Penguin Agents · Body Contouring · Proof template

The Candidacy Self-Check

Presented exactly like the $0.99 Appointment Engine campaign — the same 8-tab experience and the real funnel WALK — in five distinct clinic brands, each modeled on a real category-winner. Flip the switch and the entire funnel becomes a different clinic.

● PROOF TEMPLATEFree candidacy-check funnel

Candidacy Self-Check — Marchand

A free 60-second Candidacy Self-Check into a goal-tagged recommendation and a booked consultation. Built exactly like the $0.99 Appointment Engine — same 8-tab experience, same real funnel walk. Diagnose the fit, then let a surgeon confirm it.

OfferFree candidacy checkAudienceUS body-contouring prospectsObjectiveBooked consultsTrafficMeta cold + retarget

A free 60-second Candidacy Self-Check — the goal-tagged quiz that turns cold traffic into booked consultations. The reframe: you don’t need to guess whether you’re a candidate — the check tells you, then a surgeon confirms it.

Who this reaches — and why they respond
Who it’s for

People weighing body contouring who quietly wonder “am I even a candidate?” — problem-aware to early solution-aware, researching on their phone, not yet ready to call a surgeon. The widest, coldest top-of-funnel audience.

Awareness stage

Cold → warm. They feel the problem but haven’t chosen a provider or a procedure. The check meets them at curiosity, not at the buying decision.

Who it’s NOT for

Someone already decided on a specific surgery and shopping on price — that’s the Financing or Gallery funnel. This one is for the earlier, “is this even me?” moment.

How it works — diagnose → prescribe → book
1
Diagnose, don’t sell

A 60-second, six-tap quiz (goal → body-map area → fat-vs-skin → timing → history) reads what the person actually needs — no price, no pitch, no diagnosis.

2
Prescribe a goal-tagged read

The answers route to one of four honest tracks — contouring · tightening · combined · consult — and return a personalized recommendation on the spot. That read is the lead magnet.

3
Invite the real offer

The recommendation ends in a complimentary consultation where a board-certified surgeon confirms candidacy and builds the plan. The consult → procedure is the real offer; the free check is just the honest doorway to it.

The offer — matched to this funnel’s page-walk
✓ Live · the entry offer
Candidacy Self-CheckFree · 60 sec

A 60-second self-check that returns a goal-tagged candidacy read (contouring / tightening / combined / consult), then invites a complimentary consultation. The full page-walk is built — landing → quiz → result → booking → thank-you.

Why it converts — the value equation

Dream outcome

A body-contouring result that answers to your proportions

Likelihood

Board-certified surgeon confirms candidacy at consult

Speed

A read in 60 seconds; a consult booked this week

Effort

Six taps, no diagnosis, no obligation

The real, brand-skinned pages — walk it Landing → Quiz → Result → Booking → Thank-You. In-page CTAs step the walk too.
Open full ↗

Conversational AI Layer — Swift & Starling

One brain, two surfaces on the 60-second Candidacy Self-Check spine. Swift handles chat, SMS & DM; Starling handles voice. They share one qualification spine, objection library, calendar, field map and compliance guardrails — a lead who starts on chat and continues on a call is one continuous record, never re-asked.

The one job

Turn any contact into a booked-and-shown consult. Speed-to-lead in minutes (first touch < 5 min; Starling outbound often < 60s). Never a dead end. Never diagnoses — a board-certified surgeon confirms candidacy at the consult.

The bots

Swift — Site / DM Chat Widget

Chat

Patient-care coordinator on the site chat widget, SMS and IG/FB DMs. Runs GHL native Conversation AI.

Qualification spine (one question at a time)
  • Area(s) to change — belly / flanks / back / arms / thighs / chin-neck
  • Mostly stubborn fat, loose skin, both, or not sure? (the router)
  • Weight journey — stable / still losing / on a GLP-1 / lost a lot
  • Timeline → financing openness (never price-first) → contact

Swift: "Great goal to start with! Most patients start from as low as $[27]/week with 0% financing — your exact plan gets locked at your free consult. Quick one: mostly stubborn fat, loose skin, both, or not sure?"

Starling — Voice Agent

Voice

Inbound 24/7 + outbound speed-to-lead / reminders / no-show recovery. GHL native Voice AI (inbound) or Vapi/Retell (outbound).

Opening lines
  • Inbound: "Thank you for calling {{brand}}, this is Starling — how can I help?"
  • Outbound: "Hi, is this {{first_name}}? This is Starling from {{brand}} — you just checked whether you're a candidate for body contouring on our site."
Voice-specific
  • Natural latency, barge-in allowed, short turns
  • Recording / AI disclosure where the state requires it (verify-live)

SMS / DM Auto-Responder

Speed-to-lead

Swift's instant first-touch (< 60s) on a new lead, plus native Missed-Call-Text-Back on the clinic number. Goal-matched to what the lead actually chose.

First-touch behavior
  • Opt-out on the first message; respect STOP / HELP + quiet hours
  • Never sends SMS without sms_consent
  • Wait 15 min, check reply → hands to Swift to qualify + book

Missed-call (AXIS): "Sorry we missed you — AXIS Body Co.! What can we help with? Reply here and we'll sort it fast."

