Operating System
IV Wellness Business OS
Every system, workflow, and process mapped across 7 operational layers
Growth Engine
AwarenessTop-of-funnel traffic sources
Instagram (Reels, Stories, Local hashtags)
TikTok (Wellness tips, before/after)
Facebook & Google Ads
Local Gym Partnerships
Corporate Wellness Programs
Health Expos & Community Events
CaptureLead magnets & entry points
Free Red Light Session Offer
First IV Drip Special ($99)
Wellness Quiz Funnel
Walk-In Welcome
Newsletter Signup
CRM EntryGoHighLevel pipeline
Auto-created in GoHighLevel
Tagged: IV Hydration
Tagged: NAD+
Tagged: IM Injections
Tagged: Red Light Therapy
Tagged: Mobile Services
NurtureAutomated follow-up sequences
Email sequence (7 touchpoints)
SMS sequence (11 touchpoints)
AI Chatbot on website
Retargeting ads (Meta + Google)
⚡ Team EngagementHuman handoff point
Hot lead alert to front desk
Phone call from wellness advisor
Personalized treatment recommendation
Service Delivery
Pre-Visit PrepBefore the appointment
Appointment confirmation (SMS + email)
Pre-visit hydration instructions
Health intake form (digital)
Insurance/payment pre-auth
IV Treatment DayIn-studio or mobile visit
Nurse consultation & vitals
Custom IV formulation
45-60 min drip session
Red Light add-on offered
IM Injection boosters available
Post-TreatmentFollow-up & feedback
Post-treatment care instructions
24-hour check-in SMS
Review request (Google + Yelp)
Before/after photo (with consent)
⚡ RebookingNext visit locked in
Rebooking prompt at checkout
Package/membership pitch
Automated 2-week reminder
Client Journey
ProspectAware but not booked
Social media follower
Website visitor
Quiz completed
Lead magnet downloaded
BookedFirst appointment scheduled
Appointment confirmed
Intake form completed
Pre-visit prep sent
Active ClientHas completed 1+ treatments
Treatment history tracked
Personalized recommendations
Cross-sell other services
Loyalty points accruing
Member / VIPRecurring commitment
Monthly membership active
Priority scheduling
Exclusive pricing on add-ons
VIP events & early access
⚡ AdvocateRefers others actively
Referral program enrolled
Google/Yelp reviews posted
Social media testimonial
Corporate wellness referrals
Operations Hub
SchedulingStudio + mobile routing
Online booking (GHL calendar)
Studio appointment slots
Mobile service route optimization
Nurse availability management
No-show / cancellation tracking
Supply ChainIV supplies & sourcing
IV fluid & vitamin inventory
NAD+ sourcing & cold chain
IM injection supply tracking
Red light device maintenance
Reorder point alerts
ComplianceLicensing & regulations
RN/NP license renewals
HIPAA compliance audits
Medical director oversight
Incident reporting protocols
Ohio Board of Nursing regs
⚡ CRM & AutomationTech stack backbone
GoHighLevel CRM
Automated workflows & triggers
Payment processing (Stripe)
Reporting dashboards
Revenue Engine
Entry OffersFirst-time incentives
Free Red Light Therapy session
First IV Drip discount ($99)
Bring-a-friend BOGO
Core ServicesPrimary revenue drivers
IV Drips: $125 - $300
NAD+ Infusions: $350 - $500
IM Injections: $30 - $75
Red Light Therapy: $50 - $75
PackagesBundled value
4-IV Bundle (save 15%)
Monthly Membership ($199/mo)
NAD+ Protocol (4-session series)
Recovery Package (IV + Red Light)
⚡ Premium / VIPHigh-value offerings
VIP Wellness Package (all services)
Corporate Wellness Contracts
Event/Party IV Services
Concierge Mobile VIP
Team & Support
Clinical TeamPatient-facing staff
Registered Nurses (RN)
Nurse Practitioners (NP)
Medical Director (oversight)
IV certification & training
MarketingGrowth & brand
Social media manager
Content creator (Reels/TikTok)
Paid ads manager
Email/SMS copywriter
Admin & OpsBack office
Front desk / scheduling
Billing & insurance
Supply ordering
Facility management
⚡ Tech StackSystems & tools
GoHighLevel (CRM + automation)
Stripe (payments)
Google Workspace
Canva (creative assets)
HIPAA-compliant EMR
Retention
Active RetentionKeep clients coming back
Monthly wellness check-in emails
Birthday/anniversary offers
Seasonal treatment promotions
Loyalty rewards program
Exclusive member content
At-Risk DetectionEarly warning signals
30-day no-visit alert
Membership cancellation intent
Declined payment flags
Negative feedback detected
Win-BackRe-engagement campaigns
"We miss you" SMS + email
Come-back discount offer
New service announcement
Personal call from wellness team
⚡ Graceful ExitPreserve the relationship
Exit survey (reason tracking)
Pause membership option
Quarterly re-engagement drip
Referral ask before departure
TRAFFIC SOURCES

Acquisition Channels

  • Facebook Ads: Hydration/wellness offers, mobile IV for events, athlete recovery
  • Instagram Ads: Before/after energy testimonials, lifestyle content, reels
  • Google Ads: "IV therapy Cincinnati", "NAD+ near me", "mobile IV drip"
  • Organic/SEO: Blog content on hydration, wellness, recovery
  • Referrals: "Bring a friend, both get a free add-on" program
  • Event/Mobile: Wedding parties, corporate wellness, sports events
Clicks / Submissions
LANDING PAGE

