Behavioral Lifecycle Marketing Programs for Telehealth Providers & Aesthetic Studios

Sound familiar?

They drop off during intake and never hear from you again.

You’re spending thousands a month to acquire patients. If they abandon your intake flow, they get one generic email and then silence — except maybe a sale blast months later.

Support tickets are piling up because patients don’t know what’s coming.

Your dispute rate is climbing, patients churn after the second refill, and your inbox is full of “where’s my order?” They don’t know what to expect when their medication arrives, when the next refill ships, or what the side effects mean.

A patient pauses treatment and you never message them again.

They took a break. Maybe for cost, maybe for side effects, maybe life got in the way. But you have no re-engagement system, so that pause becomes permanent.

The fix

A lifecycle engine tuned to the cadence of care.

WellCadenced builds email and SMS programs around the moments that matter. Intake recovery, onboarding sequences, titration check-ins, refill reminders, side-effect education, provider nudges, and win-back campaigns. Patients stay on track, your LTV rises, and your support team gets some relief.

Every system is built in Customer.io, triggered by real patient behavior, and measured with conservative attribution model

What we build

Full-stack retention for telehealth, from first fill to year two.

Every system is built on Customer.io, with GrowSurf for referral programs and Bask for treatment-platform integration. Designed around clinical milestones, measured with conservative attribution.

Lifecycle Email Systems

Welcome through maintenance. Every stage of the patient journey, automated and personalized.

Refill & Renewal Flows

Precision-timed reminders around refill windows, renewals, and re-authorization deadlines.

Churn Prevention

Behavioral triggers that detect at-risk patients and intervene before they cancel.

SMS Programs

High-touch SMS for check-ins and time-sensitive refill nudges alongside your email cadence.

Win-Back Campaigns

Re-engage lapsed patients with messaging that addresses the real reasons they paused.

Customer.io Implementation

Full platform setup, data architecture, event taxonomy, and Liquid logic built right the first time.

Referral Program Design

End-to-end referral programs on GrowSurf + Customer.io — from reward structure and webhook wiring to lifecycle emails on both sides.

Attribution & Reporting

Goal-based attribution with conservative measurement windows that undercount rather than overstate — so the numbers you report are a floor, not a ceiling.

Results

What happens when retention gets the attention it deserves.

$1.33M

Attributed referral revenue

Two GLP-1 telehealth brands. Built and now run referral programs on GrowSurf + Customer.io. 2,639 successful referrals at a $103 all-in CAC — every referral pays back inside the first order.

Referral program · Live data

16.6%

Of total revenue attributed to lifecycle

DTC telehealth brand. Built a Customer.io lifecycle program from zero — hit 16.6% of company-wide revenue in 34 days, beating the 14% target. $98.2K attributed with conservative measurement.

Lifecycle program · 34 days

4.86x

Return on referral program spend

$4.86 returned for every $1 invested across both programs. All-in CAC of $103 includes the full $100 reward per referral — and still lands well below paid acquisition.

Combined programs · May 2026

About me

Bobby Caruso

Customer.io PartnerTelehealth SpecialistBask Health Preferred Vendor

I build the email and SMS systems that keep patients on program.

Bobby Caruso is a marketer based in New York City with over a decade of experience. Bobby has worked for some of the largest brands in media and health tech.

He started his career working with leading media and entertainment brands, including BuzzFeed, E! News, VH1, The Huffington Post, and Hillary Clinton’s 2016 Presidential Campaign, where he created social, editorial, and video content that drove conversations, viral moments, and audience growth.

Since 2019, Bobby has been working at the intersection of health and tech, including 4 years at Arianna Huffington’s Thrive Global, where he led product marketing, brand marketing, and customer communications, working to bring realistic health and wellness solutions to employees working at some of the largest companies in the world, including Pfizer, Accenture, Hilton, Walmart, and Paramount.

Over the last few years, he’s worked with a number of telehealth providers to build and scale world-class lifecycle marketing programs that help lower CAC, improve retention, and build brand affinity.

World-class lifecycle marketing programs built for your patients
to convert, refill, and refer.