30-Day Implementation Plan · ANZ Orthopedics

GHL + Voice AI
Integration Map

A complete system architecture for capturing, following up, and converting every orthopedic lead — automatically.

Prepared by Lush Digital Agency·ANZ Orthopedics
< 60s
Lead Response
Guaranteed
100%
Lead Capture
No bypass
< 5 min
Staff Response
SOP target
30 Days
Go-Live
Full system
00 — SYSTEM OVERVIEW

Integration Architecture

How all systems connect and communicate

System Architecture

Lead Flow Map

Every entry point → GHL → automated response

Inbound Call
Voice AI
GHL CRM
Staff Notified
Missed Call
Instant SMS
GHL CRM
Follow-up Sequence
Web Form
GHL CRM
Instant SMS + Email
Appointment Booked
Appointment
Confirmation Sent
24hr Reminder
2hr Reminder
Connected Systems
GHL CRM
Voice AI
Twilio SMS
Email
Phone
Calendar
Website Forms
Staff
Automation Sequence

Response Timeline

From first contact to booked appointment

0 minLead Enters System

Via call, web form, or missed call

< 1 minInstant SMS + Email Sent

Automated response fires immediately

15 minFollow-Up #1

SMS follow-up if no response

24 hrFollow-Up #2

Next-day nurture message

48 hrFollow-Up #3

Final automated follow-up

BookedAppointment Confirmation

Confirmation + 24hr + 2hr reminders

01–04 — IMPLEMENTATION PLAN

30-Day Build Plan

Four focused weeks. One fully operational system.

GHL Account Setup
Pipeline Stages
New Lead
Contacted
Scheduled
No Show
Treated
Custom Fields
Injury Type
Body Part
Urgency
Referral Source
Connections
Phone number (Voice AI + tracking)
Twilio (SMS)
Email (SPF / DKIM / domain auth)
Calendar
Appointment types created
Availability dialed in
Booking links tested
Deliverables
Fully functional CRM
Calendar live + tested
Email/SMS sending verified
Lead Capture
Website forms → GHL
Call tracking number installed
No lead bypasses system
Core Automations
New Lead Workflow
Instant SMS (0–1 min)
Instant Email
Follow-up: 15 min
Follow-up: 24 hr
Follow-up: 48 hr
Missed Call Text Back
Immediate SMS response
Appointment Workflow
Confirmation SMS/email
Reminder: 24 hrs
Reminder: 2 hrs
Deliverables
All automations live
Lead response time under 60 seconds
100% lead capture confirmed
Voice AI Setup
Script
Greeting
Qualification (new patient? injury?)
Data capture (name, phone, reason)
Routing
During hours → staff or transfer
After hours → capture + log
Integration: Voice AI → GHL
Creates contact
Creates opportunity
Triggers workflows
Staff Training
Loom: How leads come in
Loom: How to respond fast
Loom: Pipeline management
Loom: What Voice AI does (and doesn't do)
SOP (1-Pager)
Respond < 5 minutes
Move every lead in pipeline
No mental tracking — everything in CRM
Deliverables
Voice AI live on number
Staff trained (Looms watched)
SOP implemented
Metrics Setup
Leads per day
Response time
Contact rate
Booking rate
No-show rate
Optimization Levers
SMS wording (huge impact)
Call handling gaps
AI script tweaks
Follow-up timing
Real-World Testing + Iteration
Mystery shop calls
Submit real leads
Identify breakdown points
Tighten weak points
Remove friction
Improve messaging clarity
Deliverables
Baseline performance metrics
Optimized messaging
Identified growth opportunities
END OF 30 DAYS

Final Outcome

If executed properly, ANZ Orthopedics will have:

Fully Centralized Lead System

Every lead, every interaction — one source of truth

Instant Follow-Up

No dropped opportunities. Sub-60-second response time

AI-Assisted Call Handling

Voice AI captures and qualifies every inbound call

Pipeline Visibility

Clear view into leads, bookings, and revenue

Team Adoption

A team that actually uses the system — no mental tracking

ANZ ORTHOPEDICS — GHL + VOICE AIPrepared by Lush Digital Agency