The Growth Operating System · for medical & regenerative practices

One system behind every new patient.

Next Gen installs and runs the growth engine behind a modern practice — CRM, automations, follow-up and reporting, live in thirty days. Every practice we work with also joins our physician community, where peptides, biologics and clinical products are ordered direct, with Dr. Marc's protocols and training behind them.

Built on GoHighLevel Installed in 30 days Free Next Gen community access on every tier
0
Automations in the standard install — live, not theoretical
0
Pipeline stages from first touch to booked patient
0sec
Target first response — automated, around the clock
One
Place every call, text, email and booking lives
01End to end

Six moves. The patient never feels a single one.

This is the whole system, in the order it fires. Every stage hands off to the next automatically — no one on your team has to remember a step for it to happen.

01

Capture

Conversion-focused pages, forms, click-to-call and booking paths collect the lead with its source attribution intact — before a human is involved.

02

Organize

Every inquiry enters the pipeline with contact details, lead source, status, owner and next action already attached. Nothing sits in an inbox.

03

Respond

Immediate confirmation and compliant SMS reassure the patient while an internal alert puts the right person on your team in motion.

04

Recover

Missed-call text-back and structured multi-touch follow-up rescue the opportunities that would otherwise disappear after one attempt.

05

Book

A branded calendar, confirmation flow, reminder ladder and staff notifications move a qualified prospect into a real appointment — and chase the ones who don't show.

06

Improve

Funnel reporting isolates the actual constraint — form conversion, booking rate, show rate or close rate — so each month's optimization is evidence-led.

02Engine 01 · Response

The follow-up starts while the patient is still interested.

A polished website is only the front door. The Growth Operating System connects every inquiry to an immediate confirmation, an internal alert to the right staff member, a tracked pipeline, and a clear booking path — with your team able to take over the conversation at any moment.

  • Lead captured. Source and requested service stay attached to the record.
  • Team notified. The right person sees the context and the next action.
  • Conversation protected. Automation pauses the instant a human replies.
Coastal Regenerative Health Missed-call recovery
Automation 04 · Missed Call
Today · Example
AutomatedHi Jordan — sorry we missed your call at Coastal Regenerative. What can we help you with?
PatientI saw your knee program. Am I a candidate if I've already had a cortisone shot?
AutomatedGood question — that's common and usually not a disqualifier. I've flagged this for our care team. Are you free Thursday 2:15pm or Friday 10:00am for a free consult?
PatientThursday works.
Care team · DanaBooked you Thursday 2:15 — I'll be the one calling. Confirmation and intake forms are on their way.

Illustrative workflow. Message timing and channels depend on patient consent, configuration, and the plan you choose.

03Engine 02 · The CRM

Not a diagram. The actual instance.

Everything above runs inside a real GoHighLevel build — the same one we operate ourselves. Below is the automation canvas: a live branching sequence with conditions, waits, and enrollment counts on each path. This is what gets installed in your practice, configured to your service lines.

  • Triggers, conditions and branching SMS + email running unattended
  • Each lead routed into the right pipeline bucket the moment it arrives
  • Source attribution on every conversion — paid, organic, referral
  • Calls, texts, emails and bookings on one record, one timeline
Automation builder · long-term nurture sequence
Automation builder canvas showing a pipeline-stage trigger branching into tag, condition, wait and workflow-enrollment steps, with live contact counts on each branch
Automation library · Next Gen Medical
Automation library listing published workflows organized into lead pipeline, coaching and nurture folders
The library · foldered
Thirty-five automations, grouped by pipeline — published and running, not a template you have to finish.
What the install includes
  • Lead pipeline — 13 stages, first touch to booked patient
  • Missed-call text-back + main-line IVR routing
  • Consult reminder, reschedule, cancel and no-show ladders
  • Long-term nurture for every lead that isn't ready yet
  • Source-and-assign routing on every inbound lead
  • Reputation loop — review requests after every visit
The build sheet
Configured to your service lines during onboarding — not handed over as a blank account.
04What you finally see

The number nobody in your practice can answer today.

Ask your team which source produced last month's booked consults. The Growth Operating System answers it on one screen — because attribution is captured at the moment of the lead, not reconstructed afterward.

Practice performance — last 30 days

Live
Leads captured
0
every source tagged
Avg. first response
0s
automated, 24/7
Consults booked
0
from pipeline, not memory
Recovered no-shows
0
re-booked automatically
Booked consults by source
Paid social41%
Search & maps28%
Referral19%
Database reactivation12%

Sample board shown for illustration. Your figures populate from your own pipeline from week one — we do not present other practices' results as forecasts.

05What changes

Your whole team knows, the moment a lead or booking lands.

Everyone stays informed internally with the full context — instant lead and booking updates, so nothing depends on someone passing a message along.

