6-Month Targets · ~5–7 Patients/Month
18
Floor (50%)
Minimal engagement, data gaps
25–28
Base (70–80%)
Solid execution, automated sequence running
32+
Stretch (90%+)
Full sequence optimized, no patients lost
Assigned Patients
This Month425
Manually updated monthly pool · rolls into quarter & YTD
Conversion Tracker
22.1%
94
booked of 425
Cost Per Patient
$11.7
$1,100 spend · monthly conversions
Athena Appointment Status
Monthly cohort pipeline
Booked Appointments
Conversions
84
Cancelled
10
No Show
7
83.2%
Conversion
Smart Monthly SMS Sequence Hub
Cycle sequences to inspect delivery & reply funnel
Live
Delivered
1,559
Bounced
33
Link Clicks
319
BOOK Replies
98
HELP Replies
NaN
Other Replies
46
Web Performance
Monthly Assignment · Welcome landing page
Sessions
582
Unique Visitors
498
Page Views
841
Bounce Rate
32.1%
Phone Clicks
64
Traffic Sources
- SMS48%
- Direct27%
- QR13%
- Organic8%
- Referral4%
Print & Mail Packets ROI
Print costs · undelivered · QR engagement
Monthly Assignment - Postcard
Undelivered
16
Print Cost
$374
Welcome Packet (Trifold)
Undelivered
11
Print Cost
$605
QR Code Scans