Free Red Light Session + First IV Drip Offer

  • Headline: "Revive Your Energy - Free Red Light Session with Your First IV Drip"
  • Offer: Complimentary red light / compression / PEMF with first visit
  • Social Proof: Google reviews, transformation stories, athlete testimonials
  • Form: Name, phone, email, "What's your wellness goal?"
  • Urgency: "Limited spots this week - Book your drip now"
Lead Captured
SPEED TO LEAD

Instant Response (IV Wellness Team)

3 SMS + 1 Email + 1 Call
  • Instant SMS: "Hey [Name]! This is the IV Wellness team. So excited you're ready to feel amazing! When works best for your first drip? We have openings this week"
  • Instant Email: Welcome email with menu of IV drips, pricing, what to expect
  • +5 min: Follow-up SMS - "Did you have a specific drip in mind? I can help you pick the perfect one for your goals"
  • +5 min: Call attempt (double-dial if no answer)
  • Missed Call Text-Back: "Sorry we missed you! Text us back when you're free and we'll get you scheduled"
Nurture Begins
AGGRESSIVE NURTURE

7-Day Drip Booking Sequence

11 SMS + 7 Emails
  • Day 1: 3 texts (value, social proof, booking push) + double-dial + welcome email
  • Day 2: AM text (hydration tip) + PM text (testimonial) + email (IV menu breakdown)
  • Day 3: AM text (NAD+ education) + PM text (booking nudge) + email (athlete recovery story)
  • Day 4: Text (limited availability this week) + email (FAQ: does IV therapy hurt?)
  • Day 5: Text (mobile IV option pitch) + email (group booking for events)
  • Day 6: Text (bonus add-on if you book today) + email (wellness quiz)
  • Day 7: Text (final push - "your free session expires") + email (last chance + testimonials)
BOOKED?
YES -> Pre-Appointment
NO -> 90-Day Nurture
Appointment Set
SHOW RATE SEQUENCE

Pre-Appointment Confirmation

5 SMS + 2 Emails
  • Instant: Booking confirmation + calendar invite + "Here's what to expect"
  • -48 hrs: Email - client story: "Sarah was nervous about needles too..." + hydration tips
  • -24 hrs: SMS reminder + "Drink plenty of water before your drip!"
  • -24 hrs: Email - directions, parking, what to wear, arrival checklist
  • Morning of: "See you today at [time]! We're excited to get you feeling amazing"
  • -3 hrs: Final confirmation + "Reply YES to confirm"
  • Push incentive: "Show up today and get a complimentary vitamin B12 shot!"
SHOWED?
YES -> Treatment
NO -> No-Show Recovery
Client Arrives
SERVICE DELIVERY

IV Drip Treatment

  • Check-in: Wellness intake form, hydration assessment, goal discussion
  • Treatment: IV drip (30-60 min) + complimentary add-on (red light/compression/PEMF)
  • During drip: Educate on NAD+, membership benefits, other services
  • Checkout: Rebook prompt, membership pitch, referral card, Google review QR
Treatment Complete
POST-TREATMENT

Follow-Up & Retention Sequence

8 SMS + 5 Emails
  • Day 0: "Thank you! How are you feeling after your drip? Any questions?"
  • Day 1: Check-in SMS - "Most clients feel the full effects by now! How's your energy?"
  • Day 3: Email - aftercare tips + hydration maintenance guide
  • Day 5: SMS - "Would you mind sharing a quick selfie of your glow? We'd love to feature you!"
  • Day 7: SMS + Email - Google review request with direct link
  • Day 10: SMS - cross-sell: "Have you tried our NAD+ therapy? It's a game-changer"
  • Day 14: Email - membership pitch with savings breakdown
  • Day 21: SMS - "Time for your next drip! Your body resets every 2-3 weeks"
  • Day 28: Email - rebook reminder + seasonal drip recommendation
MEMBER?
YES -> Member Nurture
NO -> Conversion Seq
Membership Active
MEMBERSHIP

Ongoing Member Nurture

Monthly: 2 SMS + 1 Email
  • Billing Day: "Your monthly drip is ready to schedule! Book your session"
  • Mid-month: Member-exclusive content (wellness tips, new services preview)
  • Monthly email: Usage summary, savings tracker, loyalty points update
  • Quarterly: Member appreciation event invite + VIP upgrade pitch
  • Annual: Renewal incentive + loyalty bonus
Revenue Expansion
QUARTERLY CAMPAIGN

Fast Cash: VIP Wellness Package

8 SMS + 5 Emails over 7 Days
  • Package: "Ultimate Wellness Reset" - 4 IV drips + 4 NAD+ + 4 red light sessions
  • Price: $1,997 (normally $3,200+) - 5 spots only
  • Day 1: Announcement text + email with full package details
  • Day 2: Testimonial from VIP client + "3 spots left"
  • Day 3: Email deep-dive on NAD+ benefits
  • Day 4: SMS - "2 spots claimed already"
  • Day 5: Email - payment plan option ($499/mo x 4)
  • Day 6: SMS - "Final 2 spots" + bonus: free compression sessions
  • Day 7: SMS blitz - "Closing tonight at midnight"
PAST CLIENT PATHS

Ongoing Revenue Maximization

  • Reactivation: Dormant 90+ days -> 40% comeback campaign
  • Cross-Sell: IV -> NAD+ -> Red Light -> IM Shots -> Mobile
  • Referral Program: "Bring a friend" -> both get free add-on
  • Seasonal Campaigns: Flu season immunity, summer hydration, holiday detox
  • Corporate/Group: Office wellness days, team events, wedding parties
  • Mobile Push: "Too busy to visit? We come to you!"
Traffic / Acquisition
Active Nurture Sequences
Decision Points
Membership / Revenue
Recovery / Reactivation
Personal Touchpoints
Revenue / Money Nodes
Cross-Sell / Expansion