Tagada
Ecommerce OS · Telehealth8 min readUpdated November 2, 2026

The Telehealth Company Sales Funnel: Offer and Page Structure

The pages of a telehealth funnel in order, from landing page and intake quiz to checkout, clinician approval and first refill, and how to price it.

Nick Bonnassies, CMO at Tagada · checked against 11 sources

Article summary

TL;DR

A telehealth funnel runs ad, landing page, intake quiz, plan choice, checkout with a card hold, clinician review, capture on approval, then shipping and refills. The offer should state one price, what it includes and when the card is charged. The funnel only ends when the first refill bills, not when the quiz is submitted.

  • On quiz landing pages, 23.84% of visitors engage with the quiz and 7.85% finish as a lead (ConvertFlow, September 2026, 1,063 campaigns, all industries).
  • ROSCA requires the terms of a recurring plan before billing details are taken, express consent and a simple way to stop.
  • The FTC alleges a telehealth brand enrolled patients in subscriptions "shortly after receiving consumers' intake forms" (complaint, July 29, 2026).
  • Meta limits telehealth prescription ads to people 18 or older in the US, Canada and New Zealand (read November 2, 2026).
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On this page

This guide is part of our hub on the best ecommerce platform for telehealth companies. The general guide, for any business: checkout.

The telehealth funnel, step by step

Each step has one job. If a page tries to do two, patients drop.

#StepIts jobWhat the patient sees
1AdPromise the service, not a productLicensed clinicians, delivery, price from
2Landing pageExplain the process and priceHow it works, what is included, who it is for
3Intake quizCollect what the clinician needs, filter eligibilityState, age, screening questions, progress bar
4Plan choicePick a plan the clinician will confirmMonthly or multi-month, total and per-month price
5CheckoutConsent, terms, card holdPrice, renewal terms, cancellation, "charged only if approved"
6Clinician reviewApprove or declineStatus page and email
7Capture and shipCharge on approval, shipConfirmation, tracking
8RefillBill when the next order shipsReminder, portal to skip, pause or cancel

Fig. 1Eight steps, two moments for the card

  1. 1. AdPromise the service
  2. 2. Landing pageProcess and price
  3. 3. Intake quizEligibility first
  4. 4. Plan choiceConfirmed by the clinician
  5. 5. CheckoutCard authorized
  6. 6. Clinician reviewApprove or decline
  7. 7. Capture and shipCard charged
  8. 8. RefillBilled when the next order ships

Authorized at step 5, charged at step 7.

From the table above.

Steps 6 to 8 are what separate telehealth from ecommerce. Most funnel advice stops at step 3.

Choose your offer model

The offer decides your checkout, your refills and your disputes. Pick one main model per landing page.

ModelHow the patient paysStrengthWatch for
Consultation feeOne fee for the visit; treatment priced afterSimple, low entry priceSecond price surprise after the visit
All-in monthly planVisit, treatment if prescribed and shipping in one monthly priceOne clear numberRenewal terms and cancellation must be obvious
Multi-month planVisit and 3 months of treatment upfrontHigher first order, fewer failed renewalsClinician confirms duration; refund policy
MembershipRecurring fee for access to care; treatment extraRecurring base revenueValue must be clear each month

  1. Consultation fee

    One fee for the visit; treatment priced after. Watch for: second price surprise after the visit.

  2. All-in monthly plan

    Visit, treatment if prescribed and shipping in one monthly price. Watch for: renewal terms and cancellation must be obvious.

  3. Multi-month plan

    Visit and 3 months of treatment upfront. Watch for: clinician confirms duration; refund policy.

  4. Membership

    Recurring fee for access to care; treatment extra. Watch for: value must be clear each month.

Example

An all-in plan at one monthly price, with "you pay nothing if the clinician does not prescribe", answers the three questions patients ask before paying: how much, what for, and what if I am not approved.

