Dr. Calley Asbill, ND - Founder of Elixir Clinic (EHR - Cerbo)
Multi-disciplinary, multi-practitioner clinic owner
When Dr. Calley Asbill, founder of Elixir Clinic, partnered with Lead Better HQ, her practice was growing—but her systems were holding her back. Between multiple practitioners, mixed insurance models, waitlists, and high front-desk demand, the new patient process had become time-intensive and difficult to scale.
We began with a full brand and digital ecosystem overhaul—then engineered a fully automated, intelligent patient journey that supports complex clinical operations without relying on manual front-desk intervention.
Today, Elixir runs on a connected, AI-powered infrastructure that routes patients correctly, reduces administrative burden, and creates a predictable, scalable intake experience.
Impact Area 1
Complete Brand & Digital Infrastructure Rebuild
What we did
- Led a full visual identity and brand messaging overhaul
- Rebuilt the Elixir website inside Lead Better HQ
- Rewrote all core website and funnel copy to reflect clinical philosophy and services
- Launched two new service lines:
- Regenerative Medicine
- Ketamine-Assisted Therapy program
- Architected the backend structure for Elixir’s online program ecosystem
Result
Elixir emerged with a cohesive, elevated brand presence—and a digital foundation designed to support growth, not just aesthetics.
Impact Area 2
Intelligent New Patient Journey & Waitlist Automation
What we did
- Designed a fully automated new patient intake system across:
Multiple practitioners
Multiple modalities
- Mixed insurance and cash-pay models
- Built intelligent routing logic to:
- Identify practitioner availability in real time
- Automatically place patients on appropriate waitlists
- Tag and segment patients based on service, payment type, and provider availability
- Eliminated 15–20 minutes of manual intake work per patient previously handled by the front desk
Result
Patients self-qualify, self-route, and self-schedule—while the front desk is freed from repetitive administrative tasks.
Impact Area 3
CRM ↔ EHR Automation + AI-Powered Front Desk Support
What we did
- Connected Lead Better HQ directly to Cerbo via the Lead Better Connector
Automatically:
- Create prospective patient records in Cerbo
- Sync intake data from CRM to EHR
- Route patients to appropriate booking paths
- Built an AI-powered phone tree and virtual intake assistant to:
- Answer common new patient questions
- Guide callers through the intake process
- Reduce inbound call load on staff
Result
Elixir operates with an always-on, intelligent intake system—without increasing staff or sacrificing patient experience.
Dr. Regina Druz, MD - Founder of Holistic Heart Centers NYC (EHR - Cerbo)
Cutting-edge, busy, cash-pay cardiology multi-clinic owner
Dr. Regina Druse is a board-certified cardiologist running multiple cash-pay, cutting-edge cardiology clinics in New York City. When she partnered with Lead Better HQ, her practice was in high demand—but her intake, phone systems, and patient qualification process needed to evolve to match the scale and sophistication of her care.
Our work focused on building an advanced AI-powered front door to her practice—one that could intelligently qualify patients, protect her team’s time, and ensure only ideal-fit candidates reached her coordinators. From there, we layered in fully managed marketing, product sales automation, and membership infrastructure—all operating inside one unified system.
Impact Area 1
AI Voice & Chat Systems for Intelligent Patient Qualification
What we did
- Designed and deployed a custom AI voice assistant for her phone system
- Built conversational AI chatbots for her website
- Programmed intelligent qualification logic to:
- Identify cash-pay readiness
- Confirm geographic eligibility and treatment area
- Screen for appropriate clinical fit before human follow-up
- Routed qualified leads directly to a patient coordinator conversation
Result
Dr. Druse’s team no longer wastes time on misaligned inquiries—only high-quality, pre-qualified prospects reach her staff.
Impact Area 2
Done-For-You Content & Authority Marketing
What we did
Managed and automated:
- Podcast promotion across social channels and email marketing
- Social media content aligned with her clinical authority
- Email marketing campaigns and promotions
- Ensured all content feeds directly into Lead Better HQ pipelines for tracking, follow-up, and conversion
- Connected content efforts to both patient acquisition and product sales
Result
Her thought leadership now works as a system—not scattered content with no measurable outcome.
Impact Area 3
Product, Membership & Event Infrastructure Inside One Platform
What we did
- Built and optimized sales flows for her HeartWell Toolkits product line
- Created automated promotions and purchase tracking
- Supported her Holistic Heart University membership and event ecosystem
- Used advanced tagging and segmentation to:
- Track engagement across products, events, and education
- Personalize follow-up beyond basic marketing metrics
Result
Dr. Druse has full visibility into her ecosystem—from patients to products to education—without juggling disconnected tools.
