01 · WHEN THE MOMENT MATTERS

Every moment that matters.
Anticipated. Timed. Captured.

Our strategy team maps your practice's seasonal calendar in seven days. Then the agent watches macro waves like flu season, back to school, and FSA resets, plus local triggers like school calendars and community events. When a wave forms 14 days out, you get a ready to run campaign brief.

Macro + local signals14 day lead timeYou approve every campaign
yourpractice.com
LIVE
+27%
SEASONAL BOOKING LIFT
average across web, search, ads, and CRM channels, 90 days post launch
4
CHANNELS LIVE
7 days
SIGN TO LIVE
300+
INTEGRATIONS
web · search · ads · CRM300+ integrationsalways on
02 · THE JOB

Strategy by humans.
Timed by AI.

Our strategy team maps every wave your practice should ride: macro seasons, local community moments, insurance reset cycles, and competitor activity. We define what is worth riding and what is not. Then the agent watches signals daily and proposes ready to run campaign briefs 14 days before each wave hits. Most agencies plan quarterly. We plan continuously.

BY OUR TEAM

Mapped, calibrated, calendared

Our strategy team interviews you about your practice, your specialty, your location, and your last twelve months of demand patterns. We map every wave worth riding: seasonal, insurance driven, demographic, local. We calibrate which to chase and which to skip. The calendar that emerges is custom to your practice, not a generic playbook.

INTERVIEW
MAP
CALIBRATE
SHIP
7 days · interview to first brief
JOB · 02

Watches, anticipates, alerts

The agent monitors macro waves like flu season, back to school, FSA resets, and wedding seasons. Plus local triggers like school calendars, community events, and local news. When a wave forms 14 days out, you get an alert before the patient demand starts rising.

LEAD TIME BEFORE WAVE
SAME WEEK | 14 DAYS OUT
JOB · 03

Drafts, briefs, proposes

For every wave the agent detects, it drafts a complete campaign brief: channels, budget recommendation, creative direction, audience targeting, and timing sequence. You approve, edit, or skip with one click. No more last-minute brainstorms when the season is already on you.

REACTIVE
3 days
PROACTIVE
14 days
+11 days earlier than reactive teams
JOB · 04

Personalizes, localizes, targets

A New York City pediatric dentistry sees a different back to school window than one in Phoenix. A wedding season campaign means May to October in Texas and June to September in New England. The agent localizes every wave to your zip code, your school district, and your service area.

Seasonal 42% Insurance cycles 24% Local events 20% Demographic 14%
JOB · 05

Sequences, paces, lands

Campaigns sequence properly: awareness first, conversion peak in the middle, retargeting at the tail. The agent paces budget across the wave so spend lands when intent is highest. No more dumping budget on week one and watching it run out before peak demand.

AWARENESS CONVERSION RETARGETING PACING
JOB · 06

Learns, refines, expands

Every wave that runs gets a postmortem. Which channels converted, which creative performed, which audience segment booked. Next year, the agent runs the same wave better. Three years in, your seasonal calendar is the sharpest one in your specialty.

THIS WEEK
27 waves · improved year over year
03 · THE INTERFACE

Watch a wave form
14 days before patients feel it.

A real strategic moment for a cosmetic dentistry practice. The agent saw the wedding season window forming. Drafted a complete brief. Strategist reviewed for 90 seconds. Brief approved. Campaign live three days later.

patientfy.app/strategy · wave detector · cosmetic dentistry
WAVE FORMING · 14 DAYS OUT · BRIEF READY
WEDDING SEASON · CALIBRATED TO BRYN MAWR, PA · 14 DAYS OUT
The agent saw the wave forming. The brief was ready before the strategist opened her laptop.
Macro: wedding season demand climbs in late April. Local: three engagement themed events at the country club this month. The agent drafted the campaign three weeks before any competitor noticed.
WAVE DETECTED · 14 DAYS OUT
Wedding season opens
MAY 12 · Bryn Mawr, PA
3 engagement events at Merion Cricket Club in the next 30 days. Local bridal demand climbing.
Bridal demand for cosmetic dentistry peaks May to September. Brides book consults 60 to 90 days before the wedding.
ALSO WATCHING
JUN 02 Summer break begins
JUL 14 FSA mid year reminder
+ 12 more this quarter
DRAFTS A BRIEF
CAMPAIGN BRIEF · READY TO APPROVE
Wedding Season Push
Free virtual veneer consult · 15 minute Zoom
Where Google Ads · Meta · Email
When 21 days · starts May 5
Who Women 25 to 44 · within 5 miles
Budget $4,800
PROJECTED OUTCOME
8 to 12 consults booked
based on last May at this practice
AGENT ACTIVITY · WATCH · DRAFT · STAGE
DAY 1
WATCH
Detected three engagement events at Merion Cricket Club in May. Cross referenced with bridal demand patterns for the 19010 zip code. Confirmed a wedding season wave forming 14 days out. No human had to spot it on a calendar.
DAY 1
DRAFT
Drafted the campaign brief in under three minutes. Channels, budget pacing, audience targeting, creative direction, and CTA copy all populated. Pulled the practice's standing tone of voice and visual guidelines from the brand library.
DAY 3
STAGE
Strategist approved the brief in 90 seconds. Two small edits to the CTA copy. Brief handed off to the Google Ads, Meta, and Email agents. Campaign live three days after the wave was first detected. Eleven days before peak demand.
04 · IN ACTION

What the strategy agent surfaced
last week.

