TalentOSWorkflow · Referrals
Past-client follow-up
The past clients and patients nobody has had time to call back, each with a drafted follow-up in your voice, ready for you to send.
How it runsStep by step
- What Mark does
- Looks up past clients, patients and open leads in your TalentOS CRM.
- Drafts the follow-up for each, matched to the brand guide or examples you share.
- Drafts a campaign plan and positioning brief when you want the bigger picture.
- Checks how AI assistants describe and cite your practice, with the same questions every run.
- What it needs from you
- Contacts in the CRM: added in TalentOS, from Ira's calls, or pushed through the inbound API.
- Your brand guide, or a few messages you've sent before.
- Where a person signs off
- You review and send every message. Mark never sends on his own.
- What you end up with
- Drafted follow-ups, ready to send.
- A campaign plan and positioning brief.
- An AI-search citation report.
Book a call30 minutes
See Mark run it on your own example.
We map it on the call, show you the worker running it on your own example, and leave you with a plan whether or not you sign up.
Pick a time in the calendar; the invite arrives straight away.Booking runs on Cal.com, which passes your details to the founders.
A 30-minute video call with the founders.
- Bring one job that eats your week.
- We map it, then show the worker running it on your own example.
- You leave with a plan, whether or not you sign up.