Lead Capture + Routing + Follow-up
Capture every lead across every channel. Route them to the right person or pipeline. Trigger follow-up sequences automatically—before your competitor calls first.
Vertical SaaS for Clinics
Lumina OS — The Revenue System Built for Clinics
Lead capture, WhatsApp automation, CRM, and AI working as one system — purpose-built for clinic revenue operations.
This is not marketing. This is infrastructure.
We do not run ads, write content, or manage social media. We architect and implement the operational systems that determine whether your business captures and converts revenue at scale — or loses it to inefficiency.
The Problem
Your Operations Are Leaking Revenue
Leads fall through the cracks while staff handles other tasks
Follow-up is slow, inconsistent, or never happens
Disconnected tools force manual data entry and double work
Reporting is manual, delayed, and unreliable
Skilled staff spends hours on tasks software should handle
This isn't a marketing problem. It's a systems problem.
When revenue operations run on manual processes, growth has a ceiling. We remove it.
The Difference
Why Clients Choose Engineered Systems Over Patchwork Automation
01
Designed for your stack, not a generic template
Patchwork automation breaks when your business changes. Engineered systems are architected for your specific tools, workflows, and data model — so they scale with you.
02
Every component is documented and testable
We do not hand off mystery workflows. Every automation, integration, and logic branch is documented. You own it, your team can maintain it, and we can optimize it.
03
Revenue impact is measurable from day one
We scope against specific outcomes: leads captured, follow-up speed, AR cycle time, ops hours saved. Not impressions. Not engagement. Operational throughput.
04
Systems compound. Shortcuts decay.
Duct-tape automation creates technical debt. Proper systems engineering creates infrastructure that compounds in value as your volume grows and your processes mature.
05
Single point of accountability
You get one team responsible for the entire revenue infrastructure — not five freelancers building disconnected pieces that nobody coordinates.
06
Built to hand off or retain
At the end of every engagement, your systems are documented and transferable. No dependency created. No lock-in enforced. You decide how we continue.
What We Build
Revenue Systems, Engineered to Spec
Every system we build is scoped, documented, and built for your specific stack — not a generic template.
CRM Pipeline Systems
Custom CRM architectures built for your sales cycle. Automated stage progression, deal scoring, and pipeline visibility that gives leadership real-time clarity.
Appointment + Scheduling Automations
End the back-and-forth. Automate booking, reminders, confirmations, and reschedules. Reduce no-shows. Give your front desk their time back.
Payment + Invoicing Workflows
From quote to collected payment — automated. Reduce AR cycles, catch late invoices before they become bad debt, and get cash flow clarity without manual tracking.
API Integrations
Your tools should talk to each other. We architect integrations that eliminate double entry, sync data in real time, and close the gaps between your CRM, ERP, Sheets, Supabase, and more.
Reporting Dashboards + Ops Visibility
Custom dashboards that surface the metrics that matter — revenue, pipeline, conversion, and ops health — in real time. No more spreadsheet archaeology.
AI Assistants for Internal Workflows
Deploy AI where it creates real leverage: support triage, patient intake summaries, lead routing decisions, document extraction, and internal ops automation — not just a chatbot.
Clinic Types
Built for Your Clinic Type
Lumina OS is purpose-built for clinic revenue operations — not generic business automation.
Dental Clinics
After-hours lead capture via WhatsApp. Patient reactivation sequences. Appointment automation with no-show recovery. Billing workflow integrations.
MedSpas
AI-qualified consultation leads. Booking automations with intake forms. Follow-up sequences that convert. Payment collection without the back-and-forth.
Chiropractic Practices
New patient intake automation. Insurance pre-check workflows. Multi-location scheduling systems. EHR integrations that eliminate double entry.
Private Practices
Patient communications on autopilot. Referral tracking and follow-up. Appointment workflows that run without staff intervention. Practice management integrations.
How We Work
Four Engineering Phases
Every engagement follows the same disciplined process. No guessing. No scope creep.
Audit
We map your current systems, identify the revenue leaks, and quantify the cost of manual work. You get a clear picture of where you are and what needs to change.
Architecture
We design the right system stack for your business — connecting your tools, defining automation logic, planning integrations, and scoping the build before a single line is configured.
Implementation
We build it. CRM configurations, automation flows, API integrations, workflows — all tested end-to-end, documented, and handed off with training if needed.
Optimization
Systems degrade without care. We monitor, iterate, and improve as your business grows — adding new automations, adjusting workflows, and expanding integrations over time.
