Follow Up is one of the modules in MetoCRM, the medical tourism CRM built for clinics and health tourism agencies. The sections below cover what it does in day-to-day work.
Most treatments are lost to silence, not to price
When a medical tourism enquiry does not convert, the reason recorded is usually price. The reason visible in the conversation history is usually that nobody wrote again after the quote was sent. The patient did not say no; they simply stopped replying, and so did the clinic.
Follow-up is the module that prevents that. It puts the next contact on the record rather than in someone's memory, so a patient who has gone quiet is contacted deliberately, at a chosen interval, by a consultant who can see everything that was said before.
- Schedule the next contact instead of relying on memory
- Keep in touch through a decision that takes weeks
- Spot sales opportunities early from the pattern of contact
- Collect feedback that improves your service and your pricing
- Make the sales process repeatable across the whole team
The follow-up that actually gets answered
A generic check-in message performs badly. A follow-up that references the treatment discussed, the price quoted and the constraint the patient mentioned performs very differently — and only the second is possible if the history is on the patient card.
For volume, message templates give consultants a good starting point they can personalise, and automation can schedule the sequence so that the discipline does not depend on how busy the week was. On WhatsApp, follow-ups outside the 24-hour window need the Official WhatsApp API and an approved template.
Setting follow-ups
Follow-ups are created against the patient inside the system — the follow-up guide covers adding and viewing them.
Agree intervals as a team so the pattern is consistent: something quick after a quote, then a longer gap, then a final contact before the patient is marked lost. Pair with reminders for the appointments and dates that sit alongside the sales conversation.
Frequently asked questions
Soon enough that the patient still remembers the conversation. In medical tourism the quote is usually being compared against several clinics within days, so a follow-up a week later is often already too late.
The scheduling and sequencing can be handled by the automation module, while the message itself is best personalised from what is on the patient card. Fully generic sequences get read as marketing and ignored.
Outside WhatsApp's 24-hour window you need an approved template message through the Official WhatsApp API. That restriction is set by WhatsApp, and it is one of the main reasons clinics with long decision cycles move to the official channel.
