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A dental practice recall and new patient system you resell as your own

Dental practices, orthodontists, implant clinics

Fills the hygiene book, follows up unscheduled treatment and answers every new patient call, all under your agency brand.

  • New patient calls answered
  • Hygiene recall automated
  • Unscheduled treatment chased
  • Reviews after appointments
Get this snapshot

$990

One-off · unlimited installs

Contents

Components
9
Automations
15
Flow stages
5
Website pages
7
Reply channels
5
Reminder touches
3

Everything above imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see the14-point import checklist.Delivered within 24 hours of purchase confirmation. 14 hours of dedicated installation support, to be used within 15 days of purchase.

Why this build is shaped the way it is

What is actually in the box, counted

No conversion claims. What a snapshot produces depends on the client, the offer and the ad spend behind it — so here is what you are buying instead, straight from the build.

In the build 01

9

components, in this snapshot and in every other one. There is no reduced tier and no upsell ladder.

Components9
Automations15

Dental Practice White-Label Snapshot · Pro · 14 hrs install support

The problem

Where a practice actually leaks

Most practices do not have a marketing problem, they have an answering and recall problem. Advertising brings calls that voicemail absorbs, and an existing patient base worth six figures a year goes unworked because recall is a manual task.

The build

Handling clinical sensitivity

Health communication needs a lighter touch than home services. Messaging in this build avoids naming conditions or treatments in reminders, keeps clinical detail out of SMS, and gives the practice control over consent and opt-out at every point.

The rebrand

The agency case

Dental is a good vertical to specialise in because the numbers are large and repeatable, the pain is universal across practices, and the same install works from one practice to the next with only fee schedules and branding changing.

Included · exactly nine

The nine components, written for Dental practices

Every snapshot in the catalogue contains these nine and nothing else. The wording below is written for this vertical; the parts are identical across the range, which is what makes them predictable to resell.

Lead Capture & First Contact

  • AI Receptionist

    Answers new patient and emergency calls through lunch, evenings and weekends, takes symptoms and insurance details, and books into the right surgery.

    • Talks, rather than reads a phone tree
    • Books while they are still on the line
    • Follows the caller into Spanish
  • AI Chatbot

    Answers website, SMS and social questions on fees, insurance acceptance, emergency availability and nervous patient care, then books the appointment.

    • Five inboxes, one brain
    • Separates a buyer from a browser
    • Serves existing customers too
  • Professional Website

    New patient, general dentistry, cosmetic, emergency and fees pages already written, with compliant enquiry forms and an online booking calendar.

    • Copy written before you arrive
    • Structured for local search
    • Compliant forms, live calendars

Intelligent Lead Nurture

  • AI Outbound Caller

    Calls patients with accepted but unbooked treatment, works overdue recall, and fills short notice cancellations from a standby list.

    • Chases a no-show the same hour
    • Reopens leads nobody followed up
    • Leaves a voicemail worth returning

Booking & No-Show Prevention

  • Smart Appointment System

    Confirms the appointment instantly, reminds at 24 hours, 1 hour and 15 minutes, and recovers failed appointments within the hour.

    • Confirmed in seconds, not overnight
    • Three reminders, then the door
    • Aims at 70% of misses rebooked

Reviews & Social Proof

  • Review Harvesting

    Sends the Google or Facebook request after the visit is completed, timed so it never lands during treatment or before a patient has left.

    • Fires on completion, not on a Monday
    • Straight through to Google or Facebook
    • Asks twice, then leaves them alone
  • Review Automation

    Runs the standing cadence of requests, reminders and platform rotation across SMS and email, targeting five to ten reviews a month.

    • A rhythm, not a one-off push
    • Whichever channel that customer answers
    • Targets 5–10 reviews a month

Lifetime Nurture & Retention

  • Database Reactivation

    Reaches patients who have not attended for six months or more, plus lapsed plans and old enquiries, with AI calls and a check-up offer.

