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Services / Email & SMS Automation

Stay Connected With Patients—Automatically

Turn one-time visitors into loyal patients with personalized email and text message campaigns that educate, nurture, and encourage repeat appointments. We create automated marketing that keeps your practice top of mind while saving your team valuable time.

By The Numbers

Why Email & SMS Automation Is Worth the Investment

$42

Average return for every $1 spent on email marketing.

98%

Average open rate for SMS messages.

80%+

Consumers prefer businesses that provide personalized communication.

24/7

Automated campaigns continue working—even when your office is closed.

Why It Matters

Why Email & SMS Marketing Matters

The patient journey doesn’t end after someone books an appointment.

Thoughtful email and SMS communication helps patients stay engaged before and after their visit, builds stronger relationships, encourages repeat appointments, and keeps your practice top of mind.

Whether you’re welcoming new patients, promoting seasonal services, or reminding patients it’s time to return, automation helps deliver the right message at the right time.

Benefits of Email & SMS Automation
  • Build stronger patient relationships
  • Increase appointment bookings
  • Reduce missed appointments
  • Encourage repeat visits
  • Promote seasonal treatments
  • Educate patients between visits
  • Save your team valuable time
Tailored Approach

Built Around Your Practice

Every practice communicates differently, and your automations should reflect your unique patient experience.

We’ll create customized email and SMS workflows based on your specialty, services, patient journey, and business goals—ensuring every message feels personal, timely, and aligned with your brand.

Whether you’re welcoming new patients, following up after treatment, promoting membership programs, or reactivating inactive patients, every automation is designed specifically for your practice.

Looking for a smarter way to stay connected with patients?

Schedule a Discovery Call
Deliverables

What’s Included

01

Strategy & Planning

Every successful automation starts with a thoughtful strategy.

Includes
  • Discovery session
  • Patient journey mapping
  • Workflow planning
  • Audience segmentation
  • Campaign recommendations
  • Automation strategy
02

Email Campaign Design

Beautiful, branded emails designed to educate, engage, and encourage action.

Examples include
  • Welcome emails
  • Newsletters
  • Treatment spotlights
  • Promotions
  • Seasonal campaigns
  • Patient education
  • Product recommendations
  • Event announcements
03

SMS Marketing

Short, timely messages that keep patients informed and engaged.

Examples include
  • Appointment reminders
  • Follow-up messages
  • Promotions
  • Birthday offers
  • Event reminders
  • Membership updates
  • Reactivation campaigns
04

Automation Setup

We’ll build automated workflows that continue working long after they’re launched.

Examples include
  • New patient welcome series
  • Lead nurture campaigns
  • Post-treatment follow-ups
  • Review requests
  • Reactivation campaigns
  • Birthday automations
  • Membership reminders
05

Performance Tracking

Each month we’ll review campaign performance and identify opportunities for continued improvement.

Ready to Build Stronger Patient Relationships?

Whether you’re welcoming new patients or encouraging returning visits, we’ll create automated communication that supports your practice and keeps patients engaged.

What to Expect

Our Process

01

Discovery Call

We’ll learn about your practice, services, goals, patient journey, and current communication strategy. This conversation helps us create an automation strategy tailored specifically to your business.

02

Welcome & Onboarding

Once your proposal is approved, we’ll officially welcome you to Bloom. You’ll complete a short onboarding questionnaire, share your brand assets, and provide access to your email marketing platform, CRM, scheduling software, or other tools needed to build your automations.

03

Strategy & Workflow Planning

Before creating a single email or text message, we’ll map your patient journey, identify key communication opportunities, segment your audience, and build a strategy designed around your practice and goals.

04

Campaign Creation

Over the next few weeks, we’ll write, design, and build your email campaigns, SMS messages, and automated workflows—ensuring every touchpoint reflects your brand and delivers value to your patients.

05

Review & Approval

You’ll review your campaigns, request revisions if needed, and approve everything before launch.

06

Launch & Ongoing Optimization

Once approved, we’ll launch your automations and continue monitoring performance, making improvements, and creating new campaigns as your practice grows.

Timeline

Project Timeline

Phase 1

Month One: Strategy & Build

From the day your agreement is signed, your first month is dedicated to strategy, planning, campaign creation, and automation setup. During this time, we’ll map your patient journey, develop your communication strategy, write and design your campaigns, build your automated workflows, integrate your marketing platforms, and thoroughly test every sequence before launch. By investing time upfront, we ensure every automation is intentional, personalized, and built to support your patients throughout their entire journey.

Phase 2

Month Two & Beyond: Ongoing Management & Optimization

Once your automations are live, we continue monitoring performance, refining workflows, creating new campaigns, and identifying opportunities to improve patient engagement over time. As your practice grows, your email and SMS strategy grows with it—helping you strengthen patient relationships, encourage repeat visits, and maximize the value of every interaction.

The Difference

Why Practices Choose Bloom

Healthcare-Focused Strategy

Marketing designed specifically for healthcare practices.

Personalized Patient Communication

Every campaign reflects your brand and patient experience.

Automation That Saves Time

Reduce manual follow-up while improving consistency.

Built for Long-Term Growth

We’ll continue optimizing your campaigns as your practice grows.

FAQ

Frequently Asked Questions

We’ll work with your existing platform whenever possible or recommend the best solution for your practice.

Investment

See What Email & SMS Automation Will Cost

Every practice communicates differently, which means every proposal is tailored to your goals and patient journey. Schedule a complimentary 30-minute discovery call, and we’ll prepare a personalized proposal outlining your recommended services, implementation timeline, and investment.

Not ready to book a call? Send us an email.