Crewley › Book a free recall and response audit for opticians

Book a free recall and response audit

The Practice Autopilot Audit is a free, 30-minute review of your recall data, your response times and your ad account, checking whether your recall flags are actually set, how fast patients get a reply, and what your ad account is blocking. Winstanley & Son found faults in all three of its own. No obligation. If we find nothing, you get a clean bill of health.

What we look at

  • Your recall settings and flags, read directly rather than trusted from a dashboard summary.
  • How long patients wait for a reply, in and out of hours.
  • Your ad account, if you run one, for the kind of stacked, invisible faults that quietly block your own buyers.

Your practice management software stays exactly as it is throughout. Clinical records, prescriptions, sight-test data, medical notes, are never touched or requested. The audit reads scheduling and response data, not medical records. See the full position on Honest AI.

What we need from you

[FILL: exact access or export required for the audit, e.g. read-only login, a data export, or a screen-share walkthrough, and how long it takes on your side]

What you get back

One prioritised finding, with the cost of the problem quantified where the data allows it, the same way the recall, response and ad-account faults were quantified at Winstanley. If there is a case for a build, you will see the audit finding before any figure is quoted. If there is not, you will be told that plainly. See how it works for what happens after the audit, and pricing for how a build is costed.

No obligation, genuinely

Finding nothing is a real possible outcome of this audit, not a sales technique dressed up as one. If your recall settings, response times and ad account are already sound, you are told that plainly and the conversation ends there. If something is found, you will know precisely what it is costing you before anyone asks you to spend anything. Either way, nothing about your practice management software or your clinical records is touched, requested or exported at any point.

Questions before you book

Does this involve my patient records?

No. The audit reads recall flags, response-time data and, if you run one, your ad account. Prescriptions, sight-test data and medical notes are never requested or viewed.

How long does this take on my side?

About 30 minutes on a call, plus whatever it takes on your side to give read-only access or an export from your practice management software. We confirm the exact steps when you book, and nothing clinical is exported.

Can I see the estate this is based on first?

Yes. Read the case study first, and if you would rather see it than take our word for it, you are welcome to stand in the practice it runs in and watch it operate.

Book a time

Prefer to ask first?

Email [FILL: Crewley email] or call [FILL: Crewley phone].

No obligation, no cost, and your clinical data is never part of it.

Book a free recall and response audit