    • Six quiet months is the trigger
    • AI works the segment, not a temp
    • A reason to come back, attached
  • Lifetime Nurture Campaigns

    Hygiene recall intervals, check-up reminders, whitening and cosmetic follow-ups, and referral rewards for families already attending.

    • Seasonal, not sporadic
    • Timed to the trade’s own calendar
    • Referrals that ask themselves

The problem you are being paid to solve

What this vertical is losing right now

  • New patient calls land at lunch

    The highest value call a practice receives is a new patient with toothache, and it arrives while the front desk is at lunch or checking someone out. That patient calls the next practice on the list and stays there for a decade.

  • Hygiene recall slips a month at a time

    Recall lists get worked when the desk is quiet, which in a busy practice is never. Six-month intervals become nine, the hygiene diary develops gaps, and the associate's day is suddenly worth a third less.

  • Presented treatment goes unscheduled

    A patient accepts a crown and a quadrant of fillings in the chair, then leaves without booking because they want to check with work. Nobody rings, the plan expires, and thousands of dollars of accepted treatment quietly evaporates.

  • Short notice cancellations stay empty

    A cancellation at eight in the morning leaves an hour of clinical time with no way to fill it, because there is no short notice list being worked. The overheads run whether or not the chair is occupied.

What the build changes

The outcome, and the part that delivers it

  • Every new patient call captured

    Calls are answered at lunchtime, in the evening and at the weekend, with symptoms, insurance details and preferred times taken and an appointment booked. The practice stops paying to advertise for calls it cannot answer.

    ai-receptionist

  • Recall that runs without the desk

    Hygiene intervals, check-up reminders and treatment anniversaries run on schedule for the whole patient base, so recall stops being a task somebody has to find time for.

    lifetime-nurture

  • Unscheduled treatment followed up

    Accepted but unbooked treatment gets a call within days rather than never, referencing the plan that was discussed. That list is usually the single largest pool of revenue sitting in a practice.

    ai-outbound-caller

  • Fewer failed appointments

    Confirmations and staged reminders at 24 hours, 1 hour and 15 minutes reduce failures, and missed slots enter a recovery flow with a target of 70% being rebooked instead of lost.

    smart-appointments

  • A steady flow of reviews

    The request goes out after the appointment completes, when the patient is relieved and the visit went well. Asked every time, that supports a rhythm of five to ten reviews a month.

    review-harvesting

Fit

The client this suits, and the one it does not

Sell it to

  • General dental practices with two to eight surgeries and a front desk that is genuinely stretched
  • Practices taking 60 or more calls a week where a measurable share go to voicemail during clinic hours
  • Practices with an active patient base of a thousand or more and a recall list that is not being worked properly

Do not sell it to

  • Specialist referral-only practices such as orthodontic or oral surgery clinics that take almost all work from referring dentists. There is little inbound patient demand for this system to capture.
  • Agencies unwilling to take patient data handling seriously. Health information carries obligations, and if you are not prepared to configure retention, access and consent properly, do not install this for a clinical client.

Losing the sale here is cheaper than losing the retainer in month three.

The arithmetic

Worked examples, with the assumptions in view

Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.

Hours returned to the client

Say the practice takes 70 calls a week, misses 16 during clinic hours, sees 90 appointments, and one team member spends part of Friday on recall and reviews.

  • Missed calls answered rather than called back: 16 × 5 min = 1.3 hrs
  • Appointment confirmations and reminders automated: 90 × 2 min = 3 hrs
  • Review requests sent after visits: 90 × 2 min = 3 hrs
  • Recall list worked automatically instead of by hand: 2 hrs of Friday = 2 hrs

around 9 hours a week off the front desk

When it pays for itself

Take a hygiene visit at $120 and an average restorative treatment plan at $1,400, which is a reasonable middle for a general practice.

