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Case study

Healthcare · UAE · Sample

Private clinic lead engine

From scattered WhatsApp and form enquiries to a single CRM pipeline the sales desk can run without chasing inboxes.

  • Lead generation
  • CRM routing
  • WhatsApp capture
Overview

A clinic with demand — and no reliable path into sales

A multi-doctor aesthetics clinic in Dubai was spending on Meta and Google, collecting form fills and WhatsApp messages, then losing half of them to delayed replies and unclear ownership.

This sample engagement shows how COTech typically scopes and ships a lead engine: capture, qualify, route, and hand off — without rebuilding the whole brand site.

Challenge

What was breaking

  1. Enquiries in three places

    What we solve

    Website forms, WhatsApp, and Instagram DMs all landed with different staff and no shared record.

    What changes

    One CRM pipeline with source tags so every enquiry is visible to the desk on duty.

  2. Slow first response

    What we solve

    After-hours and lunch spikes meant leads waited hours — by then many had booked elsewhere.

    What changes

    Instant alerts, auto-ack on WhatsApp, and a clear SLA for human follow-up.

  3. No proof of channel ROI

    What we solve

    Marketing could not show which campaigns created booked consults versus noise.

    What changes

    UTM and source tracking through to stage outcomes on a simple dashboard.

Delivery

What shipped

Fixed-price Blueprint credited to the build, then a four-week implementation with two review cycles.

  1. Capture

    Landing + WhatsApp

    Dedicated service landing pages, multi-step form, and WhatsApp deep-link with the same fields the CRM expects.

  2. Pipeline

    CRM stages

    New → Qualified → Booked → Showed → Closed, with owners, reminders, and no orphaned leads.

  3. Routing

    Alerts & SLA

    Desk notifications on create, escalation if untouched after 15 minutes in clinic hours.

  4. Reporting

    Weekly view

    Source, response time, and booked consults in one operational dashboard for marketing and the desk lead.

Showcase

What the system looks like in practice

Placeholder visuals for this sample. Live projects will publish screenshots and delivery stills from the dashboard into this block.

Service landing and enquiry capture for a private clinic lead engine
Capture — service landing and form flow that feeds the CRM
CRM pipeline stages for clinic enquiries
Pipeline — New through Closed with owner and SLA
Operational reporting view for marketing and the sales desk
Reporting — source, response time, booked consults

Additional frames can be added here when the dashboard ships real project media.

Result

What changed after go-live

Client name and exact numbers stay private. When the dashboard publishes live case studies, this block will be filled from structured fields (sector, services, challenge, delivery, results) rather than hand-edited HTML.

Want a similar path for your team?

Book a free 30-minute scoping call. We will tell you whether a lead engine, CRM rebuild, or a narrower first step is the right move.