Karina Michaud, RHN - Body Mind Nutrition (EHR - Practice Better
Metabolic Balance® Health Coach & Solo Practitioner
When Karina Michaud, RHN, came to Lead Better HQ, she was doing everything herself—marketing, sales, client follow-ups, and program management—while navigating unpredictable income cycles common to solo practitioners. Her 12-week Metabolic Balance® program required frequent check-ins and manual follow-up, creating unnecessary administrative load and burnout risk.
Our work focused on giving Karina a system that could hold the business for her—automating client flow, follow-ups, payments, and marketing—so she could focus on coaching instead of chasing tasks.
Impact Area 1
Brand, Website & Messaging Overhaul
What we did
- Led a complete brand refresh, including:
- Website redesign
- Copywriting overhaul
- Logo design
- Clarified her positioning as a Metabolic Balance® health coach
- Built a conversion-focused website inside Lead Better HQ
Result
Karina now has a polished, professional brand that reflects her expertise and builds trust before the first call.
Impact Area 2
Automated Lead Flow, Booking & Payments
What we did
- Optimized her discovery call and lead qualification process using:
- Lead Better’s AI booking system
- Website chat and intelligent follow-up
- Automated reminders to reduce no-shows
- Integrated seamless proposal delivery and payments
- Added Klarna to Lead Better’s payment processing for flexible, client-friendly checkout
- Connected Lead Better HQ directly to Practice Better EHR
Result
Leads move smoothly from inquiry to booked call to paid client—without Karina manually chasing emails, links, or payments.
Impact Area 3
Marketing, Follow-Ups & Program Support Automation
What we did
- Automated client follow-ups and check-ins for her 12-week Metabolic Balance® program
Implemented:
- Social media marketing systems
- Email marketing campaigns
- SEO-focused blog publishing
- Ensured all activity was tracked and tagged inside Lead Better HQ—not spread across tools
Result
Karina’s business now runs on steady, predictable systems—replacing feast-or-famine cycles with consistency and ease.
Dr. Arthi Kachru Khazanchi, MD - Orzu Kids (EHR - Practice Better)
Integrative Pediatrics Clinic in North Carolina
When Dr. Arthi Kachru Khazanchi partnered with Lead Better HQ, her integrative pediatric practice didn’t yet exist—it was still an idea. There was no clinic name, no brand, no systems, and no digital presence. She had the clinical vision, but needed a complete foundation to bring it to life.
Our work with Dr. Khazanchi focused on building her practice from the ground up—naming, branding, systems, marketing, and operations—so that Orzu Health launched as a fully formed, professional, and scalable pediatric clinic from day one.
Impact Area 1
Practice Naming, Brand & Website Creation
What we did
- Developed the clinic name Orzu Health
- Created the full visual brand identity
- Wrote all core copy and messaging aligned with integrative pediatrics
- Designed and built the website inside Lead Better HQ
Result
Orzu Health launched with a cohesive, trusted brand that immediately communicated clarity, warmth, and clinical credibility to parents.
Impact Area 2
EHR Setup, Offer Design & Business Architecture
What we did
- Built Practice Better from scratch, including:
- Patient workflows
- Intake structures
I- nternal processes
Helped define:
- Packages
- Pricing
- Service offerings
- Designed an operational model aligned with a modern, cash-pay pediatric practice
Result
Dr. Khazanchi launched with systems and offers designed intentionally—rather than retrofitting them later.
Impact Area 3
AI Front Desk, Lead Flow & Marketing Systems
What we did
- Built an AI-powered front desk and new lead intake system
- Designed her discovery call and booking process
- Implemented:
- Social media marketing systems
- SEO-focused blog publishing
- Email marketing campaigns
- Ensured all systems operated inside Lead Better HQ as one unified platform
Result
Orzu Health opened with automated intake, marketing, and communication systems already in place—supporting growth without overwhelm.
Dr. Erin Appleton - Nurture Family Feeding Clinic (EHR - Jane App)
Busy multi-disciplinary, multi-practitioner clinic
When Dr. Erin Appleton, founder of Nurture Family Feeding Clinic, partnered with Lead Better HQ, her practice was thriving—but under strain. With a high-volume breastfeeding clinic and long wait times, her front desk team was overwhelmed, and families were waiting too long to receive support.
Our work focused on relieving operational pressure while expanding patient access—using AI-powered systems, redesigned intake workflows, and digital care pathways that support families sooner, even when in-person appointments aren’t immediately available.
Impact Area 1
AI-Powered Front Desk & Intake Automation
What we did
- Built an AI-powered front desk system designed to support—not replace—her staff
- Automated responses to common inquiries and intake questions
- Reduced repetitive, time-consuming front desk interactions
- Streamlined patient routing and follow-up
Result
Front desk staff reclaimed time and clarity, while patients received faster, more consistent communication.
