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CLINIC MANAGEMENT 

We help healthcare professionals and entrepreneurs transform their clinics into professional, profitable and profitable companies.

Clinic Management
Your knowledge must translate into profit

Senior Consulting in Management and Marketing is a specialist in business management for the healthcare sector. Our team is composed of a select group of professionals with doctorates in administration and marketing.

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A medical, dental, physiotherapy clinic, or any healthcare segment must be recognized as a collection of processes working together to deliver the best possible service to its patients.

Note: We do not provide services to individual practices or small clinics with a monthly revenue below U$ 50,000.

What We Can Do for Your Clinic:

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  • Process Standardization: Mapping and standardizing administrative, reception, patient care, billing, credit, stock management, and purchasing processes.

  • Creation of Scripts and Protocols: Developing customized scripts for all organizational areas of your clinic.

  • Service Pricing: Scientifically and mathematically calculating service prices, establishing the optimal pricing based on your market reality.

  • Cash Flow Analysis: Helping clinic managers and owners better understand cash inflows and outflows for more efficient financial management.

  • Financial Planning: Advising on the development of a solid financial plan that accounts for all expenses and investments required for the clinic’s operation.

  • Expense Control: Identifying cost-saving opportunities without compromising the quality of services provided by the clinic.

  • Cost Management: Identifying areas in the clinic where costs can be reduced or optimized to increase efficiency and profitability.

  • Profitability Analysis: Identifying the most profitable services and procedures to help the clinic focus on offering them more efficiently.

  • Personnel Management: Establishing career and salary plans with projections for salary growth based on determined metrics.

 

Ultimately, after our consulting services, clinic managers will have a complete managerial view of their clinic, enabling them to operate professionally and independently in managing their businesses.

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How Our Methodology Works

1. Personalized Commercial Diagnosis

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We conduct an in-depth analysis of all the clinic’s commercial flows, from lead generation to the closing of treatments. We evaluate the scheduling process, the performance of the front-desk team, and the quality of the patient experience at each stage. We identify bottlenecks, communication gaps, and missed opportunities throughout the sales funnel. We also map the indicators being used, the effectiveness of digital tools, and the patient’s touchpoints. Based on this diagnosis, we deliver a report with real improvement opportunities and tailored strategic recommendations.

2. Creation of a Personalized Commercial Strategy

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We develop the Clinic’s Commercial Plan, including:

  • A complete sales protocol (from first contact to closing)

  • Active and passive prospecting strategies

  • Integration with marketing (Google Ads, Meta Ads, inbound and outbound)

  • Definition of performance indicators (KPIs)

  • Strategies for unconverted treatment plans

3. CRM Implementation and Sales Funnel

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We select and implement the CRM best suited to the size and needs of your clinic—whether medical, dental, or hospital. We work with market-recognized platforms such as Kommo, RD Station, Pipedrive, and others, ensuring full integration with your marketing and service tools. Our team configures a personalized sales funnel, creates the necessary automations, and defines segmentation rules to organize your leads strategically. We also structure intelligent workflows for lead nurturing, follow-up, and re-engagement with inactive patients. The result is a more agile, predictable, and data-driven commercial system..

4. Team Training and Development

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We train your team (CRCs, front-desk staff, managers, and even physicians) with techniques such as:

  • Consultative sales for healthcare

  • Closing of private treatments and procedures

  • Ethical and humanized scripts

  • Sales funnel management and commercial routine

5. Sales Playbook Creation

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We deliver a comprehensive document containing:

  • Roles and responsibilities of each team member

  • Service and negotiation scripts

  • Sales funnel stages and best practices

  • Follow-up protocols and recovery of unclosed proposals

  • Strategies for acquiring high-ticket patients

Transform your healthcare company’s commercial area with structured sales strategies, lead acquisition protocols, and integrated CRM.

Projected Results

  • Increase in the number of private patients

  • Growth in the conversion rate of treatment plans

  • Reduction of lost leads due to service failures

  • A more prepared, motivated team with clear goals

  • Clarity in data and commercial decisions based on indicators

Who Is This Advisory Service For?

  • Healthcare companies with monthly revenues above $ 200,000 that aim to grow sustainably

  • Hospitals and laboratories seeking to structure an efficient commercial department

  • Healthcare businesses looking to increase profitability with a focus on private patients

  • Franchises or clinic networks that need to standardize their commercial operations

Why Choose Senior Consulting?

With over 20 years of experience in the healthcare sector, we are a benchmark in sales for clinics and in managing commercial strategies focused on results. We combine marketing, technology, and team management to create a sales model that truly works.

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