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Description

Why Old CRM Automations Are Dying (And What's Replacing Them)

Most PT clinics already have automations running.

A patient fills out a form.

A templated text goes out 60 seconds later.

Then another one three days later.

Then another.

That worked a few years ago.

But in 2026, Jeremy believes those old automations are starting to hurt clinics more than help them.

📌 Episode Topics

🧠 The Problem with Old Automations

Traditional CRM systems are built around:

That means:

And while that solved a scaling problem years ago, it no longer feels personal.

Especially with text messaging.

📱 Why SMS Is Different

Email is expected to feel automated.

Text messaging is not.

When a patient receives a templated text, they immediately recognize it.

That hurts trust and lowers conversion.

Jeremy admits he actually avoided automated SMS for years because it felt too robotic.

⚙️ What Changed: AI Conversations

AI can now respond conversationally instead of following rigid time-based rules.

That means:

Example:

That level of personalization dramatically improves reactivation and booking rates.

🚀 The Highest ROI AI Workflow Right Now

Jeremy says the best place to start is simple:

AI follow-up for new leads.

Most clinics already generate form fills from:

But many of those leads never actually book a discovery call.

AI closes that gap by:

Even small increases in booked calls create massive ROI.

📈 The Big Takeaway

Traditional automations solved an old problem.

But conversational AI is the next evolution.

The clinics adopting it now will:

And within the next few years, Jeremy believes this will become standard across the industry.

📞 Want a Free AI Audit?

Patch is offering free AI audits for clinic owners.

You'll get:

👉 Get your free AI audit