Step-by-Step SOP:
Pre-Consultation Process After Peptide Inquiry Submission
- When a patient submits a Peptide Inquiry Form, the provider is immediately notified via email or internal system alert, indicating a new potential client has expressed interest.
- At the same time, the patient automatically enters an educational email sequence that introduces them to peptides, including how they work, their potential benefits, and important safety considerations.
- These emails are spaced out over a few days to provide clear, digestible information and help build the patient’s understanding and trust.
- If the patient has not booked a consultation within a set timeframe (e.g., 24–72 hours), automated reminder emails or SMS messages are triggered, encouraging them to schedule their appointment.
- Reminder messages continue at pre-defined intervals (e.g., every 2–3 days) until the patient completes the booking.
- Once the consultation is booked, the reminder sequence stops automatically, and the patient moves into the pre-consult preparation workflow.
