📁 Module 1️⃣ — Assignment: Documenting a Lead-to-Patient Process
Hey @Tola0, welcome to your first module assignment for the sprint!
Before we start building complex AI workflows, we need to map out exactly how patients currently move through a dental clinic's system. You cannot automate a process that you haven't clearly defined first.
For this task, I want you to step into the shoes of a Marketing Systems Specialist conducting an audit for a new clinic client.
Your Task:
Create a Google Doc or Notion page outlining the complete "Lead-to-Patient" journey. Your documentation must include:
1️⃣ The Acquisition Flow: Step-by-step documentation of what happens when a lead submits an inquiry on a clinic's website or social media.
2️⃣ The Friction Points: Identify at least three bottlenecks in a typical clinic's manual process (e.g., delayed follow-ups, lost data between spreadsheets, or missed appointment confirmations).
3️⃣ The CRM Solution: Write a brief proposal outlining which CRM features (like auto-reply templates, calendar sync, or SMS reminders) would solve the bottlenecks you identified.
Learning Resources to get you started:
Drop the link to your document in this thread when you are done. Make sure your sharing settings allow anyone with the link to comment so I can drop feedback directly on your work!
