AI-powered patient reactivation
for naturopathic clinics
"We recovered 14 lapsed patients in the first month. At $180 per visit, that's over $2,500 from one campaign."
DR. SARAH CHEN · EVERGREEN NATURAL HEALTH · VANCOUVER
Welcome back
Sign in to your clinic portal or create a new account.
1
Your Clinic
2
Email Setup
3
Choose Plan
Tell us about your clinic
This information personalises every patient email we generate for you.
Comma-separated — helps personalise patient messaging
Step 1 of 3
Main
Account
Free Tier
Good morning
Here's how your patient reactivation is performing.
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Patients Contacted
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Touches Sent
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Patients Rebooked
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Est. Revenue Recovered
Recent Campaigns
Campaigns
All your patient reactivation campaigns.
Your Tools
Everything we've built to grow and retain your patient base.
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FollowUpForge
AI-powered patient reactivation. Upload your Jane App export, generate personalised email sequences, and launch automated campaigns.
Active Lapsed Patients Email + SMS
📈
GrowthForge
Compliant new patient acquisition through targeted ads, referral automation, and community outreach — built specifically for naturopathic clinics.
New Patients Ads Referrals
Coming Soon
💬
RetainIQ
Keep active patients engaged between visits with personalised wellness check-ins, seasonal health content, and timely rebook reminders.
Active Patients Retention
Coming Soon
⭐
ReputationPulse
Automatically request Google reviews from happy patients after their visit. Monitor your online reputation and respond to feedback.
Reviews Google
Coming Soon
FollowUpForge
Free Tier
1
Upload Patient List
Export CSV from Jane App
2
Generate Emails
AI writes personalised messages
3
Review & Edit
Check before sending
4
Review & Export
Check before sending
5
Activate Campaign
Schedule & send automatically
Step 1 of 4
Upload your patient list
Export your patient CSV from Jane App and upload it here. We'll automatically identify lapsed patients and classify each one — no setup required.
📋
Drop your Jane App CSV here
Or click to browse your files
Accepts .csv files exported from Jane App → Reports → Patient List
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How to export from Jane App
Patient List Export
  1. Log into Jane App
  2. Click Reports in the top menu
  3. Select Patients → List
  4. Click the ⋯ menu → Export to Excel
  5. Save the file and upload it here
Appointments Export (optional)
  1. In Reports, select Appointments
  2. Set date range to last 24 months
  3. Click ⋯ menu → Export to Excel
  4. Upload alongside your patient list for better persona matching
Step 2 of 4
Generate reactivation emails
Select a patient and generate individually, or use Bulk Generate. Choose how many touches to generate — Touch 1 only is recommended for first runs.
0
Patients
0
CASL Eligible
0
Generated
Ready to generate
Touch:
Day 0 — Reconnection, warm and personal
Lapsed Patients
👆
Select a patient to start
Choose a patient from the left and click Generate Selected, or use Bulk Generate with Touch 1 Only to generate first emails for everyone at once. Add more touches after confirming the voice feels right.
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Touch 1
Subject Line
Email Body
Step 3 of 4
Review before sending
Check through your generated sequences. Click any email to edit it. Everything looks good? Move to export.
Step 4 of 4
Export & send
Download your generated emails and drop them into your Google Drive folder. The Make.com automation will handle the rest.
📁
Export for Make.com
Downloads a CSV with all generated email content, one row per patient per touch. Drop this file into your clinic's Google Drive folder and Make.com will send the sequence automatically.
✓ One row per patient × touch
✓ Includes subject, body, email, persona
✓ Make.com reads this format directly
✓ Unsubscribes handled automatically
📧
Send to clinic for approval
Download a formatted PDF or Word document with all email templates laid out for clinic review. Send this to the doctor before anything goes live.
✓ Professional layout with subject + body
✓ Organised by patient and touch
✓ Easy to review and annotate
✓ Approval record for your files
⭐ Coming Soon
AI Voice Training — Emails that sound exactly like your doctor
Upgrade to Voice AI and we'll spend 30 minutes with your doctor capturing how they naturally communicate with patients. Their specific phrases, warmth, and personality get built into every email — so patients feel like their doctor wrote it personally, not a system.
Voice profiling session
Doctor-specific phrase library
Claude AI (vs Gemini free tier)
Higher open & reply rates
Unlimited patients
Notify me when available →
Step 5 of 5
Activate your campaign
Set your start date and launch. FollowUpForge will automatically send each touch on the right day — no Make.com needed.
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Campaign Settings
Campaign Name
Start Date
Supabase Project URL
Clinic ID
Supabase Anon Key
⚙️
What happens next
Once activated, your campaign runs automatically. No further action needed.
Day 0 (start date)
Touch 1 emails send automatically at 8am for all patients

Day 2-3
SMS touches send for HOT and WARM patients

Day 7-45
Remaining touches send on schedule per heat band

Ongoing
Patients who rebook are automatically skipped from remaining touches
Unsubscribes are handled instantly via email link
⚠️ Before activating, confirm with the clinic that their email is warmed and ready for outreach. New or inactive Gmail inboxes should be warmed for 3-4 weeks first.
Campaign Summary
Prefer manual control?
Download the CSV and send manually or use Make.com
Clinic Settings
Update your clinic information and preferences.
Clinic Information
Email Setup
Standard tier: used to guide AI email generation. Premium tier: full voice profiling session included.
Account Info
Your clinic account details.
Clinic Account
Clinic ID —
Plan —
Status Active
Need help with your account? Contact your MyAIBroker representative at info@myaibroker.com