AddVantage - Client-Customised Personalised Outreach At Scale

AddVantage Advisory

AddVantage Advisory

Turn Days of Manual Work into Seconds With AI

Reactivate leads you already own with personalised outreach. Powered by AI that works 24/7 while you don't.

No monthly fees. Pay when you win.

Turn Days of Manual Work into Seconds With AI

AddVantage Advisory

Turn Days of Manual Work into Seconds With AI

Reactivate leads you already own with personalised outreach.

Powered by AI that works 24/7 while you don't.

No monthly fees.

Pay when you win.

Turn Days of Manual Work into Seconds With AI

THE OFFER

The Competitive AddVantage

The Competitive AddVantage

You didn’t get into business to chase clients, juggle admin, and manually coordinate appointments.

You started it to provide value and to change lives.

Most businesses don’t realise they’re sitting on a goldmine: past clients who already remember, like, and trust their team. 

The problem? Reaching out one-by-one would take days out of an already busy schedule.

That's where we come in.

At AddVantage Advisory, we leverage AI to automate and personalise outreach for you.

Our AI finds the right patients, personalises messages in your voice, follows up naturally, and books them straight into your calendar. We can also automate and capture reviews, nurture leads by providing personalised tips/newsletters, and strategically upsell with tailored offers to fill your calendar faster.

You get fast wins, real revenue, and paying appointments from people who already know you, without spending a cent on ads or campaigns. 

No extra workload. No upfront cost. No monthly retainers.

Zero risk. High return. Done for you.

You didn’t get into business to chase clients, juggle admin, and manually coordinate appointments.

Most businesses don’t realise they’re sitting on a goldmine: past clients who already remember, like, and trust their team. 

At AddVantage Advisory, we leverage AI to automate and personalise outreach for you.

Our AI finds the right patients, personalises messages in your voice, follows up naturally, and books them straight into your calendar.

You get fast wins, real revenue, and paying appointments from people who already know you, without spending a cent.

No extra workload. No upfront cost. No monthly retainers.

Zero risk. High return. Done for you.

Accelerate Your Outreach

AI Automations that reinvigorate your leads in seconds, not days.

Accelerate Your Outreach

AI Automations that reinvigorate your leads in seconds, not days.

Accelerate Your Outreach

AI Automations that reinvigorate your leads in seconds, not days.

Accelerate Your Outreach

AI Automations that reinvigorate your leads in seconds, not days.

Non-Stop Growth

Our systems don't take coffee-breaks, annual leave, or need sleep.

Non-Stop Growth

Our systems don't take coffee-breaks, annual leave, or need sleep.

Non-Stop Growth

Our systems don't take coffee-breaks, annual leave, or need sleep.

Limitless Personalisation

Systems that help keep clients for longer, and differentiate from the rest.

Limitless Personalisation

Systems that help keep clients for longer, and differentiate from the rest.

Limitless Personalisation

Systems that keep clients for longer, and differentiate you from the rest.

STATS

What AI Can Do To Your Numbers

+0.0
+0.0

Hours Saved*

Hours Saved*

+0%
+0%

Client Revenue Growth*

Client Revenue Growth*

$0.0k
$0.0k

Increase to Client LTV*


Increase to Client LTV*


*Results are based on average client outcomes across AddVantage Advisory clientele; Outcomes may vary from industry to industry.

*Results are based on average client outcomes across AddVantage Advisory clientele; Outcomes may vary from industry to industry.

We help businesses reclaim their most valuable asset: time.

We help businesses reclaim their most valuable asset: time.

We help businesses reclaim their most valuable asset: time.

PROCESS

Here's How It Works

Here's How It Works

STEP 1

STEP 2

STEP 3

01

Identify the Opportunities

We analyse your existing customer database to find high-intent clientele who are most likely to rebook, using real visit history, consumer profiles and patterns.

STEP 1

STEP 2

STEP 3

01

Identify the Opportunities

We analyse your existing customer database to find high-intent clientele who are most likely to rebook, using real visit history, consumer profiles and patterns.

STEP 1

STEP 2

STEP 3

01

Identify the Opportunities

We analyse your existing customer database to find high-intent clientele who are most likely to rebook, using real visit history, consumer profiles and patterns.

