Directory Lead Workflow Upgrade

Your Directory leads, organized automatically.

The PX Docs Directory is getting a major upgrade. Every office now gets its own lead pipeline, automatic nurture on every inquiry, and a running sheet of ready-to-send follow-ups — so nothing falls through the cracks.

Free for every Directory office · No technical setup · Works with the leads you already get

Create your PX Docs account

Takes about 30 seconds. We handle the setup on our end.

No cost. No technical setup on your end.

What's changing — and why it matters

You're already getting Directory leads. The upgrade changes what happens to them the moment they come in.

A pipeline built for your office

Every inquiry from your Directory listing lands in a pipeline that belongs to you alone — clearly staged, never mixed in with anyone else's leads.

Nurture that runs without you

PX Docs sends warm, on-brand email follow-up to every Directory lead automatically, so leads stay engaged even on your busiest clinic days.

An always-organized sheet

Your leads arrive in a clean Google Sheet delivered every Monday and Wednesday, complete with follow-up templates you can copy, personalize, and send.

No more form chaos

Directory intake moves off the old website forms entirely. Same leads, delivered organized and ready to work instead of buried in an inbox.

Two tiers, one baseline

Everyone gets the baseline.

No office is left doing manual chase work. PXME members simply get an extra layer of automation on top.

Every Directory office

Included, at no cost

  • Your own automated lead pipeline
  • Directory-wide email nurture on every lead
  • Organized Google Sheet delivered Monday & Wednesday
  • Copy-and-send follow-up templates
PXME membersEverything above, plus

An extra follow-up layer

  • Automated email follow-up sequences in your office's voice
  • Automated SMS follow-up for faster response times
  • Fewer cold leads, less manual outreach on your end
  • Same hands-off setup — we configure it for you

Not a PXME member? You still get the full baseline — the extra layer is there whenever you want it.

The workflow

How it works

Four steps. Three of them happen without you lifting a finger.

01

A lead finds you

A parent submits an inquiry through your PX Docs Directory listing.

02

Nurture starts instantly

PX Docs begins email follow-up right away — no waiting on your team.

03

It lands organized

The lead appears in your pipeline and on your Monday/Wednesday sheet with templates attached.

04

You follow up and close

You step in warm, book the visit, and move the lead to won.

Questions, answered

Get your office set up in about 30 seconds.

Claim your PX Docs account and start receiving your Directory leads organized, nurtured, and ready to work.