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Case 06

+54

referred leads a week across the 6-clinic network

Before
Referrals with no record
After
An acquisition channel that's measured and rewarded

Referral programme

Satisfied patients turned into the network's biggest acquisition channel

A digital invitation, automatic attribution and rewards visible in real time, across six clinics.

  • Healthcare
  • Growth and automation
Team
4 people
In production
since Sep 2026

Results

Myo Clinic is a network of six physiotherapy and training clinics in the north of Portugal. Satisfied patients already recommended the clinic, but nobody asked for referrals systematically or knew where those clients came from. Agiliz turned the Myo Protocol for referrals into a digital system: a personalised invitation, the lead entered automatically in the CRM and in the clinic's software, and rewards calculated with no manual work.

Client
Grupo Myo Clinic
Sector
Healthcare, physiotherapy and clinical exercise
Technologies
Personalised web invitation, Agiliz CRM, Sport Studio API and webhooks, practitioner dashboard
Duration
In production since September 2026
Team
David Esposito, Guilherme Ferreira, Lourenço Barros, Rui Pereira

01The opportunity

  • Recommendations with no record

    Patients praised the practitioners and told friends about the clinic. None of it was recorded. There was no set moment to ask for a referral, and no way of knowing how many clients came that way.

  • An audience wary of links

    The typical invitee is between 50 and 55 and reluctant to open unknown links. At the same time, under GDPR, the clinic cannot directly contact someone who never gave it their details.

  • Fair attribution and rewards

    To motivate the team, every lead had to be attributed to the right practitioner, with no arguments. Referrals from partner doctors had to earn a commission for whoever set up the partnership.

02The solution

  1. 01

    The Myo Protocol.

    Designed with the network's management: four activation moments during treatment, criteria for choosing promoter patients and conversation scripts. The target is three conversations per practitioner per week.

  2. 02

    Two names and an invitation.

    At the right moment, the therapist types two names: who is giving and who is invited. The system generates a ready-made WhatsApp message and a personalised link, which the patient sends to their friend. The invitation is always sent by the patient, never by the clinic.

  3. 03

    An envelope with the invitee's name.

    The invitee sees what the free assessment includes, chooses the clinic and leaves their name and mobile number. No app and no sign-up. At the end, a button lets them thank whoever invited them.

  4. 04

    Leads and rewards with no manual work.

    The lead goes into the Agiliz CRM and into Sport Studio at the same time. The practitioner's credit counts once the assessment is booked, and the reward tiers appear on the dashboard.

03How we implemented it

Through MEDIR, as in every project. It's the same screen the client follows in the portal, phase by phase.

  1. M Map

    Completed

  2. E Estimate

    Completed

  3. D Decide

    Completed

  4. I Implement

    In production · Sep 2026

  5. R Review

    In progress

  1. Map

    How recommendations happened: praise for the practitioners, with no moment to ask and no record of where clients came from.

  2. Estimate

    How many clients came through recommendations: nobody knew. And the typical invitee, between 50 and 55, is wary of links.

  3. Decide

    The Myo Protocol: four activation moments, conversation scripts and three conversations per practitioner per week.

  4. ImplementIn production

    A digital invitation, automatic entry in the CRM and in Sport Studio, and rewards calculated with no manual work.

    • WhatsApp message and personalised link from two namesSep 2026
    • Envelope page with the invitee's name, no app and no sign-upSep 2026
    • Lead in the Agiliz CRM and in Sport Studio at the same timeSep 2026
    • Credit to the practitioner once the assessment is bookedSep 2026
    • Reward tiers on each practitioner's dashboardSep 2026

  5. ReviewCurrent phase

    Referrals requested per practitioner, leads and conversion measured. A target of nine leads per week at each clinic.

04The impact

Recommendation went from chance to process, with set moments, scripts and targets. Every invitation has its source, owner and outcome recorded from day one.

The network now measures what it couldn't before: referrals requested per practitioner, leads generated, conversion rate and the patients who bring in the most clients. The operational target is nine leads per week at each clinic.

The model was designed to be replicated in every new clinic in the network.

Next case

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