How to raise order value inside each model: how to increase AOV for a telehealth company. Refill and membership mechanics: subscription billing and memberships.

The landing page

The landing page sells the process, not a treatment. Ad rules limit what it can say: Google restricts prescription drug terms in "ads, landing pages, and keywords"6Google Ads policy, prescription drug services, read November 2, 2026.

  • One promise, matching the ad headline.
  • How it works in three or four steps, with when the card is charged.
  • Price or starting price, and what it includes.
  • Who it is for and who it is not for, so ineligible visitors leave early.
  • Trust: clinicians licensed in the patient's state, real certifications, how data is used.

Page design details: landing pages for telehealth companies.

The intake quiz

The quiz is both your product page and your medical intake. Keep it short and honest.

  • Eligibility first: state, age, then the questions that would rule a patient out.
  • Only what the clinician needs to decide; nothing for marketing.
  • Progress bar and resume, since patients leave and come back.
  • A clear exit for patients who are not eligible, with no payment asked.
  • Identity check when the offer requires it, before prescribing.

Watch out

Quiz answers are health data. Keep ad pixels and session-recording scripts off the quiz, and do not send answers to your email or ad tools. The FTC's 2024 Cerebral case and its 2026 complaint against Hims & Hers both concern health data reaching advertising platforms3FTC, press release on the complaint against Hims & Hers, July 29, 2026 (allegations; case pending)4FTC, proposed order against Cerebral, April 15, 2024.

The checkout must make three things impossible to miss: the price, the renewal terms and how to cancel.

  1. Show the total and, for a plan, the renewal amount and date.
  2. Collect express consent to the recurring charge, separate from other terms2Restore Online Shoppers' Confidence Act, 15 U.S.C. § 8403.
  3. Explain the hold: the card is authorized now and charged only if a clinician approves.
  4. Link to online cancellation from the checkout and the confirmation email.
  5. Plan reminders: Visa requires a reminder before a trial or introductory price ends7Visa Core Rules and Visa Product and Service Rules, edition of April 18, 2026, table 5-21.

The hold is not a clinical approval, and the page must say so.

The hold is not a clinical approval, and the page must say so. Checkout details: checkout optimization for telehealth companies. The billing rules: selling telehealth on subscription.

After approval: capture, onboarding, refill

The patient has paid nothing yet. What happens next decides whether they stay.

  1. Approval: capture the hold and send a confirmation with what happens next.
  2. Decline: release the hold, tell the patient they were not charged.
  3. Shipping: tracking link, plain packaging, how to reach the care team.
  4. Before the refill: reminder with the date and amount, and a link to skip, pause or cancel.
  5. Refill: bill when the next order ships, not on a fixed calendar date.

Fig. 2Two branches after the clinical review

Approved

  1. CaptureHold captured, confirmation sent
  2. thenShipTracking, plain packaging
  3. thenRefillBilled when the next order shipsApproved

Charged, shipped, then refilled on ship day

Declined

  1. Hold releasedNo chargeDeclined
  2. thenEmailPatient told they were not charged

Nothing charged

A declined patient is never charged.

From the steps above.

Email and SMS for each of these steps: email flows for telehealth companies.

Funnel mistakes to avoid

These are the patterns that cost the most in telehealth.

  1. Charging before review

    Without saying so, or enrolling in a subscription the patient did not choose3FTC, press release on the complaint against Hims & Hers, July 29, 2026 (allegations; case pending).

  2. Late price

    A price that appears only after the quiz.

  3. Pixels on quiz pages

    Sending health answers to ad platforms4FTC, proposed order against Cerebral, April 15, 2024.

  4. Hidden cancellation

    Cancellation hidden behind support tickets or calls.

  5. Targeting states or ages you cannot serve

    Which buys traffic you will decline5Meta Advertising Standards, Drugs and pharmaceuticals, read November 2, 2026.

  6. No exit for ineligible patients

    Who then dispute a charge they did not expect.

