For Patient Recruitment Companies

Scale recruitment volume without scaling your headcount.

Areti runs as a white-label AI Coordinator inside your campaigns — pre-screening, qualifying, and scheduling at every hour, in every language. Your brand, your flows, your CRM. Predictable cost-per-qualified-patient at any volume.

White-label ready SOC 2 Type II HIPAA compliant 22 languages
portal.aretihealth.com/agency
All campaigns
Phase Ahead PRC · Q2 14 ACTIVE
Active campaigns
14
+2 vs Q1
CPQP avg
$22
−41% vs Q1
Qualified MTD
487
+18% vs target
Sponsors served
8
100% renewals
Top campaigns this week Sort: CPQP ▾
DI
Diabetes T2 — Sponsor ASMS + Meta · 3 sites
$18
ON PACE
CA
Oncology — Sponsor BWeb + email · 12 sites
$24
ON PACE
AL
Alzheimer's — Sponsor CPhone-first · 4 sites
$19
AHEAD
RA
Rare disease — Sponsor DMulti-channel · 8 sites
$31
REVIEW
📈
Margin held
100% across 14 campaigns Q2
The challenge

Volume scales linearly. Headcount can't.

Patient recruitment is a service business with a brutal unit economic. Every campaign you take on adds intake calls, eligibility checks, scheduling threads, follow-up sequences. Margins compress as volume scales because the work scales linearly with patient flow — but billing is fixed per qualified patient.

The instinct is to hire faster. But the patient recruitment talent pool is small, training takes 6+ weeks, and turnover is high. By the time a new outreach team is fully productive, the campaign mix has changed and you're hiring for the next bottleneck.

Areti runs as a white-label AI Coordinator in your campaigns. Your brand, your flows, your CRM. The AI absorbs the linear-scaling work — intake, qualification, scheduling, recapture — so your team stays small and your CPQP stays predictable. Margin holds even as volume doubles.

How Areti helps

Four capabilities your sponsors don't see — but feel.

Built specifically for agency operations. The AI runs in your brand; your sponsors see your dashboards.

01

White-label experience, end-to-end

The chat widget, the SMS sender, the voice line, the email footer — all branded to your agency. Sponsors and patients never see Areti. Your team configures flows in plain language; we provision the infrastructure.

  • Custom domains, sender IDs, voice numbers
  • Brand-matching widget, themes per campaign
  • Plain-language flow builder; no engineering required
02

Multi-client reporting

One dashboard rolls up performance across every sponsor, every protocol, every channel. Per-sponsor views with their branding for delivery. Your client services team gets renewal data; ops gets bottleneck signal.

  • Agency view + per-sponsor views (branded for delivery)
  • CPQP, conversion, time-to-qualified by campaign
  • Export to your BI stack (Looker, Tableau, etc.)
03

Predictable CPQP at scale

The AI handles the linear-scaling work, so your cost per qualified patient stays flat as volume grows. Build proposals on a unit economic that holds — and price campaigns confidently.

  • Flat per-qualified-patient pricing model
  • CPQP modeling tool for sponsor proposals
  • Margin guardrails on auto-pause for outliers
04

Connectors to your CRM and ad stack

Pre-built integrations to the tools your agency runs — Salesforce, HubSpot, Meta Ads, Google Ads, LocalIQ. Patient flow lands in your CRM as qualified records; ad spend optimizes against real-time qualification data.

  • Native connectors: Salesforce, HubSpot
  • Ad platform sync: Meta, Google, LocalIQ, programmatic
  • Qualification events flow back into ad optimization
Quick conversation, real signal

See it run on a campaign you're pitching now.

Bring a brief — we'll model CPQP, configure the white-label flow, and show what your delivery dashboard would look like for that sponsor.

Outcomes

What agency operators measure.

−41%
Cost-per-qualified-patient vs. manual outreach baseline
Median across PRC pilots
14
Active campaigns running per agency, per quarter
Without coordinator headcount adds
100%
Margin held at scale — even as volume doubled
Flat unit economics
Plays nice with your stack

Pre-built connectors for the CRM, ad, and identity tools your agency is already running. Custom connectors via API on request.

SALESFORCE
HUBSPOT
META ADS
GOOGLE ADS
LOCALIQ
+ MORE
See the full integrations list →
"Same team, more campaigns. Predictable cost-per-qualified-patient. Sponsor renewals hit 100%."Mid-size patient recruitment companyAnonymized · multi-sponsor agency
Case study Mid-size PRC Multi-sponsor

Mid-size PRC: more campaigns per coordinator, predictable cost-per-qualified-patient.

A mid-size patient recruitment company white-labeled Areti as their AI outreach layer across multiple sponsor campaigns. The Coordinator handled intake, qualification, and scheduling under the agency's brand and dashboards.

Campaigns / quarter
CPQP change
Sponsor renewals
Download case study (PDF) SOON

Add a white-label AI Coordinator to your campaigns.

Same team, more campaigns. Predictable CPQP. Your brand, your flows, your CRM.