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Where it starts

Something happens

A crown snaps. A wedding gets booked. She starts looking.

1 things happen here

The trigger You do not create the demand. Something breaks, then she starts looking.

You do not create the want. You catch it.

  • Nobody wakes up wanting a £2,400 implant.
  • A bridge fails, a denture rocks, a friend finishes Invisalign.
  • The want already exists before any advert reaches them.
  • You control one thing: are you findable in the next 48 hours.

What actually starts the search

  • A crown or a bridge fails, usually in the evening.
  • A dentist tells them the tooth has to come out.
  • A wedding, a graduation or a new job gets booked.
  • A friend or a colleague finishes their treatment.
  • A photo or a video call makes them look at their own teeth.

Why this works

The window closes fast

Urgency decays. Someone who searched on Sunday night and got no answer by Tuesday has usually booked elsewhere or gone quiet for a year. Everything in this stage exists to catch that window. Everything in the respond stage exists to not waste it.

48 hours From the thing that happened to the decision to enquire Illustrative. Replace with your own figure once you start asking every caller what made them ring today.

What this stage is not

  • It is not brand awareness. Nobody remembers your logo.
  • It is not persuading a healthy patient to want surgery.
  • It is being the obvious answer at the moment they look.

What goes wrong

Spending before you are findable

Practices buy ads before they have fixed the Business Profile, the reviews and the treatment pages. The ad then sends a triggered patient to a page that answers none of the questions the trigger created, and the money goes on a visitor who leaves in nine seconds.

A way in

Google, the map pack, ChatGPT. Three separate competitions.

Open it for real

4 things happen here

Google Search One screen, three separate competitions, and you buy each one differently.
Screenshot to capture invisalign manchester on a phone: 4 ads, then the map pack, then organic
Three separate competitions on one screen. Most practices enter one of them.

What is on the screen, top to bottom

  • 4 paid ad slots. Bought per click, live the same day.
  • A 3-result map pack. Free, earned on the Business Profile.
  • 10 organic results almost nobody scrolls to.
  • Three different practices can own those three surfaces.
Surface Who wins it How you buy it How fast
4 ad slotsHighest ad rankGoogle Ads, paid per clickSame day
Map 3-packNearest with the best profileFree. Earned on the Business Profile2 to 8 weeks
10 organicBest page on that exact topicPages and links, no ad spend4 to 9 months
AI answerWhoever gets quotedComparison pages and review wordingUnpredictable

Why this works

Ad rank is bid multiplied by quality score

Position is not sold to the biggest bidder. Google multiplies your bid by a quality score, so a practice with a dedicated Invisalign page can outrank a bigger spender who points every ad at their homepage, and pay less per click while doing it. Quality score is the cheapest thing in the account to improve and the last thing anyone touches.

What quality score is made of

  • Click-through rate against what Google expected for that keyword.
  • Ad relevance: does the ad text contain the words they typed.
  • Landing page experience: does the page match the ad and load fast.
  • All three are things you control on the page, not in the bid.
£4 to £12 Typical cost per click on UK dental treatment keywords Illustrative range only. Pull your own from Keyword Planner. It moves by town, by treatment and by month.

What wins the map pack (nothing here is a bid)

  • Primary category on the Business Profile.
  • How close you are to the person searching.
  • How many reviews arrived this month.
  • Whether your photos were uploaded this year.

What ranks organically

  • One page per treatment, named the way patients say it.
  • A price or a from price on the page.
  • Your own photos and your own clinician, not stock.
  • Other local sites linking to you: press, charities, sponsorships.

Buy the surfaces in this order

  1. Fix the Business Profile first. It is free and it moves fastest.
  2. Start the treatment pages now, because they land in month 4 to 6.
  3. Run search ads on treatment plus town, not on your own practice name.
  4. Point every ad at the matching landing page, never the homepage.

Run this live, on a phone

  1. 01 “Search the treatment plus your town on a phone, not a laptop.”
  2. 02 “Count everything that sits above the first organic result.”
  3. 03 “Name which of the four ads states a price and which does not.”
  4. 04 “Read out the three map pack review counts and their dates.”
  5. 05 “Ask the room how far they would realistically scroll.”

What goes wrong

The ad that lands on the homepage

Someone types invisalign manchester, clicks your ad, and arrives on a page about dentistry in general. They hunt for the word Invisalign, do not find it in the first screen, and leave. You paid for that click, your quality score drops, and the next click costs more. This is the most common paid media mistake in UK dental and it is free to fix.

Google Business Profile Won on primary category, proximity, reviews this month and photos this year.
Screenshot to capture The Business Profile edit screen with the primary category field open
One field. It decides which searches you can appear in at all.

It is a different ranking system to the blue links

  • It does not read your website copy the way organic search does.
  • It reads: where you are, what category you claim, how fresh the listing is.
  • It sits above every organic result and costs nothing to enter.
  • Practices buy ads while the free surface above them is miscategorised.

The four levers that actually move it

  • Primary category. One field. It decides which searches you can appear in at all.
  • Proximity to the person searching. You cannot change your postcode, so stop trying.
  • Review velocity. How many arrived this month, not the total since 2016.
  • Photo recency. Interior, team and real cases, uploaded this month.

What goes wrong

The wrong primary category

A profile set to Dentist competes with every dentist in town on every search. A profile set to Dental implants periodontist as primary, with Dentist as a secondary, appears in a smaller and much better competition. Check yours today. Changing it takes 30 seconds and it is the single highest-leverage field on the whole profile.

Field What to put in it How often you touch it
Primary categoryThe treatment you want more ofSet once, review yearly
Additional categoriesDentist, cosmetic dentist, emergency dental serviceSet once
ServicesEvery treatment, each linked to its own pageAdd as you add pages
PhotosInterior, team, real cases, the car parkMonthly
QuestionsAsk and answer your own top five yourselfSet once, monitor
PostsOne offer or one caseWeekly

Check these on your own profile before you leave today

  • The phone number rings a phone somebody answers.
  • Opening hours are right, including the bank holiday you forgot.
  • The website link goes to a treatment page for at least one service.
  • The newest photo is from this year.

Rules that apply

Never buy or incentivise a review

Do not offer a whitening voucher, a prize draw entry or anything else in exchange for a review. Google removes them when it detects the pattern, and inducements sit badly against GDC standards on honesty in advertising. Ask every patient. Pay none of them.

ChatGPT and AI Overviews It names two or three practices. Nobody has checked whether yours is one.
Screenshot to capture ChatGPT answering: best practice for dental implants in Manchester
Two or three practices named. No page two. Fourth is absent.

She is not browsing. She is delegating the shortlist.

  • The model reads your profile, your reviews, your pages, your listings.
  • It writes one answer naming two or three practices.
  • There is no page two, so being fourth is the same as being absent.
  • Nobody in your practice has ever read what it says about you.

Where the answer comes from

  • Your Google Business Profile: category, address, hours, services.
  • The wording inside your reviews, which gets quoted almost verbatim.
  • Comparison and cost pages that name both options honestly.
  • Directory and locator listings, when they agree with each other.

Why this works

It gets asked comparison questions, not brand questions

People do not ask an assistant for a dentist near them, they ask whether Invisalign is better than fixed braces at 38, or what implants actually cost in Manchester. If you have no page that answers that question with both options named, there is nothing of yours for the model to quote, so it quotes somebody else and recommends them.

What they type What decides whether you are in the answer
best invisalign dentist in manchesterReview count, review wording, provider tier
how much are dental implants in manchesterWhether any page of yours states a from price
is invisalign worth it at 40A comparison page that names ages and trade-offs
emergency dentist manchester open saturdayOpening hours and categories on the Business Profile

Four pages to write this quarter

  1. Invisalign vs fixed braces, honest, with who each one suits.
  2. What dental implants cost in your town, with a from price and what changes it.
  3. Composite bonding vs veneers, including what wears out first.
  4. What happens at an implant consultation, step by step, with the timings.

Run this live, and read the answer out unedited

  1. 01 “Ask: who are the best dentists for dental implants in Manchester.”
  2. 02 “Ask: how much do dental implants cost in Manchester.”
  3. 03 “Ask: tell me about Bridge Street Dental in Manchester.”
  4. 04 “Note every practice named, and whether yours is one of them.”
  5. 05 “Note anything it states about your prices or hours that is wrong.”
0 of 10 Practices that have read what an assistant says about them Illustrative, from asking the room. Ask yours and count the hands before you use this number.

What goes wrong

Nobody has checked what it says

Assistants confidently state opening hours from a listing you abandoned, prices from a page you deleted, and sometimes a competitor's name when asked about you. Nobody in the practice has ever looked. Check it once a quarter, and fix the underlying listing rather than arguing with the model.

Directories and locators The Invisalign locator sends decided patients. Position tracks provider tier.

Why this beats a social lead

  • On the Invisalign locator she has already picked the treatment.
  • She is only choosing a provider, so the whole conversation is shorter.
  • An afternoon to fix, then it runs for years unattended.
  • Ignored by everyone chasing the more interesting channels.
Listing What it sends you What moves you up it
Invisalign Doctor LocatorDecided Invisalign patientsProvider tier, which tracks case volume
WhatClinicPrice shoppers comparing three practicesResponse time and review count
Bupa and insurer findersInsured patients with a budgetBeing on the scheme and listed correctly
Local council and NHS listsRoutine care and emergenciesAccurate details, nothing else

Why this works

Provider tier is a ranking factor you can plan for

Locator position is tied to the tier you hold, and the tier is tied to how many cases you submit. That makes it one of the few channels where doing more of the treatment directly buys you more visibility for the treatment. Know which tier you are on and what the next one needs before you set next year's targets.

Fix these on every listing this week

  • Practice name, address and phone identical to the Business Profile.
  • The website link points at the treatment page, not the homepage.
  • Photos are yours, taken this year, not the stock set from the template.
  • Opening hours match reality, including the half day.
  • Someone in the practice knows the login.

What goes wrong

The listing nobody owns

There is almost always a listing created before the refit, with the old phone number, the previous principal's name and an address without the unit number. It is still ranking, still being clicked, and still sending patients to a dead line. Search your practice name plus your town and open everything on the first two pages.

A way in

Social

Instagram, TikTok, YouTube. A portfolio, not a noticeboard.

4 things happen here

Instagram Ninety seconds of grid is the audition. Cases and faces, not practice news.
Screenshot to capture Nine-tile grid: before-and-afters and the clinician's face, no practice news
Ninety seconds of scroll is the audition. This grid passes it.

Nobody books off the grid. They audition you on it.

  • She hears your name somewhere else, then opens the profile.
  • Ninety seconds of scroll decides whether you are any good.
  • Team birthdays and bank holiday graphics fail that test.
  • Your own before-and-afters pass it.

What to post, in order of what works

  • Before and after, same lighting and angle, treatment named in the caption.
  • The dentist explaining one thing to camera in 30 seconds.
  • A patient talking at the fit appointment, while they are still delighted.
  • The actual treatment happening, including the scanner and the lab work.
  • Price and finance, stated plainly, about once a month.

What to stop posting today

  • Staff birthdays and leaving cards.
  • Bank holiday opening hours as a graphic.
  • Stock photos of a model with perfect teeth.
  • Quotes on a beige background.
  • Announcements that you are now on another platform.

Why this works

Reels reach strangers, posts reach followers

A grid post is mostly shown to people who already follow you, which is your existing patients and your staff. A reel is pushed to people who do not know you yet, in your area, based on what they watch. If you want the channel to bring new patients rather than reassure old ones, most of what you make has to be reels.

Three things the profile itself must have

  • A bio that names the treatment and the town, not a mission statement.
  • A link to a treatment landing page, not the homepage.
  • DMs that route to the CRM, because a DM is a lead.

Rules that apply

ASA and GDC apply to every post

Before-and-after images must be your own work, consented in writing for marketing use, and must not be edited or lit to overstate the result. Do not advertise prescription-only medicines to the public, which includes botulinum toxin by brand or by hint. Do not use specialist unless the clinician is on the GDC specialist list.

TikTok Where the under-35 whitening, bonding and Invisalign audience already is.

What it costs to run this properly

  • A phone, decent light, and a clinician who can talk.
  • One afternoon a month. Four videos filmed back to back.
  • No budget, no agency, no production company.
  • A produced advert loses to this every time.

A 30 second video, line by line

  1. 01 “Hook, first two seconds: 'Three things nobody tells you about Invisalign.'”
  2. 02 “Point one, one sentence, no preamble.”
  3. 03 “Point two, one sentence, with the bit that surprises people.”
  4. 04 “Point three, one sentence, honest about the downside.”
  5. 05 “Close: 'We do these in Manchester, ask me anything in the comments.'”

Subjects that keep working

  • What a treatment actually costs, said out loud.
  • The mistake people make choosing between two treatments.
  • What the first appointment involves, minute by minute.
  • Answering a comment from a previous video, on camera.
  • A result reveal at the fit appointment, with permission.

What goes wrong

Polished adverts die here

A logo animation, a stock music bed and a voiceover reads as an advert and gets scrolled in a second. The same information delivered by a real dentist looking at the camera in a treatment room gets watched. Resist the urge to make it look expensive.

Rules that apply

The same rules as everywhere else

Everything here is an advertisement. Before-and-after content needs written consent and must not overstate the result, prescription-only medicines cannot be promoted to the public, and any monthly price mentioned on camera is a financial promotion. Say the clinician's name and role at least once.

Make it findable, not just watchable

  • Practice name and town in the caption of every single video.
  • A link in bio that goes to the treatment page.
  • Reply to comments as the practice, not as a person.
  • Repost the good ones as Instagram reels the same week.
YouTube An 8-minute consultation walkthrough sells more than any advert you can buy.

Three fears, one video, before she arrives

  • Pain. Show the surgery day, hour by hour, honestly.
  • Cost. Say the number and show how the monthly figure is built.
  • Being sold to. Include the option of doing nothing.
  • It also ranks, because almost no UK practice has made one.

The eight minute video, chapter by chapter

  1. Who you are, where you are, how long you have been placing implants.
  2. What happens in the first ten minutes: the questions you will ask them.
  3. The scan and the x-ray, filmed, with the machine running.
  4. What you are looking for on the scan, in plain English.
  5. The options they will be given, including doing nothing.
  6. What it costs, and how the monthly figure is worked out.
  7. What the surgery day is actually like, hour by hour.
  8. What happens if it fails, who pays, and what the review schedule is.

Why this works

It converts the consultation, not just the click

A patient who has watched this arrives already believing you know what you are doing, already knowing roughly what it costs, and already past the pain question. The consultation stops being an audition and becomes a plan. That shows up as a higher take-up rate, not as more enquiries.

Where the same video gets used

  • Embedded on the implant landing page, above the finance section.
  • Linked in the pre-consultation email, so they watch it the night before.
  • Posted to the Google Business Profile.
  • Cut into six short clips for reels and TikTok.

What it is worth

It pays for itself in wasted consult slots

Every consultation that ends in a no because the patient was never going to spend that much is a 45 minute slot you cannot sell twice. A video that states the cost plainly loses those people before they book, which is the cheapest possible place to lose them.

What goes wrong

Waiting for a film crew

The version filmed on a phone with a £20 microphone and published this month beats the professionally produced one that is still being scheduled in eight months. Publish the rough one, replace it later if you must.

Facebook and Instagram ads She was not looking. The creative is the targeting. Use it to fill quiet weeks.

The creative is the targeting

  • Nobody scrolling at 9pm was searching for a dentist.
  • Targeting settings barely move it any more.
  • You supply the creative and one conversion event.
  • Meta finds the people who respond to that creative.
Google Search Meta ads
The patientAlready lookingWas not looking at all
What targetsThe keyword they typedThe creative itself
Best forImplants, emergencies, high value and urgentInvisalign, whitening, bonding, filling quiet weeks
Fails whenThe budget is too small to hold positionThe creative is a poster instead of a person
SpeedEnquiries in daysEnquiries in days, at lower quality

Creative that actually produces enquiries

  • Before and after reels of your own cases, with the treatment named.
  • The clinician talking to camera about one specific worry.
  • A patient at the fit appointment saying what they were scared of.
  • A plain statement of the offer, on a static, with the price on it.
  • Four to six creatives live at once, refreshed monthly.

Launch checklist

  1. Meta pixel plus Conversions API installed, with event deduplication.
  2. Enquiry and booked consultation both firing as separate events.
  3. One landing page per treatment, matching the ad text word for word.
  4. Exclude existing patients and anyone who enquired in the last 90 days.
  5. A budget you can hold for eight weeks, not a two week test.

What goes wrong

Boosting a post is not advertising

The boost button optimises for engagement, which buys you likes from people who will never come in. Run it from Ads Manager with a conversion objective pointed at your enquiry event, or do not run it. This one change usually costs nothing and is the difference between the channel working and not.

Rules that apply

Any monthly price is a financial promotion

An ad that says from £69 a month is a financial promotion under FCA rules. It needs compliant wording and the representative example on the page it lands on, and the practice needs the right permission or to be an appointed representative of the lender. Medenta will give you approved wording. Use theirs rather than writing your own.

A way in

Someone told her

Referring GDPs and word of mouth. The channel you cannot buy.

2 things happen here

Referring dentists Implants come from GDPs who do not place. Win the dentist, not the patient.

One fear and one irritation. Solve both.

  • Most implant cases start in a practice that does not place.
  • The fear: losing the patient to you permanently.
  • The irritation: a 20 minute referral form, then four months of silence.
  • Fix both and you become the default without discussing price.

Build the loop

  1. List every general practice within 20 minutes that does not place implants.
  2. Send a one page pack: what you place, what you do not, and a direct mobile.
  3. Put a two minute referral form on your site, with photo upload.
  4. Acknowledge every referral to the dentist the same day.
  5. Write to them after placement and again after the fit, with radiographs.
  6. Send the patient back for routine care and hygiene, and say so in writing.

Why this works

You are not competing with them

The referring dentist keeps the check-ups, the hygiene and the restorative work, which is the recurring income. You do the thing they do not do. Say this explicitly, in writing, in the first pack and again after every case, because their default assumption is the opposite.

Email Exactly as it sends

Mr J Kelly, UR6 implant placed 12 June, back with you for routine care

Dear {referrer_name}, Thank you for referring Mr Kelly. I placed a single implant at UR6 on 12 June and fitted the crown on 4 September. Radiographs, the surgical note and the lab report are attached. He is back with you for all routine care and hygiene from now on, and I have told him that in the room. His next implant review with us is in twelve months. If anything looks off at his next check, ring me directly on 0161 000 0000 and I will see him that week. With thanks, Dr Priya Nair Bridge Street Dental, Manchester

Fictional worked example. The sentence that matters is the one about routine care going back to them. That is what buys the next referral.

What goes in the one page pack

  • The treatments you take referrals for, and the ones you do not.
  • What you need from them: radiograph, note, patient mobile.
  • Typical timescales from referral to placement.
  • A direct mobile number for the clinician, not the reception line.
  • A one line promise that the patient comes back to them.

What goes wrong

The silent referral

A dentist refers a patient, hears nothing for four months, and quietly starts using someone else. No one ever tells you this has happened. Acknowledgement the same day and a letter after the fit costs ten minutes per case and is the whole retention strategy for this channel.

Word of mouth You cannot buy it, but you decide when it gets asked for, and in what words.

It is not weather. It has a moment and a failure mode.

  • Peak moment: the fit appointment, the first look in the mirror.
  • Failure mode: a delighted patient nobody ever asked.
  • The practices that get more of it are the ones that ask.
  • Ask in words she can repeat to somebody else.

The in-chair ask, at the fit appointment

  1. 01 “'Have a look. How does that feel?'”
  2. 02 “'Is that what you were hoping for?'”
  3. 03 “'Can I ask you something. If anyone mentions their teeth to you, would you send them to me?'”
  4. 04 “'I will text you a link you can just forward, so you do not have to explain it.'”

Why this works

Ask at peak happiness, not at peak convenience

The strongest moment is the thirty seconds after they see the result in the mirror. An email four weeks later reaches someone who has already stopped thinking about their teeth. Every practice does the second one because it can be automated, and then concludes referrals do not work.

Make it forwardable

  • Send a link, not a leaflet. Nobody hands over paper any more.
  • Name the treatment: 'Invisalign', not 'my dentist'.
  • Make the page it lands on about the treatment, not about the practice.
  • Tell the referrer what happens next so they can vouch for it.

What goes wrong

The refer a friend scheme with a voucher

Vouchers change the conversation from a recommendation into a transaction, and they read badly against GDC expectations about acting in the patient's interest. A sincere ask outperforms a £25 incentive, and does not put the referrer in an awkward position.

What actually makes people talk

  • A result they did not expect to be that good.
  • Being seen on time, twice in a row.
  • Someone remembering something personal from the last visit.
  • A problem being handled well, which beats no problem at all.

A way in

She is already yours

Past patients who never went ahead. Already in your diary.

2 things happen here

Your own patient list Consulted, never started, still has the problem. Reaching her costs one text.

She already knows you, the price, and the problem

  • Consulted 18 months ago, did not proceed, still has the problem.
  • Reaching her costs one text message.
  • Reaching a stranger with the same intent costs a month of ad budget.
  • First place to look when the diary has a gap. Last place anyone looks.

Four lists to pull out of Dentally this week

  1. Consultations in the last 24 months with no treatment started.
  2. Treatment plans issued over 6 months ago and not accepted.
  3. Patients with a note about a failing crown, bridge or denture.
  4. Patients who asked about whitening or Invisalign and never booked.
SMS Exactly as it sends

Hi {first_name}, it is Emma at Bridge Street Dental. You came in about implants back in {month} and we never got to finish the conversation. Dr Nair has two consultation slots left this month if you would like to pick it back up. Reply YES and I will hold one for you. Reply STOP to opt out.

