Organise Your Leads
Running a business is busy, and keeping track of inquiries is crucial. Boxly makes organising leads easy with custom Boxes.
Custom Boxes help sort and manage all incoming leads, ensuring nothing gets missed.
Stages in Boxly track each step of communication, from the first contact to booking appointments. This smooth tracking turns inquiries into loyal clients.
Each Box includes a Conversation Stage, where leads turn into sales.
In the Boxes we've built below, we highlight this stage for easy reference:
✨Treatment Started - Conversation Stage
We've split the Boxes into Industries with their industry-specific Boxes and Stages
Industry: Dental
The Boxes👇
😁 General Dentistry
Stages:
Incoming
In conversation
Follow-Up Needed
Waiting For decision
Consultation Booked
Consultation Attended
✨Treatment Started - Conversation Stage
Lost/No Response
🦷 Restorative Dentistry
Stages:
Incoming
In Conversation
Follow-Up Needed
Consultation Booked
Consultation Attended
✨ Treatment Starting - Conversation Stage
Lost/No Response
😃 Cosmetic Dentistry
Stages:
Incoming
Follow-Up
In Conversation
Consultation
Custom Plan Sent
Waiting For decision
Treatment Started
Lost
✨ Won/Booked - Conversation Stage
🚑 Emergency Dental
Stages:
Incoming
Triage
Immediate Action
Treatment
Post-Treatment
Follow-Up
Lost
✨ Won/Booked - Conversation Stage
🤓 Orthodontics
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Conversation Stage
💉 Facial Aesthetics
Stages:
Incoming
Follow Up
Initial Consultation
Treatment Plan sent
Decision Pending
✨ Won/Booked - Conversation Stage
Lost
🦷 Invisalign Treatment
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Conversation Stage
💎 Dental Implant
Stages:
Incoming
Follow Up
Initial Consultation
Treatment Plan sent
Decision Pending
✨ Won/Booked - Conversation Stage
Lost
Industry: Cosmetic and Aesthetics Clinic
The Boxes👇
💆♀️ Facial Rejuvenation
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Conversation Stage
👄 Lip Augmentation
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Conversation Stage
👁️🗨️ Eye Rejuvenation
Stages:
Incoming
Consultation
Treatment Planning
Procedure
Aftercare
Follow-Up
Lost
✨ Won/Booked - Conversation Stage
🩸 Body Contouring
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Conversation Stage
👃 Rhinoplasty
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Conversation Stage
🌟 Skin Rejuvenation
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Conversation Stage
💉 Injectable Treatments
Stages:
Incoming
Follow-Up
In Conversation
Waiting For decision
Treatment Started
Consultation Complete
Treatment Plan Sent
Lost
✨ Won/Booked - Conversation Stage
Default stages
Incoming
In conversation
Follow up needed
Discovery Call
Waiting for decision
Lost
✨Won - Conversation Stage