End-to-end AI fora growing practice.

Greater Texas Orthopedics needed to scale patient acquisition across multiple Texas branches without scaling headcount.

Greater Texas Orthopedics2025AI Automation
AI AutomationAgentic Workflows
All branches automated

Lead-to-follow-up pipeline running 24/7 across every Texas location.

Live System Deployment
Greater Texas Orthopedics — Full-Stack AI Automation
Greater Texas OrthopedicsAI Automation
01

Before

The challenge

Lead management was manual, follow-up inconsistent, and new patient onboarding had no automation.

As GTOA expanded across Texas, the operational gap between branches was widening and the cost of that gap was compounding.

The system, as built
Web formsInbound callsChatManualspreadsheetBranchesInconsistent folow-up
02

The work

What we built

An end-to-end AI infrastructure: lead capture and qualification engine, CRM integration with automated email sequences, AI chatbot handling patient inquiries around the clock, and a voice agent managing appointment follow-ups and new patient satisfaction surveys across all Texas branches.

We also built a smart lead-scraping system that continuously identifies and structures new prospect opportunities for GTOA's marketing operation.

The system, as built
Lead scraperEnrichmentQualificationCRMVoice agentEmail sequencesAI chatbotSatisfaction surey
03

The approach

How it's engineered

Multi-agent architecture coordinating prospect discovery, lead enrichment, qualification, CRM writes, email triggers, and voice call orchestration. Each component operates within a defined scope and hands off cleanly to the next.

Custom integrations were built around GTOA's existing marketing systems — no forklift replacement required.

The system, as built
Discovery agentOrchestratorQualify agentCRM write agentComms agentExistingmarketing stack
04

Outcome

The result

Automated prospect discovery, qualification, and follow-up now run continuously across all Texas branches. The lead scraper expands the top of the funnel while the wider automation stack handles engagement, appointment follow-up, and patient satisfaction workflows.

GTOA can market to more qualified opportunities without adding equivalent manual research or administrative headcount.

The system, as built
Expanding funnelEngagementAppointmentfollow-upSatisfaction loosAll Texasbranches

Technologies & Architecture

Multi-agent orchestrationLead scrapingData enrichmentCRM integrationVoice AIEmail automationAI chatbotLead qualification
All branches automated

Lead-to-follow-up pipeline running 24/7 across every Texas location.

The next case study here could be yours.

Talk to the live AI phone agent — it presents the business and answers your questions in real time. That's the demo.

+1-409-600-9998
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