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Use Nori AI to follow up with leads

Nori drafts a personalized text for every lead based on their assessment results. Learn how to use it and when to send.

Nori is Opaline’s AI follow-up assistant. It reads a patient’s assessment responses, drafts a personalized text, and tells you which treatment to highlight — so your team isn’t writing outreach from scratch.

Get a follow-up suggestion from Nori

  1. In the top navigation bar, click 👥 Leads.

  2. On the Your Quizzes page, locate the quiz you want to review.

  3. Click Go to Leads on the quiz card.

  4. In the Leads list, click the lead you want to contact.

  5. On the lead page, review Nori’s suggested message and recommended treatment.

  6. Copy the message into your texting platform, editing as needed.

You can also ask Nori questions directly using the chat, including requests to rewrite a message in a different tone or for a different treatment.

Follow-up timeline

Timing

Action

Within 24 hours

Send a Nori-generated text referencing their assessment results

3–5 days

Friendly follow-up with a current special or incentive

7–10 days

Share your availability and a direct booking link

14 days and beyond

Move to nurture: social, text campaigns, and seasonal promotions

Example of a follow-up

Nori drafts messages in this style:

Hi [First Name]! Thanks for taking our assessment 💕 Based on your concerns 
like fine lines and volume loss, you’d be an amazing candidate for
Neurotoxins or Dermal Fillers — or a combined approach! Ready to chat?

Edit for your practice’s voice, but keep the two things that make it work: a reference to the patient’s own stated concerns, and a specific treatment recommendation.

Update the lead’s status after you reach out so your team knows the patient has been contacted.

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