Running a Meta or Instagram ad for a clinic is the easy part. The harder part is what happens afterwards. An enquiry arrives on WhatsApp in the evening, or a lead form is filled at midnight, and the clinic's front desk sees it the next morning among forty other threads. The patient who was comparing two clinics has by then heard from one of them.
This post is about that gap: what a clinic needs in place between an ad click and a booked appointment, and which of those steps CuraVerto handles. It does not quote conversion rates, because those depend on your specialty, your city and your creative, and any number offered without your data would be invented.
Ad-driven enquiries reach a clinic two ways. The first is a Click-to-WhatsApp ad, where the patient taps the ad and lands in a chat with your number. When that first message arrives, CuraVerto reads the ad referral details Meta attaches to it and stores them on the lead once, at creation: the platform (Instagram or Facebook), the ad or post identifier, the headline and the link. The second is a Meta lead form. CuraVerto has a webhook that receives Meta's lead form submission, fetches the answers and the campaign name, and creates a lead record marked as coming from Meta ads. Standard fields such as name, phone and email are mapped automatically, and any custom question on your form is kept under the name Meta gave it.
For WhatsApp enquiries, CuraVerto's AI Lead Inbox responds straight away, holds a real conversation about the patient's question, and scores the lead Hot, Warm or Cold from intent and readiness. The reply does not wait for a staff member, so an enquiry at 9 PM gets an answer at 9 PM. Staff then open a prioritised list with a summary of each conversation, instead of scrolling every thread.
A lead that is ready to book is converted into a booked appointment and a patient record from the same thread, so the front desk is not re-entering details into a second system. Returning patients are recognised as patients, not treated as new leads. Because CuraVerto is a clinic management platform and not a standalone chat tool, the lead's history flows into the same record the doctor sees at the visit. For the limits of what the automated booking conversation does, see the booking bot post linked below.
Warm and cold leads that do not book get an automated follow-up on a schedule. By default the legacy sequence runs at Day 3, Day 7 and Day 21, and a clinic that builds its own triggers uses those instead. A lead that re-engages stops receiving the drip, so a patient who has already replied is not nagged. This is the step that recovers the lead that would otherwise disappear without a trace.
Attribution closes the loop. CuraVerto groups leads by ad creative or by channel and follows them through to consultations, procedures and paid invoices, so you can see which creative produced a booked and paid patient rather than only a click. Where attribution is ambiguous, for instance an invoice with no linked service, it defaults to counting as a consultation rather than overstating procedure revenue. You still need enough volume in a period for the comparison to mean something, and a small campaign will not settle a debate on its own.
Lead Management, covering the AI Lead Inbox, the pipeline, automations and attribution, is available from CuraVerto's Pro plan at ₹24,999 per year excluding GST, with no per-lead or per-agent charge. WhatsApp messages sent through the platform are billed separately at the official Meta rate by category. Ad spend on Meta is, of course, paid to Meta and is separate from any of this.
Yes, through two routes. When a patient messages your WhatsApp number from a Click-to-WhatsApp ad, CuraVerto stores the ad referral details, such as platform, ad identifier and headline, on the lead. Separately, CuraVerto receives Meta lead form submissions through a webhook and creates a lead record marked as coming from Meta ads.
It replies to WhatsApp enquiries immediately, holds a conversation about the patient's question, and scores the lead Hot, Warm or Cold based on intent and readiness. Staff then work a prioritised pipeline with a summary of each conversation instead of scrolling through raw chats.
In CuraVerto, Lead Management, including the AI Lead Inbox, Lead Pipeline, automations and attribution, is available from the Pro plan at ₹24,999 per year excluding GST, with no per-lead or per-agent charge. It is not part of the Essential plan.
Warm and cold leads that go quiet receive automated follow-up messages on a schedule, and a clinic can configure its own triggers. If the patient re-engages, the drip stops, so someone who has already replied does not keep receiving automated messages.
CuraVerto's attribution view groups leads by ad creative or channel and follows them through consultations, procedures and paid invoices. It works from the referral data captured when the lead arrived, so it covers leads that came in with that data attached and needs enough volume in a period to be meaningful.
CuraVerto qualifies WhatsApp enquiries instantly, tracks leads through to a booked appointment and shows which channel produced patients, from the Pro plan at ₹24,999 per year excluding GST.
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