A national non-surgical provider network. We built the capture, follow-up, and pipeline behind 35+ provider locations.
- 3,000+
- leads per month at under $15 each
- $500K
- Black Friday revenue in under 3 weeks
Growth,engineered.
We help high-ticket businesses grow. CaptaFlow is a team of solutions engineers: we find where your business is losing momentum, build the system that fixes it, and run it with you.
- 2M+
- texts and emails sent
- 100K+
- leads captured
- $4.5M+
- client revenue generated
- $800K to $1B
- client revenue range
Trusted by
Every business is a funnel.
Before anyone buys from you, they notice you, raise their hand, talk to you, and decide. The best customers come back and bring friends. That path exists in every business, whether anyone designed it or not. It is the lens we use for everything we do.
Attention
1,000
People discover you.
Leads
300
30% of the previous stage.They raise their hand.
Conversations
150
50% of the previous stage.They talk to your team.
Customers
60
40% of the previous stage.They buy and get served.
Fans
30
50% of the previous stage.They come back and refer.
Illustrative numbers.
Growth stalls where the funnel breaks.
Every stage can break, and each one breaks differently. The fix for expensive ads is not the fix for leads that go cold. Most owners feel the symptom long before they can name the stage.
01 Attention
What it looks like
Ad costs climb while results flatten, and nobody can say which campaigns actually produce customers.
What fixing it looks like
Campaigns tied to revenue instead of clicks, with feedback loops that move budget toward what sells.
02 Leads
What it looks like
Traffic arrives and leaves. Forms sit unfinished. Visitors who were interested never become contactable.
What fixing it looks like
Capture matched to how ready each visitor is: quizzes, booking, chat, and offers worth trading a phone number for.
03 Conversations
What it looks like
Leads go cold before anyone reaches out, and follow-up depends on who remembers. Leads are expensive; losing them is optional.
What fixing it looks like
A response in minutes, follow-up that runs for months, and a pipeline your whole team can see.
04 Customers
What it looks like
Sales and operations live in separate tools. Handoffs drop, appointments get missed, and nobody trusts the numbers.
What fixing it looks like
Your platforms connected end to end: CRM, scheduling, EMR or ERP, and billing, all speaking to each other.
05 Fans
What it looks like
Customers buy once and disappear. Reviews and referrals happen by luck.
What fixing it looks like
Onboarding, check-ins, reviews, and referral requests timed to the moments customers are happiest.
Across all of it: if you cannot see the numbers, you cannot find the break. We tie every stage to revenue.
Find the break.Fix it.Find the next one.
We start where your funnel is hurting most, and we do that job completely. Hire us for advertising and you get advertising done right, not a bundle you did not ask for.
Most clients start with one stage. Many end up handing us the whole funnel, because every fix makes the next break easier to see.
What we do
We are solutions engineers. These are our specialties, and most clients start with one.
- 01
Advertising
Lower cost per result, at scale
We run your paid campaigns and wire results back into the system, so the ads learn from every sale.
More on advertising services - 02
Lead capture
More of your traffic becomes contactable
Quizzes, forms, chat, and booking flows matched to how ready each visitor is.
More on lead capture services - 03
Follow-up & sales systems
Every lead worked, every time
Speed-to-lead, nurture sequences, pipelines, reminders, and reactivation that never forget.
More on follow-up & sales systems services - 04
Platforms & integrations
Your tools, finally talking to each other
CRM, EMR, ERP, and scheduling, built, connected, validated, and run for you.
More on platforms & integrations services - 05
Analytics & reporting
Know what every dollar did
Dashboards and custom reporting that pull every source into numbers you trust.
More on analytics & reporting services - 06
AI agents & custom apps
Software shaped to how you work
Agents trained on your playbooks, plus small purpose-built tools where off-the-shelf stops.
More on ai agents & custom apps services
Our partners
How it all connects.
One system, from the first click to your books.
Tap any part to see what it does.
Demand
Data
Core
Channels
Operations
Finance
System mapHover any part of the system to see what it does.
We are experts in the tools, and we treat them as a means to an end: your growth.
- HubSpot
- GoHighLevel
- Zapier
- Make
- n8n
- Zenoti
- Meta
- Google Ads
- ActiveCampaign
- Google Analytics
- OpenAI
- LangChain
- CallRail
- eClinicalWorks
- QuickBooks
Selected work
All case studies
The first clinic Allergan chose to teach others how to sell CoolSculpting. We helped make it #1 in Texas.
- 340%
- revenue growth over 3 years
- $700K+
- realized value
Live today
A multi-location wellness clinic running the full system today, from EMR-integrated automation to business intelligence.
- 40%
- lead-to-consult for a full year
- 150%+
- growth in monthly new patients in 8 months
How an engagement runs
Most clients start with one problem. Many hand us the whole system.
Discover
We map how your business actually runs and where it leaks.
Design
We architect the fix: tools, data, automations.
Build
We implement, integrate, and test it with your team.
Run
We operate and improve it, with reporting tied to revenue.
About CaptaFlow
Our mission is to make growth predictable for businesses where every customer matters.
About our founder
Caton Summers
Founder & CEO
Caton has spent his career building the systems behind high-ticket businesses: medical clinics, insurance agent networks, education companies, real estate operations, and software companies like Thryv, which brought CaptaFlow in to create a medspa offering it now sells to its own customers.
His focus is simple: find where a business is losing momentum, build what fixes it, and keep it running. The results speak for the approach, from a clinic that became number one in Texas to a national provider network capturing thousands of leads every month.
- Keap Certified Partner and co-brand partner
- Thryv Certified Partner
- HubSpot Solutions Partner
The book
M-Cubed: MedSpa Marketing Magic
By Caton Summers Foreword by William A. Moore
The proven system for explosive clinic growth: attract, capture, convert, repeat.
Buy on Amazon (opens in a new tab)One problem, or the whole system.
ModelHow it worksHow much we carryAction
Profit Share & EquityFor the right fit, we build alongside you and share the upside.4 of 4Learn more about Profit Share & Equity
Where is your funnel breaking?
One call. We will find the stage that is holding you back and tell you honestly what we would do about it.
Book a call or email info@captaflow.com