Industries · Veterinary clinics

Veterinary clinics: more customers, new revenue, less unnecessary cost.

Veterinary clinics are short on staff and long on phone calls. These are the systems we would typically build and operate for a general practice or specialty clinic, using the tools it already has.

These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.

What we usually see

The phones ring all day with questions the front desk has answered a hundred times. Vaccine and wellness reminders go out, but overdue pets are never followed up. Refill requests arrive by phone, voicemail and email and get lost between them. Wellness plans renew without a word, and owners of a pet in for surgery call to ask how it went.

Tools you probably already use

  • Practice management software such as ezyVet, AVImark, Cornerstone or Shepherd
  • Client communication tools such as PetDesk, Vetstoria or Weave
  • Your online pharmacy
  • Your phone system and text messaging
  • Your website and Google Business Profile

Where we would start

  1. 01

    Reminders that follow through

    Vaccine, wellness and dental reminders go out on schedule, and pets that stay overdue get a second touch and a spot on the front desk call list.

    What changes

    Preventive care happens on time, and the schedule fills with it.

  2. 02

    A phone line that breathes

    Routine questions such as hours, directions and appointment requests are answered by text, and urgent calls always go straight to your team.

    What changes

    Your front desk answers the calls that need a person.

  3. 03

    Refill requests in one place

    Requests from calls, texts, email and your online pharmacy land in one queue for the veterinarian to approve, and owners hear when a refill is ready.

    What changes

    No refill gets lost, and fewer owners call to check.

  4. 04

    Wellness plans that renew

    Plan members get reminders to use their included visits, and hear before the plan renews, with a way to continue.

    What changes

    Members use what they paid for and stay on the plan.

  5. 05

    Owners updated during the day

    Owners of pets in for surgery or boarding get updates your team approves, at the points in the day you choose.

    What changes

    Fewer anxious calls, and owners who feel cared for.

  6. 06

    A weekly clinic report

    Appointments, overdue reminders, refills pending, wellness plan members and no-shows, in one message.

    What changes

    You see how the clinic is running without pulling reports.

Scout, Forge and Sift for veterinary clinics

Acquire

Scout

Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.

Explore Scout Expand

Forge

Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.

Explore Forge Save

Sift

Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.

Explore Sift

What stays with you

Diagnosis, treatment, prescriptions and anything medical stay with your veterinarians. AI never diagnoses or gives medical advice; urgent calls always go to your team. Client and patient information stays in your own systems, and we confirm what each system holds before anything connects. Review invitations go to every client the same way. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.

Questions

Do we have to switch practice management software?
No. We work with ezyVet, AVImark, Cornerstone or whatever you use, and connect it to your reminder, pharmacy and phone tools. We confirm what can connect before any work begins.
What happens with an emergency call?
It goes to a person. The systems handle routine requests only, and anything that sounds urgent is routed straight to your team or your emergency instructions.
Can AI approve refills?
No. The systems collect and organize refill requests. A veterinarian approves every one.

Also in health and wellness

Your business, not a template.

Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.

Work with us All industries