Never miss a lead again.
Meet Dakota, your AI concierge
Done‑for‑you build & training, 3 months of management. Dakota answers inbound calls, runs compliant outbound follow‑ups, and handles FB/IG DMs—then books straight to your calendar.
Listen: Dakota in Action
Real conversation demo (00:00)src of the audio tag for persistence.
How an Aesthetic Surgery Practice Freed 12 Hours Per Week
A boutique aesthetic surgery practice transformed patient intake with Dakota—handling consultations, appointment scheduling, and post-op follow-ups while reducing no-shows by 34%.
The Challenge
This aesthetic surgery practice was overwhelmed with 60+ daily calls from prospective patients seeking consultations, pricing information, and post-procedure support—often missing calls during procedures or after 6pm when most working professionals could call.
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31% missed call rate during procedures and end-of-day
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No evening coverage when ideal patients could inquire
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Staff burnout from answering the same pricing questions repeatedly
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Lost consultation revenue from prospects who never got through
Key Results After 90 Days
📞 How Dakota Routes Calls at the Practice
Pricing Questions: Provides general ranges for common procedures, explains financing options → offers to book consultation for detailed quote
Post-Op Support: Asks symptom questions → escalates urgent concerns (infection signs, severe pain) to on-call nurse, otherwise schedules follow-up
Existing Appointments: Verifies patient identity → reschedules or confirms appointment → updates calendar automatically
Complex Inquiries: Collects details → creates task for patient coordinator with full notes
The Impact
"Dakota transformed how we handle inquiries. Prospective patients get answers about procedures and pricing immediately—even at 9pm when they're researching options. The consultation booking is seamless, and I receive full transcripts before meeting patients so I'm always prepared. Our front desk can now focus on the in-person experience instead of being glued to the phone."
🔧 Technical Implementation
This aesthetic practice's Dakota setup leverages GoHighLevel CRM for scheduling, Slack for real-time notifications, and custom consultation workflows built during onboarding.
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Calendar Integration: Bi-directional sync with GoHighLevel—Dakota books consultations, staff can override or reschedule, blocks procedure days
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Procedure Knowledge Base: Dakota trained on all procedure types, typical pricing ranges, recovery timelines, and pre/post-care instructions
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HIPAA Compliance: All transcripts encrypted at rest, no PHI stored in AI model, secure infrastructure for patient data protection
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Financing Routing: Dakota explains payment options (CareCredit, Alphaeon) → collects pre-qualification info → creates task for financing coordinator
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Notification System: Practice owner receives Slack summary after each consultation booking with caller intent + transcript for pre-consult review
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Escalation Protocol: Post-op concerns with red flags (fever, excessive bleeding) trigger immediate call to on-call provider; complex cases warm transfer to coordinator
Ready to Transform Your Patient Experience?
Let's discuss how Dakota can handle consultations, pricing inquiries, and post-op support for your practice.
Book Your Strategy CallGet your AI concierge builtNOW (one‑time)
Done‑for‑you build & training • 3 months of management • Inbound + compliant outbound + FB/IG DMs • Calendar booking.
Brand voice, FAQs, objection handling, and safety guardrails.
Weekly tuning, updates, and simple performance snapshots.
Pipelines, triggers, calendar wiring, and reporting.
Inbound calls, compliant outbound follow‑ups, and FB/IG DMs → booked to your calendar.