End-to-end AI for a growing practice.
Greater Texas Orthopedics needed to scale patient acquisition across multiple Texas branches without scaling headcount.
Lead-to-follow-up pipeline running 24/7 across every Texas location.
Architectural Friction & Operational Bottlenecks
Lead management was manual, follow-up inconsistent, and new patient onboarding had no automation. As GTOA expanded across Texas, the operational gap between branches was widening and the cost of that gap was compounding.
Engineered System Architecture & Core Capabilities
An end-to-end AI infrastructure: lead capture and qualification engine, CRM integration with automated email sequences, AI chatbot handling patient inquiries around the clock, and a voice agent managing appointment follow-ups and new patient satisfaction surveys across all Texas branches. We also built a smart lead-scraping system that continuously identifies and structures new prospect opportunities for GTOA's marketing operation.
Implementation Strategy & Guardrails
Multi-agent architecture coordinating prospect discovery, lead enrichment, qualification, CRM writes, email triggers, and voice call orchestration. Each component operates within a defined scope and hands off cleanly to the next. Custom integrations were built around GTOA's existing marketing systems, no forklift replacement required.
Verified outcomes & enterprise acceleration.
Automated prospect discovery, qualification, and follow-up now run continuously across all Texas branches. The lead scraper expands the top of the funnel while the wider automation stack handles engagement, appointment follow-up, and patient satisfaction workflows. GTOA can market to more qualified opportunities without adding equivalent manual research or administrative headcount.
Lead-to-follow-up pipeline running 24/7 across every Texas location.
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