Lead capture

Lead capture for physical therapists

Every health fair, every race finish line, every referral lunch: turn the people who stop at your table into new patients and referral sources you can actually follow up, without a clipboard in sight.

ConnectMachine turns every health fair, race, and referral meeting into captured leads. Prospects and providers scan your QR code and share their real contact details in a second, with no paper sign-up sheet. You attach a voice note on who referred them, and every lead lands in one list you can export to a CSV or sync to your CRM on a paid plan.

Allied health runs on relationships, and you build most of them out in the community: health fairs, road races, gym partnerships, and the referral lunches where a physician decides to send patients your way. Meeting people was never the hard part. Remembering who they were, and who sent them, by the time you sit down to follow up is.

Lead capture with ConnectMachine closes that gap. Instead of a clipboard of half-legible names, every person you meet scans a QR code, shares their real contact, and becomes a searchable lead with a note attached, ready to work the moment the event ends.

Why health-fair leads die on the sign-up sheet

A paper sign-up sheet at a booth is where good leads disappear. Fifty people stop at your table on a Saturday, a handful actually write something down, and half of those leave an email that bounces or a name you cannot read by Monday. The runner who stopped to ask about an evaluation is already booked with the clinic whose flyer they kept.

The problem is not effort, it is capture. Paper gives you no way to record which event you met someone at, no way to tell a serious prospect from a passerby, and no way to find anyone again once the sheet goes in a drawer. By the time you follow up, the context is gone and the message sounds generic.

  • Fake or misspelled contact details you cannot act on.
  • No note on who referred them or what they asked about.
  • No way to search or sort the people you met.
  • Follow-up that reads like a form letter, because it is one.

Set up your booth in five minutes

Your ConnectMachine card carries a QR code you can print and stand on the table. Turning your health-fair booth into a lead-capture station takes a few minutes and no extra hardware.

  1. Create your card with your photo, credentials, services, and a booking-link button.
  2. Download your QR code as a print-ready file and stand it on the table or banner.
  3. As people stop by, ask them to scan it to get your credentials and booking link.
  4. When they scan, they can share their own contact back, so you capture a real lead in one tap.
  5. After the event, review the captured leads, each already a clean contact in your list.

There is nothing for the visitor to install. The QR opens your card in their browser, and sharing their contact and saving yours both happen right there, so even the least technical person is captured in seconds.

Capture who referred them, not just a name

A name and an email tell you nothing about whether someone will book. The value is in the context, and the moment to capture it is while it is fresh. The second a conversation ends, record a ten-second voice note on their contact.

"Runner from the 10K tent, wants an evening appointment, heard about us from Coach Alvarez at the track club." That note turns a cold email into a lead you can actually work, and it stays on the professional context: who referred them, what they asked about, and when they want to come in.

  • Which event or booth you met them at.
  • Who referred them: a coach, a gym, or another provider.
  • The service they asked about and when they want to be seen.
  • Any scheduling preference worth remembering for the follow-up.

Scan the cards you collect at conferences

New patients are only half your pipeline. The other half is referral sources: physicians, orthopedic surgeons, athletic trainers, and gym owners you meet at conferences and continuing-education courses. Those relationships usually arrive as a stack of paper business cards that ends up in a drawer.

Point the AI scanner at each card and it reads the name, clinic, title, email, and phone, keeps the original card image, and files a clean contact you can search. Add a note on their specialty and where you met, and the surgeon you talked to for ten minutes becomes a referral source you can actually reach.

  1. Scan each paper card you collect with the AI scanner, in any of five-plus languages.
  2. Confirm the details it pulls: name, clinic, title, email, and phone.
  3. Add a note on their specialty and the conference where you met.
  4. Later, ask the AI Concierge 'who was the orthopedic surgeon from the spring conference?' and it pulls them up.

By Monday, a working referral pipeline

A weekend at a health fair or a race should end as a clean list of leads, not a stack of paper to type up on Monday night. Every contact you capture lands in one place with its note attached, and from there it flows into the tools your practice already runs.

  1. Review the weekend's captured leads while the conversations are still fresh.
  2. Export the list to a CSV on any plan, or sync directly to your CRM on a paid plan.
  3. Your notes travel with each contact, so nothing is retyped and no context is lost.
  4. Set your follow-up order by who is most ready to book, not by who signed first.

Lead capture beyond the booth

The health fair is the obvious moment, but the same card captures leads everywhere you already work. One QR code covers the whole practice.

  • At the recovery tent or taping table at a race, so a runner becomes a lead instead of a passing thank-you.
  • At a gym or fitness studio you partner with, where members can scan and book.
  • In a physician's office, so a new referral source is saved with their specialty on the spot.
  • In your email signature and on your clinic's profile, so online interest is captured too.

Every one of those contacts lands in the same organized list with the same notes and the same search, so your entire pipeline lives in one place instead of scattered across sheets, screenshots, and memory.

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Questions fréquentes

How do physical therapists capture leads at health fairs?
Put a QR code on your booth table. People scan it, get your credentials and booking link, and share their real contact back in a second. You add a note on who referred them or what they asked about, and every lead lands in one list you can export to a CSV, or sync to your CRM on a paid plan. It replaces the paper sign-up sheet entirely.
Do people need an app to share their contact?
No. They scan your QR with the phone camera and it opens in the browser. Sharing their contact back and saving your card both take one tap, with nothing to download, so even less technical visitors are captured in seconds.
Can I export my event leads to my CRM?
Yes. Captured leads export to a CSV on any plan, and sync directly to your CRM on a paid plan, with your notes attached, so nothing is retyped and the leads are working in your pipeline the same day.
How do I keep track of who referred each new patient?
Attach a note to each contact the moment you meet them, naming the coach, gym, or provider who sent them and the event where you met. Later you can ask the AI Concierge in plain language and it pulls up exactly who came from a given referral source.
Can I scan the business cards I collect at conferences?
Yes. The AI scanner reads a paper card in seconds, in five-plus languages, and pulls the name, clinic, title, email, and phone while keeping the original image. Add a note on their specialty, and every physician or trainer you meet becomes a searchable referral source.
Does lead capture work for a whole clinic?
Yes. Each clinician captures leads to their own contact list, and a team plan puts every provider's card under one brand with central billing. Leads still export to a CSV, or sync to your CRM on a paid plan, so the whole practice's pipeline stays in one system.

Getting started with event lead capture

You can be ready for your next health fair in one sitting. Create your free card, download the QR for your booth table, and practice the ten-second voice note once so it is second nature by Saturday. Your first event becomes your first clean list of leads, and every one after that compounds into a referral network you can search whenever you need it.

Turn your next health fair into new patients.

Create your free PT card