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// 1 BEST PRACTICES FOR CONVERTING LEADS TO ATTENDED APPOINTMENTS 5 year Case Study - 2012-2016 Over 100,000 Scheduled Appointments 200 Aesthetic Practices Jason Tuschman CEO & Co-Founder of Red Spot Interactive [email protected] , 561.277.8465

Lead Management Case Study | Lead Conversion Strategy

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Page 1: Lead Management Case Study | Lead Conversion Strategy

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BEST PRACTICES FOR CONVERTING

LEADS TO ATTENDED APPOINTMENTS

• 5 year Case Study - 2012-2016

• Over 100,000 Scheduled Appointments

• 200 Aesthetic Practices

Jason Tuschman

CEO & Co-Founder of Red Spot Interactive

[email protected], 561.277.8465

Page 2: Lead Management Case Study | Lead Conversion Strategy

AGENDA

• The Study & Results

• Define the Patient Acquisition Process

Define Lead to Appointment Process

• Practice Issues Facing Lead Conversion

• Solutions & Best Practices

Page 3: Lead Management Case Study | Lead Conversion Strategy

THE STUDY & RESULTS

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THE STUDY

• 200 U.S. Based Practices

Over 100,000 New Patient Consultations

Scheduled

Plastic Surgeons, Dermatologists, Med Spas,

Orthodontists, Ophthalmologists (Lasik)

• Years 2012-2016

• System Set-Up

Connected marketing, phone, email data

Practice Return On Investment (ROI) Tracking

Consistent Follow-Up Process

• Online & Offline Marketing Channels

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THE RESULTS

Marketing Channel

New Patient

Lead Value

Weighted Avg. Lead Value 469$

Website 625$

Re-Marketing Email 248$

Paid Placement 180$

Realself 536$

Facebook 515$

*Assumes proper targeting, search optimization, etc.

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Marketing Channel Lead to

Schedule RateSchedule Rate

Website 53%

Re-Marketing Email 80%

Paid Placement 65%

Realself 67%

Facebook 60%

THE RESULTS

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THE PATIENT ACQUISITION PROCESS

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LEAD CONVERSION WITHIN PATIENT

ACQUISITION

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KEY PERFORMANCE INDICATORS

LEAD MANAGEMENT

METRICS

1. EMAIL CONTACT & PHONE

ABANDONMENT RATES

2. NEW PATIENT EMAIL &

PHONE SCHEDULE RATE

3. NEW PATIENT

ATTENDANCE RATE

BENCHMARK CONVERSION

RATES

80% EMAIL CONTACT RATE

5% PHONE ABANDONMENT RATE

EMAIL – 45% LEAD TO SCHEDULE

PHONE – 70% LEAD TO SCHEDULE

70% ATTENDANCE RATE

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ATTENDANCE RATE

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PRACTICE ISSUES FACING

LEAD CONVERSION

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LACK OF MEASUREMENT

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FRONT DESK COMPETING

NUMBER 1 PRIORITIES

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TECHNOLOGY, DATA, AND PROCESS

FRAGMENTATION

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SOLUTIONS & BEST PRACTICES

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• Integration of Data and Process

– Marketing, phone, email, scheduling, and patient data

• Consistent, Immediate, & Repetitive

– Lead management follow-up process

HOW TO DO IT?

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MEASURE – COMMUNICATE –

OPTIMIZE – REPEAT

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BEST PRACTICES FOR CONVERTING

LEADS TO ATTENDED APPOINTMENTS

• 5 year Case Study - 2012-2016

• Over 100,000 Scheduled Appointments

• 200 Aesthetic Practices

Jason Tuschman

CEO & Co-Founder of Red Spot Interactive

[email protected], 561.277.8465

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Best Practices for Converting Leads to Attended Appointments

• 5 year Case Study of, 2011-2016• 100,000, Scheduled Appointments• 200 Aesthetic Practices

Jason Tuschman CEO & Co-Founder of Red Spot [email protected], 561.277.8465