Engagement Hub is the unified inbox + campaign engine for two-way SMS, email marketing, promotions, and referral tracking. One tool, one workflow — turns your patient list from a dead spreadsheet into a real marketing channel.
What it does
Email + SMS marketing returns roughly $36 per $1 spent — but only if you actually do it. Most clinics never run a campaign because the tools are clunky and the workflows are messy. Engagement Hub fixes that with one inbox, one campaign builder, and one workflow that pulls live segments from your CRM.
How it works
Step 1 — Unified inbox
Every patient SMS, email, and chat thread in one place. Threaded by patient. Searchable, taggable.
Step 2 — Campaign builder
Drag-and-drop campaigns — email, SMS, multi-step. Pulls live segments from your CRM (“patients who got Botox 6 months ago”).
Step 3 — Lifecycle automation
Welcome flows, birthday flows, recall flows, win-back flows — running in the background, hitting the right patient at the right time.
What you’ll see in 90 days
- 2–4 campaigns/month live across email + SMS
- 20–40% open rates on email, 40%+ click rates on SMS
- $5K–$25K/mo in incremental revenue from campaigns alone
- Zero email/SMS tool sprawl — Mailchimp, ActiveCampaign, etc. consolidated
Setup & onboarding
Live in 7–10 days.
- Days 1–3. Migrate from your existing email/SMS tools, set up sender authentication.
- Days 4–7. Build initial lifecycle automations.
- Days 8–10. Launch first campaign; train your team on the inbox.
Common questions
Will it work alongside our existing email tool?
Most clinics retire their old tool — this replaces it. Migration is white-glove (we move your list, templates, and history).
SMS compliance?
10DLC registered, TCPA compliant, STOP/HELP handling built in.
Can we still send transactional emails (receipts, confirmations)?
Yes — transactional and marketing both supported. Separate sender domains where needed.
Pricing
$299/month. Includes inbox, campaign builder, lifecycle flows, and unlimited messages (within carrier limits). Cancel anytime.
Who this is not for
This agent isn’t a fit if:
- Patient lists under ~200 — campaigns need volume to learn.
- Practices not ready to commit to 2+ campaigns/month.
- Jurisdictions with marketing rules stricter than TCPA.
Troubleshooting
Emails landing in spam
Domain authentication incomplete — verify DKIM, SPF, and DMARC records.
SMS open rates low
Send-time tuning — respect quiet hours and test by service type.
Subscribers don't open campaigns
Subject-line variants needed. Run an A/B test on hook style.
Unsubscribe rate climbing
Frequency cap too high — reduce sends per week.
Pair this with
These agents are designed to work alongside this one — clinics typically activate them together:
- AI Patient Acquisition — Multi-channel lead gen — landing pages, lead magnets, intake funnels, ad creative, CRM handoff — designed to turn strangers into booked consults.
- AI SEO / AEO / GEO — Full-spectrum search visibility — Google SEO, AI-engine optimization (ChatGPT, Perplexity), local map-pack — updated and monitored daily.
- AI Ads Management — Google, Meta, TikTok campaigns + creative + bidding — managed by AI with senior human oversight. 2–4× ROAS in 90 days.
Ready to put this agent to work?
Add it to your plan in 60 seconds, or book a strategy call to map the right combination for your practice.