01 / Business Profile
02 / People & Approvals
Dr. Sergio Sobredo Jr, MD
Owner and medical director, authorized representative on the account. Runs the medical side and the standardized chelation protocols affiliates must follow. Has a personal booking calendar.
Dr. Bernie Valero, ND
Provider on the network. Primary host of the "Let's Talk" intro calendar and part of the collective intro meeting.
VisionPlay
Builds and runs the GHL system: funnels, pipeline, workflows, forms, tags, and A2P. Build work by Patrick Entredicho.
Account mode
SaaS-mode sub-account (SaaS v2) under the VisionPlay agency, with Twilio and Mailgun rebilling enabled.
03 / The Model
This is primarily a B2B affiliate-recruitment engine: signing up clinics to deliver Chelation Doctors chelation and IV therapy under standardized protocols, pricing, and testing.
Audience A — Clinic affiliates (primary)
Recruit and qualify clinics (functional medicine, integrative, IV bars, med spas, wellness centers) into the network. This drives the pipeline and most of the automation.
Audience B — Therapy patients
A separate patient-facing "Therapy" funnel and provider calendars for booking chelation / IV therapy appointments directly.
Why clinics join
Add a new revenue service (chelation / IV) with proven protocols, standardized testing, pricing guidance, and training, without building the program from scratch.
04 / Ideal Affiliate & Qualification
Clinics that can deliver IV / chelation safely and at volume. The application scores fit before a call.
Clinic types tracked
Functional medicine, integrative clinic, IV bar, med spa, wellness center, chiropractic-integrative.
Qualification signals
Offers IV therapy, draws labs, has a dedicated IV room, owner / decision-maker contact, patient volume (high vs low), existing detox program, malpractice insurance, EMR system.
Fit gate
Non-decision-makers, clinics with no IV capability, and low-volume or bad-fit clinics are tagged and routed out (nurture or disqualify) rather than pushed to a call.
05 / Funnels & Lead Flow
Official Website / Funnel
Clinic recruitment path: Opt-in → VSL → Application Survey → Survey Completed, plus Privacy and Terms pages. The application feeds the clinic qualification data.
Therapy Funnel
Patient path: Home → calendar page → Thank you, with a clone Schedule / Confirmed step for booking therapy.
Forms
Lead sources (tagged)
06 / Pipeline
| # | Stage | Meaning |
|---|---|---|
| 1 | New Prospect | Clinic entered, not yet contacted |
| 2 | Contact Attempted | Outreach started |
| 3 | Interested / Info Sent | Engaged, materials sent |
| 4 | Nurture - No Appointment Yet | Warm, no call booked |
| 5 | Appointment Booked | Intro / discovery call scheduled |
| 6 | Appointment Completed | Call held |
| 7 | Proposal / Agreement Sent | Agreement out for signature |
| 8 | Verbal Yes / Pending Activation | Committed, onboarding pending |
| 9 | Active Affiliate | Live in the network |
| 10 | Long-Term Nurture | Not now, keep warm |
| 11 | Lost / Not a Fit | Disqualified |
| 12 | Ghosted | Went cold |
07 / Booking & Calendars
| Calendar | Type | Use |
|---|---|---|
| Introduction Meet | Collective | Clinic intro meeting (multi-host: Sergio, Bernie + team) |
| Let's Talk. | Personal (Bernie ND) | 20-min intro call, auto-confirm |
| Sergio A Sobredo Jr MD's Personal Calendar | Personal | Mon-Fri 8-5, Google Meet |
| Bernie Valero ND's Personal Calendar | Personal | Mon-Fri 8-5, Google Meet |
| Let's talk 2 | Personal | Inactive |
08 / Automations
| Workflow | Group | Status | Purpose |
|---|---|---|---|
| Cold Email Outreach Sequence | Sales Pipeline | Live | Initial cold email outreach to prospect clinics |
| Weekly Cold Outreach Sequence | Main | Draft | Recurring weekly outreach cadence |
| Lead Source Tagging | Main | Draft | Tags each lead by where it came from |
| Opt-in Form Completed, No Application Email | Main | Live | Nudge opt-ins who did not finish the application |
| Application Survey Submitted Email | Main | Live | Confirms the clinic application was received |
| Post Application Email | Main | Draft | Follow-up after application submitted |
| Lead Nurture | Sales Pipeline | Live | Core nurture for warm clinics not yet booked |
| Long-term Email Nurture Sequence | Main | Draft | Long-horizon nurture for "not now" clinics |
| 007. Long Term Nurture Sequence | Sales Pipeline | Draft | Extended long-term nurture track |
| Appointment Confirmation and Reminder Email | Main | Draft | Confirms and reminds booked intro calls |
| No Show Recovery Email | Main | Live | Re-books clinics that missed the call |
| Rescheduled Tagging | Main | Live | Tags rescheduled appointments |
| 005. Call Completed | Sales Pipeline | Live | Post-call handling once the intro call is done |
| Post-Agreement signed email | Main | Draft | Onboarding kickoff after agreement signed |
| Post-Agreement Unsigned Email Sequence | Sales Pipeline | Draft | Chases agreements sent but not signed |
| In Person Lead Follow up email + SMS | Main | Draft | Follows up conference / walk-in leads |
| Internal Notification (In Person leads) | In-Person | Draft | Alerts the team to new in-person leads |
Status reflects published vs draft only. Trigger and branch validity has not been QA-audited yet (that is a separate pass, as done for BMF).
09 / Data Model
Tag taxonomy (49 tags)
Clinic type
functional_medicine, integrative_clinic, iv_bar, medspa, wellness_center, chiropractic_integrative
Qualification (q_)
offers_iv_yes/no, high_volume, low_volume, existing_detox, no_detox_program, owner_contact, non_decision_maker
Lead temp & engagement
lead_cold / warm / hot, plus engaged_ stages: booked_call, call_completed, agreement_sent, active_affiliate, no_show, rescheduled, onboarding_started, and more
Outcome & source
outcome_closed_won / closed_lost / not_interested / not_now / bad_fit; source_ cold_call / email / instagram_dm / referral / walk_in / website_optin
Custom fields (89)
A detailed clinic-vetting application: clinic type and structure, years in business, licensed staff and roles, medical director, IV therapy capability (chairs, room, who administers), lab access and EMR, malpractice insurance and disciplinary history, patient volume and demographics, chelation experience, and willingness to follow standardized Chelation Doctors protocols, pricing, testing, and training.
10 / Tech, Access & Compliance
Compliance to watch
Healthcare / medical vertical. HIPAA compliance is not currently enabled on the sub-account. Chelation and IV therapy claims carry FTC / medical-advertising and state medical-board risk, and SMS / email outreach to clinics is subject to TCPA and CAN-SPAM (consent, STOP, unsubscribe). A2P opt-in microsite has been prepared for registration.
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