Trust before first contact
A lead capture page with what patients need to know to book, with your license number visible and a privacy notice.
Playbook: Clinics and private practices
Patients who arrive already trusting you, not just asking the price.
For independent medical and dental practices: clear services, a lead capture page, WhatsApp booking, Google and reviews within the sector's ethical and regulatory framework.
Patients who arrive already trusting you, not just asking the price. 123-page PDF, 25 AI prompts, 40 templates and an Excel CRM, with an 8-week plan.
- 25 AI prompts and 40 ready-to-copy templates
- A scored diagnostic that tells you where to start
- 8-week plan with a “Done when” at every step
$697.00
Buy nowThis resource is in Spanish. The files you download (PDF, templates, prompts) are written in Spanish.
- Secure checkout with Stripe or PayPal
- Instant digital delivery
- 15-day guarantee
Do people message you to ask the price and then never book?
Patients decide whether they trust you before they call: based on what they see on Google, on your website and on how their first message gets answered. If that doesn't come across as clear, they compare on price alone or leave, and every unconfirmed appointment is an hour of consultation time lost.
What changes once you have it.
Booking without leaks
A checklist for your booking form and WhatsApp, reminders and a waitlist to reduce no-shows.
Ethical reviews
How to ask for Google reviews without incentives and how to answer them without revealing any patient's information.
Three files, one system
PDF playbook (123 pages)
15 chapters in order, from diagnostic to plan: product, pricing, AI protocols, WhatsApp and CRM, website, Google, reviews and social media.
Prompt and template kit (.txt)
The 25 prompts and 40 templates from the PDF in a separate file, so you can copy and paste without formatting errors.
Lean CRM in Excel (.xlsx)
Drop-down lists, rows that change color when a follow-up is overdue, an automatic dashboard, weekly metrics and the 8-week plan.
AI context sheet
Fill it out once and every prompt answers about your actual business, not in generic terms. Each prompt tells you what to check in the response.
Future editions included
If I correct or expand this playbook, the new version shows up in your account at no extra cost.
Here's what it looks like inside, before you pay.
Template T18 from the playbook and the prompt and template kit.
Template T18: WhatsApp Business profile description
[SPECIALTY] in [NEIGHBORHOOD, CITY]. [PRACTITIONER], license [NUMBER]. First visit: [LENGTH], [WHAT IT INCLUDES IN 5 WORDS]. We reply to messages [DAYS AND HOURS]. Emergencies: [PRACTITIONER'S INSTRUCTIONS]. Privacy notice: [SHORT LINK]
Real pages, exactly as you'll download them.
Four real pages: the diagnostic, a prompt, a template and the final checklist. Click any of them to see it full size.
It's for you if you're:
- Independent medical or dental practices, with one or several practitioners
- Physical therapists, nutritionists, psychologists and other health professionals with their own practice
- Anyone who wants more qualified patients, not just more visits to their website
It's not for you if:
- Hospitals or chains with a marketing department
- Anyone looking for medical or clinical content: you define that as the professional
- Anyone expecting this material to replace a regulatory review of their advertising
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01
Diagnose
Take the 0-to-2-point diagnostic and find out which chapter holds your most expensive leak.
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02
Apply
Follow each step with its time estimate, its prompts and its “Done when.” You don't move on until you meet it.
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03
Measure
Check your metrics in the CRM 20 minutes a week and adjust with the 8-week plan.
15
day money-back guarantee. If it doesn't work for you, write to me within 15 days of purchase and I'll refund the full amount. See the policy
Made by Oscar Garza.
Master's in digital marketing, based in Monterrey. I design and run marketing for real businesses, and I share marketing and Canva content on social media every day.
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Before you buy.
Do I need to know marketing or tech?
No. Every step tells you how long it takes, what you need and how to know it's done right. For the AI part, the free version of ChatGPT, Claude or Gemini is enough, and the CRM works in Excel or Google Sheets.
How long will it take me?
The plan is designed for 8 weeks, working a few hours a week. The diagnostic lets you skip what you already have covered, so it may take you less.
Will you implement it for me?
No. The playbook is complete so you can apply it yourself. If at some point you'd rather have hands-on support, my services are on the website, but you don't need them to finish it.
What if it doesn't work for me?
You have a 15-day guarantee, under the site's refund policy. Email me at [email protected] and we'll sort it out.
Full description
Let patients trust you before they call.
123-page PDF, prompt and template kit, and Excel CRM. One-time payment of $697 and a 15-day guarantee.
$697.00
Buy now- Secure checkout with Stripe or PayPal
- Instant digital delivery
- 15-day guarantee