618 Follow-Through System

The follow-through should not depend on memory.

A practical system for businesses where inquiries, appointments, consultations, treatment opportunities, cancellations, and past customers can quietly disappear when nobody owns the next step.

The 618 Follow-Through System keeps opportunities visible, moves follow-up forward, automates the repetitive parts, and gives your team a clearer process for what happens next.

A working process for what happens next

Visible. Owned. Moving.

Not another empty software account.

A configured system for persistent follow-up, recovery, reactivation, and clearer owner visibility.

The problem and the method

More leads are not very useful if the ones you already have keep disappearing.

  1. CaptureKeep legitimate inquiries and opportunities from becoming invisible.
  2. RespondCreate a dependable first-response and ownership process.
  3. Follow throughKeep unresolved opportunities moving without relying on someone remembering.
  4. RecoverRespond consistently to cancellations, no-shows, stalled opportunities, and unused capacity.
  5. ReactivateCreate a responsible path back for past customers, patients, or clients.
  6. MeasureGive the owner visibility into what is open, what was recovered, and where follow-through is still breaking.

Essential · Growth · Pro

Choose the level of follow-through your business needs.

Every plan requires a $997 one-time implementation.

Essential

Essential

$297 / month

Stop opportunities from getting lost.

For businesses that primarily need a dependable system for capturing inquiries, responding quickly, and keeping open opportunities visible.

  • Central inquiry and opportunity pipeline
  • Unified conversation management
  • Missed-call response workflow
  • Lead and inquiry notifications
  • Booking and appointment reminders
  • Core automated follow-up
  • Basic pipeline reporting
  • Standard workflow templates
  • Team onboarding
  • Standard support
$997 implementation + $297/monthTalk through Essential →

Pro

Pro

$797 / month

Add deeper automation, customization, and ongoing optimization.

For businesses with greater volume, more complex workflows, multiple opportunity types, or a need for more active management.

  • Everything in Growth
  • Advanced workflow customization
  • Multiple pipelines or service journeys
  • Advanced segmentation
  • Custom reporting and dashboards
  • AI-assisted inquiry and booking workflows where appropriate
  • Advanced internal alerts and routing
  • Ongoing workflow tuning
  • Quarterly system optimization review
  • Priority implementation support
$997 implementation + $797/monthTalk through Pro →

Plans are priced per location unless otherwise scoped. Messaging, calling, AI, premium integrations, and other metered services may carry additional usage charges. Any required integrations are confirmed before they are included in scope.

One-time implementation — $997

We build the working system around your actual workflow: pipeline, messaging, booking paths, automations, recovery sequences, staff setup, testing, and launch.

Built for real customer journeys

Built around the customer journey you already have.

For med spas & aesthetics

Inquiry → Consultation → Treatment Opportunity → Rebooking → No-Show Recovery → Lapsed Client → Reactivation

Use it to create more consistent inquiry response, consultation follow-up, rebooking, schedule recovery, package or membership follow-through, and responsible reactivation.

See med-spa revenue recovery →

For dental & orthodontics

New Patient Inquiry → Appointment → Treatment Presented → Unscheduled Treatment → Cancellation Recovery → Recall → Reactivation

Use it to strengthen new-patient response, treatment follow-through, schedule recovery, recall visibility, and overdue-patient reactivation.

See dental revenue recovery →

Designed to complement what works

It does not have to replace the software you already use.

618 Works does not begin with the assumption that your existing practice-management, scheduling, customer-management, or operational systems need to be replaced.

The Follow-Through System is designed to fill the gaps around the customer journey when existing tools are not creating enough consistency, ownership, automation, or visibility.

Where an integration is useful, we confirm the technical requirements before promising it.

Where your existing system can already do the job reliably, we would rather use it than add unnecessary complexity.

Process before technology

Diagnosis still comes first.

Technology is not automatically the answer.

That is why 618 Works still begins with the process itself: where opportunities enter, what happens next, who owns the follow-up, what becomes unresolved, and what the owner can actually see.

For some businesses, better scripts, ownership, training, and workflow design are enough.

For others, persistent follow-through requires a system that keeps working after the meeting ends.

That is where the 618 Follow-Through System fits.

Deliberate information handling

Healthcare information is handled deliberately.

The complimentary Revenue Leak Check does not require patient or client names, treatment information, or other sensitive details.

For healthcare-related implementations, data requirements, access, handling, retention, system configuration, and necessary safeguards are established before sensitive information is used.

Unnecessary patient-level information is avoided.

Follow-Through FAQ

Practical answers before you choose a plan.

Is this a CRM?

There is customer and opportunity management technology underneath the system, but that is not the point of the service.

618 Works configures the technology around a defined follow-through process so your team knows what is open, what happens next, and what needs attention.

Do I need the Revenue Recovery Review first?

Not always.

If the problem is already clear enough to scope responsibly, we can discuss implementation directly. If the underlying breakdown is still uncertain, the Revenue Recovery Review may be the better first step.

Can I start with Essential and upgrade later?

Yes. The system can expand as your needs become clearer.

Does the system replace my current practice or scheduling software?

Usually not. We first determine what your current systems already handle and where the actual gap exists.

Are texts, calls, email, and AI usage unlimited?

No. Metered services may have separate usage charges so businesses pay for what they actually use rather than having unusually heavy usage subsidized by every customer.

How long does setup take?

The exact implementation period depends on the workflows, integrations, data, and configuration required. Your expected launch timeline is defined before setup begins.

Do you guarantee recovered revenue?

No. The system creates better structure, visibility, and follow-through. Actual financial outcomes depend on opportunity volume, customer decisions, team adoption, capacity, data, and other factors.

Find the right next step

Find out whether the system makes sense for your business.

You do not need to know which plan you need before we talk.

We will look at where opportunities enter, where follow-through breaks, and whether the problem calls for better process, hands-on implementation, the Follow-Through System—or something simpler.

Start with a complimentary 618 Revenue Leak Check.

Book the 20-minute conversation