Fictional worked example. Marketing message, so it only goes to patients who have consented, it names the sender, and it carries an opt out.

What it is worth

Compare the cost per enquiry honestly

Work out what your last thirty ad enquiries cost, then work out what a text to two hundred lapsed consultations costs. The gap is usually large enough that the database campaign should run first, before any budget increase is even discussed.

Rules that apply

Consent applies to your own patients too

Being a patient is not consent to receive marketing. Under PECR a marketing text needs prior consent, an identifiable sender and a way to opt out. Ringing them about a treatment plan you already discussed with them is a different thing and is generally fine. If in doubt, ring rather than text.

Run it properly, not as a blast

  • Segment by treatment. Do not send one message to everybody.
  • Send in batches the TC can actually ring back the same day.
  • Log every reply as a lead in Smileline with the source set.
  • Stop the sequence the moment somebody books or says no.
How did you hear about us She says word of mouth. She means a friend, then Google, then 40 reviews, then an ad.

One enquiry, six steps, two systems that each claim it

  1. March: a friend mentions you over coffee.
  2. June: she searches your practice name and reads forty reviews.
  3. June: she leaves without enquiring.
  4. July: a retargeting ad appears and she finally clicks.

Why this works

She says word of mouth. Meta says the ad.

Both are half right. Cut either one and the enquiry does not happen. This is why the answer to how did you hear about us is never enough on its own.

What they say What actually happened
Word of mouthA friend named you, then they searched you and read the reviews
I found you on GoogleThey clicked an ad, left, and came back via the map pack
I have always known youThey passed the sign for 3 years and acted on a Facebook ad
InstagramThey saw a reel, saved it, and searched your name two weeks later

Ask these two instead

  1. 01 “'Out of interest, what did you type into Google to find us?'”
  2. 02 “'And what made you decide to ring today rather than last week?'”
  3. 03 “Write down the answer verbatim, in the CRM, on the enquiry.”

Why this works

Two fields, not one

Record how they first heard of you and what made them act, as separate fields. The first tells you which channels build awareness, the second tells you which ones close. Practices that record only one field end up cutting the channel that was doing all the awareness work.

What goes wrong

Cutting the channel that fed the others

Last-click reporting makes brand search and retargeting look brilliant, because they sit at the end of every journey. Turn off the top of the funnel and both of them quietly dry up over the following two months, by which point nobody connects the two events.

A way in

Local and offline

Signage, open evenings, gym partnerships. Tag it or lose it.

2 things happen here

Local and offline Signage, open evenings, gym partnerships. Tag every one or it vanishes.

It works. It just does not appear in GA4.

  • A window sign reaches the same few thousand people every day.
  • A gym member email reaches exactly the whitening and bonding buyer.
  • None of it shows in analytics, so it gets cut first.
  • Enquiries drop two months later and the ads get blamed.

What actually works locally

  • Window and A-board signage naming one treatment and a price.
  • An open evening with the clinician, where deposits are taken in the room.
  • Gyms, salons and beauty clinics with a shared offer and a code.
  • Sponsoring one local team, with a link back to your site from theirs.
  • A column in the local paper answering reader questions.

Run an open evening that actually books

  1. Cap it at 20 people so it feels selective, not empty.
  2. Have the clinician speak for 20 minutes, not the practice manager.
  3. Show three real cases from your own chair, start to finish.
  4. Have Emma and a laptop in the room to book consultations on the night.
  5. Offer a deposit-backed slot that evening only, and hold it for 7 days.
Tactic How you track it
Window signageA short vanity URL printed only on the sign
Open eveningEveryone books in the room, tagged as the event
Gym partnershipA code the patient has to say on the phone
Local pressA dedicated phone number in the advert
SponsorshipThe link from their site, tracked in GA4

What goes wrong

Untracked offline gets cut first

Without a distinct number or code, every offline enquiry gets recorded as word of mouth or direct traffic. The channel then looks like it produces nothing, gets cancelled, and the drop in enquiries gets blamed on the ads. One tracking number per activity prevents the whole argument.

What it is worth

The cheapest sign you are not using

The wall of your own building, the back of the reception screen, and the confirmation text every patient already receives are all free placements you own outright, and none of them currently mention the treatment you want more of.

GA4, Meta CAPI, call tracking Send attended consults back to Google and Meta, not form fills. Do it first.

One day of work. Do it before you spend anything.

  • Every channel above produces enquiries you cannot repeat blind.
  • Skip this and six months in you still cannot price a booked consult.
  • It is a day of setup, not a project.
  • Nothing here generates a patient. All of it decides what you buy next.
Tool Its job The one setting that matters
GA4Where the traffic came fromMark booked consultation as a key event
Meta Conversions APISend conversions server sideDeduplicate against the browser pixel with a shared event id
Call trackingWhich channel made the phone ringA different number per channel, swapped in on the page
SmilelineThe only numbers that countSource recorded on every single enquiry

Set it up in this order

  1. Decide the two events that matter: enquiry made, and consultation attended.
  2. Install GA4 and the Meta pixel plus Conversions API together, not separately.
  3. Put a call tracking number on the site that swaps by traffic source.
  4. Put UTMs on every ad, every email link and every QR code.
  5. Send the attended consultation back to Meta and Google as the conversion.

Why this works

Optimise to the consultation, not the form fill

If you feed the ad platforms form submissions, they will find you people who fill in forms. If you feed them attended consultations, they find you people who turn up. This is the single biggest lever in the whole account and it requires the CRM to send an event back, which is why almost nobody does it.

What goes wrong

Two systems, two different numbers

Meta will claim more enquiries than the CRM shows, because it counts a view-through and the CRM counts a person. Pick one system as the truth, and make it the one with a name and a mobile number in it. Then stop arguing about the other one.

Rules that apply

The cookie banner has to actually work

Under PECR the analytics and advertising cookies must not fire until consent is given, and a banner that loads the pixel first is a breach regardless of what it says. Call recording needs its own notice at the start of the call, and recordings are personal data with a retention period you have to set.

Step 01

She checks you out

She shortlists two or three. You never hear from the rest.

Open it for real

12 things happen here

Invisalign landing page One page, one job, one action. No nav, no other treatments, no distractions.
Screenshot to capture The landing page above the fold on a phone: headline, price, one button
The ad headline and the page headline, word for word the same.

Not a website page with the menu removed

  • One argument, in order, ending in one form.
  • The first screen repeats the ad wording exactly.
  • Different words and she assumes she clicked the wrong link.
  • No nav, no other treatments, no footer full of links out.

The page, top to bottom

  1. Headline naming the treatment and the town, matching the ad word for word.
  2. Price from and monthly from, in the first screen, no scrolling.
  3. The form, or a button that jumps straight to it, above the fold.
  4. Three real before-and-afters from your own chair, with treatment times.
  5. The clinician, with a photo, their GDC number and how many cases.
  6. How it works in four steps, with the total number of weeks.
  7. Finance, with the representative example and the lender named.
  8. The five objections, answered in plain words, not in a PDF.
  9. Reviews with names and dates, pulled from Google.
  10. The form again, at the bottom, with the phone number next to it.
Homepage Landing page
JobRoute to the right pageProduce one enquiry
NavigationThe full menuNone at all
Treatments shownAll of themExactly one
TrafficBrand and organicPaid clicks, bio links, DMs
Judged onHow fast people leave it correctlyEnquiries per 100 clicks

What must not be on it

  • The top navigation, the footer menu, or any link to another treatment.
  • A link to the blog, the team page, or the practice history.
  • A carousel, a chat bubble that covers the form, or an exit popup.
  • A price list PDF that has to be downloaded.
  • Stock photography of anybody's teeth but your patients'.

Why this works

Message match is the whole mechanism

The ad set an expectation in about two seconds. The page confirms or breaks it in about one. If the ad said Invisalign from £2,900 in Manchester, the headline says Invisalign from £2,900 in Manchester. Rewriting it in cleverer words is the most common way a good ad campaign gets wasted.

3 to 8 Enquiries per 100 paid clicks on a single treatment page Illustrative range. Measure your own for a month before you set any target from it.
System Exactly as it sends

The thank-you page

Thanks {first_name}. Emma will ring you from 0161 000 0000 within the hour, between 9am and 6pm. If we miss you, we will text. Your consultation with Dr Nair takes 45 minutes and includes a 3D scan, so you will see what the result would look like before you decide anything.

The thank-you page is the first follow-up message, not a full stop. It names the number that will ring them, which is why the call gets answered.

Run this live, on a phone

  1. 01 “Open the ad, then tap through to the page, in front of the room.”
  2. 02 “Stop at the first screen and read out what is visible without scrolling.”
  3. 03 “Point at the price and the monthly figure. Note whether both are there.”
  4. 04 “Scroll to the form and count the fields out loud.”
  5. 05 “Now open a competitor's homepage and do the same thing.”

What goes wrong

The form three screens down

A page that tells the practice's story for three screens before offering any way to make contact loses the patient who was ready in the first ten seconds. Put the form high, then put it again at the bottom for the ones who needed convincing. It costs nothing to have it twice.

Google reviews Volume and recency beat rating. Two this month beats two hundred from 2023.

Nobody averages the stars. Here is what she actually does.

  • Looks at the count, then the date of the newest one.
  • Reads the newest three, then goes straight to the worst one.
  • 4.9 from 22 reads as small, or as friends.
  • 4.7 from 140 with six this month reads as busy, and busy now.
Profile How it reads to a stranger
4.9 stars, 22 reviews, newest from 2023Small, or family and friends
4.7 stars, 140 reviews, 6 this monthBusy, real, and still busy
5.0 stars, 9 reviews, all in one weekBought, and badly
4.4 stars, 300 reviews, 8 this monthBig, honest, obviously trading
Newest 3 The reviews a patient reads before ringing, plus the worst one Illustrative. Watch a patient do it on their phone and count what they open.

How to get two a week without paying for any of them

  1. Ask in the chair, at the end of the appointment, by name.
  2. Send the link by text before they have left the car park.
  3. Give the link to nurses, not just reception, because they do the asking.
  4. Ask after the fit or the reveal, never after a difficult appointment.
  5. Track it weekly on one number: reviews received this month.
SMS Exactly as it sends

Hi {first_name}, it is Emma at Bridge Street Dental. Really glad the whitening went well today. If you have 30 seconds, a Google review helps other people find us: {review_link}. Thank you. Reply STOP and I will not text you again.

Sent within 30 minutes of the appointment, from the practice number. Treat a review request as marketing: it needs consent and an opt out.

Rules that apply

Never confirm who is a patient in a reply

Replying to a bad review with clinical detail, or even confirming that the person attended, is a confidentiality breach and the GDC treats it seriously. Reply with a name, a genuine apology for their experience, and a phone number, then take the whole thing offline. Never gate reviews by asking how happy they are first.

What goes wrong

The bad review with no reply

An unanswered one star is read as agreement. A calm, human reply from a named person underneath it is often more persuasive than the five stars above it, because it shows what happens when something goes wrong. Reply within 48 hours, every time.

Price and finance page A from price loses the tyre-kickers and wins the buyers. Publish it.

Publish the number

  • Cost is the first thing she searches and the second thing she asks.
  • No number means ringing a stranger to ask, which most will not do.
  • The ones who do ring are ringing three practices.
  • The two that published a price have already set what normal looks like.

Why this works

A price is a filter, not a deterrent

The person who leaves because £2,400 is too much was never going to proceed, and finding that out on the page costs you nothing. Finding it out at the end of a 45 minute consultation costs you a slot you could have sold. Publishing the price moves the rejection to the cheapest possible point.

Instead of Write
Prices on requestSingle implants from £2,400, including the crown
From £2,400From £2,400. A bone graft adds around £600
Finance available0% over 12 months, or up to 5 years with Medenta
Call us for a quote45 minute consultation, £120, taken off the treatment

What the finance section must contain

  • The lender named, which is Medenta, not just the word finance.
  • The representative APR and a representative example.
  • The term options, and the deposit if there is one.
  • What happens if they are declined, in one sentence.
  • Who to speak to about it, by name.

Rules that apply

You are advertising credit, not just treatment

Any monthly figure, any mention of 0%, and any interest rate makes the page a financial promotion under FCA rules. The representative example has to be there, in a size a person can read, and the practice needs the correct permission or appointed representative status. Use the lender's approved wording exactly.

When they ring and ask how much

  1. 01 “'Single implants start at £2,400 and that includes the crown.'”
  2. 02 “'What changes it is whether you need a graft, which we can only tell from a scan.'”
  3. 03 “'Most people spread it, so that is about £40 a month over five years with Medenta.'”
  4. 04 “'The consultation is £120 and it comes off the treatment if you go ahead.'”
  5. 05 “'Shall I see what Dr Nair has this week?'”
Before and after gallery Your own work, consented, same lighting, same angle, and never any stock.
Screenshot to capture A matched pair: same camera, distance, lighting and retraction, both frames
Ninety seconds of a nurse's time. The highest value asset you make.

Proof of competence, and only if they match

  • Same camera, same distance, same lighting, same retraction.
  • A dry retracted before against a wet smiling after proves nothing.
  • It proves you can light a photograph, which is not the claim.
  • Your own cases only. Consented in writing. Never stock.

The shooting standard

  1. One phone or camera kept for this, with the same settings saved.
  2. Same distance and same height, marked on the floor if necessary.
  3. Retracted and unretracted, both, before and after.
  4. Same lighting, which means not the window on a sunny afternoon.
  5. Photograph every case, not only the ones you think will be good.

Rules that apply

Consent is specific, written and withdrawable

Clinical photography consent is not marketing consent. You need written permission that names where the images may appear, including social media and third party sites, and states that consent can be withdrawn. ASA requires the image to genuinely evidence any claim made alongside it, and that no editing overstates the outcome.

What kills a gallery

  • Stock images or manufacturer renders presented as your work.
  • Mixed lighting between the before and the after.
  • A retracted before next to a smiling after.
  • Only 25 year olds, when your buyer is 45.
  • The same three cases that have been up since 2019.

Where the gallery goes

  • On the treatment page and the landing page, not on a separate gallery page.
  • In the ad creative, as the before-and-after reel.
  • On the iPad in the consultation room, sorted by case type.
  • In the pre-consultation email, three cases like theirs.

Why this works

Show the case like them, not the best one

A patient with worn lower teeth and a failing bridge does not want your prettiest veneer case. They want to see somebody who arrived in the state they are in. Sort the gallery by problem, not by how impressive the result looks to a dentist.

The homepage A switchboard, not a destination. Its only job is to route them, fast.

The homepage is judged on how fast it gets rid of people

  • Nobody arrives to read it. She arrives with one treatment in mind.
  • She scans the first screen for the word that matches it.
  • Finds it, taps it. Does not find it, goes back to the search tab.
  • That tab is still open. You have about four seconds.

What has to be above the fold on a phone

  • Practice name and the town, so they know they are in the right place.
  • One line on what you actually do, in patient words.
  • Four tappable treatment routes: implants, Invisalign, cosmetic, emergency.
  • The phone number as a tap-to-call, not as text in an image.
  • A book button that goes somewhere real.

The five second test, do it on your own site now

  1. Open the homepage on a phone, on mobile data, not the practice wifi.
  2. Count how many taps to reach the implant page.
  3. Check whether the phone number dials when you tap it.
  4. Count the words before the first treatment link.
  5. Ask someone who has never seen it to find the price of Invisalign.

What to delete this week

  • The welcome message from the principal.
  • The carousel. All of it, including the arrows.
  • The stock photo of a woman with impossible teeth.
  • The news block last updated in 2022.
  • Opening hours baked into an image nobody can tap.

What goes wrong

The paid click that lands here

Every pound spent sending treatment traffic to the homepage buys a visitor who has to do your navigation for you. They will not. Search ads go to the treatment landing page, social ads go to the treatment landing page, the Instagram bio link goes to the treatment landing page. The homepage takes brand traffic only.

Why this works

Routing beats persuading

The homepage cannot sell implants and Invisalign at the same time, because the two patients want opposite things. One wants reassurance about surgery, the other wants a monthly price. Stop trying to write copy that does both, and spend the space on getting each of them to their own page.

Implant and full-arch page Different buyer, longer page. Finance is the hinge here, not the footnote.

A different buyer to the Invisalign page

  • Invisalign: £3,000 on how she looks. Decided in days.
  • Implants: surgery on her jaw for the price of a car.
  • She takes 6 to 12 weeks and returns to the same page repeatedly.
  • Each visit she is answering a different question. Hold all four.
Visit What they are asking What the page must do
FirstIs this even possible for someone like meShow cases with the same missing teeth
SecondWhat is this going to costState a from price and what makes it more
ThirdCan I afford it monthlyShow the monthly figure, the term and the lender
FourthWho is actually doing this to meShow the clinician, the training and the case count

What this buyer needs that the Invisalign buyer does not

  • The total cost and how it splits across the stages.
  • What happens if it fails, who pays, and what the review schedule is.
  • How long they are without a tooth, in weeks, with a photo of the temporary.
  • Whether they will be awake, and what sedation costs.
  • Who performs the surgery, and whether that is the person they will meet.

What it is worth

Finance is the hinge, not the footer

The distance between that is £14,000 and that is £233 a month is the entire decision for most patients. Practices put finance in a link at the bottom and then wonder why quotes go cold. Put the monthly figure directly next to the total, everywhere the total appears.

Rules that apply

A monthly price is a financial promotion

Presenting a price as a monthly figure brings it under FCA rules. It needs the representative example, the APR, the term and the lender named, and the practice needs the correct permission or to be an appointed representative. Medenta supplies compliant wording. Use theirs rather than paraphrasing it.

What to film for this page

  • A full arch patient at their six month review, talking about eating.
  • The surgery, the scanner and the actual room they will be in.
  • The clinician answering does it hurt, without hedging.
  • The temporary teeth, on a real patient, on the day they were fitted.

What goes wrong

Price on request

POA on an implant page does not create a phone call, it creates a search for a practice that states a number. The patient assumes the worst figure they have heard and moves on. A from price with an honest explanation of what changes it filters out the people who were never going to proceed and keeps the ones who were.

Treatment pages Whitening, bonding, veneers, hygiene. The surface that catches what ads miss.

What these do that a landing page cannot

  • They rank organically, so they keep working when the budget stops.
  • They cover the searches no campaign was built for.
  • They are what an AI assistant reads when deciding who to name.
  • Written once, no running cost.
What you call it What they type
Composite bondingchipped front tooth fix
Direct veneersfront teeth makeover cost
Fixed appliance orthodonticstrain track braces adults
Periodontal therapybleeding gums treatment
Extra-coronal restorationcrown cost uk

The pages every practice should have

  • Dental implants, plus a separate full arch page.
  • Invisalign, plus a separate page for adult braces generally.
  • Composite bonding, and veneers, as two separate pages.
  • Teeth whitening, with the price on it.
  • Emergency dentist, with today's availability.
  • Nervous patients, which is a treatment page in everything but name.

What each page has to contain

  • A price or a from price, and what changes it.
  • Your own before-and-after photos, not the manufacturer's.
  • The clinician who does it, named, with a link to their page.
  • How many visits and how many weeks.
  • The five questions patients actually ask, answered in full sentences.
  • A form, and the phone number, without scrolling to the footer.

Why this works

One page per thing they search for

Google and every assistant are trying to match one question to one page. A single cosmetic dentistry page covering six treatments matches none of them well, so it loses to six practices each with a dedicated page. Splitting an existing page into six is usually a bigger win than writing anything new.

What goes wrong

The page written by someone who has never met a patient

Agency copy uses the clinical name, opens with a paragraph about the history of the procedure, and never states a price. Write the page from a recording of your TC answering the phone. Those are the words patients use and the questions they actually ask.

The clinician's page They are choosing a person, not a practice. Give them the person.

She is choosing a person, not a practice

  • For anything surgical or cosmetic, the brand is a wrapper.
  • Her question is: has this person done this before, and often.
  • A stock headshot and joined the practice in 2019 answers neither.
  • Give the number of cases, the training, and a real photograph.

What goes on the page

  • Full name, role and GDC registration number.
  • Where they trained, and what they trained in afterwards.
  • How many of this specific treatment they have done.
  • One sentence on why they do it, in their own words.
  • A photo of them in the practice, not a studio headshot on white.
  • A 60 second video of them talking to camera.

The 60 second video, line by line

  1. 01 “'I am Priya Nair, I am the implant dentist here at Bridge Street.'”
  2. 02 “'I have been placing implants for eleven years, mostly single units and full arches.'”
  3. 03 “'The thing people are most worried about is pain, so let me tell you what it is actually like.'”
  4. 04 “'You will be numb, you will be awake unless you would rather not be, and it takes about an hour.'”
  5. 05 “'Come and meet me before you decide anything. That is what the consultation is for.'”

Why this works

Specificity is the trust signal

Passionate about patient care means nothing, because everybody writes it. Eleven years, mostly single units and full arches means something, because it can be checked and it can be wrong. Every vague sentence you replace with a specific one raises the page's credibility.

Rules that apply

GDC rules on titles and qualifications

Only use specialist if the clinician is on the relevant GDC specialist list. State qualifications accurately and do not imply a status that does not exist. Registration numbers should be shown. The same applies on Instagram bios, which are advertising too.

Where to link it

  • From every treatment page that clinician performs.
  • From the landing page, in the section about who does the surgery.
  • In the pre-consultation email, so they arrive knowing the face.
  • From the Google Business Profile services entries.
Patient story videos Ninety seconds of a real patient beats any copy you will ever write.