Impact Area 2
New Patient Flow & Waitlist Support Systems
What we did
- Redesigned the entire new patient process
- Created automated pathways for patients on the waitlist
- Built systems to introduce and increase enrollment in her online program while families wait for appointments
- Ensured patients could access education and support sooner
Result
Families no longer feel stuck waiting—support begins immediately, even before in-clinic care.
Impact Area 3
Brand, Website & Digital Care Expansion
What we did
- Redesigned the clinic’s visual brand and website
- Created and launched Dr. Appleton’s online program, Latching Logic
- Delivered done-for-you:
- Social media content
- SEO-focused blog publishing
- Email marketing campaigns
Result
Nurture Family Feeding Clinic now has multiple access points to care—without adding strain to the clinical team.
Dr. Lee Ann Lau, MD - Claritas Life (EHR - Practice Better)
Former surgeon, turned solopreneur life coaching practice
When Dr. Lee Ann Lau transitioned from a surgical career into building Claritas Life, she knew one thing clearly: she wanted to build her business the right way from the start. Rather than piecing together tools or relying on manual processes, she partnered with Lead Better HQ to create a streamlined, systems-first foundation for her new solopreneur practice.
As someone who genuinely enjoys systems and structure, Dr. Lau embraced Lead Better HQ as her all-in-one CRM, marketing, and automation platform—setting the stage for sustainable growth without overwhelm.
Impact Area 1
Systems-First Practice Architecture
What we did
- Implemented Lead Better HQ as the central hub for:
- CRM
- Marketing
- Client communication
- Designed workflows aligned with a solopreneur lifestyle practice
- Ensured all systems were scalable without adding complexity
Result
Claritas Life launched with clean, intentional infrastructure—no tech debt, no patchwork systems.
Impact Area 2
Client Re-Engagement & EHR Integration
What we did
- Connected Lead Better HQ directly to Practice Better EHR
- Built automated re-engagement workflows for clients completing her 12-week program
- Created intelligent follow-up sequences to maintain long-term relationships beyond the initial engagement
Result
Client relationships continue after the program ends—without manual tracking or follow-up.
Impact Area 3
AI Communication & Automated Client Acquisition
What we did
- Set up AI-powered systems for:
- Phone calls
- Text messaging
- Social media inquiries
- Built an automated webinar funnel that:
- Educates prospective clients
- Routes qualified leads into a discovery call process
- Feeds seamlessly into client intake
Result
Lead generation, education, and intake now operate automatically—supporting growth without sacrificing flexibility.
Dr. Rajka Milanovic Galbraith, MD - Simply Health Institute (EHR - Cerbo)
Functional Medicine Expert & 3D Protocol Creator
Dr. Rajka Milanovic Galbraith runs a busy functional medicine clinic with a strong reputation and steady demand. But behind the scenes, many of her systems—lead generation, discovery calls, and patient workflows—were still manual, fragmented, and time-intensive.
Our work focused on transforming what was already working into something far more efficient, automated, and scalable—without disrupting her clinical flow or team.
Impact Area 1
Optimized Lead Magnets & Segmentation Architecture
What we did
- Optimized three existing online lead magnet quizzes
- Rebuilt automation logic for:
- Lead generation
- Tagging and segmentation
- Personalized follow-up based on quiz results
- Ensured every lead entered a clearly defined pathway inside Lead Better HQ
Result
Leads are no longer just captured—they’re intelligently segmented, nurtured, and routed based on intent and readiness.
Impact Area 2
Discovery Call & Intake Process Redesign
What we did
- Reworked her discovery call process to eliminate manual steps
- Streamlined scheduling, reminders, and internal workflows
- Reduced friction for both prospective patients and staff
Result
Discovery calls became smoother, more reliable, and far less dependent on staff intervention.
Impact Area 3
EHR Optimization, Reactivation & Reviews
What we did
- Reworked her new patient process inside Cerbo
- Improved tagging structures for:
- Patient status
- Engagement tracking
- Reactivation opportunities
- Built systems to support patient re-engagement and review generation
Result
The clinic gained visibility into its patient lifecycle—unlocking reactivation and reputation growth that had previously been untapped.
This is for practitioners who are ready for their practice to feel grown-up.
There’s a moment in every practitioner’s journey when DIY and manual work just stops making sense.
When growth requires:
Delegation - not hustle
Infrastructure - not improvisation
Support - not self-reliance
Lead Better HQ is for practitioners who are no longer asking:
“How can I do more?”
And are instead asking:
“Who can I trust to handle this properly?”
Our team is trusted by health entrepreneur brands
Book Your Discovery Call Now
You want a health practice with a predictable patient flow and the freedom to focus on your transformative care. You've seen the power of Lead Better HQ. Now, it's time to bring that vision into sharp focus for your clinic.
This is a no-pressure, high-value conversation designed to equip you with the strategic clarity needed to make your next best decision for growth. Let us show you how the future of predictable patients is ready to be activated within your practice.
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