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Nutritionists and dietitians · CRM

Know which enquiry is waiting on you before the person stops waiting.

A CRM for a dietitian is one record of every person from first message to renewal: where they came from, what they asked, which stage they have reached and who owes the next step. GullySales sets up a simple record in a tool you will actually open, and keeps health details out of it unless you need them there.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of nutritionists and dietitians at work in India

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for nutritionists and dietitians

Sales and marketing for nutritionists and dietitians, the overview.

Last updated 17 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For nutritionists and dietitians

Where it usually goes wrong, and what we would do.

  • “Enquiries sit in three inboxes”

    Instagram messages, WhatsApp chats and phone calls each hold part of the picture, and none knows what the others said. A person who wrote twice looks like two strangers, and the second reply repeats the first.

  • “The stage matters more than the name”

    Enquiry, call booked, call done, enrolled, finished, renewed. A list of names tells you nothing. A list by stage shows where people stop, and that is the only place worth fixing.

  • “Health information needs a careful home”

    A spreadsheet passed around the clinic holds diagnoses and reports in open view. The record should carry what you need to follow up, with clinical notes kept in your consultation file and access limited to the people who need it.

What we do

What we deliver for nutritionists and dietitians.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. One record per person

    A single entry for each enquiry with source, first question, concern in the client's words, programme interest and the date of every contact.

    Result: Nobody is asked the same thing twice.

  2. Stages that match your programme

    Stage names built around your own flow, from first message to renewal, with a clear rule for when someone moves to the next.

    Result: You can see where enquiries stop.

  3. A next step with a name against it

    Every record carries what happens next and who does it, so a promised call back cannot sit unnoticed.

    Result: Promised calls get made.

  4. Referrer tracking

    A field for the referring doctor, trainer or past client, linked to each person they send.

    Result: You see which referrers bring clients who finish.

  5. Access and consent set up

    Who can see what, where consent is recorded and what is kept out of the record, checked against India's data protection law with your own adviser.

    Result: Client information stays where it belongs.

  6. A report by stage

    Counts at each stage, set beside the figures taken before work began.

    Result: You can name the stage that loses the most people.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Fields worth keeping

What a practice records about an enquiry, and what each field lets you do.

Source of the enquiry
Filled by whoever replies first. Tells you whether Instagram, a doctor or word of mouth brought the person, so you know where the next client is likely to come from.
Referring doctor
Filled when the client names one. Lets you thank the doctor and report back in general terms, and shows which referrers are still sending patients.
Stage in the programme
Updated by the dietitian after each call. Shows who is booked, enrolled, in the third-week dip or near renewal, so the next message goes to the right person.
Reason given for waiting
Noted at the discovery call, such as fee, family or fear. Lets the follow-up answer the actual doubt instead of repeating the same offer.
Language and preferred channel
Recorded at first contact. Means the check-in reaches the client in the language and the app they actually read.
Consent to be contacted
Ticked by the client at intake. Decides who may receive a festival note or a renewal reminder, and keeps the list clean.

Who it is for

This is written for these nutritionists and dietitians.

  • Independent clinical dietitians with a private practice
  • Hospital-attached dietitians who also consult privately
  • Online nutrition consultants working across cities
  • Sports nutritionists working with gyms and athletes
  • Paediatric and maternal nutrition specialists
  • Dietitians focused on diabetes, thyroid and PCOS management
  • Corporate wellness nutrition providers
  • Nutritionists attached to fitness studios and yoga centres

Not for

It is not the right fit if.

  • You handle a few enquiries and remember each one, so a record would be extra typing with no gain yet.
  • Nobody in the clinic has agreed to update it after a call, so the sheet would go out of date within a fortnight of its first entry.

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We sit with the people who sell and write down how a deal moves from enquiry to payment, including where it stalls.

  2. 2

    Agree stages, fields and owners

    Each stage gets a name your team already uses and a proof that the deal has left it. We agree which fields are required at which stage, and who may change what.

  3. 3

    Build on a copy

    Pipeline, fields and views are built on a trial copy where the CRM offers one, or in a separate pipeline where the plan allows. Live work stays untouched.

  4. 4

    Connect channels, then switch on automations

    Channels are connected first. Each automation is then switched on separately, so a misfiring rule is easy to find.

  5. 5

    Test with real deals

    The people who will use the CRM run open deals through it. Gaps are fixed before the whole team switches over.

  6. 6

    Switch over and trim

    Once real use shows which fields stay empty and which stages nobody uses, those are cut and the handover record is updated.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Do we need paid software?
A well-organised sheet with limited access can serve a small practice at the start. Move to a proper tool when messages, referrals and renewals outgrow it. We pick one you will keep updating, because a record nobody opens is worse than none.
Should clinical notes go into the CRM?
Keep them in your consultation records. The CRM holds contact, source, stage and next step. Anything about a diagnosis or a report belongs where access is restricted. Check what your professional body and the data protection rules expect of you.
How do we record WhatsApp conversations?
Log the date, the question and the outcome after each conversation instead of copying chats across. Keep the chats on a business number, so a change of phone or staff member does not lose the history.
Who in a small clinic should update the record?
The person who spoke to the enquiry, straight after the call. A single owner for each entry means no gaps and no duplicates. A tidy-up by someone else misses the detail that only the caller remembers, so keep the habit with the caller.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for nutritionists and dietitians.

All articles

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Everything else we would do for you.

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Also for nutritionists and dietitians

Or start from the overview: sales and marketing for nutritionists and dietitians.

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