Why 90 seconds of a real patient beats the whole site

  • She is watching someone name the exact fear she has right now.
  • It works because it is unpolished and obviously not an actor.
  • They raise worries the practice would never think to write down.
  • Film it at the fit appointment, while they are still delighted.

How to film one in ten minutes

  1. Ask at the fit appointment, when they have just seen the result.
  2. Get the consent form signed before you press record.
  3. Sit them in the chair, phone on a small tripod, window light on their face.
  4. Ask three questions and stay quiet while they answer.
  5. Do not script it, do not re-shoot it, and do not add music.

The three questions

  1. 01 “'What was it like before you came in? What could you not do?'”
  2. 02 “'What were you most worried about before you booked?'”
  3. 03 “'What would you say to someone sitting where you were six months ago?'”

Where it goes

  • On the treatment page, next to the case that matches it.
  • In the ad account, as a video creative.
  • In the pre-consultation email.
  • Cut into three vertical clips for reels and TikTok.

Rules that apply

Consent, and then consent again for social

Written consent must cover the specific uses: website, paid advertising, and social media where it can be shared onwards and cannot be fully withdrawn. Tell them that plainly before filming. Keep the form with the record, and honour a withdrawal quickly if it comes.

What goes wrong

The over-produced testimonial

Colour grading, a music bed and a graphic lower third turn a patient into an advert, and it stops being believed. Subtitles, because most of it is watched on mute, and nothing else.

The objection content Answer it on the page or answer it on the phone. Only one of those scales.

Eight questions stand between her and the enquiry

  • Your TC answers all eight, ten times a week, on the phone.
  • Almost none of them are anywhere on the website.
  • The ones who ring get an answer. That is the small group.
  • The larger group will not ring a stranger. They close the tab.
What they are thinking What the page has to say
Will it hurtWhat anaesthetic is used, and what day two actually feels like
How long does it takeNumber of visits, and the total in weeks
Can I pay monthlyThe monthly figure, the term and the lender
What if it failsThe guarantee, the review schedule, and who pays for a redo
Will it look fakeCases like theirs, with names and dates
Am I too old for thisA case older than them, treated successfully

How to write them in one afternoon

  1. Sit with Emma for an hour while she takes calls.
  2. Write down the questions verbatim, in the patient's words.
  3. Write down her answers verbatim, including the reassuring bit.
  4. Put them on the treatment page as full sentences, not a collapsed accordion.
  5. Turn each one into a 30 second video for social.

Why this works

The unasked question is the expensive one

You hear the objections from the people confident enough to voice them, which is a minority. The silent majority have the same questions and no route to an answer. Answering on the page reaches both groups and costs you one afternoon.

What goes wrong

The FAQ written by the web agency

Do you accept new patients, where can I park, what are your opening hours. None of these are objections. An objection is the thing that stops someone spending £2,400. If the answer is not slightly uncomfortable to write, it is not an objection.

Speed and mobile You pay for the tap, not the load. A slow page bins money already spent.

You are billed for the tap, not the load

  • The click is charged the moment her finger leaves the screen.
  • Six seconds on 4G and a big share of those never see the page.
  • That is not a conversion problem. It is cash straight out.
  • It is almost always one photograph nobody resized.

The five minute test

  1. Take a real phone off the practice wifi and onto mobile data.
  2. Open the landing page cold, and count out loud until content appears.
  3. Try to tap the phone number with your thumb, not your finger tip.
  4. Try to complete the form one-handed while standing up.
  5. Do the same on the two competitors above you in the search results.
What usually slows a dental site The fix
A 4MB hero photo straight off the cameraExport at 1600px wide, under 200KB
A chat widget plus six tracking scriptsLoad them after the page, or remove them
An auto-playing background videoA still image on mobile
Fonts loading from three different placesSelf-host two weights, no more
A full width carousel on every pageDelete it, nobody scrolls past slide one

What it is worth

Work out what it is costing you

Take your monthly ad spend, and the share of clicks that leave before the page renders. That is the number you are handing back. It is usually more than the cost of the developer day that would fix it, which makes this the easiest sign-off in the whole plan.

What goes wrong

Testing on the practice wifi on a laptop

Your site is fast on a MacBook on fibre with everything cached. Your patient is on a phone, on 4G, on a train, with a cold cache. Those are two different websites and only one of them is generating enquiries.

Retargeting The visitors who left without enquiring. Thirty days of proof, then stop.

The only channel where you know what she was reading

  • Most people who reach an implant page leave without contacting anyone.
  • They are not rejecting you. They are thinking.
  • You know the exact page, so the creative can answer the exact doubt.
  • Thirty days of proof, then stop. After that it is just following her.

The thirty day sequence

  1. Days 1 to 7: before-and-after cases from your own chair, the same treatment.
  2. Days 8 to 14: the clinician on camera answering does it hurt.
  3. Days 15 to 21: finance, with the monthly figure and the lender.
  4. Days 22 to 30: one patient story video, and a deadline on the consultation offer.
  5. Day 31: they leave the audience. Do not extend it.

Audiences to build

  • Visitors to the implant page, excluding visitors to the thank-you page.
  • Visitors to the Invisalign page, kept completely separate.
  • Anyone who watched over 50% of a treatment video.
  • Anyone who opened the form and did not submit it.
  • Exclusion list: enquired in the last 90 days, and existing patients.

Rules that apply

The pixel must not fire before consent

Retargeting depends on cookies, and under PECR those cannot be set until the visitor consents. A banner that loads the pixel while it is still on screen is a breach regardless of the wording on it. Check with the network tab, not with the vendor's marketing page.

Post Exactly as it sends

Still thinking about it? Dr Nair will tell you in 45 minutes whether implants will work for you, with a 3D scan so you can see it before you decide. From £2,400 per tooth, or around £40 a month with Medenta. Bridge Street Dental, Manchester city centre.

Fictional worked example. It names the doubt, the clinician, the time it takes and both prices. The monthly figure makes it a financial promotion, so the landing page carries the representative example.

What goes wrong

Following them around for six months

An uncapped retargeting audience with no exit turns into the practice that will not leave people alone, and it burns budget on people who decided months ago. Thirty days, a frequency cap, and an exclusion list for anyone who has already enquired.

A fork

On the shortlist?

1 things happen here

Did you make the shortlist They compare two or three practices. You are on the list or you are not.

Ten minutes, three tabs, and you are not in the room

  • She opens two or three practices side by side and compares.
  • It takes about ten minutes and happens entirely without you.
  • One gets the enquiry. Occasionally two do.
  • You never find out you were in the comparison, so you cannot fix it after.
They compare You are judged on
ReviewsThe count, the dates, and what the newest ones say
CasesWhether you show work on someone like them
PriceWhether any number appears at all
The clinicianWhether they can see a face, a name and a case count
EffortHow many taps it takes to ask a question

What gets you cut in the first ten seconds

  • The page takes six seconds to load on their phone.
  • No price anywhere, on any page.
  • Fourteen reviews, the newest from two years ago.
  • Stock photography instead of your own cases.
  • A contact form with eleven fields and a captcha.

The ten minute audit, do it this week

  1. Search your main treatment plus your town on a phone.
  2. Open your practice and the two above you, in three tabs.
  3. Compare review count and the date of the newest one.
  4. Compare whether a price appears within one scroll.
  5. Compare how long each page takes to show anything at all.

Why this works

You are not being compared to who you think

The comparison is not against the practice down the road you have known for years. It is against whoever appeared next to you in the results, which is often a corporate group with a landing page and eight hundred reviews. Audit against the ones who actually rank.

This path ends here

Chose someone else

No report, no notification, no reason. Just silence.

1 things happen here

The expensive silence You never get a report on the people who quietly chose somebody else.

The largest group in the journey, and invisible in every dashboard

  • They compared you and chose somebody else.
  • No form, no call, nothing left behind that identifies them.
  • Nothing you fix in this stage produces a notification.
  • That is why this stage feels unrewarding and gets skipped.

What you never get to see

  • That they were comparing you against two named competitors.
  • Which question the page failed to answer.
  • That they left because the price was missing, not because it was high.
  • That they came back twice before giving up.
The largest group Visitors who compared you and left without any contact Illustrative. No report names them. Assume it is most of the people who reached the page.

Why this works

You cannot optimise what you cannot observe

There is no test that reveals these people, so the only strategy available is to be obviously better on the four things they actually check. That is unglamorous and it is why it gets skipped in favour of another campaign, which then gets judged on traffic that this stage is quietly discarding.

The only four things you can do about it

  1. Get review count and recency ahead of the practices that rank next to you.
  2. Show your own cases, on people who look like your patients.
  3. Put a price on the page, with what changes it.
  4. Make the page load in under two seconds on 4G.

What goes wrong

Blaming the ads

When enquiries are low, the ad account gets rebuilt, because it is the part with buttons in it. If the comparison stage is losing people, more traffic just means more people quietly choosing somebody else, at a higher cost per click.

Step 02

She raises her hand

Seven ways in. Every one has to land in the same CRM.

Open it for real

8 things happen here

The enquiry form Four fields plus two qualifying questions. Every extra field costs enquiries.
Screenshot to capture The live enquiry form on a phone: four fields and one button
Four fields plus two qualifying questions. Nothing else.

The narrowest point in the whole journey

  • Every pound of ad spend upstream exists to reach this box.
  • It is usually the default template from whoever built the site.
  • Title dropdown, captcha, nine fields, never tested on a phone.
  • Every extra field costs you enquiries you already paid for.
Field Type Why it earns its place
First nameTextOpens the text message and the phone call
MobileTelThe one field you cannot do without
EmailEmailCarries the follow-up sequence and the price guide
TreatmentDropdownRoutes the lead and sets which script Emma uses
TimeframeDropdownTells Emma who to ring first this afternoon
Consent tickCheckboxUnticked by default. Governs marketing, not the callback

The two qualifying questions, worded exactly like this

  1. Which treatment are you asking about? Implants, Invisalign, cosmetic, something else.
  2. When are you looking to start? As soon as possible, in the next 3 months, just researching.
  3. Nothing else. Budget questions and clinical questions belong on the call.

Delete these from the form you have now

  • Title, surname, address and date of birth.
  • A required message box, which stops people who have no question.
  • How did you hear about us, as a required field.
  • Any captcha that involves choosing pictures of traffic lights.
  • A marketing checkbox that has to be ticked before it will submit.

What goes wrong

The captcha wall

A captcha that fires on a mobile connection kills real enquiries to prevent spam that costs you nothing but a deleted email. Use a honeypot field and server side filtering instead. If you must have one, use an invisible check that never asks the patient to do anything.

SMS Exactly as it sends

Hi {first_name}, thanks for your Invisalign enquiry at Bridge Street Dental. This is Emma. I will ring you from 0161 000 0000 within the hour. If now is a bad time, just reply here with a better one.

Fires within 60 seconds. It is a service reply to their own enquiry, so it does not need marketing consent. It also names the number that is about to ring them, which is why the call gets answered.

Each extra field Costs completions, and the cost is not linear Illustrative. Split test your own form for a month before you trust any published percentage.

Rules that apply

The wording that sits under the submit button

State who you are, what you will do with the details, and how long you keep them, with a link to the privacy notice. The marketing tick stays unticked. Without it you can still ring and text about the enquiry they just made, because that is a service message. You cannot send them offers.

Run this live, on stage

  1. 01 “Fill the form in on a phone, on the projector, with a real mobile number.”
  2. 02 “Start a stopwatch on the screen as you press submit.”
  3. 03 “Read the thank-you page out loud while the phone is still in your hand.”
  4. 04 “Hold the phone up when the SMS lands and read the timer.”
  5. 05 “Now open Smileline and show the lead that has just appeared in it.”
WhatsApp Lowest friction, highest intent. One number, and it has to reach the CRM.

Lowest friction route you can offer

  • She will not ring a stranger and cannot be bothered with a form.
  • She will message on an app already open on her phone.
  • Messages arrive at 10pm and contain photos of the actual tooth.
  • The thread survives, so nobody re-explains anything on day three.

The setup

  1. WhatsApp Business, on the practice mobile number, not anybody's personal one.
  2. A greeting message and an out of hours message, both set up on day one.
  3. Quick replies saved for the five questions you answer daily.
  4. A click-to-chat link and a QR code on the site, in the bio and on the window.
  5. An integration that copies every thread into Smileline as a lead.
WhatsApp Exactly as it sends

Thanks for messaging Bridge Street Dental. We are open 8.30am to 5.30pm Monday to Friday, and Emma will reply first thing. If you are in pain right now, ring 0161 000 0000 and follow the out of hours instructions.

The out of hours auto-reply. It sets a time, so nobody sits waiting, and it separates a real emergency from an enquiry that can wait until the morning.

Why this works

The photo is worth the whole channel

A patient sending a picture of a broken bridge has given you more in one message than a form ever will. Dr Nair can see whether it is urgent before anyone has spoken, and Emma can book the right length of appointment first time instead of guessing.

Rules that apply

A WhatsApp thread is a patient record

Photographs of a mouth are health data under UK GDPR. The thread has to end up in the CRM, be retained and deleted on the same schedule as everything else, and must not sit on a personal phone that leaves the building with a staff member. Use the Business app on a practice device, and say in the privacy notice that you use it.

What goes wrong

The number that belongs to one person

If WhatsApp runs from a nurse's own mobile, the enquiries stop the week she goes on holiday and leave with her when she resigns. One practice number, one device, and access for whoever is covering the phones that day.

The phone call Plenty still ring. Who answers, what they say, and what happens at one o'clock.

The most valuable route, and the least designed

  • People who ring are the ones ready to act.
  • No script, no measurement, no recording.
  • No cover between twelve and two, which is when working people ring.
  • Nobody knows how many calls went unanswered last week.

The first ten seconds

  1. 01 “'Good morning, Bridge Street Dental, Emma speaking.'”
  2. 02 “'Are you ringing about a treatment, or an appointment you already have?'”
  3. 03 “'Invisalign, lovely. Can I take your name and mobile in case we get cut off?'”
  4. 04 “'Have you had a consultation anywhere before, or is this the first time you have looked into it?'”
  5. 05 “'I can get you in with Dr Nair on Thursday at 5.30pm or Saturday morning. Which is easier?'”

Things that must never be said

  • She is with a patient, can you ring back later.
  • I will get someone to give you a call.
  • We do not discuss prices over the phone.
  • It is all on the website.
  • I am not sure, I only do the diary.

Fix the missed calls

  1. Measure it. Pull missed calls by hour from the phone system for one week.
  2. Look at 12pm to 2pm specifically, and at the first hour of the morning.
  3. Route to a mobile after four rings so somebody in the building answers.
  4. Send an automatic text to every missed call within five minutes.
  5. Give one named person ownership of the phone over lunch.
SMS Exactly as it sends

Hi, this is Emma at Bridge Street Dental. Sorry we missed your call just now. What can I help with? You can reply to this message or ring back on 0161 000 0000 and ask for me.

Fires automatically five minutes after a missed call, in practice hours. A service reply to their own call, so it does not need marketing consent.

What it is worth

The lunchtime hole

Working patients ring during their own lunch break, which is when the practice is also at lunch. Pull one week of missed calls by hour and count them. Every one of those is an enquiry you already paid to generate, lost to a rota.

Instagram and Facebook DM A DM is a lead. It has to leave the app and get into the CRM.

Warmest audience, worst plumbing

  • She has just watched your content and asked a question.
  • It lands in an inbox owned by whoever runs the social account.
  • Answered when it is answered. Never appears in any report.
  • The channel is fine. The missing route out of the app is not.

The route out of the app

  1. Reply within the hour during practice hours, from the practice account.
  2. Answer the question they asked, properly, before doing anything else.
  3. Ask for the mobile number so the thread does not get lost in their DMs.
  4. Create the lead in Smileline with source set to Instagram DM.
  5. Move the conversation to WhatsApp or a call, and continue it there.

The reply that moves it on

  1. 01 “'Hi Sarah, thanks for messaging.'”
  2. 02 “'Yes, we do Invisalign, and Dr Nair sees new cases on Thursdays.'”
  3. 03 “'It starts at £2,900, or about £69 a month, depending on how much movement you need.'”
  4. 04 “'What is your mobile? I will text you the times so this does not get lost in your DMs.'”
  5. 05 “'Was it the crowding on the bottom teeth, or the top as well?'”

Why this works

Story replies are the warmest lead you get

Somebody replying to a story has just watched your content, formed an opinion and acted within seconds. They are further along than anybody arriving from a search ad, and they are almost never treated as a lead because they came in as a message rather than a form.

What goes wrong

The inbox on one person's phone

When social is run from a personal account or a personal device, the enquiries are invisible to the practice, unanswered for a fortnight in August, and gone entirely when that person leaves. Practice account, practice device, shared access.

What has to exist before it counts as a lead

  • A name and a mobile number.
  • The treatment they asked about.
  • Source recorded as Instagram DM or Facebook DM, not as social.
  • A task assigned to a named person with a due time.
The 3-step quiz Three easy screens get completed more often than one long form.

Same data, different order, completes more often

  • A form asks for the mobile before she has invested anything.
  • A quiz asks an easy question first and gets a tap.
  • Contact details come at three quarters through, to get the answer.
  • Three easy screens beat one long form.

The three screens

  1. Screen one: which of these is closest to your teeth? Four photos, one tap, no typing.
  2. Screen two: how soon would you want to start? Three buttons.
  3. Screen three: where shall we send your result? First name and mobile.

Why this works

The first tap is the whole mechanism

Once somebody has answered one question they have started something, and people finish things they have started. That is why screen one must be a tap on an image and not a text box. Ask for the mobile number on screen one and you have simply built a form with a progress bar on it.

Rules that decide whether it works

  • No typing until the last screen.
  • Three dots at the top so they can see it is nearly over.
  • Every answer is a big tap target, not a radio button.
  • It writes into Smileline as a lead, with the answers attached.
  • The answers appear on Emma's screen before she rings.
System Exactly as it sends

The result screen

Based on what you have told us, Invisalign is likely to suit you, and cases like the one you picked usually take around 6 to 9 months. Emma will ring you to confirm and to book a scan with Dr Nair, who will check the fit properly before anything is agreed.

Fictional worked example. It gives a result rather than a thank you. Any clinical range you put on the screen has to be signed off by the clinician and hedged, because it is not a diagnosis.

What goes wrong

A form with a progress bar is not a quiz

If screen one asks for a name and email, nothing has been gained and a step has been added. The gain comes entirely from the first question being effortless and about them, not about their contact details.

What the answers do for the call

  • Emma opens with their treatment, not with what can I help you with.
  • The timeframe answer decides who gets rung first.
  • The photo they picked tells Dr Nair what to expect before the scan.
  • Just researching goes on a slower sequence, not into the bin.
Website chat and AI receptionist After hours capture. One job: name, mobile, treatment, then hand over.

You do not lose the 11am enquiries

  • You lose the 9.40pm one, when the practice is shut.
  • She has just decided to do something and nothing responds.
  • Chat catches that person and hands them to Emma at 8.30am.
  • One job: name, mobile, treatment, then hand over. Nothing else.

The only four things it should do

  • Get a first name.
  • Get a mobile number.
  • Get which treatment they are asking about.
  • Tell them exactly when a human will ring, and then make that happen.

What it must never do

  • Quote a price for a specific case it cannot see.
  • Give clinical advice of any kind, including about pain.
  • Promise a particular appointment time it cannot hold.
  • Pretend to be a member of staff.
System Exactly as it sends

Hi, this is the Bridge Street Dental assistant. Emma is back in at 8.30am. If you tell me your first name, your mobile and what you are asking about, she will ring you first thing.

The out of hours opener. It says what it is, sets a time, and asks for the three things that turn this into a lead.

Rules that apply

Say it is a machine, and say where the data goes

Do not present an assistant as a named receptionist. Anything a patient types, including symptoms, is personal data being processed by a third party, which needs to be covered in the privacy notice and in a processor agreement with the vendor. Set a retention period for the transcripts.

What it is worth

The handover is where the value is

A chat that collects fifty conversations nobody reads is worth nothing. The value is created at 8.30am when a human rings every name from the night before. Build the handover before you buy the chat widget.

Walk-in and reception Still happens. Still needs a record, a source and a follow-up.

More effort than every other route combined

  • She travelled, came in without an appointment, and is standing there.
  • The usual response: a card and have a look at the website.
  • That converts a booked consultation into nothing at all.
  • Take the mobile, create the record, book the slot at the desk.

The reception routine

  1. Take their name and mobile before anything else is discussed.
  2. Put it into Smileline on the iPad, in front of them, source set to walk-in.
  3. Offer a consultation there and then, with two specific times.
  4. If they will not book, agree that Emma will ring tomorrow, and say when.
  5. Give them something to take away that names the treatment and the price.

At the desk

  1. 01 “'Of course, we do implants here. Let me take your name and mobile first.'”
  2. 02 “'What made you pop in today, was something bothering you?'”
  3. 03 “'Dr Nair has Thursday at 5.30pm or Saturday at 10am. Would either of those work?'”
  4. 04 “'If you would rather think about it, I will get Emma to ring you tomorrow morning. Is 10am alright?'”

What goes wrong

The card and the hope

Handing over a business card and asking them to look at the website converts a person standing in front of you into a stranger on the internet who now has to choose you again from scratch, against everyone else in the search results. Book them, or capture them.

Why this works

Effort is the strongest intent signal there is

Nobody walks into a dental practice to browse. A walk-in has a specific problem and has decided today is the day. Treated properly, this is the highest converting enquiry type you have, which makes the current process the most expensive gap in the stage.

