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LIFETIME A 12-year client. Not a one-time will.

GoHighLevel Snapshot for Functional Medicine Practices
that earns the next 12 years.

Automate the lab-driven, protocol-staged client journey — discovery, intake, lab upload, protocol delivery, retesting reminders, and renewal pre-warm. HIPAA-aware copy.

12 yrs
Avg client lifetime
$10K+
Complex estate value
62%
Return for refresh
📜
Wilson Hormone · Est. Plan
Client since 2014 · 5 touchpoints
Year 1 · 2014
Simple will + healthcare POA
$1,800 retainer · first matter
Year 3 · 2016
Beneficiary update · new baby
$650 amendment fee
Year 5 · 2018
Revocable living trust
$4,200 restructure
Year 8 · 2021
Advance healthcare directive
$420 update
Year 12 · 2026 · UPCOMING
Annual review auto-scheduled
Triggered by 12-yr CRM rule
Total lifetime value: $7,070 from one will.
$1K–$5K
Standard wills + POA
Avg first matter
$10K+
Complex estates / trusts
High-net-worth files
12 yrs
Avg client lifetime
Across 4–5 life events
62%
Return for plan refresh
When auto-nudged

GoHighLevel for functional medicine practices

Functional medicine is lab-heavy, protocol-staged, and built on long-term relationships. The marketing tools your colleagues in conventional medicine use don’t fit. You need:

  • A discovery call funnel that explains your approach to clients who’ve been failed by conventional medicine.
  • An intake that captures symptoms across systems, not just a chief complaint.
  • A way to deliver lab kits, lab results, and protocols without lab-result PHI sitting in plain SMS.
  • Protocol-stage drips that reach the patient at the right moment — not when your front desk gets around to it.
  • Retest reminders, package renewals, and referral asks tied to clinical milestones.

This snapshot does all of that.

The functional-medicine patient journey

StageWhat the snapshot does
Discovery call requestLong-form intake screens for fit, tags by symptom cluster
Booked discoveryCalendar invite, pre-call education on functional approach
Lab orderLab kit shipping reminder, instructions, follow-up if no return
Lab results backSecure-link delivery, protocol unlock at next session
Protocol Stage 1Drip of protocol PDF, supplement reorder reminders
Symptom check (Day 30)Symptom-tracker survey, practitioner review trigger
Protocol Stage 2Auto-transitions based on stage-1 outcome
Retest at Day 90Reminder 14 days out, lab order, repeat the cycle
Renewal pre-warmPackage renewal conversation seeded 21 days before end

What practitioners stop worrying about

  • Lab results delivered insecurely through email.
  • Patients lost between Stage 1 and Stage 2 because no one nudged.
  • Retest at Day 90 forgotten because the practitioner was buried in clinical work.
  • Reorder reminders that never fired, supplement compliance dropping silently.

Configured for your protocol library during onboarding

During your 10 dedicated hours, we configure the protocol stages to match your specific library — methylation, gut-restore, hormone-restore, mitochondrial, autoimmune, etc. Each protocol gets its own drip cadence, supplement reorder logic, and retest schedule.

Schedule a 30-minute walkthrough → tailored to your protocol library.

Annual review automation

The review fires before the client knows they need one

A 5-step CRM workflow runs in the background every year on the client's matter anniversary.

  1. 1
    CRM anniversary trigger
    12 months after last matter close. Pulls the client's plan summary, beneficiaries, and key dates from the CRM.
  2. 2
    Senior-friendly email
    "It's been a year. A lot can change. Want a quick 15-minute review call?" — warm, no-pressure, signed by the original wellness practitioner.
  3. 3
    SMS follow-up if no reply
    Sent on day 5. Plain language, large readable copy on the client portal. One-tap reply: "Yes book me · Not yet · Remove me."
  4. 4
    Calendar slot reserved
    Pre-blocked wellness practitioner slot held for 7 days. Client picks any of 4 times. Confirmation includes a printable summary.
  5. 5
    Review call + plan refresh
    15-min call. Captures life events. If nothing changed: $0 visit. If something did: matter opened on the spot at $400–$4,200.
Life-event triggers

Six events that should re-open an estate file — automatically

The CRM watches for these. Each one fires the same automated check: "Does the plan still match the life?"

👶 Birth 💍 Marriage 💔 Divorce ⚰️ Death in family 🏠 House purchase 🎂 Retirement (age 65) 📈 Business sale 🌎 Move out-of-state
1
EVENT
Client reports life event
Caught from any source: client portal form, SMS reply, social media monitoring, manual paralegal note, or referral chatter.
2
CRM UPDATE
Auto-flag matter as "review needed"
CRM moves the file into a "life event" pipeline stage. Original wellness practitioner is notified. Existing plan summary is pulled up.
3
OUTREACH
Senior-friendly nudge
Email + SMS with plain language: "Congrats on the new home — let's make sure your plan still protects it." No legal jargon.
4
SCHEDULE
Review call booked
15-min calendar slot reserved with the original wellness practitioner. Client picks a time in one click. Calendar invite auto-sent.
5
REFRESH
Plan amended + billed
Amendment, codicil, or full restate — billed flat-rate, signed via e-signature, filed in client portal. Lifetime value rises.
Senior-friendly SMS

Plain English. No legal jargon. No fear.

Annual nudge
B
Hi Joan — it's been a year since we finalized your will. Want a quick 15-min check-in? No fee unless we change anything. — Bryant Law
New grandchild
B
Congratulations on Caleb! 🎉 Should we add him to your estate? Quick 10-min call — we'll handle the paperwork. Reply YES to schedule.
Retirement reminder
B
Happy 65th! 🎂 At retirement, most folks need a trust update or a healthcare directive refresh. Want to chat for 15 min? — Your team
FAQ

Common questions about lifetime estate-client automation

The snapshot's copy patterns are HIPAA-aware — no PHI in plain SMS, secure-link patterns for lab results. True HIPAA compliance requires a signed BAA with HighLevel and your full practice protocols. Talk to a healthcare attorney about the complete picture.

Yes. Tagging at intake (digestive, autoimmune, hormone, energy, mental) routes the patient into the appropriate protocol track with the right resource drips and retest cadence.

Retest reminders are scheduled at protocol-stage milestones — typically 90, 180, and 365 days from baseline. The schedule lives in the patient's record and surfaces to the practitioner 14 days before due.

Turn one will into a 12-year client

Same snapshot — configured for lifetime estate value.

Life-event triggers. Annual review automation. Senior-friendly outreach. Live in 24 hours.

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