Jeremy on Marketing Podcast

The One Open Enrollment Hack That Can Generate $100K+ The biggest open enrollment campaigns aren't driven by a clever email or a complicated ad strategy. They're driven by knowing exactly who needs a personal follow-up, who has already been contacted, and who still needs another touch. In this episode, Jeremy breaks down the CRM system behind successful open enrollment campaigns and shows how to organize hundreds of current patients, past patients, and leads into simple outreach lists your team can actually work. Episode Topics Why a CRM is the most important tool for open enrollment The difference between a CRM and your clinic's EMR The four groups every clinic should personally contact How to organize contacts using tags, properties, and views The three-touch follow-up system for open enrollment How automation can build your outreach lists for you Your CRM Should Answer One Question Your EMR is built for scheduling, billing, and documentation. Your CRM has a different job: Who do I need to reach out to today? That's especially important during open enrollment because Jeremy says the majority of open enrollment revenue comes from personal conversations, texts, and phone calls rather than mass emails. If you're managing those conversations from memory, scrolling through your phone, or relying on "I think we reached out to everyone," your most important sales activity has no real system behind it. The Four Open Enrollment Lists Jeremy recommends organizing your outreach around four primary groups. Package ending: Current patients with three or fewer sessions remaining who are likely to need continued care. Past patients: People who completed their previous package but didn't continue into another plan of care or continuity option. Trailing 12-month leads: People who previously inquired about the clinic but never became patients, especially leads generated during the summer. Warm leads: People actively engaging with the open enrollment campaign, such as clicking an email or interacting with campaign content. Each group should have its own tag or property and its own CRM view so your team can immediately see who needs attention. Assign Every Contact to the Right Person Personal outreach works because it's personal. A past patient who spent weeks working with one of your PTs should hear from that PT whenever possible, not receive a generic message from "the clinic." Each contact should have a clear owner. For multi-provider clinics, PTs can work their own lists. For solo clinic owners, that outreach belongs to you. Track Three Personal Reach-Outs Jeremy recommends a minimum of three personal touches during the 2026 campaign: November 2: Open enrollment begins November 11: Mid-campaign follow-up November 19: Final reminder before the campaign ends Every touch should be tracked inside the CRM with the date and a quick note about the conversation. That way, when the second and third follow-ups arrive, you're not guessing who has already heard from you. You can immediately see the contacts who still need attention. Let Automation Build the Lists The system becomes significantly easier when the CRM handles the sorting. Depending on your setup and integrations, a patient can automatically move into the appropriate view when their package is almost finished, when they complete a package without continuing, when a lead never purchases, or when someone engages with an open enrollment email. Instead of manually sorting hundreds of contacts, your team opens the appropriate view and works the list. Four groups. Four views. Three personal reach-outs. One owner for every contact. A tracked date for every touch. The Takeaway The open enrollment hack isn't complicated. Build the right lists and personally work them. Your emails, social posts, and landing page create awareness around the campaign. Your CRM makes sure the personal conversations that actually move people forward don't get forgotten. The clinics that execute those conversations consistently give themselves a much better opportunity to turn open enrollment into a major year-end revenue event. Get the Free Open Enrollment Playbook Jeremy put together the complete Open Enrollment Playbook with the campaign setup, tags and views, three-touch outreach system, scripts for each group, emails, landing page strategy, and more. Download the Free Open Enrollment Playbook More Free Resources Subscribe to the Physical Therapy Marketing YouTube Channel for more strategies on sales campaigns, patient acquisition, follow-up, AI, and clinic growth. Free Patient Follow-Up Guide Free AI Admin Training Get a Free AI Phone Agent Built for Your Clinic

The Ultimate Open Enrollment Guide for Physical Therapy Clinics Open enrollment is one of the biggest sales opportunities of the year for a cash-based physical therapy clinic. But the clinics that have massive Novembers don't start planning in November. They build the campaign weeks in advance. In this episode, Jeremy breaks down the three most important pieces of a successful open enrollment campaign: getting the dates right, amplifying the offer across multiple channels, and personally reaching out to the patients and leads most likely to buy. Episode Topics Why open enrollment can dramatically improve year-end cash flow The exact 2026 campaign window Jeremy recommends Why email alone isn't enough to drive sales How to amplify open enrollment across email, social, ads, and text The personal outreach strategy behind the strongest campaigns Why Open Enrollment Matters November and December can create a difficult cash-flow cycle for clinic owners. Patients travel, schedules change, holidays arrive, and visits can decline while payroll and rent stay exactly the same. Open enrollment gives current patients, past patients, and warm leads an opportunity to commit to future care while helping the clinic front-load revenue before the holidays. Jeremy shares examples from previous Patch campaigns ranging from a solo clinic generating more than $30,000 in committed revenue to larger clinics selling 55, 75, or more packages. 