Booking Bot

Booking

Both bots read the one Complimentary-Consult calendar. Offers real slots, confirms, writes consult_datetime — the reminder ladder enrols automatically.

Result routing before the ask
  • Fat + stable weight → contouring plan
  • Loose skin / lost a lot / on a GLP-1 → skin tightening starting point
  • Both → combined plan · Not sure → consult + body-mapping confirms

Swift: "I've got Wednesday 5:30pm or Saturday 10:00am open — which works?"

Reminder / No-Show Recovery

Retention

Reminder ladder pre-empts the no-show; Starling recovery call + rebook link recovers it. Zero guilt, never drops a lead.

Ladder
  • Confirmation on book → T-24h prep email → T-2h SMS → T-1h "Reply C to confirm"
  • No-show → +5min one-tap rebook → +1d empathetic → +3d final nudge

Starling / SMS (no-show +5min, Marchand): "We held {{time}} for you and understand plans change. Whenever convenient, a new time is here."

Two brand voice skins — same spine, non-swappable words

Marchand

Clinical-Luxe · Archetype A

Register: concierge, understated, precise, unhurried

Money: price hidden; financing = one discreet line if asked

CTA: "Arrange a private consultation."

Voice: full sentences, no emoji — artistry, proportion, refined

AXIS

Bold-Modern · Archetype C

Register: confident, energetic, direct, benefit-led

Money: financing front-and-center ("as low as $[27]/wk")

CTA: "See if I qualify." / "Get my free consult."

Voice: short lines, tasteful emoji — transform, results, qualify

Human handoff & medical red-flag rules

Escalate to a human immediately (tag bot:handoff-human, notify coordinator, pause bot) on:

  • Any medical / clinical question — symptoms, medications, complications, "am I safe to…", pregnancy, existing conditions → bot:red-flag, immediate human, never answer
  • A confirmed booking, or a buying signal on a high-value plan (humans close big cases)
  • Explicit request for a human · frustration / repetition · anything outside FAQ + booking
  • Graceful fallback, never fabricate: "Great question — let me have the coordinator confirm that and text you right back."
  • Never reveal "AI/bot" — Swift & Starling are presented as clinic staff
Compliance guardrails

No medical advice

Never diagnose, treat, or give outcome guarantees. Every result ends with the non-diagnosis line.

Neutral language

No 2nd-person defect language ("your fat") — "stubborn fat that resists diet and exercise."

TCPA / A2P

Opt-out on first SMS; honor STOP/HELP + quiet hours; outbound only to consented contacts.

PHI minimum-necessary

Capture only what's needed to book; no health field ever to an ad pixel — detailed history goes to secure intake.

GHL Back-End — Candidacy Journey

The GoHighLevel automation layer behind Funnel-1: one acquisition pipeline built backwards from the north star (lead → booked-and-shown consult → contouring plan), five leak-point workflows, a quiz-tied tag/field taxonomy, and the pixel_safe PHI gate. Every stage has a buyer-action entry and a named exit for both the positive and the leak case — no lead silently rots.

Pipeline — 8 stages + 2 exit lanes
1
New Lead

Partial or full quiz capture fires

leak → speed-to-lead ①

2
Quiz Started

Q1 answered, record exists

leak → abandon recovery ②

3
Quiz Complete

Survey submitted w/ goal + area

4
Result Viewed

Personalized result rendered

leak → not-booked ③

5
Consult Booked

Slot taken on calendar

leak → no-show ladder ④

6
Consult Shown

Appt status = Showed

7
Plan Presented

Plan + price + financing shown

undecided → Deciding (Ph-2)

8
Won

Deposit taken / date set

→ review/referral ⑤

Nurture (exit lane)

Engaged but not progressing. Any open/click bumps back to the matching active stage.

Disqualified (exit lane)

Not a candidate, or a bot bot:red-flag. Polite low-touch redirect; dnd if requested.

The 5 leak-point workflows
1

Speed-to-Lead

Leak: no first contact · first touch < 60s

Trigger: quiz submitted / partial-capture / new-lead, or Missed-Call-Text-Back.

Channels: instant SMS + Starling outbound call + owner notify.

  • T+0s goal-matched SMS (opt-out on first msg)
  • T+0s Starling call attempt (consent-gated)
  • Wait 15 min, check reply → route to ② / ③, or hand to Swift
2

Quiz-Abandon Recovery

Leak: started, didn't finish · Warm band

Trigger: quiz-started present, quiz-complete absent after 30 min.

Timing: +30 min → +4h → +1 day (decreasing).

  • Friction-remover + curiosity, one CTA back to the exact quiz step
  • Wait-then-check: exits instantly if quiz-complete fires
  • No action after +1 day → Nurture lane
3

Result-Viewed-Not-Booked

Leak: saw result, didn't book · message-matched

Trigger: result-viewed, consult-booked absent after ~1h.

