The challenge
The engagement was moving an educational webinar into an automated, on-demand format while coordinating the funnel, email sequences, and client handoff.
The outcome
The on-demand setup was completed with a walkthrough and email-sequence documentation. Later reporting measured email engagement after inactive contacts were excluded.
The starting point: education needed a reusable delivery system
Solaris Whole Health used education as part of the route into its services. The webinar work focused on making its educational presentation available on demand and giving people a defined route into the next conversation.
The operating challenge involved more than recording a video. The registration path, educational experience, follow-up emails, and next action needed to work together. The client also needed to understand the system well enough to manage its part of the journey.
What the handoff documented
On November 29, 2024, the ModFXMedia team emailed the client that the automated on-demand webinar setup was complete. The handoff linked the webinar funnel, a Loom walkthrough, and a document containing the related email sequences.
A follow-up supplied the revised flowchart. Those materials matter because they describe a delivered system and a client handoff, rather than a proposal for an evergreen funnel that had not yet been built.
The result was a reusable educational route. The case does not assign a number of incremental patients or sales to that delivery, because the reviewed handoff did not reconcile those outcomes.
Why an evergreen journey still needs relevant communication
Once education is available on demand, follow-up becomes part of the experience. The person may be ready for a conversation, may need more explanation, or may stop engaging. Sending the same message indefinitely does not distinguish those situations.
Solaris’s later email work addressed the audience receiving routine messages. The staff report described excluding contacts that had not engaged within 60 days, with exceptions discussed for certain promotional communications.
That audience decision changed the denominator behind the performance figures. It is an important part of the result, not a footnote that can be removed to make the percentages look larger.
The reported engagement endpoint
For January 1 through February 3, 2025, the staff report recorded a 73.08% average open rate and a 5.29% average click rate. Those were reported for the selected audience after the engagement filtering described in the correspondence.
The figures indicate activity within that email program. They do not mean that 73.08% of the full historical contact list opened, nor that 5.29% of contacts became patients. An email open is also not a confirmed read or a purchase.
The report described improvement from the previous month, but audience selection changed. This page therefore presents the observed rates directly rather than turning the comparison into a whole-list growth or revenue claim.
The client and agency roles
ModFXMedia supplied the funnel setup, walkthrough, email-sequence documentation, and subsequent reporting. The client supplied the educational expertise and participated in decisions about promotions and the content people would receive.
The next clinical or commercial conversation remained the practice’s responsibility. An on-demand funnel can make education easier to access, but the office still needs a suitable next step and the capacity to respond.
What another practice can take from this
A useful evergreen funnel is a connected experience, not just a video player. Give the person a clear entry point, a relevant explanation, and a next action. Give the client team a walkthrough and an operating map so the system is understandable after launch.
Measure email results against the audience that actually received the messages, and keep engagement separate from consultation and revenue. Solaris’s case demonstrates a completed educational system and a documented nurture endpoint with those definitions intact.
For a practice that repeatedly answers the same introductory questions, that is a practical starting point: make the core education available, connect the follow-up, and evaluate the patient journey one stage at a time.
MEASUREMENT & CONTEXT
On-demand delivery is documented in the November 29, 2024 handoff and later flowchart email. Email rates are staff-reported for January 1–February 3, 2025 after excluding 60-day inactive contacts from routine sends. Opens and clicks are engagement measures, not patient conversions or revenue.
Engagements shown here were delivered through ModFX Media. The scope described is team work; it is not a claim that Justin personally performed every task or independently caused every outcome.