1. Get the Dates Right For 2026, Jeremy recommends running open enrollment from November 2 through November 20. That window is intentional. It allows the campaign to finish before the flood of Black Friday marketing, gives patients an opportunity to use remaining FSA dollars, and gets the offer in front of them before holiday schedules take over. But a November 2 launch means the work starts now. Your offer needs to be finalized, your list needs to be built, your emails need to be written, and your campaign assets need to be ready before the doors officially open. 2. Amplify the Offer Everywhere Open enrollment isn't an email campaign. Your patients should see the same offer repeatedly across the channels where they already interact with your clinic. Jeremy's 2026 campaign includes: Eight emails, including teaser and early-bird messages before launch Instagram and Facebook posts throughout the campaign Stories and countdown content as the deadline approaches Targeted Meta advertising to amplify the offer locally Strategic blast text messages on key campaign dates The goal isn't for one email or social post to make the sale. Each touch builds awareness so that when the personal conversation happens, the patient already understands the offer. 3. Build the List and Personally Reach Out This is where Jeremy says the majority of open enrollment sales actually happen. The clinics with the strongest campaigns don't simply send emails and wait. They identify the people most likely to benefit from the offer and personally contact them. That list can include: Current patients nearing the end of a package Patients who started care but stopped early Previous leads who never scheduled Past patients who haven't visited recently People repeatedly engaging with your campaign emails Followers engaging with your open enrollment content Jeremy recommends personally reaching out three times during the campaign: when open enrollment begins, around the midpoint, and immediately before the deadline. The emails and social posts create air cover. The personal conversations drive the sales. Build More Than a Discount A strong open enrollment offer isn't simply a coupon. The full playbook also covers how to build a value stack around the offer, create different messaging for different patient segments, structure the landing page, organize the campaign inside your CRM, involve your staff, and track every follow-up. The goal is to make the value of continuing care clear while giving patients a compelling reason to commit during a defined window. The Takeaway The difference between a strong open enrollment campaign and a few random package sales usually comes down to preparation and execution. Get the dates right. Put the offer everywhere. Build your outreach list. Personally contact the people most likely to benefit. And track the campaign so nobody gets forgotten. If you're planning to run open enrollment this year, the time to build it is now. Get the Free Open Enrollment Playbook Jeremy put together a 16-page Open Enrollment Playbook with the campaign dates, offer structure, eight-email sequence, messaging angles, outreach strategy, CRM setup, landing page structure, social media plan, and campaign checklist. Download the Free Open Enrollment Playbook More Free Resources Subscribe to the Physical Therapy Marketing YouTube Channel for more strategies on sales campaigns, patient acquisition, AI, and clinic growth. Free Patient Follow-Up Guide Free AI Admin Training Get a Free AI Phone Agent Built for Your Clinic  

The Open Enrollment Playbook for Physical Therapy Clinics Open enrollment can be one of the biggest sales opportunities of the year for a physical therapy clinic. But sending one or two emails and posting once on Instagram isn't a campaign. In this episode, Jeremy walks through the SCALE framework Patch uses to build complete sales campaigns, including the emails, landing pages, social content, and manual outreach that can turn open enrollment into a major revenue opportunity. Episode Topics The SCALE framework for building clinic sales campaigns The five emails Jeremy recommends for open enrollment How to build a landing page that converts Why social media should amplify the campaign, not carry it The manual outreach that drives the most sales The SCALE Framework Jeremy breaks a complete sales campaign into five parts: Sequences: The emails and timing of the campaign Call to Actions: The landing page and next step for interested patients Amplification: Social media and other channels that keep the offer visible Live Reach Out: Personal outreach to the people most likely to buy Evaluation: Reviewing the campaign and its performance The framework isn't limited to open enrollment. It can also be used for New Year's campaigns, new staff PT launches, price increases, seasonal promotions, and other sales campaigns throughout the year. Build the