What has to be captured before they leave

  • Name and mobile number.
  • Which treatment, in their words.
  • What prompted them to come in today.
  • Whether they want a call or a booked slot, and when.
Consent, before you text anyone Service messages are fine. Marketing texts need consent and a way out.
Kind of message Example What it needs
ServiceYour appointment is Tuesday at 2pmNothing extra. She asked for it.
ServiceThe callback you requested is bookedNothing extra. She asked for it.
Marketing£500 off Invisalign this monthPrior consent, your name, a free opt out
MarketingWe have consultation slots leftPrior consent, your name, a free opt out
The message What it is What it needs
Your appointment is Thursday at 5.30pmServiceNo marketing consent needed
Emma will ring you within the hourServiceNo marketing consent needed
£500 off implants this monthMarketingPrior consent, named sender, STOP
Our newsletter, with an offer in itMarketingPrior consent, unsubscribe in every send
Please leave us a Google reviewTreat as marketingConsent, and never incentivised
System Exactly as it sends

The consent line under the form

Tick here if you are happy for Bridge Street Dental to text or email you about treatments and offers. We will not pass your details to anyone else. You can stop at any time by replying STOP or clicking unsubscribe.

Unticked by default, and it must not block the submit button. Making an enquiry is not consent to be marketed to, but you can still ring and text about that enquiry.

What every marketing text must carry

  • The practice name, so they know who is texting.
  • A free opt out, which is normally reply STOP.
  • An opt out that is actually processed, same day, automatically.
  • A record of when and how consent was given, kept with the contact.

Rules that apply

PECR sits on top of UK GDPR

UK GDPR governs holding the data, PECR governs sending the message, and both apply. The ICO can fine for unsolicited marketing texts regardless of how lawfully you obtained the number. Keep proof of consent per contact, with a date and a source, not a general statement that you have a policy.

What goes wrong

The imported list

The spreadsheet from the old practice management system, the list from the practice you bought, and the file somebody exported in 2014 are not consented lists. Texting them is the fastest route to a complaint from someone who has not been a patient in a decade. Ring them instead, or leave them alone.

Step 03

Enquiry created

The first countable event. Cost per enquiry starts here.

Open it for real

4 things happen here

Enquiry created The first countable state change. Every pound spent upstream is judged here.

This node is the join

  • Everything left of here is spend: ads, SEO, reviews, the website.
  • Everything right of here is conversion.
  • Cannot state last month's enquiries by treatment and by source?
  • Then nobody can say whether any of the spend worked.

An enquiry only counts when all five are captured

  • First name and surname, typed by the patient, not guessed.
  • Mobile number, because the call is how this gets converted.
  • Email address, because the price and finance information goes there.
  • Treatment interest, so the right person calls and the value is right.
  • Source, stamped by the system at the moment of creation.
£85 Cost per implant enquiry at Bridge Street Dental Illustrative figure for the worked example. Replace with your own.

Work out yours in four minutes

  1. Take last month's total ad spend for one channel, including VAT and management fees.
  2. Count the enquiries the CRM stamped with that source in the same month.
  3. Divide spend by enquiries. That is your cost per enquiry for that channel.
  4. Repeat per treatment. Implants and Invisalign will not be the same number.

Why this works

Why this is the pivot point

Cost per enquiry is the only number that lets you compare Google Ads against Meta against a leaflet drop on the same scale. It also exposes the channel that looks cheap on clicks and expensive on people.

What goes wrong

The mistake practices make

Counting enquiries in three places: the website inbox, the phone log, and a notebook on reception. Three counts means no count. Pick one system and make everything land in it, including the phone calls.

Smileline, the CRM One record, one owner, one source stamp, one timeline for every enquiry.

Do this live, and do it first

  1. Fill in the website form as a patient, on your own phone.
  2. Count to ten out loud.
  3. Refresh Smileline. The record is there, every field populated.
  4. Nobody typed it. That moment sells the system better than any slide.

What one record must hold

  • One owner, a named person, set at creation and visible on the card.
  • One source stamp, written by the system at the moment of creation.
  • One timeline, holding every call, text, email and note in order.
  • One status, so anyone can see where this person is without asking.
  • One deal, carrying the treatment and the estimated value.
Field Where it comes from What breaks without it
SourceHidden form field plus UTM tagsYou cannot tell Google Ads from organic. Budget becomes guesswork.
TreatmentThe form's treatment dropdownWrong person calls, wrong pricing sent, wrong deal value.
OwnerAssignment rule on creationTwo people ring, or nobody does. Usually nobody.
Created atSystem timestampNo speed-to-lead clock. You cannot measure the response.
ConsentTick box state on the formNo lawful basis on file for later marketing messages.

Why this works

Why source attribution dies without this

Source cannot be recovered later. Ask a patient in week three where they heard of you and they will say 'Google', whether they clicked an ad, found the map pack, or read a friend's Facebook post. The only reliable stamp is the one the system writes at creation from the UTM tags and the form's hidden fields. If it is not stamped there, that enquiry is permanently unattributed.

System Exactly as it sends

Contact: Sarah Whitfield Mobile: 07700 900000 Email: sarah.whitfield@example.com Treatment: Dental implants, lower left Source: google-ads / implants-manchester / exact Created: 14 July, 19:42 Owner: Emma Hartley Status: New enquiry Consent: Marketing yes, recorded 14 July 19:42

This is the record as it should look ten seconds after the submit, with nothing typed by hand.

Run the demo in this order

  1. Open the practice website on the projector and submit the enquiry form as a patient.
  2. Switch to Smileline and refresh the contact list. The new record is at the top.
  3. Open it and read the source line out loud. That is the line that pays for the ads.
  4. Show the timeline: the SMS and the email are already logged against the record.
  5. Show the task: a callback due in five minutes, assigned to a named person.

What goes wrong

Now ask what happens at 7:40pm on a Sunday

In most practices the email sits unread in info@ until Monday at half nine. By then she has enquired at two other practices and one of them has already rung her back.

What goes wrong

Two systems means no system

The most common failure is a CRM that holds marketing enquiries and a practice management system that holds patients, with a human copying between them. Within a month the two disagree, staff stop trusting both, and everyone goes back to a spreadsheet. Decide which one is the truth for enquiries, sync the other, and never retype.

Rules that apply

UK GDPR: record the basis, not just the tick

Store what the patient consented to, the exact wording they saw, and the timestamp. Set a retention rule for enquiries that never convert, and make sure a deletion request removes the record from the CRM and the diary, not just one of them.

New or existing patient Check the record before any message sends. Existing patients get different copy.

Check the mobile before anything sends

  • Number already on a patient record? Not a new lead.
  • It is an existing patient asking about something new.
  • Different message, different owner, usually a faster route.
  • She has already paid you once. Do not greet her as a stranger.

How to match, in order

  • Mobile number, normalised to remove spaces and the leading zero.
  • Email address, lowercased.
  • Surname plus date of birth, if the form collects it.
  • If two of the three match, treat it as the same person and merge.
Staff alert Exactly as it sends

EXISTING PATIENT enquiry. Sarah Whitfield, last seen 3 March with Dr Nair. Asking about implants via Google Ads. Do not send the new patient sequence. Ring her yourself: 07700 900000. Open record: {crm_link}

The alert changes, the automated patient messages are suppressed, and a human takes it.

What goes wrong

The duplicate that costs you a patient

A patient who has been coming for a decade fills in the implants form, and gets an SMS that opens 'Thanks for getting in touch with Bridge Street Dental, we would love to welcome you.' They now know the practice does not know who they are. Suppress the generic sequence on any match, every time.

Rules that apply

Do not merge clinical records automatically

Merging marketing contact records is fine. Merging patient records in the practice management system is a clinical safety matter and stays a manual, checked action. Automate the flag, not the merge.

Six things, no humans One form submit fired six actions in under two minutes. No human touched it.

Zoom out. One tap at 19:42 on a Sunday.

  1. 19:43, patient SMS sent, naming Emma and a callback time.
  2. 19:44, patient email sent with prices and what the consult includes.
  3. 19:44, Emma's mobile buzzes with the name and the number.
  4. 19:44, deal created, callback task due, conversion sent to Google.

Why this works

The building was empty the whole time

Six things, six places, no human. That is the difference between having a website and having a system.

When Where it lands What it does
+60 secondsPatient's mobileSMS from Emma, names the treatment, promises a call within 5 minutes.
+2 minutesPatient's inboxFrom price, what the consultation includes and costs, the finance route.
+2 minutesSmileline pipelineDeal opened at New enquiry with owner, treatment, source and value.
+2 minutesEmma's mobilePush alert with name, number, source and their own words, one tap to the record.
+2 minutesTask listCallback due at 19:47, escalates to the practice manager at 20:02.
+5 minutesGoogle Ads and MetaEnquiry conversion sent back with the stored click id.
6 Actions from one form submit, none of them manual Count of the six destinations mapped in column 12 of this journey.

Ask the room, then wait

  1. 01 “Hands up if a patient who enquires at 7:40pm on a Sunday hears from you before Monday morning.”
  2. 02 “Hands up if the enquiry creates a task with a due time, owned by a named person.”
  3. 03 “Hands up if your Google Ads account knows which of last month's clicks became a booked consult.”
  4. 04 “Everything on this slide is configured once. It then runs on every enquiry, forever, for free.”

What happens instead, in most practices

  • The enquiry emails info@, where four people can see it and none of them own it.
  • It is read the next morning, between a patient in the chair and a phone ringing.
  • Someone rings once, gets voicemail, and writes 'LM' on a sticky note.
  • There is no record of the source, so nobody can say which ad paid for it.
  • The lead is never counted, so nothing about it can ever be improved.

What it is worth

What the gap is worth

Take your enquiries last month, and the proportion that never got a conversation. Multiply that count by your average accepted case value and by your acceptance rate. That is the money that went past the door with the lights off. It is almost always larger than the entire ad budget it came from.

Why this works

Automation is not about replacing the team

None of these six is the job. The job is the conversation the coordinator has at 19:47. The six exist so that conversation happens at all, and so the coordinator walks into it knowing the name, the treatment, the source and the patient's own words.

What goes wrong

Build them one at a time

A practice that tries to switch on all six in a week gets a broken sequence texting the wrong people, and turns the whole thing off. Build the SMS. Watch it for a week. Then the alert, then the task, then the email, then the pipeline, then the conversions.

Your homework, before the next session

  1. Submit your own website enquiry form as a patient and time what happens.
  2. Write down which of the six fired. Be honest about the ones that did not.
  3. Find last month's enquiry count and how many got a conversation within an hour.
  4. Bring both numbers. They are the baseline everything else gets measured against.

Fires automatically

Patient SMS

60 seconds

1 things happen here

Patient SMS, 60 seconds Sent 60 seconds after the form submit. Named human, a promise, an escape hatch.

Three jobs, sixty seconds, about four pence

  • Names a human, so the callback is from someone not something.
  • Promises a specific time, so she stops shopping around.
  • Offers a way out, so a bad moment does not become a lost lead.
  • Sent at her highest point of intent and her most nervous.
SMS Exactly as it sends

Hi {first_name}, it's Emma at Bridge Street Dental. Thanks for your enquiry about {treatment}. I'll call you shortly from 0161 000 0000, usually within 5 minutes during opening hours. If now is not a good time, reply with a better one and I'll ring then.

156 characters is one message segment at 160. Going over doubles the send cost and can split the message on older handsets.

Why each line is in there

  • 'It's Emma' gives them a person to expect, so the unknown number gets answered.
  • The practice name stops it reading as spam or as a scam text.
  • The number is stated, so they can save it before you ring.
  • 'Within 5 minutes' sets the expectation you are about to meet.
  • 'Reply with a better time' catches the ones who cannot talk at work.

Why this works

You are buying the next thirty minutes

Someone researching implants at 9pm is looking at more than one practice. The first named human to reach them frames every practice they speak to afterwards. This SMS is how you get there first, even when nobody is in the building.

Rules that apply

PECR: service response, not marketing

Replying to a direct enquiry about the treatment they asked about is a service message and does not need a marketing opt-in. The moment you send them an offer, a newsletter or a whitening promotion, it becomes marketing and needs consent plus an opt-out instruction. Keep the two flows separate in the system.

What goes wrong

Send from a number that can receive

Practices buy an alphanumeric sender ID because it looks smart, then discover the patient's reply goes nowhere. Use a real mobile number or a two-way virtual number, and make sure the replies land in the CRM timeline, not on a handset in a drawer.

Fires automatically

Patient email

2 minutes

1 things happen here

Patient email, 2 minutes Prices, what the consult includes and what happens next. Does the phone call's work.

Answer the price question in writing, in two minutes

  • She rings three practices. Two dodge the price question.
  • She books with the one that answered it.
  • Send the from price, what the consult includes, and how finance works.
  • Two minutes after every enquiry, with no human involved.
Email Exactly as it sends

Your implant enquiry, and what the consultation involves

Hi {first_name}, Thanks for getting in touch about {treatment}. I'm Emma, the treatment coordinator at Bridge Street Dental, and I'll be looking after you. What you asked about: Single implant, from £2,400 including the crown. Full arch options start at £11,500. Your exact plan comes from the scan, so treat these as a starting point. The consultation: 45 minutes with Dr Priya Nair, includes a CBCT scan and photographs, and you leave with a written plan and a fixed price. It costs £50, and that comes off your treatment if you go ahead. Paying monthly: We use Medenta, so most plans can spread over 12 to 60 months. Representative examples and the full terms are on the finance page. What happens next: I'll ring you from 0161 000 0000 to answer anything and find you a slot. If you would rather pick a time yourself, use the link below. Emma Hartley Treatment Coordinator, Bridge Street Dental 0161 000 0000

Plain text, from Emma's address, not a designed template from noreply@. It should look like a person wrote it, because a person did, once.

What the email must contain

  • A from price for the treatment they asked about, with the caveat stated plainly.
  • What the consultation physically includes: time, clinician, scan, written plan.
  • What the consultation costs and whether it comes off the treatment.
  • The monthly payment route, named, with a link to the representative example.
  • One clear next step: the call, plus a self-book link for the impatient.

Why this works

This email does the phone call's work

Half of a first call is price, finance and 'what actually happens on the day'. Answer all three in writing before the call, and the call becomes a short conversation about their situation and two available slots, which is a far easier call for the coordinator to make.

Rules that apply

FCA: finance wording is regulated

Any mention of monthly payments is a financial promotion. Use the exact wording your finance provider approves, include the representative example where required, and never invent an APR or a monthly figure for an email template. Route the detail to a finance page the provider has signed off.

What goes wrong

Do not send it from noreply@

A noreply address tells the patient there is no human here, and it kills the replies that are the cheapest bookings you will ever get. Send from the treatment coordinator's real address and make sure the reply lands in the CRM timeline.

Fires automatically

Staff alert

To Emma's mobile

1 things happen here

Staff alert To the TC's mobile, not a shared inbox. Name, mobile, treatment, source, link.

From buzz to dialling in two taps

  • An enquiry emailed to info@ is addressed to nobody.
  • Nobody is exactly who deals with it.
  • Push to the TC's mobile, naming the patient.
  • One link that opens the record with the number ready to dial.
Staff alert Exactly as it sends

New implant enquiry, 19:42 Sarah Whitfield, 07700 900000 Source: Google Ads, implants manchester Message: 'Lost a lower back tooth about a year ago, wondering about cost.' Call due 19:47. Open: {crm_link}

Their own words are in the alert. It is the single most useful line for the first ten seconds of the call.

What the alert has to carry

  • First and last name, so the call opens with their name.
  • Mobile number as a tap-to-dial link.
  • Treatment and source, so the coordinator knows the context before the ring tone.
  • Whatever they typed in the message box, verbatim.
  • A deep link into the record, not a link to a login screen.

What goes wrong

Alerting everyone is the same as alerting nobody

Send the alert to the whole team and each person assumes another one has it. Route it to one named owner, with an escalation to the practice manager if the callback task goes overdue. Diffusion of responsibility is not a personality problem, it is a routing problem.

Why this works

Push beats email, every time

Email is checked on a schedule. A push notification is seen inside a minute, including at 7pm from a sofa. If evening cover is part of the deal, the alert has to reach the person who is covering, wherever they are.

Fires automatically

Deal created

Stage and value

1 things happen here

Deal created Stage, owner, treatment, source and estimated value. The pipeline is the forecast.

Contact is the person. Deal is the opportunity.

  • One person can have several deals over the years.
  • Create one automatically on every enquiry.
  • Every open enquiry now carries a stage and a number.
  • That is what turns an address book into a forecast.

Stamped at creation, no typing

  • Stage: New enquiry.
  • Owner: the treatment coordinator on duty that day.
  • Treatment: taken from the form, so implants and Invisalign never mix.
  • Source: copied from the contact, so the pipeline can be split by channel.
  • Estimated value: your average accepted case value for that treatment.
Stage What it means What moves it on
New enquiryCreated, nobody has spoken to them yetA conversation, not a voicemail
ContactedA human has spoken to themThey are qualified and a slot is offered
Consult bookedA date sits in DentallyThey attend
Plan presentedThey have a written plan and a priceThey accept, or they go on the follow-up
AcceptedSigned, deposit taken, treatment datedTreatment starts

Turn the pipeline into a forecast

  1. Sum the estimated value of every open deal at stage Consult booked.
  2. Multiply by your actual attendance rate from the last three months.
  3. Multiply by your actual plan acceptance rate from the last three months.
  4. That number is what this month's marketing is likely to produce.

Why this works

Stages are the diagnosis

When the pipeline piles up at Contacted, you have a booking problem. When it piles up at Consult booked, you have an attendance problem. When it piles up at Plan presented, you have a finance or a follow-up problem. The stage where deals go stale tells you exactly where to spend the next week.

What goes wrong

Twelve stages is not a pipeline

Every stage a human has to update is a stage that will be wrong within a fortnight. Five stages, each with a clear exit condition, updated by the system wherever possible. If nobody can say out loud what moves a deal out of a stage, delete the stage.

Fires automatically

Callback task

Due in 15 min

1 things happen here

Timed callback task A real task with a real due time. Overdue by 15 minutes escalates to the manager.

The alert tells someone. The task holds them to it.

  • A real task with a real due time, not a reminder.
  • Overdue by 15 minutes escalates to the practice manager.
  • Without it the whole promise rests on one person's memory.
  • On a busy Tuesday, memory loses.

The rules that make it work

  1. Due time is set by the system from the enquiry timestamp, never typed.
  2. One owner, named, matching the person the alert went to.
  3. Completing it requires logging the outcome, so 'done' means something.
  4. Overdue by 15 minutes notifies the practice manager, not just the owner.
  5. An answered call closes the task automatically from the call log.
Enquiry arrives Call due Who covers
08:00 to 17:30, weekdayWithin 5 minutesTreatment coordinator on duty
17:30 to 21:00, weekdayWithin 15 minutesEvening cover, agreed rota
After 21:0009:05 next working dayFirst coordinator in
Saturday and SundayWithin 30 minutes, 10:00 to 18:00Weekend rota, if you run one

Why this works

A due time changes behaviour, a list does not

A list of callbacks is a list of things that can wait. A task that turns red at 19:47 and pings the practice manager at 20:02 does not wait. The escalation is the part that changes the median, because it makes the delay visible to someone other than the person causing it.

What goes wrong

Tasks nobody clears become wallpaper

If the task list has 140 overdue items, the red stops meaning anything. Clear the backlog once, set a rule that anything older than 14 days closes with a reason, and keep the list short enough that red is genuinely unusual.

Fires automatically

Back to the ads

Google and Meta

Open it for real

1 things happen here

Conversions sent back to Google and Meta Send enquiry, booked consult and accepted case back to Google and Meta.

The platforms get good at whatever you send them

  • Send only form submitted, and they find you form fillers.
  • Including the ones who never answer the phone.
  • Send booked consult and accepted case as well.
  • The model starts buying a different kind of person.

Wiring it up

  1. Store the Google click id and the Meta click id on the contact record at form submit.
  2. Create three conversion actions: Enquiry, Consult booked, Case accepted.
  3. When the CRM stage changes to Consult booked, send the offline conversion with the stored click id.
  4. When the stage changes to Accepted, send that event with the accepted value in pounds.
  5. Set Consult booked as the Primary action for bidding. Leave Enquiry as secondary and observable.
Event Fires when What it teaches the platform
EnquiryForm submittedVolume. Useful early, when there is not enough data for anything else.
Consult bookedStage moves to Consult bookedThe people who actually pick up the phone and take a slot.
Case acceptedStage moves to Accepted, with valueValue. The bidding starts favouring high value treatments.

Why this works

Why this is the loop almost nobody closes

It sits between the marketing agency, who do not have CRM access, and the practice, who do not think of the CRM as an advertising tool. So it never gets built, and the ad accounts spend years optimising for form fills. Building it once changes what the same budget buys.

What goes wrong

Do not switch bidding before you have data

Value based bidding on three conversions a month will make the account worse. Send the events from day one so the history builds, but leave the bidding strategy alone until the Primary action is producing a steady weekly count.

Rules that apply

Hash the identifiers, record the consent

Offline conversion uploads use hashed email and phone. Only send data for people whose consent state allows it, keep your consent banner and Consent Mode configuration consistent with what you actually do, and document the flow in your privacy notice.

Step 04

Someone rings her back

Minutes from enquiry to first ring, measured per person.

Open it for real

5 things happen here

First human contact A named person speaks to the patient. Target under 5 minutes in opening hours.

Contact means a two-way conversation with a human

  • A voicemail is not contact.
  • An SMS that gets no reply is not contact.
  • This is the definition practices fudge.
  • A fudged definition gives you a beautiful report and an empty diary.