CASES

From Cases to Success

From Cases to Success

How we've helped businesses like yours capture their competitive "addvantage" and achieve real-world success

How we've helped businesses like yours capture their competitive "addvantage" and achieve real-world success

How we've helped businesses like yours capture their competitive "addvantage" and achieve real-world success

Dental Case Study:

The Goal

Fill appointment books and boost rebookings for both new and prospective patients to increase long-term value (LTV) .

The Problem

  • Appointment book sat 40-60% vacant, bleeding revenue.

  • Contract specialists frequently missed sessions, leaving high-value chairs idle.

  • Patients weren't being systematically re-engaged for hygiene visits, treatment follow-ups, or recalls.

The Strategy

  • Installed a CRM integrated with practice management (D4W).

  • Cleaned and segmented patient database to identify high-likelihood patients.

  • Added smart lead qualification to prioritise high-value re-invigorations.

  • Automated personalised email creation and 3-stage follow-up cadence to improve likelihood of responses.

The AddVantage Results

+

0.0

%

Increase in new bookings

0.0

+

x

Avg. rebookings per patient

0.0

+$

k

Annual time and admin savings

Legal Case Study:

The Goal

Generate revenue from the existing database, and automate client re-engagement and booking process.

The Problem

  • 84% of one-off leads from referral partners went cold after initial enquiry.

  • SMS Outreach to conveyancing prospects was slow, ad-hoc, and outside of business hours.

  • Manual outreach consumed staff capacity, slowing turnaround and increased low-value “busywork.”

The Strategy

  • Integrated email + SMS campaigns for onboarding in business voice.

  • Implemented an automated calendar trigger once lead expressed interest in an appointment to reduce back-and-forth of manual scheduling.

  • Upon settlement, personalised request sent to client to generate 5-star Google review to organically improve SEO and attract new leads.

The AddVantage Results

+

0.0

%

Increase in qualified leads

0.0

/10.0

Avg. client satisfaction score

0.0

+$

k

Annualised revenue increase

Gym Case Study:

The Goal

Increase LTV, and revive dormant leads + expired trials, converting into active members.

The Problem

  • Instructors wasting hours manually chasing cold leads, often getting no response.

  • Ad-dependent growth, rather than prospects already expressing interest.

  • Inquiries going cold as staff couldn't respond during class times or after hours.

The Strategy

  • Automated qualification of prospects to ensure staff only engage with hot leads.

  • Automated personalised re-engagement campaigns (SMS/email) for dormant database, and new trialists, casuals and lapsed members.

  • Boost organic walk-ins by automating 5-star Google review request trigger upon trial completion, or membership sign up.

The AddVantage Results

+

0.0

%

Increase in 90-day retention

0.0

of 10

At-risk members saved

0.0

+

%

Average increase to LTV

"We've never had this many of our old patients return over such a short period. Personalisation has been a game changer for my team and the clinic. Highly recommend!"

Dr. Smit - Founder & Principal Dentist

Dental Case Study:

The Goal

Fill appointment books and boost rebookings for both new and prospective patients to increase long-term value (LTV) .

The Problem

  • Appointment book sat 40-60% vacant, bleeding revenue.

  • Contract specialists frequently missed sessions, leaving high-value chairs idle.

  • Patients weren't being systematically re-engaged for hygiene visits, treatment follow-ups, or recalls.

The Strategy

  • Installed a CRM integrated with practice management (D4W).

  • Cleaned and segmented patient database to identify high-likelihood patients.

  • Added smart lead qualification to prioritise high-value re-invigorations.

  • Automated personalised email creation and 3-stage follow-up cadence to improve likelihood of responses.

The AddVantage Results

+

0.0

%

Increase in new bookings

0.0

+

x

Avg. rebookings per patient

0.0

+$

k

Annual time and admin savings

Legal Case Study:

The Goal

Generate revenue from the existing database, and automate client re-engagement and booking process.

The Problem

  • 84% of one-off leads from referral partners went cold after initial enquiry.

  • SMS Outreach to conveyancing prospects was slow, ad-hoc, and outside of business hours.

  • Manual outreach consumed staff capacity, slowing turnaround and increased low-value “busywork.”

The Strategy

  • Integrated email + SMS campaigns for onboarding in business voice.

  • Implemented an automated calendar trigger once lead expressed interest in an appointment to reduce back-and-forth of manual scheduling.

