Question 1

What is Collate?

Accepted Answer

Collate is a GTM analytics platform for clinics that connects every step of your patient journey — from first touchpoint to booked appointment to collected payment — into a single view. It replaces spreadsheets and guesswork with real-time dashboards that show exactly which marketing channels drive revenue, so you can double down on what works and cut what doesn't. See how [Teo Clinic](/blog/teo-clinic-collate-case-study) uses Collate to manage a seven-figure monthly pipeline.

Question 2

How does Collate track marketing ROI for my clinic?

Accepted Answer

Collate attributes every patient back to the marketing channel that brought them in. It tracks the full funnel — first visit, form fill or call, booked appointment, and collected revenue — so you see true cost-per-patient and ROI for each channel. No more guessing which channels actually drive revenue.

Question 3

What analytics and reports does Collate provide?

Accepted Answer

Collate gives you real-time dashboards covering channel performance, cost-per-patient, revenue attribution, and appointment conversion rates. You can break down results by channel, time period, or location — and export reports to share with your team. Everything updates automatically as new patient data flows in, so you always have a current picture of what's working.

Question 4

How do I get started?

Accepted Answer

Book a demo and we'll walk you through the platform. Most clinics are fully up and running within a week — our onboarding team handles data migration, configuration, and staff training so the transition is smooth with minimal disruption to daily operations.

Frequently Asked Questions

FAQ

What is Collate?

How does Collate track marketing ROI for my clinic?

What analytics and reports does Collate provide?

How do I get started?