Most clinics don’t lose patients because of care quality—they lose them in the gap between curiosity and the first booked visit. We invited Jenna Nelson of Her AI Agency to help us close that gap with a practical plan for AI-powered intake that feels personal, stays on brand, and wins trust before day one.
Jenna charts a clear path out of AI overwhelm by starting small: identify one painful, manual task and solve it end-to-end. We dig into why lead intake is the highest-leverage place to begin, how a trained conversational bot can ask smart follow-ups, screen for red flags, and route prospects to the right service—all in your tone. You’ll hear how guardrails protect your reputation, from refusing medical advice to escalating emergencies and shielding proprietary info. We also cover the reality of voice AI today: where it shines for transactional tasks, where it still feels robotic, and why chat and SMS remain the most reliable first touch for modern patients.
From there, we walk through Jenna’s Align → Automate → Appear framework. Align means codifying brand voice, FAQs, ethics, and triage rules before any automation. Automate turns that playbook into reminders, directions, reschedules, and on-brand replies that save hours every week. Appear focuses on visibility—using AI to scale content production across social posts, video, and ads so you meet the 10–12 touchpoints buyers now expect. To keep things lean, Jenna lays out a simple three-part stack: one generative AI model you commit to and retrain with feedback, one automation platform to centralize messaging and workflows, and one content tool that fits your medium.
If you’ve wondered how to adopt AI without losing the human touch, this conversation gives you the blueprint: start with intake, set firm guardrails, train the bot on your voice, and let humans handle the moments that matter most. Subscribe, share this with a colleague who’s stuck in voicemail purgatory, and leave a review telling us the one workflow you’ll automate first.

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