The Onboarding Flows
21 email and text templates across three patient tracks — the 30-day welcome sequence that turns one-time patients into long-term members.
Why These Flows Exist
Most clinic onboarding looks like this: confirmation email, intake reminder, automated post-visit survey. Three touches, all transactional, all forgettable. The patient finishes their first visit feeling like a customer of a service.
Premium clinics use the first 30 days of a patient relationship to do something different. They use deliberate, sequenced touches — by text and email — to turn a one-time visitor into a member. This pack is that sequence, ready to drop into any email or text platform.
What's Inside
- The Onboarding Doctrine: 4 principles that drive every flow in this pack
- Track A — New Patient Welcome (12 touches over 30 days): The core sequence for every new patient, from booking confirmation through 30-day check-in
- Track B — Consult-to-Conversion (5 touches over 7 days): For clinics with free or low-cost consults — converts the consult into a paying relationship
- Track C — Lapsed Patient Reactivation (4 touches over 21 days): Brings dormant patients back without feeling like a marketing campaign
- The Subject Line Library: 50+ tested subject lines organized by purpose
- The Implementation Guide: Tech stack recommendations (Klaviyo, ConvertKit, OhMD), 90-day rollout plan, KPI benchmarks
Who This Is For
- Any clinic running an email/text platform that wants better-than-average sequences
- Front desk leads who want professional templates instead of writing from scratch
- Clinic owners who know their onboarding is leaking patients but cannot pinpoint where
- Any clinic launching new patient onboarding for the first time
$29 — Instant Download
Once you complete payment, you'll be redirected to a download page with your PDF. The product is yours to keep, edit, and reference forever.
Buy The Onboarding FlowsWant the Complete Operating System?
Bundle these flows with the Concierge Clinic Playbook, Script Pack, and Intake Packet for the complete Concierge Clinic OS.
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