The lead who calls at 7pm still books.Missed-call text-back answers within seconds and starts the conversation, so the after-hours caller doesn't end up at the practice down the road.
Your front desk stops holding it all in their head.Every booking fires the alert, creates the task and routes the handoff on its own. Nothing depends on someone remembering at the end of a busy day.
No appointment ends unrecorded.A post-appointment check chases the outcome the same day: did they show, was the treatment status updated, were they rebooked.
Your team hears about it in seconds, not tomorrow.Slack alerts land the moment something needs a human: a high-intent lead, a cancellation, a review below four stars.
Dormant patients come back without anyone dialling.Reactivation sequences work the database on their own, which is the cheapest revenue in the building.
You can finally answer "which marketing works".Source attribution rides along from the ad click to the booked appointment, so budget becomes a decision instead of a guess.
NGNext Gen AlertsAPP8:23 AM
📅  New booking: Jordan Ellis
Service
New patient consult
When
Thursday, 9:00 AM
Provider
Dr. Alvarez
Source
Meta · knee program

Handoff: create or locate this patient in your chart system, confirm service, time and provider, then paste the record ID back onto the contact. Open contact

NGNext Gen AlertsAPP1:30 PM
🕑  Post-appointment status check: Riley Chen

This appointment is past its scheduled time. Update the outcome before the day gets away.

  • Did they show up?
  • Was the treatment or consult status updated?
  • Did we rebook them or set a follow-up task?
  • Are the notes and patient status current?

Example alerts. Channels, wording and routing are configured to your practice and your team's structure.

06Proof

Same demand. Twenty-two more appointments a month.

Glow Beauty Lab Med Spa, Myrtle Beach. Before June 2026 their booking lived across several disconnected platforms: patients booked through third parties, staff booked the rest by hand, and nothing tied an appointment back to the ad that produced it. We replaced the site and the booking system, wired sixty-eight service calendars straight into the CRM, and carried campaign attribution from the ad click through to the appointment record. This is the first forty-five days.

Self-serve online bookingPatients book themselves, day or night. The front desk stopped being the booking system.Share of all appointments, first full month
61%
96%
Third-party bookingsBookings came back in-house, off the platforms that sit between a practice and its own patients.Per month, off-platform
20
1
Monthly booked appointmentsTwenty-two more a month from the same demand, because fewer people fell out of the process.First full month after launch
56
78

It was not a launch spike. The following month reached 64 by day twenty, and self-serve booking has held near 90% ever since.

68
Service calendars, each with its own provider, duration and availability
199
Appointments booked through the new system since launch
7.8×
Return on attributed booking revenue, best-performing ad set
Measurement

We track the booked appointment, not the click.

A server-side Conversions API bridge posts every booked appointment from your CRM back to the ad platform, gated so only genuinely paid-click bookings are counted. Pair that with a full campaign tagging taxonomy across every live ad and the platform starts optimizing toward appointments that actually happened, instead of form fills that might not.

That is the difference between spending and knowing. With the measurement layer live and budget moved from lead capture to direct booking, the best-performing ad set returned 7.8× on attributed booking revenue.

  • Server-side Conversions API bridge, CRM straight through to the ad platform
  • Gated so only genuinely paid-click bookings are ever counted
  • Full campaign tagging taxonomy applied across every live ad
  • Media budget reallocated from lead capture to direct booking

Why it matters: when we took this account over, ninety days of spend had no bookings recorded against it at all. The conversion event was watching a booking domain the ads never sent traffic to, and bookings completed inside an embedded widget where no browser-side event could fire. Structurally invisible, and exactly what the bridge above exists to fix.

Figures are from a single client engagement and reflect that practice's market, offer and starting position. They are shown as a record of what this system produced there, not as a projection of what it will produce elsewhere. Self-serve booking has held near 90% since the first full month.

07Included on every tier

The community behind the system.

Growth is one half of what we do. The other half is everything that comes with it: what you can source, the training to use it, and an AI operator running the front office alongside your team.

Order direct

Products, straight from the platform

Skip the five-vendor scramble. Source your regenerative catalog through one practitioner supply relationship.

  • Peptides, exosomes and supplements
  • Wharton's Jelly, chorionic & amniotic allografts
  • Clinical kits and regenerative devices
  • Live order tracking, onboarding included
Education

Dr. Marc's protocols and training

Led by Dr. Marc Funderlich Jr., Founder and Medical Director — a practicing clinician and CE-approved regenerative medicine educator, not a vendor.

  • CE-approved regenerative medicine training
  • Live and virtual clinical workshops
  • Protocol library for allograft integration
  • Guidance on introducing a new service line
Support

A peer network, not a helpdesk

A physician community of practitioners running the same protocols — so the clinical questions get answered by people who have already asked them.

  • Peer physician community access
  • Ongoing clinical and sourcing support
  • Included free with every tier
Also included · AlexMD

An AI operator for the front office.

AlexMD drafts patient outreach, review requests, content and reporting, then brings each one to your team for approval before anything is sent. Nothing goes out on its own. Your staff stay with patients while the work keeps moving.

