👤 CLIENT NAME : HealthPlus
đź“Ť LOCATION : Mumbai, India (8 clinics)
đź“ť REVENUE : â‚ą2.8 Cr/year
👩🏻‍🎨 BUSINESS : Chain of wellness clinics + online supplement store
🧑🏻‍💻 TEAM SIZE : 30 (12 doctors, 6 support staff, 5 marketers, 7 ops)
• No single view of a patient’s journey: call → consult → purchase → refill.
• Stored across spreadsheets, calls, WhatsApp groups.
• Front-desk team spent 4–5 hours/day on reminders, rescheduling, and coordination.
• Campaigns were planned reactively.
• Emailers & WhatsApp campaigns were manual, often delayed or missed.
• No AI-based insights on best-performing products, patient churn risk, or timing of re-engagement.
• Every new lead or returning patient entry went into a unified Notion dashboard.
• Integrated calls (via Vapi), WhatsApp, and Google Sheets into a “Patient 360” view.
• Implemented AI voice agents to:
• Machine-learning model (via n8n + GPT) predicted which patients were at risk of churn.
• Triggered special WhatsApp offers or calls by the in-house doctor.
• Monthly Notion campaign planner → n8n executed campaigns via:
