Quick Links Objectives The Problem System Features Results Key Outcomes Skills Demonstrated Categories AutomationTech Projects Tags Appointment AutomationBusiness Process AutomationCRM AutomationCustomer Journey MappingEmail & SMS AutomationGoHighLevel (GHL)Lead NurturingMarketing AutomationPatient RetentionWorkflow Automation Overview Project Title:Automation System for Haneul Dental Care Project Type:Mock Project Tools Used:Miro • GoHighLevel  Role:Marketing Automation Specialist Responsibilities: Designed and implemented end-to-end marketing automation workflows to streamline lead management and customer journeys. Built automated email and SMS campaigns for lead nurturing, follow-ups, re-engagement, and customer retention. Configured CRM pipelines, lead scoring, segmentation, tags, and custom fields for personalized marketing. Automated appointment scheduling, confirmations, reminders, and follow-up communications. The Haneul Dental Care Automation System is a marketing automation solution built using GoHighLevel (GHL). The project was designed to streamline patient communication, reduce administrative workload and increase patient retention through automated workflows that support the entire patient lifecycle. The system centralizes patient management by automating every major touchpoint—from the initial consultation booking to long-term recall reminders and online reputation management. By replacing repetitive manual tasks with automation, the clinic can provide a more consistent patient experience while allowing staff to focus on delivering quality dental care. Objectives The project aimed to: Automate the complete patient journey from consultation booking to long-term retention. Reduce appointment no-shows through timely email and SMS reminders. Recover missed consultations and treatment appointments using automated follow-up sequences. Increase treatment acceptance through personalized upsell campaigns. Improve patient retention with scheduled recall reminders. Enhance the clinic’s online reputation by automating review requests. Reduce administrative tasks through automated patient tracking and pipeline management. Provide a centralized CRM system for monitoring patient progress throughout every stage of care. The Problem Many small to medium-sized dental clinics still rely on manual processes to manage patient communication, appointment follow-ups, and retention efforts. As the number of patients grows, these repetitive administrative tasks consume valuable staff time, increase the likelihood of human error, and make it difficult to deliver a consistent patient experience. Without an automated communication system, clinics often encounter several operational challenges: Patients may forget their appointments, leading to increased no-show rates and lost revenue. Front desk staff spend significant time sending appointment confirmations, reminders, and follow-up messages manually. Missed consultations and treatment appointments are not consistently followed up, resulting in lost opportunities to recover potential patients. Treatment recommendations and upsell opportunities depend heavily on manual outreach, reducing treatment acceptance rates. Routine recall reminders are often overlooked, making it difficult to maintain long-term patient relationships and encourage preventive care. Requests for online reviews are inconsistent, limiting the clinic’s ability to strengthen its digital reputation. Patient information is scattered across different communication channels, making it challenging to track each patient’s progress throughout their journey. To address these challenges, this mock project demonstrates how an integrated marketing automation system built with GoHighLevel (GHL) can centralize patient management, automate repetitive communication, and support the complete patient lifecycle—from the initial consultation to long-term retention and re-engagement. System Features The Haneul Dental Care Automation System includes the following core workflows: Patient Consultation Booking Once a patient confirms their appointment, the system takes over so the team doesn’t have to manually follow up. Here’s what happens behind the scenes: 1. Appointment Confirmed As soon as the patient books or confirms their consultation, they’re automatically marked as having an upcoming appointment. This keeps the records organized and lets the team instantly see where each patient is in the booking process. 2. Instant Confirmation The patient immediately receives: A confirmation SMS A confirmation Email This reassures them that their booking has been successfully secured and provides all the appointment details. 3. Checking for Reschedules The system waits until the day before the appointment. If the patient has already rescheduled before this point, the automation recognizes that and adjusts accordingly. This prevents unnecessary reminder messages from being sent for an old appointment. 4. 24-Hour Reminder If the appointment hasn’t changed, the patient receives a friendly reminder 24 hours before their visit. This helps reduce forgotten appointments and improves attendance. 5. Final Check Before the Appointment Two hours before the scheduled appointment, the system checks one last time to see if the patient has rescheduled. 6. 2-Hour Reminder If the appointment is still active, the patient receives a short SMS reminder letting them know their appointment is coming up soon. This serves as a final nudge and helps minimize no-shows. Consultation No-Show Recovery When a patient misses their appointment, the system automatically begins a gentle follow-up process to encourage them to book another consultation—without requiring staff to manually contact every patient. Step 1: Patient Misses Their Appointment If a patient doesn’t attend their scheduled consultation, the system automatically updates their status and starts a recovery sequence. This helps ensure that no potential patient is forgotten. Step 2: First Follow-Up (Immediately) The patient receives a friendly SMS acknowledging that they missed their appointment and inviting them to reschedule if they’re still interested. This gives them an easy opportunity to book again. Step 3: Wait and Check The system waits for about an hour to see whether the patient has already rebooked. If they have rebooked: the recovery messages stop immediately. Their record is updated to show they have a new appointment. This prevents patients from receiving unnecessary reminders after they’ve already booked. Step 4: Second Follow-Up (Next Day) If the patient still hasn’t booked, they receive a follow-up email the next day. Instead of simply reminding them, this email reinforces the benefits of the consultation and encourages them to secure another appointment. Step 5: Check Again After another waiting period, the system checks once more if they’ve rebooked. If yes, the recovery campaign ends. If not, it continues with another reminder. Step 6: Third Follow-Up The patient receives another SMS a few days later. This serves as a final friendly reminder for patients who may have simply forgotten or become busy. Step 7: Final Opportunity After waiting a few more days, the system performs one final check. If the patient has booked, their status is updated and they exit the recovery