What counts and what does not

  • Counts: an answered phone call, however short.
  • Counts: a WhatsApp or SMS exchange where the patient replies.
  • Does not count: a voicemail, however friendly.
  • Does not count: the automated SMS at 60 seconds. That is the system, not a person.
Under 5 min Target median, enquiry to first conversation, in opening hours A working target for the worked example. Set yours from your own baseline first.

How to actually hit it

  1. One named person owns the phone for a defined block, not 'whoever is free'.
  2. That person is not also on reception during their block.
  3. The alert goes to their mobile, so the block can be anywhere in the building.
  4. The callback task escalates at 15 minutes, so a busy hour becomes visible.
  5. Review the misses weekly and fix the cause, not the person.

Why this works

Why speed converts

The patient submitted the form because they were thinking about it right then. Ten minutes later they are back in their evening. A week later they have booked somewhere else and forgotten they ever filled in your form. You are not competing on speed with other practices so much as with the patient's own attention.

What goes wrong

Withheld numbers get ignored

If the practice line shows as withheld or as a number nobody recognises, the answer rate collapses. Ring from a number that matches the one in the SMS the patient just received, and make sure that number is what shows on their screen.

The qualification call Sixty seconds. Six questions. Two slots offered before the call ends.

Sixty to ninety seconds. Four things.

  • Can this person be helped by what you actually provide.
  • When do they want to start.
  • Who else is involved in the decision.
  • A date in the diary before the call ends.

What goes wrong

It is not a consultation

No clinical options, no sales pitch, no twenty minute chat. Sixty seconds done well beats twenty minutes done warmly, because it ends with a booking.

The six questions, in this order

  1. 01 “1. What made you look into {treatment} now, rather than last year or next year?”
  2. 02 “2. Have you had any treatment for this before, here or anywhere else?”
  3. 03 “3. If we found you the right plan, how soon would you want to get started?”
  4. 04 “4. Have you got a rough budget in mind, or would spreading it monthly help?”
  5. 05 “5. Is there a date you are working towards? A wedding, a holiday, anything like that?”
  6. 06 “6. Is there anyone else who would want to be there when we go through the plan and the costs?”

Why this works

Question six is the highest value question in the call

Ask it and the partner, spouse or adult child gets invited to the consultation and hears the plan and the price first hand. Skip it and you get 'I need to speak to my partner' at the point of acceptance, followed by three weeks of unanswered calls while someone who was never in the room decides. This one question moves more cases than any other line in the whole script.

What they say What it tells you What you do next
'It has been bothering me for years'Low urgency, something changed recently. Find out what.Ask what changed. That answer is the reason they will go ahead.
'I just want to know the price'Price is the gatekeeper, not the objection.Give the from price plainly, then offer the consultation slot.
'I had a quote elsewhere'They are comparing. Speed and clarity win this one.Offer the earliest slot you have and confirm what is included.
'I need to check with my husband'You asked question six too late, or not at all.Book a slot that suits both of them and invite him by name.

The close, said out loud

  1. 01 “Based on that, the next step is 45 minutes with Dr Nair, with a scan and a written plan.”
  2. 02 “I have got Tuesday at 5:40pm, or Thursday at 10:20am. Which of those works better?”
  3. 03 “Brilliant. There is a £50 deposit that comes off your treatment, and I'll text you a link now while we are on the phone.”
  4. 04 “And bring {decision_maker} if you can. It saves you explaining it all again afterwards.”

What not to do on this call

  • Do not diagnose. You have not seen their mouth and neither has the clinician.
  • Do not quote a final price. Give the from price and let the plan do the rest.
  • Do not ask 'when suits you?'. That is homework, and homework does not get done.
  • Do not read the questions off a card. Learn them, then have a conversation.
  • Do not end the call without either a booked slot or an agreed next contact.
SMS Exactly as it sends

Lovely to speak to you {first_name}. You're booked in with Dr Nair on Tuesday 22nd at 5:40pm at Bridge Street Dental, 45 minutes including your scan. Here's the £50 deposit link, which comes off your treatment: {deposit_link}. Any questions, just reply here. Emma

Sent while the patient is still on the phone. The deposit is far more likely to be paid in the next two minutes than in the next two days.

How to train it into the team

  1. Record three real calls per coordinator per week, with the patient's consent.
  2. Listen for the six questions. Mark which were asked, not how well.
  3. Review one call together each week, and only ever pick one thing to change.
  4. Track booked consults per call answered per coordinator, and coach the gap.

Rules that apply

GDC: no diagnosis without an examination

A treatment coordinator can explain what a consultation involves, what things cost from, and how finance works. They cannot say whether the patient is suitable for implants, how many they need, or what will happen clinically. Keep the script on process and cost, and hand clinical questions to Dr Nair.

What goes wrong

Recording calls is not optional if you want to improve

Without recordings, every discussion about the call is two people remembering different conversations. Tell patients the call is recorded, store the recordings inside your retention policy, and use them for coaching rather than for blame.

The speed-to-lead clock Minutes from enquiry to first human contact, recorded per team member.

The most improvable number in the practice

  • The CRM already knows when the enquiry was created.
  • It already knows when the first outbound call connected.
  • Closing the gap costs no ad spend, no software, no new staff.
  • It needs one person to look at it every Monday.

How to build the report

  1. Take the enquiry created timestamp as the start, not the moment someone opened the record.
  2. Take the first connected outbound call as the end. Voicemails and no-answers do not stop the clock.
  3. Exclude out-of-hours enquiries from the headline figure, and report those separately.
  4. Report the median and the worst case. The average hides the enquiry that waited two days.
  5. Break it down by team member and by day of week.
Median response What it usually means
Under 5 minutesAlerts and tasks are wired up and someone owns the phone.
15 to 60 minutesSomeone is checking a list between patients. Fixable this week.
2 to 6 hoursEnquiries land in an inbox and get batched. No ownership.
Next day or worseThere is no system. The leads are being paid for and posted through a shredder.

Why this works

Why the median and not the average

One enquiry that waited 48 hours drags an average of forty good responses into the bin, and then the team argues about the outlier instead of the pattern. The median tells you what a typical patient experiences. Report the worst case beside it so the outlier still gets fixed.

What goes wrong

Do not measure it as a league table

The moment the number becomes a stick, coordinators start logging calls they did not make and marking voicemails as contacted. Measure the practice, review the process weekly, and make the escalation the thing that catches the misses, not the naming.

One named owner The patient gets a name and a photo. Named humans get called back.

One name, from the first SMS to the front door

  • Every message signed by Emma Hartley, from her number.
  • Her photo on the confirmation page.
  • Emma greets her when she walks in.
  • That continuity is why the second call gets answered.

Where the name and face have to appear

  • The 60 second SMS and every message after it.
  • The enquiry email, sent from her address, not from noreply@.
  • The booking confirmation page, with a photo and one line about her.
  • The pre-consult reminders and the morning-of message.
  • The greeting at the door on the day.

Why this works

People do not ring buildings back

A missed call from 'Bridge Street Dental' is an admin task the patient will get to later. A missed call from Emma, who texted them an hour ago and said she would ring, is a person waiting for them. Same call, different answer rate, and the only change is that someone put their name on it.

Making it survive holidays and staff changes

  1. Define one named cover person per coordinator, and say so in the handover message.
  2. When cover takes over, the message says so: 'Emma is off this week, I'm Chloe and I've got your file.'
  3. Never let a sequence keep sending from someone who has left the practice.
  4. Keep the photo current. A five year old photo of someone who no longer works there is worse than none.

What goes wrong

Do not invent a persona

Some practices create a fictional coordinator so the emails keep working through staff turnover. The first time a patient rings and asks for her, reception has to lie. Use a real person and handle the turnover with a real handover message.

Evenings and Sundays Consumer enquiries do not arrive between 9 and 5. Decide who covers 6pm to 9pm.

Nobody enquires about £11,500 of implants in a work meeting

  • Evenings, weekends, and straight after a bad night with a tooth.
  • A 9 to 5 weekday response means an 8 to 60 hour wait.
  • Those were your most motivated enquiries.
  • Decide who covers 6pm to 9pm before you increase the ad budget.

Find your own answer in ten minutes

  1. Export last quarter's enquiries from the CRM with their created timestamps.
  2. Group them into hour of day and day of week. A pivot table will do it.
  3. Work out what share arrive outside your current answering hours.
  4. Multiply that share by your booking rate and your average case value.
  5. That number is what evening and weekend cover is worth. Then decide.
Option What it costs What it gets you
Automated SMS only, call at 9amNothing beyond the automationExpectation set. Better than silence, worse than a conversation.
Rota: one coordinator, 6pm to 9pmA paid evening block, shared across the teamA real conversation while they are still looking.
Weekend cover, 10am to 6pm SaturdayA weekend blockCatches the Saturday research window, which is usually the biggest.
Answering service taking messagesPer call feeVery little. A message is not a conversation, and the script rarely holds up.

Why this works

Whoever answers first frames everything after

The first practice to have a real conversation sets the terms: what a consultation involves, what is a fair price, what questions to ask. Every practice the patient speaks to after that is measured against it. Out of hours is where that position is usually available for free, because most competitors are not there either.

What goes wrong

Do not promise cover you will not staff

An SMS that says 'I'll call you within 5 minutes' sent at 9:15pm, followed by a call at 11am the next day, is worse than an honest message. If you are not covering evenings, change the out-of-hours copy to say exactly when you will ring, and then ring then.

A fork

Did she answer?

1 things happen here

Did they pick up Many will not answer first time. That is what the follow-up sequence is for.

Most first calls do not get answered. That is normal.

  • She is at work, driving, or does not recognise the number.
  • What costs a fortune is ringing once and marking it no answer.
  • You paid for that lead either way.
  • That is what the thirteen-step follow-up exists for.

The no-answer protocol

  1. Ring once. If it does not connect, do not leave a long voicemail.
  2. Send an SMS within 2 minutes: you rang, why, and two ways to reply.
  3. Ring again the same day at a different time of day, not the same hour.
  4. Move them onto the follow-up sequence in the gutter lane below.
  5. Stop everything the moment they reply or book.
SMS Exactly as it sends

Hi {first_name}, Emma from Bridge Street Dental, I just tried you about your {treatment} enquiry. Nothing urgent. Reply here with a time that suits and I'll ring then, or if it is easier, here are the next two consultation slots: {booking_link}

Sent within two minutes of the missed call, from the same number that rang. It converts the missed call into a live thread.

Attempt When Channel
1Within 5 minutes of the enquiryCall, then SMS if no answer
2Same day, different time of dayCall
3Next day, late afternoonCall, then WhatsApp or SMS
4 and 5Day 4 and day 7Email with the price list, then a final SMS

Why this works

Vary the hour, not just the day

Ringing at 10am on Monday, Tuesday and Wednesday reaches exactly the same person doing exactly the same thing. Ringing at 10am, then 1pm, then 6pm reaches three different situations. The change of hour matters more than the number of attempts.

What goes wrong

Voicemail is where enquiries go to be forgotten

A 40 second voicemail explaining who you are will be deleted unheard. If you leave one, make it five seconds: your first name, the practice, and 'I've just texted you'. The text is the thing that actually gets read.

Rules that apply

Stop means stop, and it has to be logged

If a patient asks not to be contacted, the sequence must stop on every channel, and the request has to be recorded against the contact so no future campaign picks them up again. Test this properly: a suppression that only stops the emails is not a suppression.

Step

She goes quiet

Thirteen steps over thirty days. Ten fire on their own.

What she receives · 8 messages

SMS Instant acknowledgement +60 seconds
Hi {firstName}, thanks for your {treatment} enquiry at Bridge Street Dental. I'm Emma, your treatment coordinator. I'll ring you in the next few minutes from 0161 000 0000. If now is a bad time, reply with a better one. Emma
Email What happens next, and the cost +2 minutes

Your Invisalign enquiry, and what it costs at Bridge Street

Hi {firstName}, Thanks for getting in touch about Invisalign. I'm Emma, the treatment coordinator at Bridge Street Dental. Here is exactly what happens next. 1. I'll call you today to answer your questions and check Invisalign is right for you. It takes about five minutes. 2. If it is, I'll book you in with Dr Priya Nair. The consultation is 45 minutes, includes a 3D iTero scan so you see your finished result before you commit, and costs £50 which comes off your treatment. 3. You leave with a written plan, a fixed price and your finance options. Invisalign at Bridge Street starts at £2,600. Most patients pay £109 a month over 24 months, subject to status, through Medenta. The full price list is attached. If you'd rather I called at a particular time, just reply with it. Emma Hartley Treatment Coordinator, Bridge Street Dental 0161 000 0000
SMS Missed you +6 min, if no answer
Hi {firstName}, Emma from Bridge Street Dental. Just tried you about your Invisalign enquiry. I've got two consultation slots left this week: Thursday 6:15pm and Saturday 9:40am. Reply THU or SAT and I'll hold one for you, or tell me a better time to ring. Emma
WhatsApp Different channel, evening Day 1, 5:40pm
Hi {firstName}, it's Emma at Bridge Street Dental. I've tried you a couple of times about Invisalign and I don't want to keep ringing if it's a bad week. Two quick things: the consultation is £50 and it comes off your treatment, and it includes a 3D scan so you see your finished result before you commit to anything. Shall I hold you a slot, or check back in a few weeks?
Email One real case Day 2, 8:30am

{firstName}, six months of Invisalign, start to finish

Hi {firstName}, It's a big decision, so here's a real one from our practice rather than a brochure. Chloe came in last March about her lower front teeth. 22 aligners, six months start to finish, and she paid £112 a month over 24 months. Her photos are below and she's happy for us to share them. If you'd like to know what your own case would take, the consultation gives you the 3D scan, the number of aligners, the fixed price and the monthly figure, all in writing. It's 45 minutes and £50, which comes off your treatment. Book straight into my diary here: {bookingLink} Or reply with a time and I'll ring you. Emma
SMS Stopping here Day 7, 10:00am
Hi {firstName}, Emma at Bridge Street Dental. I'll stop chasing you now. If Invisalign is still on your list, reply BOOK and I'll sort a consultation, or ring me on 0161 000 0000. Either way, good luck with it. Emma
Email Move to nurture Day 14

The three things people ask us about Invisalign

Hi {firstName}, No reply needed. These are the three questions we get asked most about Invisalign, answered properly. 1. How much can it actually move? Crowding, gaps and mild bite issues, yes. Severe bite problems usually need fixed braces, and we'll tell you if that's you. 2. How long does it take? Most of our cases run six to twelve months. Simple front-teeth cases can be four. 3. Can I pay monthly? Yes. From £109 a month over 24 months, subject to status, through Medenta. The full guide is here: {guideLink} Bridge Street Dental To stop these emails, unsubscribe here: {unsubscribeLink}
SMS One reason to come in Day 30, 6:00pm
Hi {firstName}, Bridge Street Dental. We're running 15-minute scan-and-see appointments on Saturday 14th. You see a simulation of your finished result on screen, no charge and no obligation. Reply YES for a slot. Text STOP to opt out.

Stops on
She replies to any message · Consultation booked · Marked not suitable by the TC · Opt-out received (STOP, unsubscribe, or asked on the phone)

A fork

Is she a fit?

1 things happen here

Are they a fit Suitable or not. Booking unqualified leads manufactures a no-show rate.

Not every enquiry should be booked

  • Wants a treatment you do not provide.
  • Needs it next week and you are booked for six.
  • Wants a price you will never meet.
  • Booking them fills the diary and empties it again on the day.

Suitable enough to book

  • They want a treatment the practice actually provides.
  • They can travel to you, and know how far it is.
  • Their timing is inside what the diary can offer.
  • They have heard the from price and the consultation fee and still want the slot.
  • They will take a named slot now rather than 'ring me next month'.

The honest no, said kindly

  1. 01 “From what you have described, I do not think we are the right practice for this.”
  2. 02 “What you are after is {treatment}, and that is not something Dr Nair takes on.”
  3. 03 “The practice I would send my own family to for that is {referral}, they are on {referral_phone}.”
  4. 04 “If anything changes, or you want a second opinion on something else, ring me directly.”

Why this works

A clean diary is worth more than a full one

Every unqualified consultation costs 45 minutes of clinical time, a scan, and a coordinator's afternoon. Two of those a week is most of a clinical day a month. Declining them protects the slots for the patients who will go ahead, and keeps the attendance rate honest.

What goes wrong

Do not disqualify on price alone

The patient who says 'that sounds expensive' is often the one who goes ahead once finance is explained. Disqualify on treatment fit, distance and timing. On price, explain the monthly route once, properly, and let them decide.

Step 05

It goes in the diary

Booked and attended are two different numbers. Track both.

Open it for real

What she receives · 6 messages

SMS Confirmation and deposit link +2 minutes
Hi {firstName}, you're booked in with Dr Priya Nair on {date} at {time} at Bridge Street Dental, {address}. To hold the slot, here's the £50 deposit link, which comes off your treatment: {payLink}. Any problems, ring me on 0161 000 0000. Emma
SMS Deposit chase +1 hour, if unpaid
Hi {firstName}, the £50 deposit for {date} hasn't come through yet and I can only hold the slot until this evening. Here's the link again: {payLink}. If you'd rather pay over the phone, ring me on 0161 000 0000. Emma
Email Intake form and what to expect Day 1

Before your consultation on {date}

Hi {firstName}, Two minutes of admin now saves fifteen on the day. Medical history form: {formLink} On the day: parking is on Bridge Street itself, free after 6pm. The appointment runs 45 minutes. Dr Nair will take a 3D iTero scan, which is a wand, not a mouthful of putty. You'll leave with a written plan, a fixed price and your finance options. Emma Hartley Bridge Street Dental
Email Meet Dr Nair, and who to bring Day 2, 6:30pm

A quick hello before {date}

Hi {firstName}, Here's a two-minute video of Dr Nair explaining what happens at an Invisalign consultation, so none of it is a surprise: {videoLink} One thing worth asking now: is there anyone else involved in the decision? Plenty of people want to talk it over with a partner afterwards, and it's far easier if they're in the room when we go through the plan and the numbers. Just reply and I'll add them to the booking. Emma
SMS Three days to go Day 7
Hi {firstName}, your consultation with Dr Nair is this {weekday} at {time}. Reply Y to confirm, or ring 0161 000 0000 if you need to move it. Bridge Street Dental
SMS Morning of Day 10, 7:30am
Morning {firstName}, we're all set for {time} today. Bridge Street Dental, {address}, parking on the street outside. Ask for Emma at reception. See you shortly.

Stops on
She attends · She cancels or reschedules (the sequence restarts on the new date) · Marked no-show (the recovery lane takes over)

5 things happen here

Consult booked The number that tells you whether the marketing works. Ad spend over consults.
Number What it tells you What it hides
Cost per enquiryWhether the advertising is efficientWhether any of those people were real
Cost per booked consultWhether the advertising is workingNothing. It includes lead quality and response speed.

What goes wrong

A channel can win on one and lose on the other

Halving your cost per enquiry while doubling your cost per booked consult is common, and only this number shows it. Judge channels here, not one step earlier.

How to calculate it honestly

  1. Total ad spend for the channel in the month, including VAT and management fees.
  2. Divide by the number of consultations booked from that channel's enquiries.
  3. Attribute by the source stamped at enquiry creation, not by last click.
  4. Count the booking in the month the enquiry arrived, not the month of the appointment.
  5. Do it per treatment. Implants and general dentistry are different businesses.
£210 Cost per booked implant consult at Bridge Street Dental Illustrative figure for the worked example. Replace with your own.
Number What it tells you
Cost per enquiryWhether the ads and the landing page are efficient.
Enquiry to booked rateWhether the response and the qualification call work.
Cost per booked consultWhether the whole front half of the practice works.
Cost per accepted caseWhether the marketing is actually profitable.

Why this works

Booked means a date, not a maybe

'She's going to ring back to confirm' is not a booking. A booking is a named slot in the diary with a clinician against it. Keeping the definition tight is what makes the number comparable month to month, and stops the report drifting to fit the mood.

What it is worth

Work backwards from what you can afford

Take your average accepted case value, your acceptance rate and your attendance rate. That gives you the revenue produced per booked consult. Decide what share of that you are willing to spend acquiring it, and you have your target cost per booked consult. Every channel is then either inside it or out.

The consult deposit A redeemable deposit taken on the call by payment link. The biggest attendance lever.

A £50 deposit does two jobs

  • It commits her, so the appointment stops being free to abandon.
  • It filters: no £50 against treatment she wants means no £4,000 plan.
  • Redeemable against treatment, taken on the call by payment link.
  • Costs nothing to introduce. You already have the link.

How to ask, without apologising

  1. 01 “That is booked in for Tuesday the 22nd at 5:40pm with Dr Nair.”
  2. 02 “There is a £50 deposit to hold the slot, and it comes straight off your treatment.”
  3. 03 “I'll send you the link now while we are on the phone, it takes about thirty seconds.”
  4. 04 “If anything changes and you let us know 48 hours before, we move it or refund it, no problem.”
SMS Exactly as it sends

Hi {first_name}, here's the link to hold your consultation on Tuesday 22nd at 5:40pm with Dr Nair: {deposit_link}. It's £50 and comes off your treatment. Anything changes, just reply here. Emma

Sent during the call, not after it. Ask them to tap it while you wait, then confirm you have seen it come through.

The rules that make it fair

  • Redeemable in full against any treatment they go ahead with.
  • Refundable if they cancel with 48 hours notice.
  • Movable once without question, because life happens.
  • Waived at the coordinator's discretion, if the case warrants it.
  • Stated plainly on the confirmation and the booking page, never a surprise.

Why this works

Why it works on attendance

A free appointment competes with everything else in the patient's Tuesday evening. One with £50 attached, redeemable against the treatment they already want, does not. The amount is almost irrelevant, the commitment is the mechanism, which is why £50 works about as well as £150 and annoys far fewer people.

