Consulting Case Study
Medical Practice Generates $384K+ Revenue Using Our AI-Powered Event System
📍Sacramento, CA
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$384K+
Revenue Generated
$10,100
Ticket Sales Revenue
$144,937
14 Deposits Secured
$6,365
Same-Day Services
$103,602
Post-Event Follow-Up
8 Weeks
Time to Win
Botox Campaign Share
About the Client
A successful medical practice operates a dual-service model spanning both surgical procedures and medical aesthetics. With solid internal systems and a loyal client base already in place, they had the foundation for growth but lacked the strategic framework to maximize their potential.
Lead Strategist: Abby Honaker
Scope: Sales Event Architecture, Strategic Execution, AI Optimization, Revenue Growth
The Challenge
Despite having strong operational systems and an established client base, this medical practice was struggling with several key growth barriers:
- Lack of strategic synergy – Their surgical and aesthetic services operated in silos without unified marketing
- Untapped existing database – Dormant client relationships weren’t being leveraged for additional revenue
- Inefficient lead management – No centralized system for tracking prospects through the entire customer journey
- Missing event strategy – No framework for high-impact promotional events that could drive immediate revenue
- Limited automation – Manual processes were preventing scalable growth and consistent follow-up
💎The Results💎
📈 Event Day Revenue
- 55 VIP tickets @ $150 + 42 GA tickets @ $50 = $10,100
- 13 surgeries booked = $119,996
- 14 deposits secured = $144,937
- $6,365 in same-day service sales
🚀 Post-Event Revenue
- $103,602 in follow-up conversions from AI-assisted outreach, lead reactivation, and continued access to event pricing
- 63 active prospects remain in CRM workflows for continued engagement
🎯Total Revenue Generated
📌 Total Revenue to Date: $384,000+
📌 Projected lifetime value from active leads: $500K+
🤖 AI Integration Success Factors
- Integrated Hekadoc via AWE Vanguard CRM for centralized lead management
- Deployed AI call agents and chatbots across all platforms
- Created end-to-end follow-up sequences targeting different prospect segments
- Automated lead reactivation campaigns for dormant database
📊 Strategic Event Architecture
- Designed high-value VIP experiences with pre-consultations
- Created multiple touchpoints for trust-building before the main event
- Structured event flow for maximum conversion opportunities
- Generated $10,100 in ticket sales before the event began
Long Term Business Impact
Operational Excellence
The event revealed operational efficiencies and team capabilities that continue benefiting day-to-day practice operations.
Marketing Intelligence
Generated valuable data on client preferences, pricing sensitivity, and conversion patterns that inform future marketing strategies.
Revenue Predictability
Created a repeatable framework that can generate consistent revenue spikes throughout the year.
Client Relationship Enhancement
Strengthened relationships with existing clients while attracting new high-value prospects to the practice.
Ready to Transform Your Practice with AI-Driven Event Strategy?
This exact strategy generated $384K for one practice. Your results could be even better.
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FAQs
Most clients see immediate results from ticket sales, with major revenue impact occurring on event day and continuing for 4-6 weeks post-event.
We integrated Hekadoc via their existing AWE Vanguard CRM system. The AI call agents and chatbots were customized for Ideal’s tone and service offerings, while automated follow-up sequences handled RSVPs, no-shows, database reactivations, and warm leads through their current system.
We personally trained their internal team on event flow, consultation scripting, upsell strategies, and lead conversion tactics. The training focused on creating frictionless operations for high-volume throughput and ensuring the team could handle the entire customer journey from check-in to consultation to booking.
The pre-event mini-consultations for VIP ticket holders created high-trust touchpoints before any sales conversation. This, combined with the AI-assisted follow-up for all attendees, maximized both same-day and post-event conversions.
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