Five waves the strategy agent detected and timed across five specialties. Different signals, different briefs, real bookings the calendar caught before the practice did. Names changed. Numbers are not.

TIME
SPECIALTY
WHAT HAPPENED
WHAT IT MEANT
Monday 09:14 AM
OBGYN
An OBGYN practice got an alert when the agent detected an upcoming conception to OB visit lag pattern: June through August conception spikes typically drive March through May OB scheduling surges. The strategist approved a brief targeting new prenatal patients in the practice service area. Bookings climbed three weeks before the agency would have spotted the trend manually.
+19 prenatal bookings
over 30 days
Tuesday 02:48 PM
DERMATOLOGY
A dermatology practice got a brief 21 days before May Skin Cancer Awareness Month. The agent cross referenced May UV index forecasts with last year's body check booking patterns. Brief proposed a Google Ads and Meta campaign with a free virtual mole mapping consult offer.
+31% skin check bookings
vs May baseline
Wednesday 11:23 AM
ENT
An ENT practice got back to back briefs for spring allergy season and fall cold surge. The agent surfaced both 14 days ahead with separate creative angles. Allergy season focused on sinus consults. Fall focused on tonsillectomy consideration for school age patients. The practice ran both campaigns without scrambling.
2 seasonal waves
served back to back
Thursday 04:51 PM
PLASTIC SURGERY
A plastic surgery practice got a brief 14 days before the FSA December spend deadline. The agent identified 240 active patients with unused FSA balances expiring December 31. Brief proposed a use it before you lose it consult campaign. Consultation calendar filled through end of December.
+$148k procedures booked
before FSA reset
Friday 10:08 AM
ORTHOPEDIC SURGERY
An orthopedic practice in Vermont got a brief at the start of ski season. The agent cross referenced regional ski resort opening dates with last year's knee and shoulder injury patterns. Brief proposed a winter injury readiness campaign and a faster path to MRI scheduling for new injuries. Wait times for new patient slots dropped from 12 days to 3.
12 day → 3 day
new patient wait time
CONNECTING TO THE SYSTEMS YOUR PRACTICE RUNS
DentrixEpicAesthetic RecordOpen DentalAthenahealthPatientNowEaglesoftCernerBoulevardCurveeClinicalWorksMangomintDenticonNextGenModMedGoogle AdsGoogle Business ProfileMetaSearch ConsoleStripeDentrix AscendSoftDenttab32CareStackDrChronoPractice FusionKareoAdvancedMDDentrixEpicAesthetic RecordOpen DentalAthenahealthPatientNowEaglesoftCernerBoulevardCurveeClinicalWorksMangomintDenticonNextGenModMedGoogle AdsGoogle Business ProfileMetaSearch ConsoleStripeDentrix AscendSoftDenttab32CareStackDrChronoPractice FusionKareoAdvancedMD
We connect to 300+ systems across EHRs, ad platforms, scheduling, CRMs, and payments.Book a demo
05 · OUTCOMES

What changes
for the practice.

+27%
Seasonal lift

Average lift in bookings during identified seasonal waves vs non seasonal baselines, within 12 months.

14 days
Lead time per wave

Median time between when the agent detects a wave and when patient demand peaks. Enough time to draft, approve, and launch a complete campaign before competitors notice the moment.

7 days
From signed to live

Median time from contract to your first ready to run campaign brief, including practice interview, seasonal calendar build, and tone of voice calibration.

06 · COMMON QUESTIONS

The questions
every practice asks first.

Anything we did not cover? Book a 20-minute demo and we will walk through your specific situation. No pressure, no pitch.

Book a demo
01What if I do not want to run a campaign the agent proposes?
Skip it. Every brief is a proposal, never an automatic launch. Approve, edit, or dismiss with one click. Nothing runs without your sign off. If you skip three briefs in a row for the same wave type, the agent learns and stops proposing it. Your judgment trains the calendar over time.
02How does the agent know what is local to my practice?
During the seven day strategy build, we calibrate the agent to your zip code, your service area radius, your school district, and your standing community connections. It then monitors local news cycles, school calendars, community event listings, and demographic shifts in your radius. The waves it surfaces are tuned to your geography, not a generic national calendar.
03Who owns the campaign calendar and briefs?
You do. Always. Every brief, every wave the agent detected, every approval decision, every postmortem, and every learned signal lives in your account from day one. Your calendar and briefs are exportable in standard formats. The agent that watches signals, drafts briefs, and learns from your approvals stays with Patientfy. That is the engine you subscribe to. Most agencies hold the strategy hostage. We do not.
04Does it integrate with the rest of my marketing stack?
Yes. Approved briefs hand off directly to the Google Ads, Meta Ads, AI Receptionist, and CRM agents already on your account. Channels, audiences, budget pacing, and creative direction flow through automatically. No copying briefs into separate tools. The strategy agent is the orchestration layer above all the others.
05What if I want to cancel?
Month to month. Cancel any time. You keep your seasonal calendar, every brief the agent ever drafted, every approval decision, and every postmortem learning. Data exports are available in standard formats so your team can keep planning without us. The agent that watches signals, drafts briefs, and learns from your approvals stays with Patientfy. That is the engine. Stay because it works, not because you are locked in.
07 · Get Started

Every day, a patient picks someone.
You decide if it’s you.

Tell us about your practice and we will show you how the platform works. 20 minutes, no pressure, no pitch. A working demo, not a slideshow.

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