What goes wrong

The team's objection is the real obstacle

Coordinators will say patients will refuse and bookings will drop. Some will refuse, and the bookings that remain will attend at a much higher rate. Run it for one month, measure booked consults and attended consults side by side, and let the numbers settle the argument.

Rules that apply

Say the terms before you take the money

Refund and rescheduling terms must be stated before payment, on the page and in the confirmation. Take payment through your normal card processor with a receipt, and never take card details over the phone into a notebook.

Pre-consult sequence Confirmation, reminders, intake form, clinician video, morning-of message.

Most practices send two messages across ten days

  • A confirmation, then a reminder the day before.
  • In the nine days between, the tooth stops hurting.
  • Nothing arrives to remind her why she booked.
  • Five touches fill that gap, each doing a different job.
When What sends The job it does
ImmediatelyConfirmation with date, clinician, address, parking and the deposit receiptRemoves every practical reason not to turn up.
Day 1Medical history and intake form linkSaves 10 minutes on the day and shows the appointment is real.
Day 340 second video from Dr NairThey meet the clinician before the chair. Strangers are easy to cancel on.
Day 6Decision maker invite, by nameGets the partner in the room, so the plan is not relayed second hand.
Day before, then morning ofReminder with a one-tap confirm, then a short morning messageCatches the ones who forgot, and flushes out cancellations early.
SMS Exactly as it sends

Morning {first_name}. Emma here, just to say we are all set for 5:40pm today with Dr Nair. We are at 14 Bridge Street, and there is parking on Warwick Road behind the practice. See you later.

The morning-of message. Short, warm, and full of the practical detail that stops a last minute wobble.

What each message must contain

  • The date, time, clinician name and how long it will take.
  • The address, with parking or transport detail, every single time.
  • One tap to confirm, and one tap to move the appointment.
  • A named human to reply to, not a system address.
  • What to bring: previous x-rays, medication list, and the person deciding with them.

Why this works

The video is the highest performing message in the run

A 40 second clip of Dr Nair saying hello, what the appointment involves and what they will leave with turns a stranger into a person the patient has met. It costs one afternoon to film for the whole practice, and it is reused on every consultation booking from then on.

What goes wrong

Every stop condition must be tested

The sequence stops on cancellation, on reschedule and on attendance. Test all three properly, including the reschedule, because a patient who moved their appointment receiving 'see you tomorrow' for the original date is a real and very common failure.

Rules that apply

Keep the intake form off SMS

Medical history is special category data. Send a link to a secure form, never ask for medical detail in a reply to a text message, and make sure the completed form lands in the practice management system rather than in a marketing tool.

Dentally, the practice diary The CRM and the diary must be one truth. Two diaries means double bookings.

Decide which system owns the appointment record

  • Dentally holds the clinical diary and always will.
  • Smileline holds the enquiry, the deal and the messaging.
  • Pick one owner for the appointment, sync one way, once.
  • Nobody ever types an appointment into both.

What one truth actually requires

  • Dentally owns the appointment: date, time, duration, clinician, surgery.
  • Smileline reads it and stamps the deal stage to Consult booked.
  • A cancellation in Dentally stops the pre-consult sequence in Smileline.
  • Nobody has to open two tabs to answer 'when are they coming in?'
  • Consultation slots are a defined appointment type, so they can be counted.
Symptom Underlying cause
Two patients booked into one slotSomeone booked in the CRM while someone else booked in the diary.
Reminders sent to a cancelled patientThe cancellation happened in the diary and never reached the CRM.
Nobody can say last month's consult countConsultations are not a distinct appointment type in the diary.
Reception checks both systems every timeThey have been burned by a disagreement between them before.

Why this works

Trust is the thing you are protecting

The moment the two systems disagree once, the team stops trusting both and starts checking everything twice. That doubles the admin and quietly kills every automation that depends on the diary being right. One disagreement costs more than the integration did.

What goes wrong

Self-booking links must write to the real diary

A booking link that drops into a separate calendar and gets copied over by reception in the morning is not self-booking, it is a form with extra steps. If the link cannot write into the live diary and hold the slot, do not offer it.

Where no-shows come from Almost always three causes: no deposit, one reminder, and a date too far out.

Three causes, every time, and you chose all three

  1. No deposit was taken, so the slot was free to abandon.
  2. One reminder, sent the day before, and nothing in between.
  3. The date was too far out for the urgency that made her book.

Why this works

It is not random

Fix them in that order and the rate moves inside a month. From the front desk it feels like luck, which is why it never gets fixed.

The three causes, in the order to fix them

  1. No deposit. The appointment is free to abandon, so some of them abandon it.
  2. One reminder instead of five. Nine days of silence, then one text the night before.
  3. The consultation is more than 10 days out. Intent decays, and other practices are quicker.
Cause The fix Cost to fix
No deposit£50 redeemable, taken by link on the booking callNothing. You already have a card processor.
One reminderThe five touch pre-consult sequenceOne afternoon to build, then it runs itself.
Booked too far outHold two consultation slots per week for new enquiriesDiary discipline, not money.

What it is worth

Count what an empty chair costs

A no-show is 45 minutes of clinical time, the scan slot, and the coordinator's preparation, plus the acquisition cost of the lead that produced it. Multiply your monthly no-shows by your cost per booked consult alone and you have a floor on what the problem costs, before any clinical time is counted.

What goes wrong

Do not start with a cancellation fee

Practices reach for a punitive fee first because it feels like control. It generates arguments at the front desk and rarely changes attendance. Deposit, sequence and lead time first. Revisit fees only if the rate is still bad after those three are genuinely in place.

A fork

Did she attend?

1 things happen here

Did they attend Attended, no-show or cancelled in advance. Each gets a different response.

She has not decided against treatment

  • She has had a bad Tuesday. That is the whole story so far.
  • Treated as a lost cause, she is gone.
  • Rung inside ten minutes with no telling off, many rebook on that call.
  • This branch is where paid-for demand quietly leaves the building.
Outcome What happens next Who does it
AttendedMove to the consultation stage and present the planDr Nair, with Emma in the room
No-showCall within 10 minutes, warm, no blame, rebook on that callEmma, from her own mobile
Cancelled in advanceRebook on the same call. Never let them off the phone with 'I'll ring back'Whoever takes the cancellation

The no-show call, ten minutes after the slot

  1. 01 “Hi {first_name}, it's Emma at Bridge Street Dental. We had you down for 5:40 today, I hope everything is alright?”
  2. 02 “Do not worry at all, it happens. Dr Nair has kept your notes and the scan slot is still there.”
  3. 03 “I have got Thursday at 10:20am or next Tuesday at 5:40pm. Which one is easier?”
  4. 04 “And your deposit carries straight over, so there is nothing more to pay.”

Log the reason, every time

  • Forgot: your reminder sequence is not working. Fix the sequence.
  • Work or childcare: your slot times do not fit real lives. Look at your evening slots.
  • Cost worry: the price conversation on the qualification call was not clear enough.
  • Went elsewhere: someone got to them faster or offered a sooner date.
  • No reason given: the follow-up tail in the gutter picks them up.

Why this works

Ten minutes, not tomorrow

Ring during the slot they were meant to be in and the appointment is still live in their mind, the guilt is fresh and the diary is genuinely open. Ring tomorrow and it has become an awkward conversation about something that already went wrong, which is far easier for both sides to avoid.

What goes wrong

Never make them feel told off

The instinct is to mention the wasted slot. Do not. The patient is already slightly embarrassed, which is exactly why they did not ring you. One sentence of understanding and two named alternative slots converts far more of them than any amount of politely expressed disappointment.

Step

No-show recovery

Ring inside ten minutes. Five steps over ten days.

What she receives · 2 messages

SMS No blame, two options +90 minutes
Hi {firstName}, Emma at Bridge Street Dental. Sorry we missed you today, life happens. Your £50 deposit is still on your account. I've got {slotA} or {slotB} free this week. Reply A or B and I'll move you across. Emma
SMS Last rebook offer Day 4
Hi {firstName}, Emma at Bridge Street Dental. I'll release your £50 deposit back to you on Friday unless you'd like me to put it against a new consultation date. Reply BOOK and I'll sort it, or ignore this and I'll refund it. Emma

Stops on
She rebooks · She says no, with the reason recorded · Day 10 reached (she moves to the quarterly reactivation list)

Step 06

She turns up

Ninety minutes. Remove friction, do not run a sales meeting.

5 things happen here

Consult attended Booked versus attended, weekly, split by source. Meta and Google differ a lot.

A booked consult is a diary entry. This is a person.

  • Every number before this one can still evaporate.
  • The gap between booked and attended is where the spend goes.
  • Most practices lose about a third of it here.
  • It never appears on a report, because nobody counts both.
Attended / booked The only version of this number worth reporting A definition, not a benchmark. Count it from your own diary, weekly, and set your own baseline before you set a target.

How to count it

  1. Every Monday, pull last week's consult appointments from Dentally.
  2. Mark each one attended, cancelled, or failed to attend. No fourth category.
  3. Tag each with the enquiry source recorded in Smileline at the point of enquiry, not at booking.
  4. Report attended and attendance rate per source. Keep twelve weeks visible so a bad week reads as a bad week and not as a trend.

What a low attendance rate is usually telling you

  • Too long between the enquiry and the appointment. Anything past ten days and the reminder sequence is carrying more weight than it can.
  • No deposit or no commitment device on a free consult.
  • A source that produces curious people rather than people with a problem. That is a targeting decision, not a patient failing.
  • Reminders going to email only. Text lands, email does not.

What it is worth

This is your real cost per consult

If Meta delivers enquiries at half the cost of Google and attends at half the rate, the two channels cost the same and you have been managing the wrong number. Divide spend by attended consults, per channel, and the budget decision usually makes itself.

What goes wrong

Reporting bookings to the owner

Booked consults are the easiest number to make look good and the least connected to revenue. If the weekly report leads with bookings, the team optimises for bookings. Lead with attended.

The scan iTero, OPG or CBCT on a big screen. Their own mouth, not a stock photo.
Screenshot to capture A patient looking at their own OPG on a two metre wall screen
Her own bone, not a stock photo. Nothing here is being sold.

Free once the machine is bought

  • iTero, OPG or CBCT, on the biggest screen in the room.
  • She is not being sold to. She is being shown.
  • Every sentence the TC says later lands against that picture.
  • Not against a price list.

What to show, in this order

  1. The whole arch first, so they can find themselves on the image.
  2. The specific problem, pointed at with the cursor and named in plain words. Not the Latin.
  3. What happens over the next five years if nothing is done, on the same image.
  4. The proposed result, using the planning software output, never a stock smile from a brochure.

Dr Nair, at the screen

  1. 01 “Dr Nair: That is your scan, taken four minutes ago. This is the tooth we talked about.”
  2. 02 “Dr Nair: See how dark this area is compared to the same spot on the other side? That is bone that has gone since the tooth came out.”
  3. 03 “Dr Nair: It carries on going. Not quickly, but it does not come back on its own. That is the honest picture.”
  4. 04 “Dr Nair: Have a proper look. What do you notice first?”

Why this works

Why it beats any script

The patient stops taking your word for it. The problem becomes something they can see on a screen with their own name on it, which means the conversation moves from whether there is a problem to what to do about it. That is the whole job of the consult.

What goes wrong

The laptop turned sideways

A 14 inch screen swivelled across a desk halves the effect. Put a monitor on the wall at eye height and hand the patient the mouse or the touchscreen. If they scroll it themselves, they own it.

Rules that apply

Before and after images

ASA requires that outcomes shown to a patient are typical of what you actually achieve and are evidenced, not the best result you have ever had. Patient photography needs written consent for the specific use, and consent for clinical records is not consent for marketing.

One recommended path One recommendation with the alternative stated. Five options is a request to leave.

She cannot rank clinical options. She can rank price.

  • Five options always collapses to the cheapest, or to nothing.
  • One recommendation, with the alternative stated plainly.
  • The clinician carries the decision and stands behind it.
  • She still gets everything she needs to consent properly.

What one recommendation actually contains

  • The recommendation, in one sentence, in words the patient would use.
  • Why this one, tied to something the patient said they wanted, not to what is clinically elegant.
  • One realistic alternative, named, with its honest trade off in time, cost or longevity.
  • What happens if they do nothing, stated plainly and without threat.
  • Roughly how long it takes and how many visits, before anyone mentions money.

Dr Nair, closing the clinical part

  1. 01 “Dr Nair: You told me the thing that bothers you is not being able to bite into anything at the front. So I am going to tell you what I would do.”
  2. 02 “Dr Nair: I would place a single implant here and put a crown on it. That gives you a tooth you use like a tooth, and it holds the bone where it is.”
  3. 03 “Dr Nair: The alternative is a bridge. It is quicker and it costs less, and it means cutting down the two healthy teeth either side, which I would rather not do to you at 42.”
  4. 04 “Dr Nair: You can also do nothing. Nothing is a real option. The gap will get a little wider over the years and the bone will carry on going, and if you decide later the implant is harder then than it is now.”
  5. 05 “Dr Nair: My recommendation is the implant. Emma is going to take you through what that involves and what it costs, and I will be back in at the end for any clinical questions.”

Why this works

Why a recommendation converts

The patient came in to be told what is wrong and what to do about it. Handing them a list transfers the decision to the person with the least information in the room. A named recommendation with a stated alternative is easier to say yes to and easier to say no to, and both of those are better than a maybe.

Rules that apply

A recommendation is not fewer options

GDC Standards Principle 3 requires the patient to be given the options available to them, including no treatment, with the risks and benefits, so that consent is valid. Recommending one path is compatible with that. Withholding the alternatives is not. Record the options discussed in the notes on the day.

What goes wrong

The good, better, best plan

Three tiers with three prices reads as an upsell ladder and pushes almost everyone to the bottom rung. If there are genuinely two viable paths, present two and say which one you would choose. Never present five.

The handoff Thirty seconds, in the room, in front of the patient. Clinician to TC, by name.

The cheapest fix on the map, and the one usually missing

  • Clinician walks out, a stranger appears with a price list.
  • The TC is now admin, and price is all that is left to discuss.
  • Instead: hand over by name, in the room, in front of her.
  • Thirty seconds. The TC inherits the authority just built.

The four things the handoff must contain

  • The TC's name, said out loud, in front of the patient.
  • What she does, in one sentence, in terms of the patient's benefit rather than her job title.
  • An explicit endorsement. The clinician says they trust her, and means it.
  • The recommendation, repeated in one sentence, so the TC is not re-deriving it from the notes.

Dr Nair to Emma Hartley, in the room, thirty seconds

  1. 01 “Dr Nair: Mrs Doyle, this is Emma Hartley, our treatment coordinator. Emma has been here six years and she has looked after more implant patients than I can count.”
  2. 02 “Dr Nair: She is going to take you through the plan, the timings and the costs, and she is the person you ring if anything worries you between now and the day.”
  3. 03 “Dr Nair: Emma, single implant at the upper right two, crown to follow. Mrs Doyle wants to be eating normally by her daughter's wedding in April, which is comfortably doable.”
  4. 04 “Dr Nair: I will pop back in at the end for anything clinical. You are in good hands.”

Why this works

Borrowed authority

The patient trusts the clinician because of the white coat and the scan. That trust does not transfer on its own. An explicit endorsement transfers it in one sentence, which is why the same TC closes at a different rate under different clinicians in the same building.

What goes wrong

The clinician who stays in the room

A clinician who hovers during the money conversation ends up discounting to relieve their own discomfort. Hand over, say you will come back for clinical questions, and leave. Come back at the end as promised, because that is the part that keeps the endorsement honest.

Rules that apply

The endorsement is not a transfer of consent

The TC coordinates and presents. Responsibility for valid consent stays with the treating clinician under GDC Standards Principle 3, which is exactly why the clinician returns at the end and why the consent conversation is theirs to close.

The first five minutes Greeted by name. Whoever booked them on the phone comes out to meet them.

She already thinks you are plausible. She is checking.

  • Greeted by name, by the person who booked her on the phone.
  • Not asked to repeat anything she already put on the form.
  • Seen at the time she was given, not eleven minutes later.
  • None of it is clinical. All of it is free choreography.

The arrival, in order

  1. At the morning huddle, read the day's consults out loud: name, treatment, enquiry source, and who took the original call.
  2. Medical history and consent forms went out as a link the night before. Nothing is handed over at the door.
  3. The person who spoke to them on the phone walks out to reception and uses their name in the first sentence.
  4. Coat taken, drink made, seated somewhere that is not a row of chairs facing a reception desk.
  5. Reception pings the TC that the patient is in the building, with the one personal detail already on file.

Bridge Street Dental, reception, 9:02am

  1. 01 “Sarah: Mrs Doyle? I'm Sarah, we spoke on Tuesday about the gap at the front. Good to put a face to the voice.”
  2. 02 “Sarah: Emma is your treatment coordinator this morning and Dr Nair will do the examination. Tea or coffee?”
  3. 03 “Sarah: Your forms came through last night so there is nothing to fill in. Have a seat and Emma will come and get you.”

Why this works

Why the phone voice does the greeting

The patient has exactly one existing relationship with the practice and it is with whoever answered the phone. Handing them to a stranger at the door throws that away and restarts trust at zero, five minutes before the money conversation starts.

What goes wrong

The clipboard

Forms handed over at the door tell a patient they are being processed, and they eat ten minutes of a twenty minute slot. Send the link the night before, check the answers in the huddle, and use what is in them.

Staff alert Exactly as it sends

Arrived 9:02. Mrs Doyle, upper anterior implant consult. Meta lead, 14 June. Spoke to Sarah on the phone. Note on file: nervous, bad extraction as a teenager, wants to be able to eat an apple.

Fires from the Dentally check-in into the team channel. Emma reads it before she walks out to reception.

Step 07

The money conversation

The clinician diagnoses. The treatment coordinator handles the number.

6 things happen here

The TC meeting Twenty minutes, a room with a door, written plan on the table. Not at reception.

A treatment coordinator with no treatment coordination

  • She gets handed a printout at reception.
  • Someone queues behind her for a hygiene appointment.
  • The practice concludes acceptance is a personality problem.
  • It is a room booking problem first. Twenty minutes, door closed.

What the room needs

  • A door that closes. Not a corner of reception and not the surgery with the drill in view.
  • Two chairs at ninety degrees, not across a desk. Desks make it a negotiation.
  • The printed plan on the table, facing the patient, with a pen next to it.
  • A screen with the scan still on it from the clinical part.
  • The diary open and the deposit link ready, so a yes can become a date in under two minutes.

The twenty minutes, in order

  1. Two minutes: repeat back what they told the clinician they wanted. In their words, not yours.
  2. Three minutes: the recommendation and what it involves, using the scan on the screen.
  3. Three minutes: the timeline. Number of visits, how long each one takes, when it is finished.
  4. Two minutes: what is included in the fee, as a list, before the fee.
  5. One minute: the fee. Then the pause.
  6. Five minutes: their reaction, honestly handled. This is where the objections live.
  7. Three minutes: payment options presented, patient chooses, deposit taken or a written next step agreed.
  8. One minute: Dr Nair comes back in for clinical questions and confirms consent.

Opening the meeting

  1. 01 “Emma: Right, just us. Before we get into any of the detail, tell me again in your own words what made you finally ring us.”
  2. 02 “Patient: I've been putting it off for two years. My daughter's getting married in April and I hate photos.”
  3. 03 “Emma: April. That is the thing to work back from, then. Everything I show you now is built around being finished and settled before April.”

The recap that earns the fee

  1. 01 “Emma: So this is your scan from twenty minutes ago. This is the gap, and this darker area is the bone that has gone since the tooth came out.”
  2. 02 “Emma: What Dr Nair recommends is one implant here, then a crown on top of it once it has healed. Four appointments in total, and the longest one is the surgery at about ninety minutes.”
  3. 03 “Emma: Start in November, crown fitted in February, and you have got two clear months before the wedding.”
  4. 04 “Emma: That fee covers the scan you have already had, the surgery, the implant, the crown, every review appointment, and the guarantee.”

The close, when they are nodding

  1. 01 “Emma: How does that sound to you?”
  2. 02 “Patient: It sounds good. I think I want to do it.”
  3. 03 “Emma: Good. Then the next thing is picking the surgery date, because Dr Nair's implant days go about six weeks out and I want you in before Christmas.”
  4. 04 “Emma: I have got Tuesday the 18th at nine, or Thursday the 27th at two. Which one works better around your shifts?”
  5. 05 “Patient: The Tuesday.”
  6. 06 “Emma: Tuesday the 18th it is. I will take the five hundred pound deposit now to hold it, and Dr Nair will pop in to go through the consent form with you before you go.”

Why this works

Why twenty uninterrupted minutes changes the number

A patient deciding on several thousand pounds needs to say the objection out loud to somebody who is not going to be embarrassed by it. That only happens behind a closed door. At reception they say they will think about it, because that is the only socially acceptable answer with a queue behind them.

What goes wrong

The meeting that never got booked

If the TC is also covering reception, the meeting will be cut short every single time a phone rings. Block the TC out of the diary for the consult slot plus thirty minutes, and have somebody else on the phones for that half hour. It is the cheapest change on this page and the one that gets undone first.

Rules that apply

The TC coordinates, the clinician consents

GDC Standards Principle 3 puts responsibility for valid consent on the treating clinician. The TC presents the plan, handles the money conversation and books the date. The clinician returns at the end to confirm the patient understands the risks, benefits and alternatives, and that conversation is recorded in the notes by them.

System Exactly as it sends

Deposit request: Karen Doyle, £500, surgery 18 Nov 09:00, upper right 2 implant. Balance £2,700 via Medenta 12 month, application started, subject to status.

