Automation Systems
Team Training
Build Systems That Scale—and a Team That Converts.
You don’t need more staff. You need better systems.
At Pro Doc Media, we combine automation technology with real-world team training to
help your clinic run like a business, not a constant fire drill. From SOPs and workflow
automation to front desk sales coaching, we turn chaos into consistency.
Workflow & AI Automation Systems
Process Automation
● Automate lead follow-up, appointment reminders, and feedback requests
● Connect forms, calendars, EHR, and CRMs
● Post-visit messaging and reactivation campaigns
● Event-based workflows (e.g., birthdays, no-shows, consult follow-ups)
AI Assistants & Chatbots
● Smart website chat with scheduling & lead capture
● Call-routing automations for common patient questions
● AI support for billing inquiries, FAQs, and referrals
● Available 24/7—never miss a question or opportunity
CRM & Dashboard Setup
● Custom CRM pipelines for lead, patient, and reactivation stages
● Automations based on lead source, service line, or appointment type
● Visibility into front desk performance, lead status, and ROI
● HIPAA-compliant integrations & permissions
SOP & Sales Training for Front Office Teams
● Scripts for inbound calls, consults, objections, and pricing questions
● Checklists for lead handling and patient onboarding
● Intake process flowcharts and templates
● Editable SOP manual for your internal team
Sales & Communication Training
● Live or recorded team training sessions
● Front desk coaching: tone, urgency, and conversion
● Mystery call audits with feedback
● Weekly tracking dashboards and scorecards
Why It Matters:
68% of practice owners say they “wing it” when it comes to sales processes
Poor phone handling = lost revenue & wasted marketing budget
Teams with SOPs and automation scale 2–3x faster without burnout
What You Get:
● Done-for-you automation maps and SOP templates
● CRM dashboards with team accountability tools
● Monthly team coaching and onboarding support
● A patient experience that’s efficient, consistent, and professional
Other Services
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Want a smoother operation and a sharper front office team?