Approval gate
Every outbound message is staged as a draft. Nothing sends until you approve it, so you stay in control of every client touch.
For PT and clinic owners
Follow-up and CRM systems for PT and clinic owners in Oklahoma
Inquiry follow-up drafted in your voice, referral partner touches staged and a Monday briefing ready before the week starts. You approve everything before it goes out.
Where practices leak revenue
Most of it is follow-up, not marketing
Inquiries that go cold
Someone asks about care, the day gets busy and nobody follows up in time. They book somewhere else before anyone notices.
Referral sources you forget
The doctors and partners who send you people deserve a prompt thank you and a regular touch. When the week fills up, those touches are the first to slip.
Evenings lost to admin
Follow-up emails, referral notes and status updates pile up after hours. The owner ends up being the only one who knows where everything stands.
The VIQ Operator
What your practice gets
Monday morning briefing
What needs attention, what is aging and what is due, ready before your week starts.
Follow-ups in your voice
Inquiry follow-ups, no-response recovery and referral partner notes drafted the way you write, waiting for your review.
Engagement memory
Every inquiry and referral conversation is logged in durable files, so what your practice knows survives staff turnover.
Friday snapshot
The week's numbers, one win, one flag and next week's focus.
Monthly report and review call
A performance report against real numbers and a review call, so you see the math and not just our claims.
Getting started
Running in two weeks
01
Week one: setup call
You walk us through how inquiries and referrals work today. We build your briefing template and confirm how drafts reach you for approval.
02
Week two: it runs
The Monday briefing and Friday snapshot start. Follow-ups are drafted and staged. You approve everything.
03
Day 90: it has to work
You get a working system in 90 days or Venture IQ keeps fixing it until it works.
Pricing
One plan, plainly priced
- Approval gate on every outbound message
- Monday briefings and Friday snapshots
- Follow-up drafting in your voice
- Engagement memory
- Monthly report and review call
You get a working system in 90 days or I fix it until it works.
Questions
What practice owners ask
Does it send emails or texts for me?
No. Every follow-up, referral note and outreach message is drafted and staged for your approval. Nothing goes out until you approve it. You review the draft, change what you want and send it.
What does a normal week look like?
Monday morning you get a briefing: what needs attention, what is aging and what is due. During the week, follow-ups for inquiries and referral partners that went quiet are drafted in your voice and waiting for you. Friday you get a snapshot with the week's numbers, one win, one flag and next week's focus.
Does it handle patient health information?
The VIQ Operator is built for the business side of a practice: inquiries, referral partners, follow-up and weekly briefings. Talk to us before sharing any patient health information with any tool, so we can scope together what is appropriate for your practice.
Do I have to change the software I use?
The first week is a setup call where you walk through how your inquiries and referrals work today. The briefing template and approval routing are built around that, so you are not starting over.
What happens if it does not work?
You get a working system in 90 days or Venture IQ keeps fixing it until it works. No commitment beyond that if it is not delivering.
Who is behind this?
Venture IQ is based in Stillwater, Oklahoma and founded by Alex Darmon. We run our own operations on the same system we set up for practices, and we work with owners in Oklahoma, Kansas and Texas.
Related reading
Why good leads go cold in a service business
Where leads actually go quiet, and the one gap to close first.
How to write down how your business runs
Get the steps that live in one person's head onto a page anyone can follow.
How to turn phone calls into notes you can use
A one-minute habit so the next step is never a guess.
See what it would look like in your practice
Ten minutes, no commitment. Call (405) 547-3052 or email alex@ventureiq.ventures.