Reporting
The numbers your spreadsheet never gave you.
Inquiry volume, response time, conversion rate, and case value — broken out by source, clinician, language, practice type, and location.
BEFORE / AFTER
What actually changes
| Today | With TheraCRM.pro |
|---|---|
| "I think most of our inquiries come from Google" | Inquiries by source, counted, not guessed |
| No one knows the practice's own response time | Median and worst-case first-response time, visible |
| Conversion is a feeling | Conversion by stage, by clinician, by language |
| Marketing spend answers to no one | Estimated case value by source |
| The English/Spanish split has never been measured | It is a report you can open any time |
HOW IT WORKS
How it works
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1
Every inquiry, message, and outcome already logged by the pipeline and inbox feeds the same report — nothing extra to enter.
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2
Numbers break out by source, clinician or coordinator, language, practice type, and location automatically.
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3
You schedule it to whoever should see it — weekly to an owner, monthly to a group of partners.
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4
You read it, not us — nothing here is a black box; every number traces to a contact record you can open.
DETAILS
What it reports
BY VERTICAL
How this differs across practice types
One system, four configurations. Every plan runs on the same underlying build — what changes is which fields, stages, and rules apply.
Therapy
Conversion by presenting concern and clinician, plus waitlist-to-active-client timing.
Med spa
Consult-to-treatment conversion by service and by source, including paid campaigns.
Dental
Treatment-plan acceptance rate and recall compliance, by provider.
Medical
Referral-source performance and referring-provider volume.
SOUTH FLORIDA
The EN/ES split is the number South Florida practices react to most, and it is specifically a measurement gap, not a marketing problem: most practices we talk to have never been able to see how their English inquiries convert against their Spanish ones, because nothing in their existing tools separated the two. We are not aware of a published study tying language match to no-show or completion rates, so we will not claim one — what we can say is narrower and still useful: you cannot manage a split you cannot see, and until now most practices could not see it.
FAQ
Questions we get on the consult call
Yes, scheduled to whoever should see it.
Yes, and to Google Ads and Meta for source attribution.
Yes. Consider how you use it.
See it configured for your practice.
Book a 30-minute consultation and ask us to run this report against your own intake data.