Basis Medical & Aesthetics is a medical spa and wellness center with two locations in South Florida. Competing in a highly saturated market, Basis was struggling to keep pace with larger practices that offered deep discounts and employed full-time sales teams.

Despite their high-quality services, they were losing patients—and revenue—simply because they couldn’t keep track of leads or follow up consistently.

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Challenge

Losing revenue opportunities every month due to an unorganized, manual sales process

“We had no defined path in place for following up with new leads or tracking them based on where they were in our sales pipeline. Each patient 'touch' required multiple notes in our scheduling software that really wasn’t built for this. We had sticky notes everywhere and reminders set on calendars and phones—but it was impossible to know who was doing what. Not effective or efficient at all!”

Here were some of the key problems Basis faced before Dewy:

• No defined process for following up and converting new leads
• Extremely low lead engagement and conversion rates
• No system to track leads by sales pipeline stage
• No centralized way to communicate with patients
• Hours wasted on manual notes, reminders, and follow-up

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Solution

Automating follow-up and building a replicable sales process

Basis Medical & Aesthetics partnered with Dewy to transform their lead management process from chaotic to consistent. Dewy’s team helped them design a system that was intuitive, automated, and easy for the whole team to adopt.

With Dewy, Basis was able to:

• Build a color-coded sales pipeline covering every stage of the patient journey
• Automate lead nurturing funnels with branded emails and texts to keep leads engaged
• Set automated task reminders to keep the team on track and accountable
• Create dozens of branded email templates and saved responses to simplify sending promotions and communications
• Consolidate all lead and follow-up information in one place for better team coordination

“Being able to clearly see leads in a pipeline and knowing where each lead is at a glance is huge! Dewy automatically enters new leads in the system, enrolls them in our nurturing funnels, and engages them with branded emails and texts. That automated engagement makes a huge difference with our conversions and buys us a little time to pick up the phone and call the person ourselves.”

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Results

Dewy delivered real, tangible improvements for Basis Medical & Aesthetics:

• Time Saved: Significant reduction in hours wasted each week on manual tracking and follow-up
• Improved Organization: No more sticky notes or scattered reminders—everything is in one system
• Higher Engagement: Automated, consistent communications keep leads warm until the team can reach out personally
• Increased Conversions: More structured, reliable follow-up turns more leads into booked appointments

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Favorite Features

• Lead Management Pipeline
• Customized Lead Nurturing & Funnel Development
• Email Marketing
• Automated Task Reminders
• Branded Email Templates

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Customization & Support

Dewy wasn’t just a software platform—it was a partner in helping Basis design and implement a lead management system that worked for their team and their market.

The Dewy team provided support to customize everything Basis needed, from email templates to pipeline stages, ensuring the system worked exactly the way they wanted.

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Ready to Transform Your Lead Management?

If you’re tired of lost leads, manual tracking, and missed opportunities, Dewy can help. Automate your marketing, organize your pipeline, and grow your practice—just like Basis Medical & Aesthetics did.