Véora case study
Premium Aesthetic Clinic · Cancún
High-ticket aesthetic clinic with no patient traceability or pipeline. We installed the Business · Vertical Clinics blueprint: patient CRM, automated lead scoring, and monthly MBR.
The Challenge
Véora is a premium aesthetic medicine clinic in Cancún serving a high-ticket international clientele. Demand was strong but invisible: leads arrived from Meta, Google, and word-of-mouth into messages and a phone line. There was no record of where each lead came from, how fast it was answered, or whether it converted.
Without traceability, the team could not tell which channels actually produced patients. Without a pipeline, the practice could not stage follow-ups or measure conversion. The founder was the bottleneck on every high-value lead.
The Approach
We installed the Business · Vertical Clinics blueprint at premium-clinic configuration: every lead captured, scored, and routed in under a minute; high-value prospects flagged for the founder; the rest handled by a templated WhatsApp flow that mirrors the clinic's voice.
The hand-off shipped with a monthly business review (MBR) dashboard the founder uses on the first Monday of every month — the same dashboard the team operates from in real time.
What We Installed
- Patient CRM in Kommo with full WhatsApp Business + Instagram integration and channel attribution on every contact.
- Automated lead scoring — high-ticket prospects flagged for the founder, standard prospects routed into a templated WhatsApp flow.
- 24/7 first-response via templated WhatsApp confirmations, so no patient waits hours for an answer.
- Treatment-pipeline with stages (consult → assessment → quote → schedule → treatment → review) and SLA timers between each step.
- Monthly business review (MBR) dashboard surfacing channel ROI, conversion rate by stage, average ticket, retention, and net pipeline.
Results — First 90 Days
Véora moved from invisible demand to a measurable, scoreable, scheduleable pipeline. Lead response time dropped to under 60 seconds on every channel; the founder stopped being the lead-router.
Result summary: 3x faster lead response, +40% appointments scheduled, and 24/7 engagement on every channel — all measurable from a single dashboard.
Founder testimonial
“RIVEL didn't just advise us — they built the system that made our operations work. Their ability to turn complexity into structure is unmatched. Véora runs smoother, smarter, stronger because of them.”
Dra. Fernanda Suárez
Founder, Véora · Cancún
Frequently asked questions
Why did Véora need a CRM?
High-ticket aesthetic clinics lose money on slow lead response, not on lead volume. Without a CRM, Véora couldn't see where leads came from, how fast they were answered, or whether they converted to treatment. The CRM made every step measurable.
What is the monthly business review (MBR)?
A dashboard the founder uses on the first Monday of every month showing channel ROI, conversion rate by stage, average ticket, retention, and net pipeline. The same dashboard the team operates from in real time.
How are high-ticket leads handled differently?
Automated lead scoring flags high-value prospects (international clientele, multi-treatment inquiries, branded queries) for the founder's direct attention. Standard prospects are handled by a templated WhatsApp flow that mirrors the clinic's voice.
Can the team operate the system without the founder?
Yes. The hand-off includes team training, role-based permissions, and templated playbooks. The founder reviews the dashboard monthly rather than coordinating every lead.
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