adimpact AI Development & Automation Agency

BACKGROUND

Please describe your company and position.

I am the VP Global Sales of Jason Emer MD

Describe what your company does in a single sentence.

Jason Emer, MD is a board certified dermatologic surgeon and cosmetic dermatologist based in West Hollywood, California, with additional locations in New York and Miami.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire adimpact AI Development & Automation Agency to accomplish?

• AI CRM
• Migrate off SalesForce
• Automate lead conversion on Instagram, Tiktok, email and the website
• Generate medical notes with AI in the right format
• Migrate of the existing EHR system

SOLUTION

How did you find adimpact AI Development & Automation Agency?

• Online Search
• Clutch Site

Why did you select adimpact AI Development & Automation Agency over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from adimpact AI Development & Automation Agency were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged the team to engineer a fully customized, AI driven CRM ecosystem designed to overhaul our entire lead management and customer journey. The scope was extensive, seamlessly integrating our website and social media channels directly into a centralized lead funnel.

At the core of the system are highly advanced AI agents capable of holding real time conversations with leads and existing patients, handling initial inquiries, and triggering complex follow up automations. This infrastructure effectively put our top of funnel outreach and nurturing on autopilot while ensuring a high touch, immediate response for every inquiry. 

Beyond lead capture, the platform functions as our central operational hub, consolidating our entire workflow into one unified dashboard. It features a robust quoting engine, full inventory management, an integrated accounting suite, and a built in call center that tracks live sales statuses. Crucially for our practice, they successfully implemented a custom medical note taking system that compliantly translates clinical data into targeted marketing workflows.

By merging our front end marketing, back end financial operations, and patient communications into a single platform, this project fundamentally transformed how we operate.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increase number of new leads

Increase conversion percentage for new leads

Automate multiple manual processes around the company, reducing labour time

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their approach to project management was exceptional. The team was highly accessible across multiple channels whether we reached out via call, email, or text at varying hours, their response times were consistently rapid. What stood out most was their professional manner and how receptive they were to our feedback. 

They took our input seriously, never pushed back on revisions, and made necessary adjustments immediately. This level of agility and their clear, consistent communication kept a highly complex build moving smoothly from start to finish.

What was your primary form of communication with adimpact AI Development & Automation Agency?

Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most was their combination of speed, efficiency, and absolute transparency. Their response times were incredibly fast, and they operated with a level of efficiency that kept a highly complex build moving forward without cutting corners.

I was deeply impressed by the thoughtfulness behind the tools they developed they didn’t just hand us a generic platform, but custom engineered the AI agents and automations to specifically solve our operational bottlenecks. Perhaps most importantly, they were refreshingly honest about what could and couldn't be done. 

If a request wasn't technically feasible or wouldn't yield the right result, they told us directly instead of overpromising. That level of candor is rare in development agencies and made them feel like a true strategic partner rather than just a vendor.

Are there any areas for improvement or something adimpact AI Development & Automation Agency could have done differently?

No