082: Is Your CRM Working?

Kevin, Andrea, and Mitch break down what a CRM actually does for a med spa, why it matters, and where practices often misunderstand the tool. A CRM is more than a database. It manages the patient journey from awareness to lead capture, booking, visit, retention, and referral, while helping teams understand where their marketing dollars are really working. They explain why a CRM can feel like a chore or even like "Big Brother" if the team does not understand how their daily inputs connect to the bigger picture. But when the system is set up correctly and used consistently, it becomes a way to track attribution, measure return on ad spend, improve follow-up, protect the patient journey, and create better collaboration between marketing and operations. The conversation also covers automation, missed call text-back workflows, lapsed patient campaigns, offer attribution, CRM-to-EMR integration, and why technology still needs human ownership to be effective. RESOURCES: https://www.partnerwithalpha.com/goodies   LEARN MORE AND JOIN THE ALPHA COMMUNITY: https://www.partnerwithalpha.com/   WATCH THE FULL EPISODE ON YOUTUBE:   https://youtu.be/kuP9eavbizk   FOLLOW ALPHA AESTHETICS PARTNERS: https://www.instagram.com/partnerwithalpha/ https://www.linkedin.com/company/alpha-aesthetics-partners/