Typical Results
What Engineered Systems Look Like in Practice
The following are representative examples of the types of systems we build and the outcomes businesses like yours typically see.
※ These are illustrative examples, not guaranteed results.
Example
Dental Practice
Problem
After-hours inquiries went unanswered until the next morning. A competitor would often reach the lead first.
System Built
After-hours lead capture → CRM routing → automated SMS + email within 90 seconds → appointment scheduling link → reminder sequence.
Outcome
Leads engaged within 90 seconds, 24/7 — without staff involvement. Front desk arrives to booked appointments, not missed opportunities.
Example
MedSpa
Problem
25%+ no-show rate. Front desk spending hours on manual reminder calls. Rebooking happening inconsistently or not at all.
System Built
Automated booking confirmations → multi-touch SMS + email reminder sequence → pre-appointment intake form → no-show rebooking flow.
Outcome
Significant no-show reduction. Front desk freed from reminder calls. Rebooking rate increased. Revenue per slot improved.
Example
Chiropractic Group
Problem
New patient intake consumed 20+ minutes of staff time per patient. Paper forms, manual EHR entry, and frequent data errors.
System Built
Digital intake forms → automated push to EHR → insurance pre-check workflow → scheduled follow-up sequence → patient record sync.
Outcome
Intake staff time reduced dramatically. Fewer data entry errors. Better patient experience before the first appointment.
The Technology
How Lumina's AI Works
Not a chatbot. Not a workflow tool. A system that thinks, decides, and corrects — built around your clinic.
01
Context Memory
The AI knows your clinic's services, staff, pricing, and common patient questions. Every response is grounded in your actual operation — not generic templates pulled from the internet.
02
Decision Engine
It routes, responds, qualifies, and books based on rules you define. Handles routine edge cases without pulling staff in. When it can act, it acts — instantly, at any hour.
03
Course Correction
When the AI is uncertain, it flags rather than guesses. You review the exception, adjust the rule, and the system gets sharper. No hallucinations routed to patients.
Plans
Lumina OS Plans
Transparent monthly pricing. No hidden setup fees on higher tiers. No lock-in.
Monthly Subscription
Lumina Foundation
$600
/ mo
+ $600 one-time setup
Core systems. Running in days.
- WhatsApp + web lead capture
- CRM setup and pipeline configuration
- Automated follow-up sequences (SMS + email)
- Appointment reminders and confirmations
- Monthly performance review call
Most Popular
Monthly Subscription
Lumina Automation
$1,100
/ mo
Setup included
AI-powered responses. Zero dropped leads.
- Everything in Foundation
- AI response engine (WhatsApp + web chat)
- No-show recovery automation
- Payment collection workflows
- Live operations dashboard
Monthly Subscription
Lumina Revenue OS
$2,200
/ mo
Setup included
Full revenue intelligence. One system.
- Everything in Automation
- Custom AI training on your clinic data
- Multi-channel outbound campaigns
- Revenue attribution reporting
- Quarterly strategy session + priority support
All plans are month-to-month. Cancel anytime. Custom enterprise arrangements available on request.
FAQ
Common Questions
Yes. We are 100% remote. All collaboration happens via video calls, async communication, and shared project tools. We serve clients across every US time zone.
A Systems Audit typically takes 1–2 weeks. A Build Sprint ranges from 3–8 weeks depending on scope and complexity. We provide a clear timeline and milestone plan before any engagement begins — no surprises.
Most major platforms: HubSpot, Salesforce, Go High Level, Zoho, Airtable, Monday.com, Supabase, PostgreSQL, Google Sheets, Zapier, Make (Integromat), n8n, Twilio, Stripe, QuickBooks, and many others. If you have a tool with an API, we can likely integrate it.
Mainly your time and clarity. We'll need access to your current tools, a clear picture of your biggest operational pain points, and a designated point of contact. We do the heavy lifting — you just need to be available for discovery sessions and feedback.
We specialize in systems engineering using existing platforms, APIs, and automation tools — not from-scratch software development. In most cases, this delivers faster results at a fraction of the cost. When a custom build is truly needed, we'll tell you upfront and can connect you with the right resource.
Absolutely. Clinics are a specialty, but we work with any revenue-critical service business: law firms, financial advisory practices, agencies, home services, and more. If you have a sales or operations process with revenue attached to it, we can engineer it.
Get in Touch
Let's Talk Systems
Tell us what you're trying to solve. We'll assess whether it's a good fit and outline the path forward — no pressure, no pitch deck.
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