Find Local Leads

Lead generation for chiropractors and other practices is not only about patients who find you. It is also about the local businesses, partners and community groups who can send people your way. Find Local Leads in PatientCopilot lets you build prospect lists and start conversations without leaving the platform.

Build prospect lists

Start by deciding who you want to reach. For many practices that means:

• Local employers interested in wellness or ergonomics programs
• Gyms, coaches and studios with a shared audience
• Other health professionals who could refer patients
• Community organizations that host talks and events

Build prospect lists that reflect those groups so outreach stays focused.

Move prospects into pipelines and automations

A list is only a start. Prospects can move into pipelines and automations, so each one has a stage and a next step. You might create a pipeline for corporate wellness with stages like contacted, replied and meeting booked, and another for referral partners.

Follow up by SMS and email

Outreach works best when it is personal and short. From the same place you manage patients, you can follow up by SMS and email and see replies in the Patient Inbox. No exporting to another tool, no second set of contacts to keep in order.

Quality beats quantity. A short list of twenty well-chosen local organizations, each contacted with a personal message, will usually do more than a large list contacted generically. Use tasks to remind your team to follow up and keep notes on each conversation.

How it works

1. Choose a target group, such as local employers within your service area.
2. Build a prospect list for that group.
3. Move prospects into a pipeline with stages that match your process.
4. Follow up by SMS and email, using a short, personal message.
5. Track replies and meetings, and assign tasks to your team.

Referral-partner pipelines

Referral relationships take time. Use a pipeline to keep track of who you have contacted, who replied and who has sent patients. Add tasks to remind your team to check in, and use Referral & Loyalty Rewards to give partners a link and materials that make sharing easy, where your rules allow.

Be thoughtful with outreach

Respect the people you contact. Follow the laws and platform rules for email and text outreach in your area, keep messages relevant, and make it easy to opt out. Do not use patient information to build prospect lists. Prospecting is for businesses and partners, not for contacting patients who have not asked to hear from you.

Who benefits most:

• Chiropractors: employer wellness talks and referral partnerships.
• Physical therapy: relationships with gyms, coaches and physicians.
• Dental offices: local business and community partnerships.
• Med spas and wellness practices: collaborations and event partners.

Find Local Leads is included in the Copilot plan and in Autopilot. It works well with Trackable Links & QR Codes to see which outreach gets attention.

Review the results every month. Count how many prospects replied, how many meetings came out of it and which messages worked best, then refine your lists and your wording. Over time you will build a small, reliable network of local partners.