Centralising patient
communication for a
healthcare brand.
A healthcare aesthetics business needed their Salesforce environment to actually work for their team — structured lead follow-up, smarter patient communication, and automation that ran without manual effort.
A CRM that wasn't being used the way it should be.
Exert Health operates across multiple patient touchpoints — from initial lead enquiry through consultation to post-procedure follow-up. Their team was managing communication across all of these stages manually and inconsistently.
Salesforce was already in place, but it wasn't doing the heavy lifting. No structured messaging workflows, no reusable templates, no automated nurture journeys. The team needed a cleaner operational setup — not a new system, but a properly configured version of what they already had.
Four workstreams. One connected patient experience.
The goal was to make Salesforce the operational centre for all patient communication — not just a database. Every piece of work was designed to be usable by real clinical and admin staff, not just technically functional.
Designed and built a structured SMS communication workflow inside Salesforce — reusable templates, conversation history on the record, message alerts, attachment handling, and opt-out behaviour. Staff could now manage outreach entirely from within the CRM without switching between tools.
Built automated introductory messaging triggered by new lead creation — so every enquiry received a timely, personalised response without manual action. Object-based messaging flows ensured the right message went to the right lead at the right stage.
Designed and built the full patient communication journey — consultation-stage follow-up, post-procedure outreach, and long-term re-engagement flows. Content was built around procedure-specific messaging, testimonial-driven engagement, and personalised calls to action at each stage.
Addressed practical production issues — template redirect behaviour, video and testimonial link management, automation analytics visibility, and duplicate lead handling. Moved the solution from basic setup to a maintainable, production-ready process the team could manage independently.
What Exert Health had after that they didn't have before.
"Three other consultancies tried and failed. Amroar sorted it. The system now runs the way it was supposed to from day one."
CRM that isn't doing the job? We fix that.
Whether it's healthcare, professional services, or any other sector — if your team is doing manually what Salesforce should be doing automatically, we'll sort it. Book a free 30-minute audit.
Senior architects on the call. Not a junior consultant.