Lead in an HOF clinic: what it is and how to handle the contact

· 1 min read

Quick facts

Definition
A person who showed interest and left contact details but has not yet become a patient.
Sources
Referral, social media, ads, website and direct message.
Related metric
Cost per lead (CPL): how much it cost to get each contact.
Caution
Lead data is personal data: use it only for the stated purpose and with a legal basis.

A lead is a person who showed interest in the clinic and left contact details, such as a name and WhatsApp number, but has not yet become a patient. It is the first stage of the sales funnel. The term comes from marketing, and in an HOF clinic it means, in practice, someone who asked a question, requested information or filled out a form.

Where do leads come from?

Each source has a different cost and quality. To compare them, use the CPL, cost per lead, and then the acceptance rate of each channel.

How do you handle a lead ethically?

A lead is not a patient, and the consultation is where the clinical indication is assessed. The first reply should inform, welcome and invite them to an assessment, without promising results and without giving a diagnosis by message. Lead data is personal data, and the LGPD calls for a clear purpose: what the person left in order to be contacted should not become a sales list without notice.

More ideas on how to proceed in post-consultation follow-up and WhatsApp Business for HOF clinics.

Frequently asked questions

What is a lead in a clinic?

It is someone who showed interest and left contact details, such as a name and WhatsApp number, but has not yet had the consultation or the procedure. It is the start of the sales funnel.

Terms mentioned