Jeremy on Marketing Podcast Ep44 | What Phone System Should I Use, My Leads Suck, Custom Packages
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Running a cash-based clinic comes with unique challenges—whether it’s phone systems, dealing with insurance-minded leads, or creating custom care packages. In this Office Hours episode, Jeremy Dupont answers three real questions from clinic owners inside the Patch community. These are the same struggles you’re facing, and the solutions shared here can save you time, money, and missed opportunities.
đź“Ś Episode Topics:- Phone Systems: Why the wrong system silently kills growth and the 3 features your clinic must have (CRM integration, ease of use, and AI capabilities).
- Insurance-Focused Leads: How to handle the “Do you take Blue Cross?” question, improve your sales process, and tweak ad copy to pre-qualify leads.
- Custom Packages: Why you should sell based on plans of care, not just session counts, and how to systemize package options for staff consistency.
- 📲 Choose a phone system that integrates with your CRM (Jeremy recommends OpenPhone + HubSpot).
- ✅ Don’t send leads to voicemail—use AI agents or call tracking to capture every opportunity.
- 🎯 Run discovery calls to explain the value of cash-based care before patients default to insurance.
- 📝 Update your ad copy to include “No insurance needed” and filter out unqualified clicks.
- đź“Š Create packages based on plans of care (10, 15, 24 sessions) instead of finances, ensuring better outcomes and easier sales.
Too many clinics lose revenue from missed calls, unqualified leads, or poorly structured packages. By fixing these three areas, you can build repeatable systems, close more patients, and scale beyond a single-provider practice. Clinics that implement these strategies regularly jump from $40k months to $80k–$100k months—and beyond.
đź“Ą Get the PlaybookWant the full setup for systems, sales scripts, and package structures? Download the step-by-step playbook and learn how to scale your clinic the right way.
👉 Get the Playbook & Book Your Free Call
📱 Follow for MoreFollow @_jeremydupont on Instagram for proven clinic marketing strategies in 2025.
The difference between a stagnant clinic and a thriving one often comes down to systems, sales, and packaging. Master these, and you’ll never look at growth the same way again.