Raised in Smileline from the TC room so the deposit is taken before the patient stands up, not chased later.

The price reveal Say the whole number, then stop talking. The pause is the technique.

The one moment where doing less works better

  • Say the whole number cleanly. Then stop.
  • The silence gets you an honest reaction you can work with.
  • Keep talking and she never says what she actually thinks.
  • The real objection then arrives three weeks later as silence.

The sequence

  1. Recap what the patient told you they wanted, in their words, before any number appears.
  2. Recap what Dr Nair recommended, in one sentence.
  3. Say what is included. Everything, in a short list, so the number has something attached to it.
  4. Say the whole fee. One number. Slowly.
  5. Stop. Say nothing. Hold eye contact and let the silence sit.
  6. Let them speak first, then respond to what they actually said.

Emma Hartley, the reveal, word for word

  1. 01 “Emma: So, what you said you wanted was to bite into an apple again and to have it sorted before April.”
  2. 02 “Emma: What Dr Nair recommends is one implant at the upper right two with a crown on top, which does both.”
  3. 03 “Emma: That covers the CBCT scan, the surgery, the implant itself, the crown, all your review appointments and the guarantee on the work.”
  4. 04 “Emma: The total for that is three thousand, two hundred pounds.”
  5. 05 “Emma: [stops talking, keeps eye contact, waits]”

Why this works

Why the pause is the whole technique

Silence after a number is uncomfortable for the person who said it, not for the person who heard it. The patient is doing arithmetic. If you talk over that arithmetic you interrupt the only moment in the meeting where they were deciding, and you replace their real reaction with a polite one.

Three ways practices lose it in ten seconds

  • Softening on the way in. Saying it is quite a lot or apologising in advance tells the patient the fee is indefensible before they have judged it.
  • Bundling straight into finance. Going from the total to a monthly figure in the same breath reads as flinching, and it hides the value of what is included.
  • Discounting into silence. Offering money off before the patient has objected teaches them that the price is negotiable and that the first number was not honest.

If they go quiet for ten seconds

  1. 01 “Emma: [waits the full ten seconds]”
  2. 02 “Emma: Take your time.”
  3. 03 “Emma: [waits again, says nothing else until they speak]”

If they say that is a lot

  1. 01 “Emma: It is a lot. It is the biggest thing most people spend on their teeth.”
  2. 02 “Emma: Can I ask what you had in your head before I said it?”
  3. 03 “Patient: I don't know, maybe fifteen hundred?”
  4. 04 “Emma: That is useful, thank you. Fifteen hundred is about right for a bridge, which is the alternative Dr Nair mentioned. Shall I put the two side by side so you can see what the difference actually buys you?”

What goes wrong

The discount reflex

A TC who discounts to end their own discomfort trains the practice to expect it. Every fee in the practice is worth less from that point on, and the patients who paid in full last month were overcharged. If a fee genuinely needs to flex, it flexes by changing the plan, not by changing the number.

Rules that apply

The monthly figure drags rules with it

The whole fee on its own is just a price. The moment a monthly figure is spoken or written, the practice is promoting credit, so the lender must be named, the wording subject to status must be present, and a representative APR must appear wherever the monthly amount appears. That applies on the plan, in the follow up email and on the website.

£3,200 Worked example fee used throughout this map Illustrative only, for the fictional Bridge Street Dental. Replace with your own fee before you teach from this.
Finance Present the options, do not recommend one. Subject to status, representative APR.

£3,200 becomes £120 a month

  • Biggest single lever on acceptance above about £2,000.
  • Present the options. Do not recommend one.
  • Presenting finance makes the practice a credit broker.
  • That means FCA permission, or being an appointed representative.

What the practice actually is here

  • An introducer. The lender makes the credit decision, not the practice, and not the TC.
  • Regulated for that activity, either directly authorised or as an appointed representative. Check which one you are before the next consult, not after a complaint.
  • Responsible for the wording used in the room, on the plan, in the email and on the website. All four are promotions.
  • Not qualified to advise which product suits a patient's circumstances, and not insured to.
Option What it is What must be said with it
Interest free over 12 monthsFixed monthly payments, no interest, usually a depositLender named, subject to status, 0% APR representative shown with the monthly figure
Interest bearing over 3 to 5 yearsLower monthly payment, total repayable higher than the feeLender named, subject to status, representative APR and total amount repayable
Pay in fullThe whole fee, usually with the deposit taken todayNothing extra. This is a price, not a credit promotion.
Staged in house paymentsPayments tied to treatment stages, no credit agreementNot credit if it is genuinely stage payments for work done. Take advice before structuring anything longer.

Emma presenting, not recommending

  1. 01 “Emma: There are three ways people pay for this and I will show you all of them. I am not allowed to tell you which one is best for you, and honestly I would not know your situation well enough to.”
  2. 02 “Emma: In full, it is three thousand two hundred pounds today.”
  3. 03 “Emma: Over twelve months with Medenta, it is a five hundred pound deposit and then two hundred and twenty five pounds a month, interest free. That is 0% APR representative and it is subject to status.”
  4. 04 “Emma: Over five years with Medenta it comes down to about seventy pounds a month. That one does carry interest, so you pay more overall, and the representative APR and the total repayable are both printed here on the sheet.”
  5. 05 “Emma: Have a read. Which of those three fits how you normally do things?”

Rules that apply

The three non negotiable phrases

Name the lender, say subject to status, and show a representative APR wherever a monthly figure appears. A monthly figure on a webpage, a plan PDF or a text message with no representative APR next to it is a non compliant credit promotion, and it is the most common finding in practice audits.

What the TC must never say

  • That the patient will definitely be approved, or that approval is a formality.
  • That one product is better or cheaper for this patient. Present, compare on the printed facts, and let them choose.
  • A monthly figure without the representative APR attached to it, including verbally on the phone.
  • Anything about credit scores, affordability or what the patient can handle. That is the lender's decision.

What goes wrong

Only offering finance when they hesitate

If finance appears only after the patient flinches, it reads as a rescue and it signals the fee was negotiable. Present all payment routes as standard, in the same order, to every patient. It also removes the guessing about who can afford what, which nobody in the room is qualified to do.

Email Exactly as it sends

Your treatment plan and payment options, Bridge Street Dental

Hi Karen, Good to meet you this morning. Your plan is attached, along with the three payment options we went through. In full: £3,200. Over 12 months with Medenta: £500 deposit then £225 a month. 0% APR representative. Finance is subject to status. Over 60 months with Medenta: from £70 a month. Representative APR and total amount repayable are shown on page 2. Finance is subject to status. Bridge Street Dental is a credit broker, not a lender, and introduces patients to Medenta. We do not advise on which option is right for you. Any questions at all, ring me directly on the number below. Emma Hartley Treatment Coordinator

The APR wording travels with the monthly figure into every channel. Build it into the template so nobody has to remember.

The four objections Price, fear, timing, and I need to speak to my partner. Only three are answered here.

There are four. Everything else is one of these in a coat.

  1. Price. It costs more than she expected.
  2. Fear. Of the surgery, the pain, or the result.
  3. Timing. Not this month, for a reason she may not state.
  4. She needs to speak to somebody who is not in the room.
Objection What it actually means What to say Where it should have been prevented
It is too expensiveThey have compared it to a number in their head, usually a bridge, a denture or a friend's holiday implant abroadAsk what figure they had in mind, then put the two options side by side on paper and let the difference explain itselfThe consult itself. If the scan and the recommendation landed, the comparison is against doing nothing, not against a cheaper tooth.
I am frightened of the surgeryThey had a bad experience years ago and nobody has asked about itAsk what happened last time. Then describe the actual ninety minutes, minute by minute, and offer to show them the roomThe enquiry form and the phone call. A dental anxiety question at enquiry means the clinician can address it before the fee is ever mentioned.
Not right now, maybe after ChristmasThere is no date attached to the decision, so it costs nothing to postponeTie it to the date they already gave you. Work backwards from their event out loud and show what starting in March actually meansThe discovery question at the start of the consult. If nobody asked why now, there is no deadline to work back from.
I need to speak to my partnerThe person who shares the decision is not in the room and cannot be persuaded second handDo not try to close. Book a fifteen minute call with both of them within seven days and send the plan to bothThe booking confirmation three weeks earlier, which should have invited the person they make big decisions with by name.

Why this works

Why the fourth one cannot be answered in the room

The TC is being asked to sell to somebody who is not there, through a person who has just heard the plan once and will relay about a fifth of it. No script survives that. The only fix is upstream: the pre consult invitation that says bring whoever you make big decisions with, and means it.

The pre consult invite that prevents objection four

  1. 01 “Reception, on the booking call: One last thing. Most people find this is a decision they make with someone else, a partner or a grown up child.”
  2. 02 “Reception: If that is you, bring them. The appointment is long enough for two and it saves you trying to explain the scan secondhand afterwards.”
  3. 03 “Reception: Shall I put both your names on the appointment?”

When the partner objection still turns up

  1. 01 “Patient: I'd need to talk to my husband about it.”
  2. 02 “Emma: Of course you would, it is a lot of money. Rather than you trying to explain the scan to him over dinner, let me do it.”
  3. 03 “Emma: I will send you both the plan tonight, and I will book fifteen minutes on the phone with the two of you. Is he around Thursday evening or Saturday morning?”
  4. 04 “Patient: Thursday, after six.”
  5. 05 “Emma: Thursday at half six, both of you on the phone. I will send the plan to you and I will put his email on it too if that helps.”

The rule that applies to all four

  • Ask before you answer. The stated objection is a headline, and the useful information is in the second sentence.
  • Agree with the feeling before you address the fact. It is a lot of money is a true statement, and saying so buys you the next thirty seconds.
  • Never handle two objections at once. Answer the one they raised, then ask if that helps, then wait.
  • Every objection ends with a date. A callback date, a decision date or a surgery date, but never an open ended I will let you know.

What goes wrong

Answering an objection nobody made

A nervous TC pre empts all four before the patient has raised any of them, and plants three objections that were never there. Say the fee, wait, and handle only what comes back.

Who owns consent GDC Principle 3. The treating clinician owns valid consent. The TC coordinates.

Most TC training in circulation is American

  • Written for a regulatory environment that does not exist here.
  • The scripts are aggressive and the role is described as a closer.
  • The coordinator is routinely shown explaining clinical risk.
  • In the UK that puts the registrant in front of the GDC, not the TC.

What the TC does

  • Presents the plan the clinician has already recommended, in plain language.
  • Explains timelines, visit counts, what is included in the fee, and the payment routes.
  • Answers practical questions: parking, time off work, what to eat afterwards, who to ring.
  • Books the date, takes the deposit, and coordinates everything around the treatment.
  • Flags every clinical question straight back to the clinician rather than answering it.

What only the treating clinician does

  • Diagnoses, and decides what treatment is appropriate.
  • Explains the risks, the benefits, the alternatives and the consequences of doing nothing.
  • Confirms the patient has understood, and answers the clinical questions that come out of that.
  • Records the consent discussion in the notes, in their own name, on the day.

Rules that apply

GDC Standards Principle 3

Principle 3 requires valid consent, obtained by the person providing the treatment, based on the options and risks the patient has actually understood. Delegating the presentation is fine. Delegating the responsibility is not. Every TC script in the practice should be readable by the clinician whose registration is attached to it.

What goes wrong

Phrases to strike out of any imported script

You need this done. I recommend the implant. It is completely safe. There are no risks. All four imply the coordinator is diagnosing or advising on clinical risk, and all four appear in off the shelf sales training. Replace them with what Dr Nair recommends is, and let the clinician own the rest.

Finance decision Approved or declined. Declined means a smaller staged plan, never silence.

Approved is easy. Declined is the branch that matters.

  • The application comes back while she is still in the building.
  • Everybody has a plan for approved.
  • For declined, most practices say nothing at all.
  • She quietly stops replying and nobody records why.

Approved

  • Take the deposit before the patient leaves the room.
  • Book the treatment date from the diary that is already open.
  • Confirm the monthly amount, the lender and the first payment date out loud.
  • Trigger the welcome pack so the paperwork arrives before they reach the car park.

Declined, what happens next

  1. Say it plainly and without embarrassment. It is common and it is the lender's decision, not a judgement from the practice.
  2. Do not ask why, and do not speculate. You are not entitled to the reason and you are not qualified to interpret it.
  3. Offer a smaller first phase that solves the thing they said mattered most, at a fee they can pay directly.
  4. Or offer stage payments tied to actual treatment stages, if that is something the practice genuinely does.
  5. Agree a date to revisit. A declined application today is not a declined patient forever.
  6. Record the outcome in Smileline so this patient goes into the decision window sequence rather than into nothing.

Emma, when the application is declined

  1. 01 “Emma: The application has not gone through this time. That happens more than you would think and it is Medenta's decision, not ours, so I honestly do not know the reason and I would not be told.”
  2. 02 “Emma: What I can do is look at this differently. The thing you said mattered was being able to bite properly at the front before April.”
  3. 03 “Emma: We could do the extraction and the bone graft now, which is nine hundred pounds, and then the implant later in the year when it suits. It gets you started and none of the work is wasted.”
  4. 04 “Emma: Or we can leave it entirely and I will ring you in the spring. What would you rather?”

What goes wrong

The silent decline

A declined patient who hears nothing assumes the practice has judged them and does not come back. Someone must ring them the same day. This is the single most avoidable loss in this stage of the map.

Rules that apply

You do not own the credit decision

The lender decides and the practice is only the introducer. Never suggest you can influence the outcome, never encourage a patient to reapply immediately to improve their chances, and never discuss the patient's creditworthiness. Present alternatives that do not involve credit instead.

A fork

What did she say?

1 things happen here

The outcome Yes today, thinking about it, or no. Record the reason on every single one.

Three states, all recorded within the hour

  • Yes today. Gets recorded, because it creates an invoice.
  • Thinking about it. Creates nothing, so it becomes a shrug in a notes field.
  • No. Same, and the reason is lost.
  • Those two are the only honest feedback your marketing ever gets.

What each branch actually means

  • Yes today: a deposit is paid and a date is in the diary. Verbal enthusiasm with no deposit and no date is a thinking about it, and calling it a yes is how forecasts rot.
  • Thinking about it: a real interest with a real blocker, plus an agreed callback date the patient said out loud before they left the room.
  • No: they are not doing it, and the reason is written down in the patient's own words.
Recorded reason What it should change
Price, and they had a much lower figure in mindThe pre consult messaging. If nobody sees a price range before they arrive, the fee is always a shock.
Needed to speak to a partnerThe booking script. The decision maker invite is missing or is not being said.
Wanted a second opinionThe trust layer. Reviews, before and afters, and the clinician's own credentials on the site.
Going abroad for itThe comparison content. This is answered before the consult or not at all.
Not clinically ready, deferred by the clinicianNothing in marketing. This is a clean outcome and should be filtered out of the acceptance rate.

Agreeing the callback before they stand up

  1. 01 “Emma: Completely fine, it is a big decision and I would rather you were sure.”
  2. 02 “Emma: Can I ring you a week today so you are not left wondering and I am not chasing you? Wednesday, about this time?”
  3. 03 “Patient: Yes, that's fine.”
  4. 04 “Emma: Wednesday the 14th, half past ten. I will send the plan tonight and I will make a note of that. If you decide before then, ring me on this number directly.”

Why this works

Reasons are the cheapest market research you will ever get

Fifty recorded reasons over a quarter tell you exactly what your ads, your website and your booking script should say next. No agency, no survey and no keyword tool gives you that, and it costs one dropdown at the end of a consult.

What goes wrong

The optimistic pipeline

TCs mark warm patients as likely because it feels supportive and it looks better on Monday. Then the forecast is wrong, the diary has gaps and nobody knows why. Deposit and date, or it is not a yes.

Step

The decision window

Six steps over 21 days. Day 14 is the straight question.

What she receives · 4 messages

Email The plan, in writing Day 1

Your treatment plan from yesterday

Hi {firstName}, Everything we went through, in writing and in one place. Your plan: {treatmentSummary} Total: £{total} Or £{monthly} a month over {term} months, subject to status, through Medenta. Representative APR {apr}%. The plan PDF is attached, along with the finance illustration and the aftercare notes. When you're ready, reply or ring me on 0161 000 0000 and I'll get you in the diary. Emma Hartley Treatment Coordinator
Email The thing she hesitated on Day 4, 6:00pm

About the bit you weren't sure on

Hi {firstName}, You mentioned you were worried about {objection}. Rather than me telling you it's fine, here's Dr Nair explaining exactly what happens: {videoLink} It's three minutes and it's the honest version, including what we'd do if it didn't go to plan. Emma
Email Someone like her Day 7

A case a lot like yours

Hi {firstName}, No pressure, just something useful. {patientName} had a very similar case to yours last year. Same concern, same treatment, and here's what it looked like start to finish: {caseLink} She was in the same position about the cost too, and went with {term} months at £{monthly}. Still here whenever you're ready. Emma
SMS Finance still open Day 10
Hi {firstName}, Emma at Bridge Street. Your Medenta quote is valid until {expiry}, after that it needs redoing. Nothing to worry about, just didn't want it to lapse without telling you. Ring me on 0161 000 0000 if you want to go ahead. Emma

Stops on
She accepts the plan · She says no, with the reason recorded · She asks for more time (the sequence pauses to her date) · Day 21 reached

1 things happen here

Decision-window sequence Fourteen days from the consult, then they stop answering. Work the window.

Fourteen days, then the decision is made by default

  • Inside the window she reads the plan and tells somebody the price.
  • She also looks at two competitors.
  • After it, any contact reads as chasing.
  • Be useful inside the window. Stop cleanly at the end of it.

The shape of the fourteen days

  • Same day: the written plan and the payment options, from the TC, by email.
  • Day 2: a short call from the TC. Not a sales call, a did anything come up once you read it call.
  • Day 5: one relevant case study. Same treatment, similar age, with consent and an honest result.
  • Day 9: the practical blocker email. Timings, recovery, time off work, what it is actually like.
  • Day 12: the agreed callback, if one was booked, or one text asking whether to close the file.
  • Day 14: stop. The record moves to the reactivation list and no further messages go out.
SMS Exactly as it sends

Hi Karen, it's Emma from Bridge Street Dental. Just checking the plan came through okay and whether anything came up once you'd read it. Happy to answer anything, no rush either way. 0161 496 0142

Day 2. Sent from the TC's number, not a marketing shortcode. Asks a question, so a reply is easy.

Email Exactly as it sends

Someone in a very similar position to you

Hi Karen, No chasing, just something I thought would be useful. This is a patient of Dr Nair's from last year. Same tooth, similar age, and she had the same worry about the surgery that you mentioned. Her whole treatment took four appointments across three months and she wrote a few lines at the end about what it was actually like on the day. She has given us permission to share her photos, and they are typical of what we see with a single front implant rather than a best case. If you want to talk it through, or if you have decided against it, just reply either way. I would genuinely rather know. Emma

Day 5. One case study, matched to the treatment and the objection they raised, never a generic gallery.

Rules that apply

Consent, evidence and an exit

Case studies need written consent for the specific use and the outcome shown must be typical rather than the best you have, which is what the ASA looks for. Marketing texts need prior consent and an opt out under PECR. Follow up about a consultation the patient attended is a different thing to a promotional campaign, and the sequence should be built so it is obvious which is which.

What goes wrong

The sequence with no exit

The worst outcome here is a patient who paid a deposit on day three still receiving the day nine email. Every step checks the outcome field before it sends, and a deposit, a booked date or a recorded no stops the whole thing dead.

Step 08

Treatment starts

The only number that pays wages. The rest is a forecast.

4 things happen here

Case accepted Deposit taken and next appointment in the diary, or it is not accepted.

The most misreported figure in dentistry

  • Everybody defines it differently and most definitions flatter.
  • Fix the definition before you try to improve the number.
  • Deposit taken and next appointment booked, or it is not accepted.
  • Count it the same way two months running, then start.

The definition

  • Numerator: consults where a deposit was paid and the next appointment is in the diary.
  • Denominator: consults attended, excluding patients the clinician deferred for clinical reasons.
  • Counted per treatment coordinator and per clinician, monthly.
  • Split new patient from existing patient, because they behave completely differently and mixing them hides both.
Deposit + date The bar for counting a case as accepted A definition, not an industry figure. Set your own baseline from three months of your own consults before you set a target.

How to run the number

  1. First Monday of the month, pull last month's attended consults from Dentally.
  2. Match each one to a Smileline outcome. Anything with no outcome recorded goes back to the TC to complete before the report runs.
  3. Calculate for the practice, then per TC, then per clinician. The spread between clinicians is usually larger than anyone expects, and it is a handoff problem.
  4. Track same day yes as a separate line. It is the number that moves first when the TC meeting gets fixed.

What it is worth

Where the leverage actually is

Acceptance is multiplicative with everything upstream. The same ad spend, the same enquiries and the same attendance rate produce a different revenue line entirely if acceptance moves, and unlike traffic it costs nothing per unit to improve. This is why the TC is the highest leverage hire in an implant practice.

What goes wrong

Counting verbal yeses

The most common inflation is counting a patient who said yes but paid nothing. It makes the report look healthy while the diary stays empty, and it hides the exact problem the TC needs help with. Deposit and date, every time.

Welcome pack Plan PDF, finance confirmation, pre-op instructions, the date. Sent immediately.

Buyer's remorse lives between the deposit and day one

  • Send the pack while she is still in the car park.
  • Plan PDF, finance confirmation, pre-op instructions, the date.
  • It costs nothing to send.
  • It prevents the cancellation call that arrives on day three.

