Pilot scope preview
30-Day Dormant Patient Reactivation Pilot
A scope preview for the founding pilot. The actual campaign is tailored after the fit call and required client information are received.
RevisitFlow
revisitflow.com
Fit summary
RevisitFlow confirms whether the clinic has a practical dormant-patient opportunity, a usable CRM or email platform, and enough data readiness to support a 30-day email-first pilot.
Dormant segment plan
| Segment | Review window | Default channel |
|---|---|---|
| Recent dormant past patients | Clinic-defined last-visit window | Email first |
| Longer-lapse past patients | Reviewed separately for tone and data freshness | Email first |
Email-first campaign strategy
The pilot uses approved email outreach inside the clinic's existing CRM or email platform. SMS is not used unless separately agreed and consent is verified.
Email copy options
Email 01
Ready to plan your next visit?
A returning-patient check-in that keeps the tone calm and avoids treatment-specific claims.
Email 02
Checking in from your clinic
A service-neutral follow-up that lets the patient decide whether to reconnect with the clinic team.
Staff reply guidance
RevisitFlow can provide reply guidance for the clinic team to review. The clinic handles patient replies, appointment booking, and any clinical questions.
Client approval checklist
- [ ] Confirm the approved dormant patient segment.
- [ ] Suppress unsubscribed, ineligible, recently booked, or already scheduled patients.
- [ ] Approve final email copy and subject lines.
- [ ] Confirm send timing, ownership, and reply routing.
- [ ] Track sends, replies, opt-outs, and clinic-reported outcomes.
- [ ] Document any data readiness work that requires separate scope.
Limits
RevisitFlow does not provide medical, clinical, legal, or compliance advice. RevisitFlow does not use purchased or scraped lists, does not promise bookings or revenue, and does not launch campaigns without client approval.
RevisitFlow provides marketing operations support. We do not provide medical, clinical, legal, or compliance advice. Campaigns are subject to client approval and applicable platform/data requirements.
Book a 15-Minute Audio Fit Call