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SHAI for Plastic surgeons

Consult-to-surgery is a long, careful, compliant conversation.

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How this business runs

Consult to surgery is a long, careful, compliant conversation, and most of the leakage happens between the enquiry and the consult - a window of days in which the patient is talking to two other practices.

The recommended team

8 agents from the roster, in the order this trade needs them.

/ghl-pipeline/ghl-calendar/ghl-automations/ads-metrics/ads-optimize/organic-content-creator/seo/legal-counsel

The tasks that will run

Follow up every consult enquiry

every weekday at 7am

The days between an enquiry and a consult are when the patient talks to two other practices.

/ghl-pipeline · runs the agent · delivered to dashboard

Confirm the consults for tomorrow

every weekday at 4pm

A confirmed consult shows up; an unconfirmed one is an hour of surgeon time nobody can resell.

/ghl-pipeline · runs the agent · delivered to dashboard

Report cost per booked consult

every Monday at 8am

At this price point cost per lead flatters everything and explains nothing.

/ads-metrics · runs the agent · delivered to dashboard

Post this week's education

every Monday at 8am

This is bought after it is understood, and understanding is slow.

/organic-content-creator · runs the agent · delivered to dashboard

Every one of these arrives as a proposal you approve or decline. Nothing is scheduled by signing up.

The tools to connect

Go High Level (GHL)

GoHighLevel is where the leads, the pipeline, the calendar and the conversations live. Almost every task below reads or writes it.

Google Ads API (paid ads)

Google Ads is where demand that is already searching gets bought.

Google Calendar

Google Calendar is what SHAI writes to when the booking does not live in the CRM.

Each one is your own account, connected once. Every tool carries its price and the exact steps.

The first week

  1. Connect the CRM and let SHAI show every consult enquiry from the last 30 days and its outcome.
  2. Turn on the consult confirmation task first.
  3. Have it draft a week of education content and route it through whoever signs off on claims.

What to read on a Monday

  • Enquiry-to-consult rate — Where most of the leakage is, and it is a response-time problem.
  • Consult show rate — A missed consult is an hour of surgeon time nobody can resell.
  • Consult-to-surgery conversion — The number that justifies the whole marketing budget.
  • Cost per booked consult — Cost per lead is meaningless at this price point.

What SHAI will not do in this trade

  • No patient records, ever. SHAI handles scheduling and marketing metadata only - no chart notes, no diagnoses, no treatment history, no patient photos, in any task, prompt or file it writes. A task that would need clinical detail is declined, not narrowed.
  • Before-and-after imagery is regulated in most states and on both ad platforms. Use only images the practice owns with written patient consent on file, never a stock or generated image presented as a result, and keep the consent in the client's rights.md.
  • Anything that texts or calls a customer runs on a registered A2P 10DLC brand and campaign with the consent record on file. /ghl-a2p sets that up; SHAI will not send a customer message before it exists.
  • TCPA: no call or text to anyone who has not opted in, nothing outside 8am-9pm in the recipient's own time zone, and an opt-out honoured on the first message it arrives in.
  • Every message SHAI sends to someone who is not the owner says it is an AI assistant acting for the business (master prompt 4.7). It is never presented as a person.
  • SHAI never writes a review, never offers anything in exchange for one, and never posts as a customer. It drafts replies to reviews that already exist, for the owner to send.
  • State medical board advertising rules govern outcome claims, specialist titles and testimonials, and both ad platforms restrict cosmetic-surgery creative. No guarantee, no 'permanent', no implied result. A licensed surgeon signs off every claim before it runs and /legal-counsel's disclaimer stays on the draft.

Every line in this file is a recommendation written from an operator's knowledge of how this trade actually runs, never a promise about a result. Cadences are starting points; the owner changes them. Compliance notes are a reminder to check, not legal advice. Written 2026-09-15.

A playbook is a head start, not a requirement: SHAI works for any business, and a trade that is not on this list gets the same agents and a general plan built the same way.

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