  • Upon settlement, personalised request sent to client to generate 5-star Google review to organically improve SEO and attract new leads.

The AddVantage Results

+

0.0

%

Increase in qualified leads

0.0

/10.0

Avg. client satisfaction score

0.0

+$

k

Annualised revenue increase

Gym Case Study:

The Goal

Increase LTV, and revive dormant leads + expired trials, converting into active members.

The Problem

  • Instructors wasting hours manually chasing cold leads, often getting no response.

  • Ad-dependent growth, rather than prospects already expressing interest.

  • Inquiries going cold as staff couldn't respond during class times or after hours.

The Strategy

  • Automated qualification of prospects to ensure staff only engage with hot leads.

  • Automated personalised re-engagement campaigns (SMS/email) for dormant database, and new trialists, casuals and lapsed members.

  • Boost organic walk-ins by automating 5-star Google review request trigger upon trial completion, or membership sign up.

The AddVantage Results

+

0.0

%

Increase in 90-day retention

0.0

of 10

At-risk members saved

0.0

+

%

Average increase to LTV

"We've never had this many of our old patients return over such a short period. Personalisation has been a game changer for my team and the clinic. Highly recommend!"

Dr. Smit - Founder & Principal Dentist

Dental Case Study:

The Goal

Fill appointment books and boost rebookings for both new and prospective patients to increase long-term value (LTV) .

The Problem

  • Appointment book sat 40-60% vacant, bleeding revenue.

  • Contract specialists frequently missed sessions, leaving high-value chairs idle.

  • Patients weren't being systematically re-engaged for hygiene visits, treatment follow-ups, or recalls.

The Strategy

  • Installed a CRM integrated with practice management (D4W).

  • Cleaned and segmented patient database to identify high-likelihood patients.

  • Added smart lead qualification to prioritise high-value re-invigorations.

  • Automated personalised email creation and 3-stage follow-up cadence to improve likelihood of responses.

The AddVantage Results

+

0.0

%

Increase in new bookings

0.0

+

x

Avg. rebookings per patient

0.0

+$

k

Annual time and admin savings

The Strategy

  • Integrated scheduling + SMS reminders for new client onboarding.

  • Installed a custom-built CRM for inbound leads and automated SMS and email campaigns in tone and voice of head conveyancing team.

  • Implemented an automated calendar trigger once lead expressed interest in an appointment to reduce back-and-forth of manual scheduling.

  • Upon settlement, personalised request sent to client to generate 5-star Google review to organically improve SEO and attract new leads.

The AddVantage Results

+

0.0

%

Increase in qualified leads

0.0

/10.0

Avg. client satisfaction score

0.0

+$

k

Annualised revenue increase

Legal Case Study:

The Goal

Generate revenue from the existing database, and automate client re-engagement and booking process.

The Problem

  • 84% of one-off leads from referral partners went cold after initial enquiry.

  • SMS Outreach to conveyancing prospects was slow, ad-hoc, and outside of business hours.

  • Manual outreach consumed staff capacity, slowing turnaround and increased low-value “busywork.”

The Strategy

  • Integrated email + SMS campaigns for onboarding in business voice.

  • Implemented an automated calendar trigger once lead expressed interest in an appointment to reduce back-and-forth of manual scheduling.

  • Upon settlement, personalised request sent to client to generate 5-star Google review to organically improve SEO and attract new leads.

The AddVantage Results

+

0.0

%

Increase in qualified leads

0.0

/10.0

Avg. client satisfaction score

0.0

+$

k

Annualised revenue increase

Gym Case Study:

The Goal

Increase LTV, and revive dormant leads + expired trials, converting into active members.

The Problem

  • Instructors wasting hours manually chasing cold leads, often getting no response.

  • Ad-dependent growth, rather than prospects already expressing interest.

  • Inquiries going cold as staff couldn't respond during class times or after hours.

The Strategy

  • Automated qualification of prospects to ensure staff only engage with hot leads.

  • Automated personalised re-engagement campaigns (SMS/email) for dormant database, and new trialists, casuals and lapsed members.

  • Boost organic walk-ins by automating 5-star Google review request trigger upon trial completion, or membership sign up.