Email Sequence Before You Launch Jeremy recommends planning the entire campaign before the first email goes out, including a clear start date, a real deadline, and approximately five emails throughout the campaign. The sequence can include: An introduction to the offer Problem-solving and educational emails A paradigm-shift email that changes how patients think about PT A case study or testimonial A final scarcity and deadline email Each email should be conversational, easy to scan, visually clear, and connected to one specific call to action. Create a Dedicated Landing Page Every email, social post, and outreach message should point people toward a page built specifically for the campaign. Jeremy recommends making the offer immediately clear above the fold, adding genuine scarcity when applicable, including social proof, explaining exactly what the patient receives, and making the next step simple. Sending interested patients to your general clinic homepage creates unnecessary friction. The landing page should continue the exact conversation that brought them there. Amplify the Campaign Across Multiple Channels Email shouldn't carry the entire campaign. Over a two-week open enrollment period, Jeremy recommends supporting the campaign with multiple social posts, stories, graphics, in-clinic materials, and other opportunities to keep the offer visible. Don't assume people have already seen your message. Most of your audience will only see a fraction of what you publish. Manual Outreach Is Where the Sales Happen This is the part Jeremy believes most clinics skip, and it's also where he sees the biggest difference in campaign performance. Instead of sending the same generic message to everyone, identify the people who already have a reason to consider the offer: Active patients nearing the end of a package Past patients who never continued care Leads who previously filled out a form or booked a call Patients who haven't been in the clinic recently Email subscribers actively engaging with the campaign Warm leads visiting the landing page or clicking campaign emails The outreach should feel relevant to that person's relationship with the clinic, not like a generic sales pitch. Email creates awareness. Personal outreach helps turn that attention into a conversation. The Takeaway Open enrollment isn't an email campaign. It's a coordinated sales campaign. Plan the sequence. Build the landing page. Create the supporting content. Identify your warmest opportunities. Then consistently reach out to the people most likely to benefit from the offer. The more intentionally those pieces work together, the stronger the campaign becomes. Get the Free Open Enrollment Playbook Want the complete playbook to build your own campaign? Patch put together a free Open Enrollment Guide with the offer, campaign dates, emails, outreach strategy, landing page structure, CRM setup, and more. Download the Free Open Enrollment Playbook More Free Resources Subscribe to the Physical Therapy Marketing YouTube Channel for more strategies on sales campaigns, patient acquisition, AI, and clinic growth. Free Patient Follow-Up Guide Free AI Admin Training Get a Free AI Phone Agent Built for Your Clinic

AI Can Make Your Ads Better—or Confidently Waste Your Money AI can be one of the most powerful tools inside your advertising account. But there's a catch: if you don't understand what the AI is analyzing, you may have no way to know when its recommendations are wrong. In this episode, Jeremy explains why AI is an incredible multiplier for paid advertising, where clinic owners get into trouble, and how to use it without handing a confident algorithm control of your marketing budget. Episode Topics Why AI-generated ad recommendations can be dangerously convincing The context problem most clinic owners overlook Why tracking needs to be verified before optimizing campaigns How Jeremy uses AI to analyze and improve paid ads How AI skills and playbooks can turn expertise into repeatable systems AI Is Only as Good as the Context You Give It A patient can ask ChatGPT for a knee-pain program and receive a perfectly reasonable plan. The problem is that it may be a perfectly reasonable plan for the wrong problem. The same thing happens with advertising. AI can analyze part of an account, confidently identify a "problem," and recommend a change without realizing it's missing critical information. If you understand advertising, you can catch the mistake. If you don't, the recommendation can look completely legitimate. When AI Gets Ads Wrong, It Spends Your Money Jeremy shares examples of AI making recommendations based on incomplete negative keyword data or telling a clinic to increase its budget because the reported cost per lead looked strong. But what if the tracking isn't accurate? If phone calls aren't being counted, booked appointments aren't firing correctly, or the pixel is broken, the numbers AI is analyzing aren't trustworthy. Before optimizing anything, you have to know whether the underlying data is accurate. Three Rules for Using AI With Paid Ads Know what AI is reading. Understand what information it can see—and what it can't—before trusting its conclusions. Verify the foundation first. Confirm your pixel, conversions, booked appointments, phone calls, and other tracking are working before making decisions from the data. Build or borrow the expertise. Learn enough about advertising to evaluate AI's recommendations, or use a proven process created by people