise the quality
Campaigns are optimized for affinity, not just volume.
- 03Follow up
CRM in WhatsApp
Labels and statuses sync so every opportunity is visible.
- 04Retain
Plan the next visit
Promotions and follow-ups sustain recurring treatments.
Solution in place
Six months of work on several fronts: 1) A complete rebrand with a design agency to set the doctor's image apart from the clinic's. 2) A website redesign to communicate the services better. 3) A CRM on WhatsApp, with labels that synced to an Excel sheet in real time to follow up on leads. 4) Marketing strategies: Meta campaigns optimized for lead quality over quantity, local marketing with nearby businesses, and messages adapted to the neighborhood's profile. 5) A follow-up and repeat-visit system: monthly promotions, strategic persistence with leads over time, and loyalty work for recurring treatments every 3 months.
03 · The result
The relationship with each patient stopped starting from scratch.
The clinic gained a consistent way of working its contacts and achieved repeat-visit cycles of around three months.
Months of work
Via WhatsApp
Return cycle achieved
What changed
We came to understand how local clients behave and adapted the communication. A consistent way of working was put in place, with real-time lead tracking. The clinic's brand and the doctor's are now clearly separated. By December, clients were coming back regularly, with patients returning every 3 months for ongoing treatments.
“The transformation was not a campaign: it was learning to keep every conversation going.”