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Connect once
We link the systems you already use: your CRM, Google Ads, Meta, GA4, Search Console, Google Business Profile, call tracking. No new software to learn, and no more manual exports.
The numbers a clinic runs on live in six different places: your CRM, Google Ads, Meta, Analytics, Search Console, your booking system. We connect them once. Every month, AI drafts you a single plain-English report: how many enquiries came in, where they came from, what each one cost, and what to do next. A person checks every number before it reaches you.
Business data only. Nothing patient-identifiable goes into the reporting system.
Most clinics get one of two things: no reporting at all, or a monthly export with forty charts and not one sentence saying what any of it means. The numbers exist. They're just scattered across platforms, arrive late, and are written for marketers rather than clinic owners. Meanwhile the only question that matters goes unanswered: is the marketing paying for itself?
Then, in plain English: what we'd change next month, and why. Private healthcare carries some of the highest costs per enquiry of any industry, which makes knowing your numbers the difference between scaling what works and quietly funding what doesn't.
We link the systems you already use: your CRM, Google Ads, Meta, GA4, Search Console, Google Business Profile, call tracking. No new software to learn, and no more manual exports.
Each month the AI assembles the numbers and writes the first draft. A person reviews every figure before it sends. Anything unconfirmed is marked as pending, never guessed.
One report, monthly, readable in five minutes. The headline result, what happened, and what happens next. The detail is underneath if you ever want to dig.
HubSpot, Pipedrive and most CRMs. Google Ads and Meta Ads. Google Analytics, Search Console and Google Business Profile. Call tracking and the common booking systems. If something you rely on can't connect cleanly, we'll tell you on the call rather than promise it.
AI reporting works as a standalone service if you just want to finally see your numbers, and it comes into its own alongside a marketing retainer, where the same report tracks our work for you month by month. It sits in the same family as our other AI infrastructure: the patient letter tool and enquiry routing. Like them, it's scoped bespoke to each clinic, so it sits outside our headline marketing guarantee.
It follows the same rule our own client reports have always followed: numbers are never invented, and anything unconfirmed says so.
Enquiries against last month, where they came from, what each cost by channel, how many became booked appointments, and a short plain-English note on what we'd change next month. More detail sits underneath for anyone who wants it.
No. We connect to the systems you already run. If something you use can't connect cleanly, we'll say so on the discovery call rather than promise it and work around it later.
No. The report works on business data: enquiry counts, sources, costs and bookings. Nothing patient-identifiable goes into the reporting system, the same principle as everything else we build.
The assembling and drafting is automated; the judgement isn't. A person reviews every report before it sends, because numbers that reach a clinic owner should be checked by someone accountable for them.
It depends on how many systems you run and what you want tracked, so we scope and price it on the discovery call. It can stand alone or sit alongside whichever marketing track fits your clinic.
"The reporting is clear and I always know exactly where the budget is going."
One call, and we'll tell you honestly whether this would pay for itself at your clinic.
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