All case studies
Concierge Medicine & Longevity · Discovery
A concierge medicine practice stopped losing leads from Instagram
A 3-day onsite Discovery turned into a focused Phase I sprint targeting the two highest-leakage workflows: lead capture and peptide-program communications.
The problem
A concierge medicine practice serving UHNW patients had strong inbound demand from Instagram, their website, events, and referrals — but follow-through was breaking. Leads were slipping through cracks. The peptide program was growing but communications were manually drafted. The lead physician's calendar was fragile across three systems. HIPAA compliance was non-negotiable, and the brand was "bespoke, full of love, never spammy."
What we built
- Three-day onsite Discovery with 12+ team interviews
- Full AI Discovery and Blueprint document
- Phase I sprint: lead capture + automated first response + Instagram inquiry workflow
- Phase I sprint: peptide communication AI-draft templates with follow-up reminders
- Narrowed scope (from larger original) to focus on highest-pressure workflows with measurable proof
Stack
Outcome
Discovery complete. Revised Phase I proposal delivered and in evaluation.