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Veterinary Clinics

Wichita, Kansas. I come to you across Wichita, Kansas City, and Oklahoma City, and work with businesses anywhere.

What I'd automate

20+ automations, each with a measurable result.

Automated appointment reminders (text/email/push)

Manual
  • CSR calls 30 confirmations daily
  • Misses many
Automated
  • Auto-reminder cadence with two-way text confirmation
On the table
13% to 8%

Online appointment booking tied to PMS

Manual
  • Every booking goes through the phone
Automated
  • Pet owner self-books a slot in real PMS availability
On the table
$250 to $1,000/mo
  • Roughly what a typical veterinary clinic leaves on the table from missed or after-hours calls, about 1 to 4 a month at around $250 per new client
  • Run the free X-Ray for your real number

Vaccine / preventive-care recall automation

Manual
  • Compliance is tracked in spreadsheets
  • ~30% of due vaccines lapse
Automated
  • PMS auto-flags due care
  • Multi-channel reminders fire automatically
On the table

Prescription refill request portal

Manual
  • Clients call at 5pm for refills
  • CSR + tech + vet all touch each
Automated
  • Portal request routes directly to tech queue
  • Auto-approval rules for routine refills
On the table
50%
  • Eliminates ~50% of refill-related phone calls

Digital intake forms before the visit

Manual
  • Paper clipboard in lobby
  • CSR keys it in after
Automated
  • Pre-visit text with intake link
  • Data flows into Cornerstone/AVImark
On the table
  • Saves 5 to 10 min/visit of CSR re-entry

Discharge instructions / post-op follow-up

Manual
  • Tech prints discharge sheet
  • Client loses it
Automated
  • Discharge texted with photos/videos + 24h, 72h auto check-in
On the table
  • Reduces post-op call volume
  • Better compliance

Multi-pet household reminder consolidation

Manual
  • Each pet gets its own reminder
  • Client gets 6 texts/month
Automated
  • Consolidated household reminders
On the table
  • Reduces opt-outs
  • Improves client UX

Two-way SMS for triage / questions

Manual
  • "My dog is scratching" → 10-min phone call
Automated
  • Photo + text triage
  • Tech routes to vet if needed
On the table
30 to 50%
  • Cuts inbound call volume 30 to 50%

Boarding / grooming reservation automation

Manual
  • Client calls weeks ahead
  • CSR manually checks kennel availability
Automated
  • Online booking widget shows kennel capacity in real-time
On the table
  • Reduces booking phone calls
  • Raises holiday utilization

Wellness plan enrollment + monthly billing

Manual
  • Wellness plans pitched verbally
  • Never enrolled
Automated
  • Digital enrollment with auto-monthly ACH at checkout
On the table
20 to 40%
  • 20 to 40% of new clients enroll vs. <5% verbally pitched

Lab result delivery automation

Manual
  • CSR calls client when results land
  • Phone tag
Automated
  • Results auto-routed to client portal with vet's note
On the table
  • Saves 10 to 15 min/result of CSR labor

Estimate / treatment plan e-sign

Manual
  • Dental estimate printed, signed, scanned
Automated
  • Digital estimate texted, e-signed, paid 50% deposit upfront
On the table
  • Reduces dental no-shows + accelerates revenue collection

Loyalty / referral program automation

Manual
  • "Refer a friend for $25 off" promised verbally
  • Never tracked
Automated
  • Unique referral link + auto-credit when redeemed
On the table
  • Referrals double or triple (estimated)

Review request post-visit

Manual
  • Verbal ask
  • One in twenty remembers
Automated
  • Auto-text 24h post-visit with Google review link
On the table
$250 to $500/mo
  • About what you leave on the table when customers pick a competitor with more visible reviews, at around $250 each

Birthday / Gotcha-day greetings

Manual
  • No relationship touch between visits
Automated
  • Auto-greeting on pet's birthday
On the table
  • Soft retention boost + opens conversation

Lapsed-client reactivation

Manual
  • Pet hasn't been seen in 18 months
  • Nobody reaches out
Automated
  • Auto-reactivation drip at 14, 18, 24 months
On the table
8 to 15%
  • Recovers 8 to 15% of dormant clients (estimated, PetDesk benchmarks)

Pet portal with full vaccination/medical history

Manual
  • Client calls for vaccine records before boarding elsewhere
Automated
  • Self-service download of records
On the table
  • Saves 5 to 10 min/request of CSR labor

Inventory low-stock auto-PO

Manual
  • Out of a key vaccine mid-day
  • Emergency order
Automated
  • Stock thresholds auto-PO to distributor
On the table
  • Eliminates emergency drug runs + reduces overstock

Euthanasia condolence / memorial automation

Manual
  • No client touch after such a sensitive visit
Automated
  • Auto-condolence card + memorial donation option
On the table
  • Lifts long-term loyalty for future pets

Walk-in triage SMS queuing

Manual
  • Lobby fills
  • Clients leave annoyed
Automated
  • Text-based wait-list with live position and ETA
On the table
  • Reduces walkouts and front-desk pressure

End-of-shift technician note batching

Manual
  • Techs write SOAP notes after each appointment
Automated
  • AI scribe captures exam audio
  • Tech reviews
On the table
  • Saves 30 to 60 min/day per tech

New-client welcome sequence

Manual
  • First-time client gets a paper folder
Automated
  • Welcome sequence: portal login, hospital tour video, "what to expect."
On the table
10 to 20%
  • Lifts first-year retention 10 to 20% (estimated)

Ready to see what I'd build for your business?

Book a free 15-minute call by Zoom or phone.
No prep on your end, and at the very least you'll walk away with a few honest ideas for your business.

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Local bonus: I also shoot video. Clinic tours, client testimonials, and short social clips for businesses in the Wichita, Kansas City, and Oklahoma City areas.