# SetterOS CareFlow Sales Deck Outline

## Slide 1: Title

SetterOS CareFlow

Done-for-you AI appointment setting for health and wellness businesses.

## Slide 2: The Problem

Health and wellness businesses lose appointments because:

- Leads are not answered fast enough
- DMs and form fills sit too long
- Staff are busy with patients or clients
- Prospects ask questions but never book
- No-shows are not recovered
- Follow-up is inconsistent

## Slide 3: The Cost of Slow Follow-Up

Every missed inquiry can mean:

- Lost consult revenue
- Wasted ad spend
- Lower show rates
- More front desk pressure
- More prospects choosing competitors

## Slide 4: The CareFlow Solution

CareFlow installs an AI appointment setter that:

- Responds instantly
- Qualifies leads
- Answers common questions
- Routes sensitive questions to humans
- Books qualified appointments
- Sends follow-ups
- Tracks appointment outcomes

## Slide 5: Built for Health and Wellness

Primary niches:

- Med spas
- Dental clinics
- Wellness centers
- Primary care practices
- Practice Better professionals
- Functional health and nutrition providers

## Slide 6: How It Works

1. Lead arrives
2. Setter responds
3. Setter qualifies
4. Calendar opens
5. Follow-up continues
6. Results are tracked

## Slide 7: Example Workflows

Med spa:

- Treatment interest
- Timeline
- Budget comfort
- Consult booking

Dental:

- Service request
- Urgency
- New patient details
- Appointment routing

Practice Better:

- Goal discovery
- Fit check
- Discovery call booking

## Slide 8: Privacy-Conscious Intake

CareFlow supports careful workflows through:

- Limited public intake prompts
- Human takeover rules
- Sensitive-question escalation
- Clear routing
- No diagnosis or clinical advice

## Slide 9: Offer Options

CareFlow Install:

- First AI setter setup
- One lead channel
- Calendar connection

CareFlow Growth:

- Multi-channel setup
- Follow-up
- Dashboard
- Reporting

CareFlow Managed:

- Ongoing optimization
- Voice AI
- Split testing
- Monthly strategy review

CareFlow Social Growth:

- 33 monthly content ideas or captions
- Weekly campaign themes
- DM, email, or SMS nurture prompts
- Appointment-focused CTAs
- Content replies routed into CareFlow

Positioning line:

Content that creates demand. AI that converts it.

## Slide 10: What We Need From You

- Main offer
- Ideal customer
- Lead sources
- Calendar access
- Common questions
- Qualification rules
- Follow-up rules
- Human takeover preferences
- Approved content topics and restricted claims, if Social Growth is active

## Slide 11: Launch Timeline

Day 1:

- Intake and offer mapping

Day 2:

- AI setter build

Day 3:

- Channel and calendar connection

Day 4:

- Testing

Day 5:

- Launch one lead source

Week 2:

- Review and optimize

## Slide 12: Call to Action

Book a CareFlow Strategy Call

Let us find the fastest path to more qualified booked appointments from the leads you already generate.