Case Study - 30% faster response time with zero leads left behind, day or night.

Overview

TejoMed was losing prospective patients who submitted forms outside business hours. In healthcare, every minute of delay pushes a prospect to the next provider. Leads that came in at 2 AM or on weekends sat in an inbox until someone checked it in the morning — by then, it was often too late.

The system watches for new form submissions around the clock. The moment a lead comes in, it fires an instant acknowledgment so the prospect knows they have been received. In parallel, the automation enriches the lead's details, pulling in any available data to build a fuller profile.

It then routes the contact into the CRM under the correct pipeline stage and assigns it to the right team member based on predefined rules. That team member gets an immediate notification with the lead's details, so they can follow up while the prospect is still engaged.

No lead sits waiting. No submission goes unnoticed.

What we did