How We Work

Nine Stages. One System.

Every opportunity moves through the same nine stages — from generating the first impression to reactivating a dormant customer — owned by a single model and attributed to a single revenue line.

  1. Generate

    Merestone deploys AI-driven outbound and inbound demand campaigns targeted to your category — so the right leads find you before they find anyone else.

  2. Capture

    Every channel — calls, forms, chats, DMs — is unified into one qualified inbox in seconds. No lead falls through a handoff gap.

  3. Respond

    A single AI model owns every first reply, sub-minute, 24/7, in the voice of your practice. Speed-to-lead is the first conversion metric we move.

  4. Qualify

    Intent, case-average, and fit are scored live before a human ever sees the lead — so the front desk works only the opportunities worth their time.

  5. Schedule

    Qualified leads are booked directly into the calendar the operator actually uses, with confirmation and reminders handled automatically.

  6. Follow Up

    Persistent nurture across email, SMS, and voicemail runs until the lead is won, lost, or explicitly closed — no manual follow-up queue.

  7. Convert

    Closed revenue is attributed back to the source campaign and the stage where the lead converted — so you know exactly what drove it.

  8. Reactivate

    Dormant customers are re-engaged on a measured cadence with season- and service-appropriate offers, adding a second revenue layer to your existing base.

  9. Measure

    Every stage is tracked in a live dashboard — revenue per stage, conversion rates, and weekly trending — so you manage the system, not the symptoms.

Begin

Ready to run the system?

A Growth Assessment maps exactly where your revenue is leaking and shows you what the nine-stage system would look like for your practice.

Request a Growth Assessment