ViridianBook audit
Agent 02 · Patient Acquisition Specialist

Demand becomes booked patients, not dashboard noise.

The Patient Acquisition Specialist owns the path from paid spend and inbound demand to booked consults, reactivation, and schedule fill.

What it owns.

The lane connects spend, leads, voice, follow-up, and the calendar so acquisition work is tied to real booked patients.

Daily work

  • Monitors Google and Meta performance against guardrails.
  • Follows up with leads who did not book.
  • Catches after-hours inquiries and missed-call recovery.
  • Runs reactivation sequences for dormant patients.

Weekly output

  • Booked-patient movement, not just CPL and clicks.
  • Campaign changes made, paused, or escalated.
  • Lead quality and schedule-fill opportunities.
  • Revenue-sensitive decisions needing owner approval.

Access required

  • Google Ads, Meta, call tracking, forms, and intake channels.
  • Booking system, calendar availability, and service constraints.
  • Offer rules, approved claims, and patient follow-up guidelines.

Human escalation

  • Budget changes outside guardrails.
  • Clinical claims, sensitive patient context, or compliance risk.
  • Attribution mismatch, low-quality bookings, or offer confusion.

Example workflows.

The agent is strongest where speed, persistence, and follow-through matter more than another strategy call.

01

Missed lead recovery

Finds leads who called, filled a form, DMed, or clicked but did not book, then follows up inside approved scripts.

02

Campaign guardrails

Flags spend drift, weak conversion, creative fatigue, and high-performing pockets that should be scaled or reviewed.

03

Reactivation

Segments dormant patients by service history and sends human-sounding sequences tied to real calendar capacity.

Want this lane inside your practice?

The audit finds where demand is leaking: media, phones, follow-up, offer, booking, or schedule management.

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