Power of AI in Customer Acquisition

📅 08 Feb 2025

Table of Contents

• 📅 08 Feb 2025

• 1️⃣ The Power of AI in Patient Acquisition

• 2️⃣ How to Engage People on LinkedIn

• 3️⃣ Ask Customers to Pay in Advance

• BONUS What I See from Prospects - CRM Diary

📌 Focus: Why should companies use AI to attract new clients?

1️⃣ The Power of AI in Patient Acquisition

I’m not the biggest fan of AI, and as you might guess, it’s not 100% aligned with my true passion—CRM.

But I’ve put together a book that carefully explains why companies should embrace AI to eliminate inefficiencies and stay competitive.

🔥 The Problem:

• 30% of dental practice calls go unanswered, leading to $150,000 in lost revenue per year.

• 60-70% of patients don’t leave a voicemail, and 87% never call back.

• Modern patients (Millennials & Gen Z) expect instant communication. > I am one of them, and i get mad if companies don’t call me back!

💡 The Solution:
Conversational AI, like Carla, responds naturally and in real time, reducing staff workload and increasing patient conversions.

✅ Key Benefits:

• Provides 24/7 patient support, even after hours.

• Manages multiple calls at once, reducing waiting times.

• Enhances patient retention and boosts booked appointments.

📩 Curious? "Download my free eBook and discover how AI can transform patient management and grow your revenue!"

2️⃣ How to Engage People on LinkedIn

📌 Focus: How to make people care about what you say

🔹 The Problem: 
Most people post without a clear strategy and fail to attract real engagement.
Content is just one piece of the puzzle—direct engagement is what completes the game.

🎯 The Solution:

• Have something meaningful to say: 
  Create content that directly impacts your audience’s lives.

• Use the "Why it matters to me" principle → Why should people care about what you’re saying?

• Create real-life experiences 
  → Like the CRM event I’m hosting.
  Free & paid consultations.
  Courses.

• Engage actively with your network:

  • Ask questions in your posts.

  • Reply to comments with genuine interest.

  • Send personalized DMs to start real conversations.

🔑 Want to see exactly how I do this?
💬 Reply me LINKEDIN if you'd like a video guide on how I use LinkedIn and LeadDelta to generate real engagement!

3️⃣ Ask Customers to Pay in Advance

📌 Focus: Why and how should you charge clients upfront?

📉 The Problem:

• Clients book appointments but don’t show up.

• Lost time, lost revenue.

• A lack of respect for your time and expertise.

✅ The Solution:

• Require upfront payments to secure bookings.

• Use tools like Cal.com to automate scheduling and payments.

• Set clear rules: last-minute cancellations = no refunds.

🎯 Real Example:
My wife, an orthodontist, used to deal with frequent no-shows.
After implementing upfront payments, the problem disappeared.

🎥 Watch my free YouTube video where I explain how to fix this 👉 Click here

BONUS
What I See from Prospects - CRM Diary

In this section I want to share some of the issues and thinking that come to my mind when I have calls with companies and C-levels.

❌ Mistake #1: Thinking tech experts can handle strategy too

• A CRM specialist understands the software, but they haven’t seen 100+ companies using CRM differently.

• Sales directors need to study CRM adoption or work with experts, just like a beginner in the gym needs a personal trainer.

⚠ Mistake #2: Thinking CRM works without structured adoption

• Data needs to be clean, activated, and monetized.

• Prioritization comes first – just like an architect evaluates a home before designing.

• A CRM without a plan is like furnishing a house without an architect → You’ll waste money on the wrong things.
  

  💡 Want me to expand on any of these topics? 🚀