Your Shop Desk
Weight Loss and GLP-1 · Custom Shop Desk CRM

A Custom CRM for Weight Loss and GLP-1 Clinics

For clinics and telehealth programs running monthly weight loss memberships. Yours would get people through the intake form, keep them on their check ins and catch failed payments before a member quietly drops.

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A Shop Desk set up the way a weight loss and glp-1 business would run it
A Shop Desk set up the way a weight loss and glp-1 business would run it

Shown: Lumenara Med Spa, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Weight Loss and GLP-1 Words

Every program enrollment moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Intake Form Sent
  3. 03Provider Visit
  4. 04First Payment
  5. 05Shipped
  6. 06Monthly Check In
  7. 07Renewal

A program enrollment on your desk hangs off the member.

So the card asks for what you actually need, and nothing a weight loss and glp-1 business would never fill in.

  • Intake form status
  • Provider visit date
  • Program chosen
  • Payment plan
  • Next check in
  • Shipping address
Where it leaks

Where Weight Loss and GLP-1 Businesses Lose Work

Intake Forms Left Half Done

Someone starts the intake at lunch and never finishes. Without a nudge, they sign up with a program that sent one.

Members Who Quietly Stop

A member misses one check in, then another. Nobody reaches out, and they cancel without saying why.

Failed Card Payments

A card expires and the renewal fails. If nobody sends an update link, the member lapses and the shipment stops.

What we would build

Fitted to How You Already Work

  • Intake Finish Reminders

    Half done forms get a reminder with a link back to where they stopped. You see who finished and who needs a call.

  • Monthly Check Ins for Every Member

    Each member has their next check in on the board. Missed ones go to a lane for a friendly reach out.

  • Card Update Links

    Failed payments trigger a text with a link to update the card. Your team sees who fixed it and who didn't.

  • Clinical Stays Clinical

    Medical history, labs and prescriptions stay in your clinical system. The desk holds the business side, and we set up consent, opt outs and access with you.

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Questions

What Weight Loss and GLP-1 Owners Ask

Does it hold patient medical records?
No. The desk tracks intake status, visits, payments and shipping. Medical history and prescriptions stay in your clinical system.
Can it remind members about their check in?
Yes. Each member gets reminders on the schedule you set. Missed check ins show up so someone can reach out.
Can it handle members who pay monthly?
Yes. Each member shows their plan, next charge and payment status. Failed payments get an update link and land on your board.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Weight Loss and GLP-1 Business Runs

We will tell you honestly what a desk fitted to it would take.

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