The Doctor Investor — One connected journey from event registration to investor follow-up.

AI POP’s project for The Doctor Investor brings physician-focused events and investor relationship management into a connected workflow centered on GoHighLevel CRM—from initial registration to follow-up and conversations with the investor relations team.

The business challenge is keeping invitations, registrations, questions, investor interests, and follow-up organized as relationships develop. When that information is scattered across emails, spreadsheets, and individual team members, it becomes harder to see who needs a response and what should happen next.

The project scope connects event registration with contact profiles, source and interest tags, confirmations, reminders, and post-event communication. AI assistance uses approved event information to help answer routine questions and prepare communication for the team.

The relationship workflow covers New Contact, Event Registered, Attended, Discovery Scheduled, Active Discussion, and Ongoing Relationship. Attendance, conversation notes, stated interests, assigned owners, and next actions give the team context for each relationship.

AI supports conversation summaries, organized notes, and draft follow-ups. Team members review investor communications and remain responsible for investment discussions. A shared dashboard brings registrations, attendance, booked meetings, follow-up tasks, and relationship stages into one view.