10 minSetup to your first working workflow
Your approvalRequired before anything ships to a patient
One operatorAcross the whole front office, not one channel

Community access and supply are for licensed medical professionals only — not for direct-to-consumer sale. Biologic products are human cellular and tissue products (HCT/Ps) regulated under 21 CFR Part 1271.

08The rollout

Four phases. One outcome.

Each phase compounds on the one before it. The next phase doesn’t begin until the previous one is producing measurable movement on your board.

01

Audit & Install Plan

Week 1

A kickoff call where we reverse-engineer the practice: where inquiries actually come from, who touches them, what happens after hours, what your average case is worth, and where the follow-up currently dies. Then we audit the live stack — forms, phones, calendar, database — and document every leak before anything gets built.

You leave with a written build plan specific to your practice, not a template.

02

Stabilize

Days 7–30

CRM live. Pipeline and the standard automations installed. Missed-call text-back running day and night. Your existing database imported, deduped and segmented. Team trained on the one place every call, text, email and booking now lives.

You stop losing the patients you are already paying to reach.

03

Activate

Days 31–60

Dormant patients reactivated with a real sequence instead of a blast. Booking and reminder ladders converting. Review loop feeding your map listing. The list you already own starts producing appointments before a dollar of new spend goes out.

The database you already paid for starts paying you back.

04

Scale & Compound

Day 61+

Acquisition turned on against a system that can actually catch it. Attribution trustworthy enough to allocate budget on. Outcome-based protocols and the referral engine replace transactional visits. Meaningful compounding lands between day 90 and 180, depending on your market and how many patients you can physically see.

Anyone promising this in three weeks is selling a campaign, not a system.

09Ways to work together

Three ways in. Same system underneath.

The difference between them is not what gets built. It's how much of the running we do for you.

On every tier Free access to the Next Gen physician community and AlexMD, our AI front-office operator. Both included on every tier at no cost.
01 · Growth system install

The System

Build and release. We install the whole operating system, train your team, and hand you the keys.

$799/ month
+ $6,500 one-time install · website & training includedCheckout takes the install only. Your monthly starts after kickoff, once we have confirmed scope.
  • Website build or optimization, built to convert rather than just look right
  • Complete CRM install: 13-stage pipeline, 35 automations
  • Missed-call text-back, IVR routing, lead source tagging
  • Booking, reminder, no-show and reactivation sequences
  • Review-request loop + unified conversation inbox
  • Live team training so the system actually gets used
  • Ongoing platform support & updates
Where most practices start
02 · Done with you

Done With You

The system, plus a strategist in the room. We build the plan and coach the execution; your team runs it.

$1,497/ month
+ $6,500 one-time install · growth system install included
  • Everything in The System, plus
  • Offer & positioning consulting: what you sell, priced and packaged to convert
  • Ad support: campaign structure, targeting and creative direction; you hold the account
  • A written 90-day plan with milestones you can hold us to
  • Biweekly strategy calls + monthly performance reset
  • Workflow tuning as your service lines change
03 · Done for you

Done For You

We run the entire growth function. You run the practice and see patients.

$2,400–2,700/ month
+ $6,500 one-time install · rate set by scope and service lines
  • Everything in Done With You, plus
  • Paid ads fully managed: built, launched, tested and optimized
  • Website maintained and continuously optimized against your conversion data
  • Lead generation end to end: we own the number
Ad spend is separate, and it stays yours.

The platforms charge your card directly. We never hold the funds. We deploy and optimize against the budget you set, and you can change it any time.

Move up without rebuilding.

Every tier installs the same operating system. Stepping from the growth system install to done-with-you to done-for-you adds people and scope. Nothing gets torn out and rebuilt.

10Optional add-ons

Layer on what your practice actually needs.

None of these are required and none are bundled into the tiers above. Tick what you want and it attaches to your checkout at no charge today. We confirm scope on the kickoff call and activate it on your next cycle.

No add-ons selected Tick one to see your total
Add these to my plan
11Not ready to pick a tier

Start with the audit. It costs nothing.

Six questions, about ninety seconds. We map where your inquiries actually come from, what happens to them after hours, and where the follow-up is leaking — then send you the findings in writing.

  • A written read on your current lead path, end to end
  • The leaks costing you the most booked appointments
  • What the fix looks like, in order, with real timing

No call required to get the audit. If you want to walk through it live, there’s a link in the email.

01 / 06press Enter
12What happens next

Three steps and the system is running.

Checkout, kickoff, build. Phase 01 starts inside the first week.

01

Choose your tier and check out

Pick the level of involvement that matches what your team can realistically run. Pay the install and your first month, and your place in the build queue is held.

02

Book your kickoff call

Sixty minutes, straight after checkout. We collect access, confirm your service lines and offers, and agree what goes live first. Kickoff calendar →

03

Install week begins

Website, pipeline, automations and phone routing go in. Your database is imported and segmented. Your team is trained. By day 30, Phase 01 is live.

Your next patient is already trying to reach you.

Choose the tier that fits how much of the running you want to do, check out, and book your kickoff. The build starts the same week.