How Tagada helps

Checkout, offers and renewals in one Tagada stack

Tagada runs the offer side of the funnel, from checkout to renewals, and TagadaPay brings "Native 3DS2, device intelligence, and rules engine: approve real customers, block the rest."11TagadaPay, homepage, read November 2, 2026

  • Checkout tools: order bumps, one-click upsells, A/B tests, Apple Pay and Google Pay
  • Subscriptions with retries and automatic recovery on failed renewals
  • Routing across TagadaPay and processors such as Stripe, NMI and Airwallex, with a cascade to another processor when one is down or times out
  • Integrations: "Already on Shopify, WooCommerce, ClickFunnels or BigCommerce? Drop TagadaPay in."

Tagada follows Visa and Mastercard rules and the laws that apply to payments.

Building a telehealth brand from scratch? Tagada Rx runs it "From quiz to refill. No handoffs"8Tagada Rx, tagada.io/rx, read November 2, 2026: approval captures the card hold, a decline voids it, refills rebill on the day the pharmacy ships9Tagada docs, Rx introduction and how it works, read November 2, 2026, and patients follow their case in a portal10Tagada docs, Rx patient portal, read November 2, 2026. US patients only, by selection.

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Checkout, offers and renewals in one Tagada stack

Updated on November 2, 2026

Nick Bonnassies

CMO at Tagada

CMO at Tagada. Before Tagada, Nick built direct-to-consumer brands that generated over $115M in sales, raised over $25M in crowdfunding and sold two of them. He also works as a fractional CMO on marketing operations and AI systems.

Frequently asked questions

How does a telehealth sales funnel work?

A visitor clicks an ad, reads a landing page that explains the process and price, completes an intake quiz, chooses a plan and checks out with a card hold. A licensed clinician reviews the case. On approval, the payment is captured and the order ships; refills then bill as each order ships.

Should a telehealth company charge for the consultation separately?

It depends on the model. A separate consultation fee lowers the entry price but creates a second price moment. An all-in plan gives one clear number. Whatever you choose, state what is included and when the card is charged before the patient enters it, as ROSCA requires for recurring plans.

When should a telehealth patient be charged?

After a clinician approves. Authorize the card at checkout, capture on approval and release the hold on decline. This avoids charging patients who are not prescribed. The FTC alleges in its 2026 complaint that one brand charged patients before they could review the prescription.

Should I collect the email before showing quiz results?

You can collect an email to save progress, but treat quiz answers as health data. Do not send them to your marketing email tool or ad platforms, and keep pixels off the quiz pages. Follow-up emails should not mention conditions or treatments in subject lines or previews.

How many questions should a telehealth quiz have?

As many as the clinician needs and no more. Put eligibility questions first (state, age, exclusions), so ineligible visitors leave before investing time. Across quiz funnels in all industries, about one in four visitors start the quiz, so every unnecessary question costs completions.

Sources

Checked November 2, 2026
  1. ConvertFlow, Lead Generation Quiz Funnel Benchmark, September 2026, 1,063 campaigns, as cited in its therapy booking quiz playbook, read November 2, 2026
  2. Restore Online Shoppers' Confidence Act, 15 U.S.C. § 8403
  3. FTC, press release on the complaint against Hims & Hers, July 29, 2026 (allegations; case pending)
  4. FTC, proposed order against Cerebral, April 15, 2024
  5. Meta Advertising Standards, Drugs and pharmaceuticals, read November 2, 2026
  6. Google Ads policy, prescription drug services, read November 2, 2026
  7. Visa Core Rules and Visa Product and Service Rules, edition of April 18, 2026, table 5-21
  8. Tagada Rx, tagada.io/rx, read November 2, 2026
  9. Tagada docs, Rx introduction and how it works, read November 2, 2026
  10. Tagada docs, Rx patient portal, read November 2, 2026
  11. TagadaPay, homepage, read November 2, 2026

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