The Challenge

QUIRO CONECTA is a chiropractic clinic dedicated to helping patients achieve better health through personalized care. The team is passionate about their work. They invest in their patients' outcomes. But behind the scenes, something was holding them back.

The clinic was managing patient data, sales records, and financial information across multiple disconnected systems. Spreadsheets lived in Excel. Appointment schedules lived in one tool. Payment records lived in another. Commission tracking was scattered. When the team needed to know how much revenue came in, or who closed a sale, or whether a patient was paid up—they had to manually piece together information from different places.

"We were spending hours every week just reconciling numbers between systems," one team member shared. "We'd enter the same data three times in different places. It was exhausting, and we still weren't confident in our numbers."

The fragmentation created real problems. Sales metrics were unclear. Commissions couldn't be tracked in real time. The team didn't have a clear picture of conversion rates or patient retention. Leadership couldn't make fast decisions because the data wasn't reliable. And as the clinic grew, the manual work only got worse.

The core issue wasn't a lack of effort. It was a lack of visibility. The team had the tools. They didn't have the system.

The Solution

QUIRO CONECTA made a strategic decision: consolidate everything into a single source of truth.

The clinic started by mapping out their core processes. Where did patient information live? Where did sales get recorded? Where did money actually come in? Once they understood the flow, they built a unified approach.

First, they chose the Simples Agenda as their central hub for patient management and sales tracking. Instead of scattered notes and spreadsheets, every patient interaction—evaluations, adjustments, payments, status updates—went into one place. This became the foundation.

Next, they created a centralized indicators spreadsheet. This sheet pulled data from multiple sources (the CRM, the payment processor, the appointment system) and reconciled it all in one view. Filters by month. Clear classifications. No more guessing about what the numbers meant.

They also standardized how they classified sales. Before, "new patient intake" and "re-evaluation" were blurred together. Now they were distinct. This clarity meant the ticket average was accurate. Conversion rates were real. Commission calculations were trustworthy.

"Once we had one place to look, everything changed," a team leader explained. "We could see exactly what was happening. No more surprises at month-end."

The clinic also implemented a structured referral program—the "Missão" (Mission) program. Patients who referred new clients earned points. Patients who renewed their plans earned points. This wasn't just a loyalty program. It was a system that turned satisfied patients into active advocates.

Adoption required commitment from everyone. The team trained together. They learned the new workflows. They held each other accountable to the new standards. Leadership modeled the behavior. Within weeks, the new system became the normal way of working.

The Transformation

The results came quickly.

Conversion rates for new patients jumped from 16.7% to 42% in some cases. In other periods, the clinic saw conversion rates as high as 92%. The team now had clear visibility into who was closing sales and why. They could adjust their approach in real time.

The ticket average stabilized at a reliable number. This meant better forecasting. Better pricing decisions. Better understanding of what each patient relationship was worth.

Commission tracking moved from a monthly guessing game to real-time visibility. Every team member could see exactly what they'd earned. No more waiting for spreadsheets. No more confusion. This transparency built trust.

The time spent on manual reconciliation dropped dramatically. Hours that used to go into copying data between systems now went into patient care and sales conversations. The team felt the difference immediately.

Beyond the numbers, something else shifted. The clinic now had confidence in its data. When leadership made a decision, it was based on facts, not hunches. When the team set a goal, they could track progress against it. When a patient asked about their treatment plan or payment status, the answer was instant and accurate.

The referral program created a virtuous cycle. More patients meant more referrals. More referrals meant more growth. And the system made it easy to track and reward every step.

"We went from feeling like we were flying blind to having complete visibility," one team member reflected. "Now we know exactly where we stand. We can plan. We can grow. We can take care of our patients better because we're not drowning in admin work."

The clinic is now positioned for the next phase of growth. They're exploring partnerships with medical professionals. They're refining their patient experience. They're thinking bigger because they finally have the operational foundation to support bigger ambitions.

QUIRO CONECTA proved that transformation doesn't require replacing everything. It requires connecting what you have. It requires clarity. It requires commitment. And when you get those three things right, growth follows naturally.