The AddVantage Results

+

0.0

%

Increase in 90-day retention

0.0

of 10

At-risk members saved

0.0

+

%

Average increase to LTV

"In the fitness industry, competition is cutthroat and client churn is common. AddVantage Advisory has solved an age-old problem for our gym and our revenues and retention have never been higher since we've started."

Vinh Le - Founder & Head Coach

DEMO

DEMO

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Demo blow you away? Find out what else we can do

Ready to Unlock the Full Value of your Client List?

Ready to Unlock the Full Value of your Client List?

Ready to Unlock the Full Value of your Client List?

FAQ'S

Frequently Asked Questions

Find quick answers to the most common support questions

Find quick answers to the most common support questions

We already follow up with our old patients - why would we need you?

Great to hear you have the foundation in place. At AddVantage, we go further: we clean, segment, and then use personalised-AI driven outreach to convert leads that have been dormant. In short: you keep doing your day-to-day, we bring back revenue from leads you already paid for.

Can’t we just blast a bulk SMS/email ourselves and get the same result?

You can, but you won’t get the same return. Why? A blast lacks personalisation (“Hi Mark, we miss you!”) vs. a message referencing “Your gum sensitivity in April 2022”—that makes the difference. Your recipients see you remembered them. Our data shows that personalised outreach can generate 4× to 10× higher reply rates than generic blasts.

I’m worried about quality - how do I guarantee we only speak to qualified patients who’ll actually pay?

Totally valid. We build a simple qualification flow up-front (e.g., inactive >12 months, high-value treatment potential, past interest flagged). Then our outreach asks a direct booking question (“Does Monday 2:10 PM work?”). We track only those who book and attend for a paid treatment. You pay us only for results you define.

We’re flat-out busy and don’t want another workload - how much effort will this take on our side?

Minimal from you. You provide the patient list. We clean it, segment it, run the AI-messages, handle replies, and track outcomes. We only ask for a one-time 30-minute handover with you to ensure we are able to best personalise emails to the clients (e.g. John came for a filling last month and spoke highly of his weekend Footy games). After that, you can simply forget about this and watch your calendar fill up.

How fast can this start generating appointments?

Within 7–14 days we’ll send your first batch of messages. Usually bookings begin trickling in by week 2, with major returns in week 3–4. Because we’re working with your existing database, there’s no warm-up of cold leads. Your success comes from your own patients, so speed is high.

What do you charge and how does payment work?

We take no upfront fee. You pay $100 for every revived lead who books and pays you for treatment. This means we win only when you win.

What about data security and patient privacy?

We’ll sign a data-processing agreement, ensuring all communications comply with Australian privacy laws (including the Privacy Act 1988), use secure transfer protocols, and ensure patient lists are only accessed for this campaign. Your data stays yours. We don’t share or repurpose.

What if this doesn't work?

We believe results are very likely when the lead-list is large enough and the patient value is decent. Still, we offer a performance-based guarantee: you only pay us once a revived patient pays you. If not, you owe us $0. We only succeed when you succeed.

What happens if we want to expand into reviews, referrals and upsells later?

Great idea. Once the “Lead Revival Engine” is humming, we switch on our supplementary modules: Google Review Booster, Referral Reward Program, Upsell/Recall Sequencing. These plug-in seamlessly and deliver additional revenue streams. We can roadmap that together.

We already follow up with our old patients - why would we need you?

Great to hear you have the foundation in place. At AddVantage, we go further: we clean, segment, and then use personalised-AI driven outreach to convert leads that have been dormant. In short: you keep doing your day-to-day, we bring back revenue from leads you already paid for.

Can’t we just blast a bulk SMS/email ourselves and get the same result?

You can, but you won’t get the same return. Why? A blast lacks personalisation (“Hi Mark, we miss you!”) vs. a message referencing “Your gum sensitivity in April 2022”—that makes the difference. Your recipients see you remembered them. Our data shows that personalised outreach can generate 4× to 10× higher reply rates than generic blasts.

I’m worried about quality - how do I guarantee we only speak to qualified patients who’ll actually pay?

Totally valid. We build a simple qualification flow up-front (e.g., inactive >12 months, high-value treatment potential, past interest flagged). Then our outreach asks a direct booking question (“Does Monday 2:10 PM work?”). We track only those who book and attend for a paid treatment. You pay us only for results you define.

