# SetterOS CareFlow Agency Offer Kit ## Offer Name SetterOS CareFlow ## Positioning SetterOS CareFlow is a done-for-you AI appointment-setting service for health and wellness businesses that need faster lead response, better qualification, stronger follow-up, and more booked consults or patient appointments. ## One-Line Pitch We install AI appointment setters for health and wellness businesses so missed leads become booked consults, new patient visits, and client calls. ## Longer Pitch SetterOS CareFlow helps med spas, dental clinics, wellness centers, primary care practices, and Practice Better professionals convert more inbound leads into booked appointments. We install the AI setter, connect the lead channels, build the qualification flow, connect the calendar, set up follow-up, and monitor the system so the business stops losing opportunities to slow response times and manual follow-up. ## Ideal Clients - Med spas running ads for consultations - Dental clinics selling implants, Invisalign, cosmetics, or emergency visits - Wellness centers with high consultation volume - Primary care practices accepting new patients - Functional health providers and nutritionists - Practice Better professionals booking discovery calls - IV therapy, hormone therapy, weight loss, chiropractic, recovery, and longevity clinics ## Core Pain Points - Leads do not get answered fast enough - Staff miss calls and DMs during busy hours - Prospects ask questions but never book - New patient inquiries are not routed properly - No-shows are not followed up with - Lead source and revenue tracking are unclear - Clinics spend money on ads but lose leads in the follow-up process ## Core Promise SetterOS CareFlow helps health and wellness businesses respond faster, qualify smarter, and book more appointments from the leads they already generate. ## Compliance-Safe Language Use: - Privacy-conscious intake workflows - Human takeover rules - Sensitive-question escalation - Limited public intake prompts - Designed to support careful lead routing Avoid claiming: - HIPAA compliant - Medical diagnosis - Clinical advice - Patient care automation - Guaranteed revenue ## Offer Tiers ### CareFlow Install Best for one-location businesses that need their first AI setter installed. Includes: - One AI appointment setter - One main lead channel - Calendar connection - Basic qualification flow - Basic follow-up sequence - Launch testing - 7-day post-launch review ### CareFlow Growth Best for active clinics, med spas, wellness centers, and coaches getting leads from multiple sources. Includes: - Multi-channel setup - GHL-connected messaging - AI setter and follow-up agent - Conversational booking - No-response follow-up - No-show recovery - Lead conversation dashboard - Weekly optimization review - Monthly performance report ### CareFlow Managed Best for businesses that want done-for-you management. Includes: - Everything in CareFlow Growth - Ongoing optimization - Split testing - Voice AI receptionist - Monthly reporting - Template refinement - Campaign feedback - Human takeover routing rules ### CareFlow Social Starter Best for health and wellness businesses that need consistent content ideas and simple nurture prompts to create more appointment conversations. Pricing: - $497 setup - $297/mo Includes: - 33 monthly post ideas - Weekly campaign themes - Caption and CTA direction - Lead nurture prompts - Monthly content-to-appointment map ### CareFlow Social Pro Best for businesses that want more done-for-you content direction and stronger lead nurture assets. Pricing: - $997 setup - $497/mo Includes: - 33 ready-to-post captions - 10 short-form video scripts - DM and email follow-up copy - Monthly offer campaign - Content performance notes ## How To Position Social Growth Use this simple explanation: > CareFlow Setter converts conversations into appointments. CareFlow Social Growth helps create more of those conversations with monthly content ideas, campaign angles, captions, and follow-up prompts. Do not sell Social Growth as generic social media management. Sell it as a demand-generation layer connected to appointment setting. ## Social Growth Add-On Rules - Every post or caption needs a clear appointment-focused CTA. - Content must avoid medical claims and guaranteed outcomes. - Campaign replies should be routed into the CareFlow pipeline. - Winning themes should improve next month's content and follow-up. - Social Growth should support the main offer, not distract from it. ## Landing Page CTA Primary: Book a CareFlow Strategy Call Secondary: See Health & Wellness Demo ## Outreach Angles Med spa: Your ads may be working, but slow follow-up can quietly kill consult bookings. Dental: Implant, Invisalign, and emergency dental leads are too valuable to sit unanswered. Wellness center: Your team should not have to chase every inquiry manually just to fill consultations. Practice Better professional: You already have a client management system. CareFlow helps more qualified prospects reach your consult calendar. ## Sales Call Discovery Questions 1. Where do most of your leads come from right now? 2. How quickly does your team usually respond? 3. What happens when someone asks a question but does not book? 4. What type of appointment do you want more of? 5. What makes a lead qualified for your business? 6. How many inquiries do you miss or follow up with late each week? 7. What is one booked appointment worth to you? 8. Do you currently track which leads become revenue? ## Simple Close If we can install an AI setter that responds faster, qualifies leads, follows up, and pushes serious prospects toward your calendar, would it make sense to start with a focused setup for one offer or lead source?