Lifecycle Health Score

Score your telehealth brand's email and SMS setup in 60 seconds. Find out where your biggest revenue gaps are.

Progress 1 of 6
Area 1: Revenue Contribution
What percentage of your total revenue currently comes from email and SMS?
Less than 5%. Email/SMS is not a meaningful revenue channel for us yet.
5-15%. We get some revenue from it, but it's not where it should be.
15-30%. It's a real channel for us, but there's room to grow.
30%+. Email and SMS is a core revenue driver for our brand.
Area 2: Intake Recovery
Do you have automated flows to recover patients who start but don't finish your health questionnaire or intake?
In telehealth, 60-80% of leads abandon the questionnaire before completing it. Most brands have no recovery system or use a generic cart abandonment approach that doesn't fit the clinical context.
No recovery flow in place, or I'm not sure if we have one.
We have a basic abandonment email (similar to an ecom cart reminder).
We have a dedicated recovery flow with 2-3 touchpoints tailored to the intake process.
We run a multi-channel recovery system (email + SMS) built specifically for our questionnaire context.
Area 3: Lifecycle Coverage
Beyond intake recovery, how many of these lifecycle components do you have active?
Key components: signup forms/popups on your site, pre-questionnaire nurturing for new leads, post-purchase onboarding, cross-sell/upsell flows, cancellation prevention sequences, winback flows for churned patients, and review/UGC collection.
0-1 of these. We mostly just have a welcome email and maybe a basic campaign.
2-3 of these. We have some automations but major gaps in the journey.
4-5 of these. Most key stages are covered, but not all are optimized.
6-7 of these. We have comprehensive lifecycle coverage across the full patient journey.
Area 4: Retention and Churn
What does your churn prevention strategy look like for patients approaching their first renewal?
Monthly subscription patients churn at 2-3x the rate of quarterly subscribers. The first 30-45 days are the critical window where most patients make the silent decision to stay or cancel.
We don't have a proactive churn prevention system yet.
We send a generic reminder before renewal, but nothing strategic.
We have a multi-touch retention flow that starts before the churn cliff.
We run segmented retention flows including monthly-to-quarterly migration and active winback.
Area 5: Deliverability
How confident are you in your email deliverability and technical foundation?
Authentication (SPF, DKIM, DMARC), dedicated sending domains, and regular deliverability monitoring are the foundation. Without these, even the best flows underperform because emails never reach the inbox.
Not sure where we stand. We haven't looked at this closely.
We have basic SPF/DKIM set up, but haven't audited or monitored recently.
Authentication is solid and we check deliverability metrics occasionally.
Full authentication, dedicated sending domain, regular monitoring, and warm-up protocols in place.
Area 6: Segmentation
How do you segment patients for email and SMS communication?
Telehealth patients at different journey stages need fundamentally different messaging. A lead who hasn't completed the questionnaire needs a completely different approach than an active patient approaching their 90-day renewal.
We mostly send the same emails to everyone on our list.
We segment by basic attributes like product type or signup date.
We segment by patient journey stage (pre-consult, active, at-risk, churned).
We segment by journey stage, treatment type, engagement behavior, and subscription tier.
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