Introduction

Investing in ads or SEO is a smart move for growing your aesthetic and refractive practice. But how do you know if that investment is actually driving booked patients and revenue? Without a reliable ROI tracking system, you could be wasting valuable marketing dollars. That’s where a smart CRM tool like ADvance Leads comes in, providing clear insights into your marketing effectiveness.

How to Properly Track ROI

1. Track the Source of All Leads

A successful ROI tracking strategy starts with understanding where your leads are coming from. With ADvance Leads, you can seamlessly integrate lead tracking across multiple channels, including:

• Website forms
• Inbound calls to tracking numbers
• Social media DMs
• Facebook lead forms
• Google ad forms
• Facebook/Instagram ads
• Referral patients

All leads are automatically funneled into your pipeline and monitored throughout the process, ensuring no opportunity is lost.

2. Optimize Lead Follow-Up

Once a lead comes in, timely follow-up is crucial to converting them into a booked patient. ADvance Leads allows you to automate follow-up using SMS and email, ensuring each potential patient receives prompt and personalized communication. The automation is tailored to your practice’s specific messaging, with the goal of encouraging the lead to schedule a consultation as soon as possible.

3. Use a Sales Pipeline to Track Lead Status

A clear sales pipeline helps you understand where each lead is in the booking journey. ADvance Leads provides a structured pipeline that enables you to:

• Track leads throughout the sales cycle
• Identify which opportunities are still available
• Measure conversion rates and ROI in real time

This visibility empowers you to make data-driven decisions and optimize your marketing efforts for maximum return.

4. Custom ROI Reports for Data-Driven Insights

With all this data at your fingertips, ADvance Leads generates custom ROI reports that provide real-time insights into your marketing performance. You can easily see:

• Where your leads originated from
• How many leads converted into booked patients
• The total revenue generated from those bookings

Armed with these insights, you can fine-tune your marketing strategy to focus on the highest-performing channels and maximize your ROI.

Why Choose ADvance Leads?

ADvance Leads is designed to be easy to use and implement, with a dedicated support team to ensure a smooth transition. By leveraging its powerful tracking and automation features, you can confidently invest in marketing, knowing that every dollar spent is accounted for.

Ready to take control of your marketing ROI? Let ADvance Leads show you the way!