Cosmetic surgery clinics · Automation
Healthcare marketing automation for cosmetic surgery clinics, every inquiry tracked and answered.
We set up the tracking that ties each form, call and WhatsApp click to the ad or search behind it, and the follow-up that answers it. Event names say what happened, never the procedure. Measurement costs $1,500.00, with no monthly fee.
What happens to each inquiry
Step
Plan
What happens
It arrives
Starter
The form, call or WhatsApp click is tied to the ad, search or post behind it
It is counted
Starter
GA4, Google Ads and Meta get the same event, named without the procedure
It gets an answer
Growth
A first reply on its own, then 3 follow-ups in 7 days
It books
Growth
Reminders before the appointment
It goes quiet
Growth
One message after more than 30 days
Measurement
Every inquiry tied to the ad that brought it
We set up Tag Manager, GA4, the Meta pixel with Conversions API and Google Ads conversions on your website. They track up to 8 events: forms, calls, WhatsApp clicks and appointments.
Google Ads and Meta receive the same events, so both learn from the same inquiries. At handover, a test report shows each event reaching each platform.
We name each event for what the person did, such as “Form sent” or “Call”. Neither those names nor the form fields we send include the procedure. GA4 still sends the page address and title with every event, so an event on a rhinoplasty page contains that word. Your privacy adviser decides which pages get tags.
Starter, the measurement setup
- Events
- up to 8
- Ready in
- 10 business days
- Setup
- $1,500.00
- Monthly fee
- none
Meta’s data rules
When Meta limits what a clinic website can share
Meta doesn’t allow businesses to share health information through its business tools, and its examples include medical procedures, treatments and testing. Names of events, conversions and audiences can’t imply it either.
Meta can also assign a website to a data source category, based on its topics and the services it offers. Some categories carry extra limits, and Meta says it tells you by email and in Events Manager.
The three levels of limits
- CORE SETUP
- Custom parameters and the part of each URL after the domain stop reaching Meta, and automatic advanced matching may be unavailable
- SOME STANDARD EVENTS
- Specific mid and lower funnel events are blocked
- FULL RESTRICTIONS
- No event is shared where the limit applies, and Meta’s business tools can’t be used for ads there
Meta Business Help Center: prohibited information, core setup and data source categories. Read November 6, 2026.
Meta’s advice changes with the level. With some standard events blocked, it suggests leaning on more upper-funnel events. With full restrictions, it points to awareness, engagement and traffic objectives.
Custom events stay blocked until someone reviews and confirms them, and under full restrictions they may not be available. A category that Meta assigns can’t be changed, but you can ask Meta to review it again.
Patient portals
No tracking tags behind a patient login
Pages that need a login, such as a patient portal or a telehealth platform, get their own section in the HHS guidance on online tracking. HHS says trackers on them generally have access to protected health information.
The login page itself is generally public. Still, if a tracker there collects what someone types to log in or register, HHS treats it as a disclosure of protected health information.
Google draws the same line for its analytics. Its help page on HIPAA tells regulated businesses not to set Google Analytics tags on pages behind a login. Google also offers no business associate agreement for Google Analytics.
On June 20, 2024, a federal court in Texas vacated one part of the HHS guidance. That part said HIPAA applies when a tracker connects an IP address with a visit to a public page about a health condition or a healthcare provider. The section on pages behind a login is still on the HHS page, and HHS says it is evaluating its next steps.
Our advice: keep ad and analytics tags on the public pages where inquiries start, and none behind the patient login. The rules for booking forms are on our page on website design for clinics
Your privacy adviser or attorney decides whether HIPAA applies to your clinic and which tags run on each page. We set up only what they approve.
Lead follow-up
Every inquiry gets an answer, even on surgery days
With Growth, inquiries from your website, WhatsApp clicks and your Meta and Google ads land in your CRM. Each gets a first reply on its own, then three follow-ups in its first seven days.
Appointments get reminders, and inquiries that go quiet for more than 30 days get a message. Your team gets a 60-minute training.
Who decides what
- YOUR TEAM
- Approves the wording before launch, and every new offer, price or claim after it
- THE SURGEON
- Approves each claim before it goes out
- A PERSON, ALWAYS
- Handles complaints and medical, legal or money questions
- CONSENT
- Messages go out only where there is a number and consent, and the A2P 10DLC and WhatsApp Business registrations are in your clinic’s name
If HIPAA applies to your clinic, your adviser also reviews the CRM and the messaging tools that will hold inquiries. We set up the ones they approve.
Plans
What it costs
Starter
$1,500.00
One-time setup with no monthly fee: up to 8 events on 1 website, 1 Meta account, 1 Google Ads account and 1 GA4 property
Growth
$2,500.00 setup
Measurement and lead follow-up; then $350.00 a month, optional, month to month, for 2 changes a month and a report
Not included
Paid by the clinic
CRM and call tracking subscriptions and message costs, with a written estimate before any messaging
Both setups are ready in 10 business days and paid in full with the first invoice. English and Spanish cost the same, and ad spend is never part of the price.
The accounts and the data are yours from the first day. If you leave, everything is handed over and our access is gone within 5 business days.
Questions clinics ask about automation
What does automation track for a cosmetic surgery clinic?
Up to 8 events, such as a form sent, a call, a WhatsApp click and an appointment, each tied to the ad or search behind it. GA4, Google Ads and Meta receive the same events. Names say what happened, never the procedure, and a test report at handover shows every event arriving.
Can a plastic surgery clinic use the Meta pixel?
Your privacy adviser decides where it runs, within Meta’s limits. Meta doesn’t allow health information through its business tools, and its examples include medical procedures. It may also limit a clinic website by category, from URLs cut to the domain to no events at all. We advise keeping the pixel off pages behind a patient login.
What happens if Meta restricts our website’s data?
Under core setup, URLs reach Meta cut to the domain and custom parameters stop. With some standard events blocked, Meta suggests upper-funnel events. Under full restrictions, no events are shared there, and Meta points to awareness, engagement and traffic objectives. Meta tells you by email and in Events Manager.
Who answers new inquiries?
With Growth, each inquiry gets a first reply on its own and three follow-ups in its first seven days. Your team approves the wording before launch, and the surgeon approves every claim. Complaints and medical, legal or money questions always go to a person. Messages go out only where there is a number and consent.
How much does automation cost for a clinic?
Starter, the measurement setup, costs $1,500.00 once, with no monthly fee. Growth adds lead follow-up for a $2,500.00 setup, plus an optional $350.00 a month, month to month. Both are ready in 10 business days. The clinic pays the CRM, call tracking and message costs directly, with a written estimate first.
Tell us how inquiries reach your clinic today
Where they come from, who answers them and which ones get lost. We answer in English or Spanish.