Sequence — one objection per touch:

  • +1h fitted approach + book CTA
  • +1d proof: before/after (LP-only) + a real reason to act
  • +3d FAQ-buster on top objection (cost → financing-first)
  • +7d "hold a spot or close your file?" → Nurture if cold
4

No-Show Ladder + Recovery

Leak: booked, didn't attend · two halves

(a) Reminder ladder — pre-empts the no-show:

  • Confirmation on book → T-24h prep email → T-2h SMS → T-1h "Reply C"
  • Reschedule link in every message; card-on-file / deposit hold

(b) Recovery — status = No-Show:

  • +5min zero-guilt one-tap rebook → +1d empathetic → +3d final nudge
5

Review + Referral

Post-Won · CSAT-gated

Trigger: closed-won + a satisfaction milestone (not day 1).

  • 1–10 SMS CSAT gate first
  • ≥9 → public review link (Google / RealSelf)
  • ≤8 → route to coordinator to save the relationship (no public ask)
  • Then referral ask + next-area upsell

Universal guard steps

Baked into every outbound step — race-condition + double-message fixes

  • Exit if human-handled present (a human already acted)
  • Exit if the next-stage tag already fired (e.g. consult-booked)
  • Exit if dnd / bot:opted-out
  • One workflow owns each lifecycle band — no overlapping triggers
Lead scoring, tags & custom fields

Custom fields — the quiz payload

primary_goal
midsection / flanks / arms / post-preg / thighs / loose-skin
target_area
belly · flanks · back · arms · thighs · chin-neck
concern_type
fat / loose-skin / both / not-sure — drives routing
weight_journey
stable / still-losing / on-glp1 / lost-a-lot
candidacy_result
computed — PHI, never to pixel
lead_score
behavioral integer — priority within qualified pool
lead_temp
hot / warm / cold — who Starling touches first
sms_consent
bool + timestamp — gates every SMS
pixel_safe
default true — gates the CAPI step

Prefix-namespaced tags

Brand (routes voice skin):
brand:marchandbrand:axis

Router: concern:fatconcern:loose-skinconcern:both

Timeline: time:ready-nowtime:exploring

Stage / behavior: new-leadquiz-completeconsult-bookedno-showclosed-won

Routing / suppression: route:contouringqualifiedlong-term-nurturednd

The pixel_safe gate — PHI never to Meta Pixel / CAPI

  • Fire only non-PHI events: Lead, Schedule, CompleteRegistration — no goal, area, concern-type or result in the payload, ever.
  • The pixel_safe boolean gates the CAPI step; the mapped payload physically cannot reference a PHI field.
  • Verify zero PHI in the event map before launch (HIPAA + Meta policy).
Quiz complete → CAPI: CompleteRegistration (no answers) Consult booked → CAPI: Schedule (no procedure/area) New lead → CAPI: Lead (no health field)
Calendar & compliance spine

Complimentary Consult calendar

Embedded on the result screen (peak intent, no dead-end). Round-robin across coordinators/surgeon, 30–45 min, 10-min buffer, 12–24h min-notice.

Card-on-file / deposit hold to reserve — the strongest no-show reducer.

Two-way SMS confirm ("reply C"); reschedule link in every message. Virtual variant feeds the same stages.

Compliance spine

TCPA / A2P 10DLC: per-clinic Trust Center registration; consent checkbox + timestamp; quiet hours ~9am–8pm local. Email-only until A2P approved.

HIPAA / BAA: signed GHL BAA; minimum-necessary capture; no PHI in owner notifications.

Meta ad content: neutral condition language; no guarantees; before/afters LP-only, cosmetic-not-weight-loss, 18+.

Drag-pan · zoom · click a node for its spec.

The proof system. Permissioned, platform-native social proof mounts across the funnel — landing, result, booking and retargeting. Reviews are captured per clinic through a consent-gated request workflow (ask → consent → publish); the cards below are clearly-labeled demos, replaced by the clinic's real consented reviews at onboarding.

G
Google review★★★★★
Demo

“The most reassuring consult I’ve had — no pressure, just a clear, honest plan. I booked the same week.”

— A. R. · verified patient · shared with permission
Instagram DMvia @thepractice
Demo

“Just did the check — so easy, and the read actually made sense. Booked my consult 🙌”

— DM · shared with permission
Rating summary4.8 · 120+ reviews
Demo

Aggregate across Google, RealSelf and the practice’s own page — surfaced on the landing and booking steps as a live trust rail.

Figures illustrative · set per clinic at onboarding
G
Google review★★★★★
Demo

“They told me what they would not do before what they would. That’s when I trusted them.”

— M. L. · verified patient · shared with permission

Demo / proof template for a Penguin Agents build. Marchand Aesthetic Surgery, AXIS Body Co., Boutinic Aesthetics, KELVIN Body Labs and FORGE Body are demonstration brands shown for a proof build, not live practices. Body contouring is a cosmetic, elective procedure — not weight loss; individual results vary; testimonials, ratings and before/after imagery are illustrative and demo-labeled; nothing here is medical advice or a diagnosis; candidacy is confirmed only by a board-certified surgeon at consultation. All financing and rating figures ($27/wk, $29/wk, 4.6★/236, etc.) are demonstration placeholders, set per clinic at onboarding.

creative