See Collate's Latest Case Study
3 min readBarisBaris

Okay but isn't this just another voice agent?

How Collate differs from typical voice agents by tackling the real bottleneck — clinic capacity to manage inbound leads across all channels, not just phone calls.

Okay but isn't this just another voice agent?

The SaaS market targeting boutique aesthetics clinics is fragmented. You have these PMS solutions that help track clients and EHRs that record the patient data securely.

However, these clinics are not exactly your typical healthcare clinics. The work they do is not urgent or high-risk. The standard solutions that work for urgent healthcare providers do not fully cover the needs of them. Hence, they pay thousands to get their websites a little bit better and SEO optimized, give paid ads on social media platforms to get more clients, and post aggressively on social media to reach a broader audience.

Yet, they have no clue about the ROI of this. They know they want more clients; but these solutions are vitamins, not painkillers. Yes, they may eventually reach a broader audience, but how efficiently they process these leads does not change. Because they did not fix the funnel that these leads are drawn into.

The Real Problem

They don't know where the client came from, whether they responded to the paid leads on time, or what happened after their initial contact. The entire organization is reliant on the memories of human patient coordinators, who are often over-worked and can't do their main job of providing the best service to clients.

What Makes Collate Different

We are not another voice agent that schedules patients and forgets them. We don't think that is the core of the problem. We identify the main problem as the capacity constraint of human capital in managing inbound leads efficiently.

Therefore, we integrate with all communication inputs of a clinic: phone, e-mail, SMS, social media DMs, and website forms. We then provide the intelligent layer that processes these leads, so the patient coordinators can focus on the higher ROI work: sales, client relationships, and customer service.

A Salesforce for Clinics

Aesthetics clinics needed a "Salesforce for clinics" and it was long overdue. Yes, they are technically healthcare providers, but they need more than just standard healthcare software, because they are also businesses that compete with each other to win the best deals.

The industry is only growing, and patients come from everywhere. It is time they start acting like commercial businesses rather than retail businesses.

Baris
BarisCOO

Stay in the loop

Get the latest insights from Collate delivered to your inbox.