who already understand the platform. Where AI Becomes a Massive Advantage Once AI has the right context and a proven process to follow, its value changes dramatically. Jeremy explains how Patch connects AI directly to advertising data and builds specific skills and playbooks that tell the AI what to check, in what order, what good performance looks like, and when it shouldn't move forward. Those systems can help inspect tracking, build campaigns, write ads, audit landing pages, and generate performance briefs. The expertise doesn't have to live entirely in your head. It can be built into the process the AI follows. The Takeaway Don't avoid AI in your advertising. But don't blindly hand it the keys either. AI is a multiplier. Its value depends on the expertise, context, and systems underneath it. Give it accurate data and a proven process, and it can make you dramatically faster. Give it incomplete information with no one capable of grading the answer, and it can confidently spend your money in the wrong direction. See How Patch Uses AI for Clinic Marketing Patch teaches physical therapy clinic owners how to connect AI to their marketing systems, build repeatable AI skills, and use real clinic data instead of starting with a blank prompt. Learn More About Patch More Free Resources Subscribe to the Physical Therapy Marketing YouTube Channel for more strategies on AI, paid advertising, patient acquisition, and clinic growth. Free AI Admin Training Free Google Ads Audit Get a Free AI Phone Agent Built for Your Clinic

The 24-in-72 Follow-Up System for New PT Leads Most clinics don't actually have a lead problem. They have a follow-up problem. In this episode, Jeremy breaks down the follow-up system he used at Ripple, including why a single "touch" should involve multiple channels and how 24 individual reach-outs in the first 72 hours can dramatically change lead conversion. Episode Topics Why most clinics give up on leads far too early What Jeremy means by one follow-up "touch" The 24-in-72 cadence for new leads How follow-up changes based on where the lead came from Why automation and AI are essential at scale Most Clinics Stop Before the Lead Responds A new lead comes in. Someone calls once, maybe leaves a voicemail, sends a text, and then moves on. The lead gets labeled as unresponsive or unqualified. But that person may have simply been at work, at their kid's practice, or unwilling to answer an unknown number. Jeremy's point is simple: they didn't reject you—you stopped following up. In many cases, the response doesn't come until the third or fourth touchpoint. One Touch Means Four Channels For a brand-new lead, Jeremy defines one touchpoint as: A phone call A voicemail A text message An email That matters because every patient communicates differently. Some answer texts immediately. Others live in their inbox. Some need the voicemail before they'll trust that the number belongs to a real clinic. The goal isn't redundancy. It's giving the patient multiple ways to respond. The 24-in-72 Formula The first follow-up should happen within minutes of a new inquiry. Then the clinic should continue reaching out multiple times per day during the first 72 hours. Six touchpoints across four communication channels equals: 24 individual reach-outs in the first three days. That may sound aggressive compared with the typical clinic, but Jeremy argues that the patient already asked for help. Consistent follow-up shows that your clinic is paying attention. Lead Source Changes the First Message The cadence may stay consistent, but the first conversation should match where the lead came from. Missed calls: Call and text back immediately. These are often your highest-intent leads. Workshop leads: Start with the workshop topic and bridge naturally toward an evaluation. Instagram DMs: Get the lead's contact information into your CRM and move the conversation beyond the DM inbox. Lead magnets: Continue delivering value before transitioning toward an appointment. Referrals: Stay consistent even if the referred person doesn't respond immediately. The lead source determines the first message. The point where they stall determines the ongoing follow-up. You Can't Do This Manually at Scale Twenty-four individual reach-outs per lead quickly becomes impossible to manage manually once lead volume increases. Jeremy recommends combining human follow-up with CRM automation and AI so no lead gets forgotten simply because the clinic gets busy. The system can handle repeated texts, calls, reminders, lost-lead outreach, and longer-term reactivation while the owner focuses on the conversations that actually require a person. The Takeaway Your ads may already be generating enough opportunities. The question is whether your clinic is still present when the patient is finally ready to respond. Stop judging your follow-up by how many times you've tried. Judge it by whether the lead has responded, booked, unsubscribed, or clearly told you they're no longer interested. Get the Free Follow-Up Guide Jeremy built a free guide that breaks down lead types, follow-up cadence, funnel stage, and message strategy so you can build this system inside your clinic. Download the Free Follow-Up Guide More Free Resources Subscribe to the Physical Therapy Marketing YouTube Channel for more strategies on patient acquisition, follow-up, AI, Google Ads, and clinic growth. Free AI Admin Training Get a Free AI Phone Agent Built for Your Clinic Free Google Ads Audit Free Local SEO Audit