PlanGenX is your full-cycle RevOps partner — we build and manage the CRM systems, digital marketing, and AI automation that turn your private practice into a predictable, scalable revenue machine.
We plug in as your dedicated revenue team — auditing, building, and managing the CRM systems and marketing infrastructure most private practices never get right.
We assess your full revenue pipeline — digital presence, lead source performance, CRM gaps, close process, and patient retention opportunities.
We architect your revenue operations system — CRM infrastructure, marketing channels, AI automation layers, and KPI dashboards all mapped to your specific practice goals.
We build it all — HubSpot or GoHighLevel CRM, ad campaigns, SEO, dashboards, automations. 100% done-for-you by our expert delivery team.
Monthly RevOps management, revenue reporting, strategy calls, and continuous optimization. We track your KPIs and keep your practice growth on trajectory.
Most private practices lose 30–50% of potential revenue in the gap between lead and close. We build the CRM systems, lead intake automation, and pipeline infrastructure that captures every opportunity — on HubSpot and GoHighLevel.
Expert CRM implementation for private practices — custom pipelines, deal stages, automated workflows, and full team onboarding on HubSpot or GoHighLevel.
From first click to booked appointment in minutes — we design the intake automation, lead routing, and speed-to-lead workflows that stop patients from going to your competitors.
Monthly revenue reports and live dashboards built for private practice owners — know your lead volume, conversion rate, and revenue forecast at a glance.
Automated follow-up sequences, referral partnership systems, and patient retention workflows that increase lifetime value and keep your practice growing without adding headcount.
Not spray-and-pray advertising. Every campaign is integrated with your CRM and pipeline — tracked, optimized, and built to convert clicks into booked appointments for your chiropractic, med spa, dental, or wellness practice.
High-converting paid advertising campaigns on Google and Facebook/Instagram — targeted to your ideal patient profile with full creative, setup, and monthly performance reporting included.
Dominate local search in your market — on-page SEO optimization, Google Business Profile management, and local citation building so the right patients find you first.
Patient email campaigns that actually get opened — plus SEO blog content, social media copy, and landing pages that build your authority and keep your practice top-of-mind.
Conversion-optimized landing pages and downloadable lead magnets designed specifically for private practices — built to capture patient leads and grow your CRM list.
We implement AI — not just talk about it. From intelligent lead capture bots to automated content systems, PlanGenX brings enterprise-level AI automation to private practices, med spas, and healthcare businesses without the enterprise price tag.
Eliminate manual, time-consuming tasks with intelligent automation — from appointment scheduling follow-up to billing reminders and patient re-engagement campaigns.
24/7 conversational AI that qualifies new patient leads, books appointments, and answers your most common FAQs — without adding a single staff member to your payroll.
Turn raw practice data into clear, actionable revenue insights — intelligent dashboards that surface your top lead sources, conversion rates, and growth opportunities automatically.
SEO blog posts, patient email sequences, social media content, and nurture campaigns powered by AI — always on-brand, always publishing, always working for your practice.
Intelligent follow-up automation in HubSpot or GoHighLevel that responds to patient behavior — the right message, to the right lead, at exactly the right moment in their decision journey.
Not sure where AI fits in your practice? We assess your current tech stack and map exactly where AI automation can eliminate bottlenecks, close revenue gaps, and give you back hours every week.
Every PlanGenX engagement starts with a deep-dive revenue audit. We assess your digital presence, pipeline health, CRM gaps, and competitor positioning before recommending a single solution.
PlanGenX didn't just set up our CRM — they rebuilt our entire revenue process from the ground up. Within 90 days we had full pipeline visibility and our close rate jumped significantly. This team is the real deal.
No hidden fees. No hourly billing surprises. A flat monthly retainer so your private practice knows exactly what's included — and what it's going to cost.
For practices ready to get their systems in order and their pipeline dialed in.
RevOps + integrated digital marketing — the full engine running together.
Add intelligent automation and AI systems on top of any retainer tier.
Annual prepay saves 10%. Custom scopes for multi-location practices. Let's talk →
We specialize in RevOps, CRM setup, and digital marketing for private practices and service businesses across New England and nationwide — ready to scale without a full in-house operations team.
Start with a free Revenue Intelligence Audit — a deep-dive into your pipeline, CRM, digital presence, and lead flow. We'll show you exactly where your practice is leaking money and how to fix it.
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