What is in the pack

  • The written treatment plan as a PDF, the same one that was on the table.
  • The finance summary, with the lender named, the monthly amount, the representative APR and subject to status wording.
  • Pre operative instructions in plain English, including what to eat, what to take and whether they can drive.
  • The date, the time, the address and where to park.
  • The TC's name, direct number and the practice's out of hours contact.
Email Exactly as it sends

You're booked in, Karen. Everything you need for 18 November

Hi Karen, Lovely to meet you this morning. You are booked in with Dr Nair on Tuesday 18 November at 9:00am. Attached: 1. Your treatment plan 2. Your finance summary from Medenta 3. What to do the day before and the morning of Your Medenta agreement is £500 paid today, then £225 a month for 12 months. 0% APR representative. Finance is subject to status. Bridge Street Dental is a credit broker, not a lender. Park in the multi storey on Bridge Street, first two hours free, and bring the ticket in so we can validate it. Anything at all between now and then, ring me on 0161 496 0142. I am here Monday to Thursday. Emma Hartley Treatment Coordinator, Bridge Street Dental

Triggered by the deposit payment in Smileline, not by a person remembering. Sends within two minutes.

Why this works

Why speed matters more than polish

The patient is at their most committed in the ten minutes after they pay. A plain email that arrives immediately beats a beautiful pack that arrives on Thursday, because by Thursday they have told someone the price and been asked if they are sure.

What goes wrong

Sending from a shared inbox

A pack from info@ with no name on it undoes the twenty minutes the TC just spent building a relationship. Send it from the TC, with a direct number that a human answers.

Treatment started The only number that pays wages. Everything before this is a forecast.

Everything to the left is a promise. This is money.

  • Attribute it to the source recorded on the original enquiry.
  • That is the most valuable reporting job in the practice.
  • It is also the one most likely to be silently broken.
  • One overwritten CRM field and the whole chain is gone.

How to attribute it properly

  1. Capture the source once, at enquiry, and lock the field so nothing later can overwrite it.
  2. Carry that source through booking, consult, acceptance and start without transformation.
  3. Report revenue started in the month, grouped by that original source.
  4. Put channel spend for the same period next to it, and accept that the lag makes any single month noisy.
  5. Track median days from enquiry to treatment start, because that lag is what makes month to month comparison lie.
Enquiry to start, in days The lag that makes monthly ROAS misleading Measure your own. Implant journeys commonly run over a month boundary, so compare cohorts by enquiry month rather than by revenue month.

What it is worth

Judge channels here, nowhere else

A channel that produces cheap enquiries which never start treatment is more expensive than one that produces few enquiries which all do. Cost per enquiry is a diagnostic. Revenue by source is the decision.

What goes wrong

The overwritten source field

The most common failure is reception updating the source to the last thing the patient mentioned, so half the database says word of mouth. Lock it, and add a separate field for what else they mentioned if the team wants to record it.

During treatment Progress photos every visit, a check-in after the hard ones. Referrals start here.

She assumes the clinical work is good

  • Once the deposit is paid, most practices go quiet.
  • What she repeats at a dinner table is not the dentistry.
  • It is whether anyone rang the night her face was swollen.
  • Four minutes. The cheapest marketing in the building.

The delivery routine

  1. Photograph at every visit. Same angle, same lighting, same retractor, so the series is actually comparable.
  2. Ring the evening of any surgical appointment. Clinician or TC, not a text, and not the next morning.
  3. At the halfway point, put the day one photo next to today's on the screen. Progress is invisible to the person living it.
  4. Warn them in advance about the ugly stage, whichever one it is for that treatment. A predicted problem is not a complaint.
  5. At the final fit, take the after photograph properly, with time and good light, because you only get one chance at it.
Phone call Exactly as it sends

Emma: Hi Karen, it's Emma from Bridge Street. Just checking in on you. How is it feeling? Emma: That is completely normal for day one. Keep the ice going twenty minutes on, twenty off, and take the painkillers before it starts hurting rather than after. Emma: I am here till five tomorrow, and Dr Nair is on the emergency number tonight if anything worries you. You have got both numbers on the sheet.

Evening of surgery. A person on the phone, not an automated message. Four minutes.

Why this works

Why the photo series pays for itself twice

It gives the patient proof of progress at the point where they are most likely to doubt the decision, and it gives the practice a consented, honest before and after that did not need to be staged. One routine, two assets.

Rules that apply

Consent for the photographs

Consent for clinical records is not consent for marketing. Take a separate written consent that names the specific uses, website, social and printed materials, and gives the patient a way to withdraw it later. ASA also requires that the outcomes you publish are typical of what you achieve, so publish the ordinary good result, not only the exceptional one.

What goes wrong

Going quiet after the deposit

The gap between paying and starting is where cancellations happen, and the weeks of healing are where enthusiasm quietly dies. Neither needs much: a call, a photo, a text before the appointment that mentions something they told you.

Step 09

She sends you someone

The cheapest patient you get is one you already treated.

What she receives · 5 messages

SMS Hygiene due Month 6
Hi {firstName}, you're due your hygiene appointment at Bridge Street Dental. Book straight in here: {bookingLink}, or ring us on 0161 000 0000. Text STOP to opt out.
Email Twelve month review Month 12

Your 12 month review is due

Hi {firstName}, It's a year since we finished your {treatment}. Dr Nair likes to see everyone at twelve months to check everything has held. It's a 20 minute appointment and we'll take photos so you can see it against where you started. Book here: {bookingLink} Bridge Street Dental
SMS Retainer replacement Month 12
Hi {firstName}, retainers wear out at around 12 to 18 months and a worn one lets teeth drift back. A replacement set is £{retainerPrice}. Order here: {retainerLink}, or we can scan you at your review. Bridge Street Dental. Text STOP to opt out.
SMS Hygiene, and how is it holding Month 18
Hi {firstName}, you're due a hygiene visit. While you're in, we'll check your retainer is still doing its job. Book here: {bookingLink}. Bridge Street Dental. Text STOP to opt out.
Email Top-up offer Month 24

Two years on

Hi {firstName}, Two years since we finished. If the colour has drifted a little, a whitening top-up is {topUpPrice} for existing patients and takes one appointment. Book here: {bookingLink} Bridge Street Dental Unsubscribe: {unsubscribeLink}

Stops on
She books the appointment (the loop restarts from that date) · She moves practice or asks to stop · Three consecutive recalls ignored (she moves to reactivation)

9 things happen here

The review request Timed to the day the result appears, not the day of surgery. SMS, short link.

Move the ask to the day the result appears

  • Most practices bolt it onto the final invoice.
  • That is the day she is sore, tired and out of pocket.
  • Send it at the retainer fit, the final crown, the mirror moment.
  • Same message, same effort, a completely different reply rate.

When to fire it, by treatment

  • Implants: the day the final crown or bridge is fitted, not the day of surgery and not at the healing review.
  • Invisalign: the retainer fit appointment, when the result is finished and visible.
  • Composite bonding or whitening: same day, in the chair, while they are still looking in the mirror.
  • Hygiene and general: same day, straight after the appointment.
SMS Exactly as it sends

Karen, it was lovely seeing the finished result today. If you have two minutes, a short review really helps other people who are nervous about implants find us: g.page/r/xxxxxxxx/review. Thank you. Emma, Bridge Street Dental

One text. The short Google link, not a search URL. Sent within the hour, while they are still pleased.

Why this works

Ask in person first, then send the link

A text out of nowhere gets ignored. Thirty seconds of asking in the room, then the link arriving while they are still in the car park, converts several times better. The automation exists to make the link easy, not to replace the asking.

What goes wrong

The chaser that never ends

One reminder after four days is fine. Three is a nuisance and it costs you the referral you would otherwise have had. Set the sequence to stop after the second message whether they reviewed or not.

The review link The short GBP link, on a card at the desk and in the SMS. Every tap costs you.

The gap is friction, not willingness

  • A link that opens the review box directly gets used.
  • A link to a search results page does not.
  • A branded form that asks for her name first does not.
  • Then the practice concludes patients will not leave reviews.

Get the link right

  1. Take the review link straight from your Google Business Profile so it opens the review box, not a search page.
  2. Put it in the SMS as the only link in the message.
  3. Print it as a QR code on a card at the desk, with the practice name on the card so it is obvious what it is.
  4. Test it yourself on a phone that is not signed into your work Google account, and on an older Android.
  5. Check it again after any rebrand, address change or profile merge, because the link can change underneath you.

Things that quietly cost you reviews

  • A link to the practice website that then links to Google. Two taps instead of one.
  • A QR code printed at the size of a postage stamp on a busy leaflet.
  • Asking on a day the patient is sore rather than the day the result appears.
  • A tablet at reception logged into the practice Google account, which reviews from the wrong profile.

Rules that apply

No form in front of Google

Any step that reads sentiment and then decides whether to show the Google link is review gating, and it breaks Google's policy. The same link goes to everybody, in the same words, at the same point in their treatment.

Happy or not Both branches still get the review request. Filtering breaks Google's policy.

Review gating, and why not to buy it

  • Ask how it went, send the happy ones to Google.
  • Route the unhappy ones to a private form. Sold as reputation management.
  • It breaks Google's policies and can cost you every review you have.
  • It is also unnecessary. Both branches get the same request.

The two branches

  • Happy: ask in the room, send the link within the hour, and make the referral ask in the same conversation.
  • Not happy: someone senior rings the same day, listens, and fixes what can be fixed. Then the review request still goes, because they were asked the same as everyone else.

Rules that apply

Review gating breaks Google's policy

Google prohibits selectively soliciting reviews from customers you expect to be positive, and prohibits discouraging or blocking negative reviews. The safe rule is simple: ask everyone the same way, at the same point, through the same link. Sentiment can inform how you look after a patient. It must never decide who gets asked.

Why this works

A handled complaint beats a five star average

A profile of nothing but five stars reads as filtered. A four star review describing a problem the practice fixed within a day is more persuasive to a nervous implant patient than the twenty perfect ones above it, because it is the only evidence on the page of what happens when something goes wrong.

What goes wrong

The feedback form that quietly replaces the review

If the not happy branch ends at an internal form, the practice learns something and Google learns nothing. Keep the internal form, by all means, but it sits alongside the review request rather than instead of it.

Service recovery An unhappy patient called the same day by someone senior. Cheapest insurance there is.

An unhappy patient is not yet a bad review

  • She becomes one in the days when nobody rings back.
  • Same-day call, from someone senior enough to actually fix it.
  • Most of them turn around.
  • A good number end up more loyal than patients who never had a problem.

The call

  1. Same day. Not tomorrow, and not after it has been discussed at the next practice meeting.
  2. By phone. Email invites a written escalation and removes tone from the conversation.
  3. By someone senior enough to authorise a remedy without checking with anybody.
  4. Listen to the whole thing before saying anything. Do not open with the policy or the terms.
  5. Say what you are going to do, and when. Then do that, and ring again to confirm it is done.
  6. Log it, including what the patient actually wanted, which is often not what they first asked for.

Opening the recovery call

  1. 01 “Practice manager: Mrs Doyle, it's Rachel, I'm the practice manager at Bridge Street. Emma passed on that Friday did not go the way it should have.”
  2. 02 “Practice manager: I would rather hear it from you than from her. Can you tell me what happened, from the beginning?”
  3. 03 “Practice manager: [listens to all of it without interrupting]”
  4. 04 “Practice manager: Thank you, that is clear and you are right to be annoyed. Here is what I am going to do, and I will ring you Thursday either way to tell you where we have got to.”

Why this works

Why it has to be a phone call

Complaints escalate in writing because writing removes tone and encourages both sides to build a case. A voice, on the same day, from someone who introduces themselves by name and job, defuses most of it before it has anywhere to go.

What goes wrong

Three of the same complaint

One complaint is a patient. Three of the same complaint is a system fault, and continuing to recover them individually is expensive and pointless. Review the log quarterly and look for the repeat, not the outlier.

The referral ask Asked once, at the happiest moment, with something specific to hand over.

Cheapest patients you get, and nobody asks

  • Ask once, at the exact moment she is happiest.
  • Be specific: name the treatment she can mention.
  • Give her something to hand over, not a hope she remembers you.
  • A sincere ask beats a £25 voucher, and does not embarrass her.

What makes the ask land

  • Timing: the same appointment as the review ask, while the result is in front of them.
  • Specificity: name the treatment, not the practice. People do not refer a dentist, they refer a solution to a problem they have heard a friend describe.
  • An object: a card with the TC's name and direct number on it, so the friend rings a person rather than a switchboard.
  • One ask. Asking twice makes it transactional and makes them feel used.

Emma, at the final fit

  1. 01 “Emma: Honestly, that has come out really well. You have been a brilliant patient.”
  2. 02 “Emma: Can I ask you something. If anyone ever says to you that they hate their smile, or that they have got a gap they have been putting off, would you mention us?”
  3. 03 “Emma: Here is a card with my direct number on it. Tell them to ring me, not the main line, and I will look after them the same way.”

Why this works

Why specific beats general

Recommend us to anyone gives the patient nothing to listen out for. Naming the exact sentence a friend might say, that they have a gap they keep putting off, installs a trigger. Weeks later somebody says it and your practice is what comes to mind.

Rules that apply

Before you offer a reward

Referral incentives sit close to GDC expectations about acting in the patient's interests and not letting commercial arrangements influence care, and any published scheme has to be honest and clear under advertising rules. Check the current guidance before you offer vouchers or account credit, and never make a reward conditional on the friend actually going ahead with treatment.

Recall and hygiene The six-month loop that turns one case into a twenty-year patient.

One implant patient, twenty years

  • Hygiene appointments, a partner, two children, a second implant.
  • The same patient who leaves after the fit is worth what she paid.
  • The difference is one thing.
  • Whether the next appointment was booked while she stood at the desk.

How the loop actually holds

  1. Book the next appointment before they leave the building. Pre booking beats chasing by a distance.
  2. Remind at eight weeks, two weeks and two days. The eight week one is the one that lets people move it rather than fail it.
  3. When someone fails to attend, they go onto a named person's list the same day, not into a report nobody opens.
  4. Anyone who has not been seen for eighteen months moves out of recall and into the reactivation list.
SMS Exactly as it sends

Hi Karen, Bridge Street Dental. You're due your check up and hygiene with Anna on Tue 14 April at 10:30. Reply Y to confirm, or ring 0161 496 0142 to move it. See you then.

Two days out. Confirmations reduce failures more than any other message in this sequence.

What it is worth

The number nobody puts on the marketing report

Recall attendance is a marketing number. Every patient who drops out of the loop has to be replaced by a paid enquiry at full price. Fixing recall is cheaper than buying the equivalent volume of new patients, and it never gets bid up by a competitor.

Rules that apply

Recall reminders and marketing texts are different things

A reminder about an appointment the patient already has is service communication. A text inviting them to book a check up is closer to marketing, so it needs consent and an opt out under PECR. Keep the two message types separate in the system and keep the consent record with the patient.

Retainers and reviews Invisalign retainers at 12 months, implant review at 12 months. Real revenue.

Two appointments you are already owed

  • Retainer replacement, clinically indicated, never systematically booked.
  • Twelve month implant review, same story.
  • Both are real revenue already sitting in your patient list.
  • All that is missing is an automation and a price on the list.
Trigger What is booked Why the patient wants it
12 months after Invisalign retainer fitNew retainers, scanned and madeRetainers wear, warp and get lost, and relapse undoes what they paid for
12 months after implant crown fitImplant review, radiograph and hygiene around the implantIt protects the guarantee and catches peri implant problems while they are still small
Annually after thatThe same review, scheduled at the previous oneIt is the appointment that keeps the practice attached to the patient for a decade
SMS Exactly as it sends

Hi Karen, it's a year since your implant crown was fitted. Dr Nair recommends an annual review and a small x-ray to check everything around it is healthy. It is 20 minutes and £65. Reply BOOK or ring 0161 496 0142.

Fires 12 months after the fit appointment. Named clinician, clear price, clear time commitment.

What it is worth

The revenue is already sitting in the diary history

Every implant crown and every retainer fit from the last few years is a reminder that was never sent. Run the list once as a backfill, then leave the automation to handle it going forward. There is no acquisition cost attached to any of it.

What goes wrong

Offering it without pricing it

A vague invitation to pop in for a check on your implant gets nothing. Name the clinician, name the price, name the length of the appointment, and give them one way to reply.

They send you someone The loop closes and the map becomes a circle. Referrals per treated patient.

A referred patient enters the map somewhere else entirely

  • She skips most of the trust building.
  • She arrives already believing you can do the work.
  • She costs nothing to acquire.
  • Referrals per treated patient is the real test of the delivery stage.

How to measure it

  1. Ask every new patient who recommended them, and record the referring patient by name, not just word of mouth.
  2. Count referrals received in a period against patients who completed treatment in the equivalent earlier period.
  3. Track referred patients separately through attendance and case acceptance. They usually behave differently.
  4. Thank the referring patient. A short handwritten note, from the TC, within the week.
Referrals ÷ treated patients The health check on everything to the left of this node A definition, not a benchmark. Measure your own baseline over two quarters before you decide whether it is good.

What it is worth

The only channel that gets cheaper

Every paid channel gets more expensive as competitors bid. Referrals go the other way: the more patients you treat well, the more of them arrive, and the cost per acquisition falls. It is the only line on the marketing report that improves on its own.

What goes wrong

Word of mouth as a category

A source field full of word of mouth tells you nothing and cannot be acted on. Record the referring patient's name so you know which patients are actually sending people, and so you can thank them properly.

Database reactivation Everyone who had a consult and never started. Segment and work it quarterly.

Pre-qualified, already paid for, and never worked

  • Came in, had a scan, heard a plan, said they would think about it.
  • Never came back, and nobody contacted them again.
  • They know where you are and what it costs.
  • Most practices touch this list once a year, with a January discount blast.

Building the list

  1. Filter to patients with a recorded consult and no treatment start, ever.
  2. Remove anyone who has since started treatment, moved away, died, or asked not to be contacted.
  3. Segment by treatment discussed, because implant and Invisalign patients need completely different messages.
  4. Segment by year, because someone from eight months ago is a different conversation to someone from 2021.
  5. Check the consent position for each segment before anything sends.

What actually works on this list

  • A change in the practice they would not know about. New clinician, new scanner, a technique that was not available when they came in.
  • A genuine reason to be in touch. Their scan is now out of date and a new one is free.
  • An honest acknowledgement of the gap. It has been two years since you came in and we never followed up properly is disarming because it is true.
  • A short, specific ask with one way to reply. Never a discount blast to the whole list.

Rules that apply

Consent, age of data and an opt out

Marketing texts and emails need prior consent under PECR and every message needs a working opt out. UK GDPR expects data to be accurate and not kept longer than needed, so a contact from five years ago with no interaction since deserves a hard look rather than a send. Honour opt outs immediately and permanently.

What it is worth

Zero acquisition cost

Every enquiry that comes back off this list was already paid for years ago. Even a modest response rate on a segmented list beats the cost per enquiry of any paid channel, which is why it should be a quarterly routine rather than a January panic.

Step 10

Six numbers

One page, every Monday, or none of the above happens.

1 things happen here

The scoreboard Six numbers on one page, reviewed weekly, or none of the above happens.

Everything on this map decays without measurement

  • The reminder sequence gets switched off during a system change.
  • The handoff stops happening while a clinician is on holiday.
  • The TC starts taking calls because reception is short staffed.
  • None of it shows in the accounts for three months. It shows here in two weeks.
The number What it tells you When it moves the wrong way
EnquiriesWhether the top of the funnel is producing at allCheck spend, check the forms still submit, check the phone is being answered
Cost per enquiryWhether the channels are still efficient at current bidsDiagnostic only. Never cut a channel on this alone, look at revenue by source first
Consults bookedWhether the response and booking layer is converting enquiriesListen to five calls. Speed to lead and the booking script are the usual causes
Attendance rateWhether reminders and the gap to appointment are workingShorten the wait, add a text reminder, or look at which source is not turning up
Case acceptanceWhether the consult, handoff and TC meeting are intactCheck the TC was actually free, check the handoff happened, listen to two recordings
Revenue by sourceThe only number that pays wages, and the one that settles budget argumentsCompare by enquiry cohort, not by invoice month, before you conclude anything

How the weekly review runs

  1. Same day, same time, fifteen minutes, standing up. Monday morning before the first patient works well.
  2. One page on a screen. Six numbers, this week, last week, and the twelve week line.
  3. Each number has one named owner in the room who says what it did and why.
  4. One action per number that has moved the wrong way. One, not five, and it has a name and a date on it.
  5. Last week's actions get read out first. That is the part that makes the rest of it real.

Rules that keep it honest

  • Definitions are written down and do not change mid quarter. A number that gets redefined cannot be trended.
  • Twelve weeks visible at all times, so a bad week reads as a bad week rather than a crisis.
  • No number goes on the board without an owner. Unowned numbers get discussed and never fixed.
  • Six numbers. Adding a seventh is how a scoreboard becomes a report nobody reads.

Why this works

Why weekly and not monthly

Monthly reporting finds a broken automation about five weeks after it broke, by which point the diary is already empty and the recovery takes another two months. Weekly finds it while it is still a bad week.

What goes wrong

The dashboard nobody opens

A live dashboard with forty tiles is not a scoreboard, it is a place numbers go to be ignored. The scoreboard is one page, read out loud, by people who have to explain their number to the room.

What it is worth

This is the node that protects every other node

The map is worth what it is measured at. A practice that runs this meeting for a year finds the broken handoff, the reminder that stopped sending and the channel that produces enquiries but no revenue, and each of those is worth more than the meeting costs in salary many times over.

The patient journey

v1, July 2026

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