We’re flat-out busy and don’t want another workload - how much effort will this take on our side?

Minimal from you. You provide the patient list. We clean it, segment it, run the AI-messages, handle replies, and track outcomes. We only ask for a one-time 30-minute handover with you to ensure we are able to best personalise emails to the clients (e.g. John came for a filling last month and spoke highly of his weekend Footy games). After that, you can simply forget about this and watch your calendar fill up.

How fast can this start generating appointments?

Within 7–14 days we’ll send your first batch of messages. Usually bookings begin trickling in by week 2, with major returns in week 3–4. Because we’re working with your existing database, there’s no warm-up of cold leads. Your success comes from your own patients, so speed is high.

What do you charge and how does payment work?

We take no upfront fee. You pay $100 for every revived lead who books and pays you for treatment. This means we win only when you win.

What about data security and patient privacy?

We’ll sign a data-processing agreement, ensuring all communications comply with Australian privacy laws (including the Privacy Act 1988), use secure transfer protocols, and ensure patient lists are only accessed for this campaign. Your data stays yours. We don’t share or repurpose.

What if this doesn't work?

We believe results are very likely when the lead-list is large enough and the patient value is decent. Still, we offer a performance-based guarantee: you only pay us once a revived patient pays you. If not, you owe us $0. We only succeed when you succeed.

What happens if we want to expand into reviews, referrals and upsells later?

Great idea. Once the “Lead Revival Engine” is humming, we switch on our supplementary modules: Google Review Booster, Referral Reward Program, Upsell/Recall Sequencing. These plug-in seamlessly and deliver additional revenue streams. We can roadmap that together.

We already follow up with our old patients - why would we need you?

Great to hear you have the foundation in place. At AddVantage, we go further: we clean, segment, and then use personalised-AI driven outreach to convert leads that have been dormant. In short: you keep doing your day-to-day, we bring back revenue from leads you already paid for.

Can’t we just blast a bulk SMS/email ourselves and get the same result?

You can, but you won’t get the same return. Why? A blast lacks personalisation (“Hi Mark, we miss you!”) vs. a message referencing “Your gum sensitivity in April 2022”—that makes the difference. Your recipients see you remembered them. Our data shows that personalised outreach can generate 4× to 10× higher reply rates than generic blasts.

I’m worried about quality - how do I guarantee we only speak to qualified patients who’ll actually pay?

Totally valid. We build a simple qualification flow up-front (e.g., inactive >12 months, high-value treatment potential, past interest flagged). Then our outreach asks a direct booking question (“Does Monday 2:10 PM work?”). We track only those who book and attend for a paid treatment. You pay us only for results you define.

We’re flat-out busy and don’t want another workload - how much effort will this take on our side?

Minimal from you. You provide the patient list. We clean it, segment it, run the AI-messages, handle replies, and track outcomes. We only ask for a one-time 30-minute handover with you to ensure we are able to best personalise emails to the clients (e.g. John came for a filling last month and spoke highly of his weekend Footy games). After that, you can simply forget about this and watch your calendar fill up.

How fast can this start generating appointments?

Within 7–14 days we’ll send your first batch of messages. Usually bookings begin trickling in by week 2, with major returns in week 3–4. Because we’re working with your existing database, there’s no warm-up of cold leads. Your success comes from your own patients, so speed is high.

What do you charge and how does payment work?

We take no upfront fee. You pay $100 for every revived lead who books and pays you for treatment. This means we win only when you win.

What about data security and patient privacy?

We’ll sign a data-processing agreement, ensuring all communications comply with Australian privacy laws (including the Privacy Act 1988), use secure transfer protocols, and ensure patient lists are only accessed for this campaign. Your data stays yours. We don’t share or repurpose.

What if this doesn't work?

We believe results are very likely when the lead-list is large enough and the patient value is decent. Still, we offer a performance-based guarantee: you only pay us once a revived patient pays you. If not, you owe us $0. We only succeed when you succeed.

What happens if we want to expand into reviews, referrals and upsells later?

Great idea. Once the “Lead Revival Engine” is humming, we switch on our supplementary modules: Google Review Booster, Referral Reward Program, Upsell/Recall Sequencing. These plug-in seamlessly and deliver additional revenue streams. We can roadmap that together.

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