  • Eight recovered hygiene slots a month: 8 × $120 = $960
  • One unscheduled treatment plan finally booked: $1,400
  • Snapshot cost to your agency: $990 once, then your monthly fee

On those illustrative numbers one month of recovered chair time exceeds the cost of the system, and the practice can substitute its own fee schedule to test whether that holds for them.

Your resale ledger

You pay $990 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.

Illustrative resale scenarios for this snapshot
ScenarioYour costSet-up you quoteMonthly retainer you chargeYear one margin
Conservative$990$1,980$500$6,990
Typical$990$2,970$900$12,780
Premium$990$4,455$1,500$21,465

Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.

End-to-end automation

How the complete system works

Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.

  1. Lead Capture & First Contact

    Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.

    The phone

    • Answered at any hour, in a voice nobody hangs up on
    • Establishes what the job is before it books anything
    • Writes into the calendar there and then, no callback
    • Switches languages when the caller does
    • Puts a live buyer through to a human on the spot

    Answers as themBooks on the callNever a voicemail

    Chat, texts and the social inboxes

    • Replies on SMS, email, Facebook and Instagram without the wait
    • Site chat that asks the qualifying questions first
    • Records what they want and when they want it
    • Steps aside the second someone asks for a person
    • Drops the contact into the follow-up sequence

    Five channelsNo waitPre-qualified

    Forms and paid traffic

    • A submission starts the ten-day sequence immediately
    • Email, then a text, then a call — in that order
    • Routed by what they actually asked for
    • Every lead arrives carrying the source it came from
    • Hands a warm one straight into a consultation

    GoogleMetaTikTok

  2. Intelligent Lead Nurture

    Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.

    Days 1–3 · email

    • The welcome and the offer, in their branding
    • What the business does, already written
    • Evidence that other people chose them
    • One decision to make: book, or call

    Days 4–7 · text

    • An offer that has an end date on it
    • A short line of proof, not a paragraph
    • A booking link that takes one tap
    • Persistent without becoming a nuisance

    Days 8–10 · call

    • A friendly reason to pick the thread back up
    • Answers the objection they were sitting on
    • Books it there and then if they are ready
    • Leaves something useful when nobody picks up
  3. Booking & No-Show Prevention

    Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.

    The confirmation

    • A text with the details, immediately
    • An invite that lands in Google or Outlook
    • An email for the people who keep those
    • Anything the business needs to know beforehand

    The reminders

    • A day out, by text and by email
    • An hour out — "we are on our way"
    • Fifteen minutes out, the last nudge
    • Move it without phoning anyone

    The rescue

    • A call inside sixty minutes of a miss
    • Finds out what actually happened
    • Puts them back on the calendar on that call

    Runs itself70% recovery target

  4. Reviews & Social Proof

    Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.

    The ask

    • A satisfaction check two hours after the work
    • Happy customers get the link straight away
    • Unhappy ones reach a human, not a review box
    • Tuned to a target of five to ten a month

    The replies

    • Positive reviews answered without prompting
    • Thanks that reads like a person wrote it
    • Complaints handled with care, not a template
    • Anything serious escalated to the owner

    The proof

    • Fresh quotes published back onto the site
    • Trust signals where the decision gets made
    • Feeds the local ranking the ads are fighting for
  5. Lifetime Nurture & Retention

    The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.

    Staying in touch

    • Reminders tied to the season, not the calendar month
    • A check-in every quarter that has a point to it
    • Birthdays and anniversaries, with something attached
    • An annual review worth taking

    The support bot

    • Answers the same six questions, permanently
    • Moves an appointment without a phone call
    • Tells them where their job or claim has got to
    • Finds the document they have lost

    Waking the list

    • Six months of silence starts the sequence
    • A "we miss you" with an actual offer in it
    • A referral ask every month, unprompted
    • A tier for the ones who never left

Support scope

Where our work stops and a quote starts

You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.

What is covered by the price and what is quoted separately
AreaCovered by the priceQuoted separately, or run by a VA
The snapshot itselfImport, install, and a working walk-through in the sub-account you nominate.
Its automationsEvery workflow that ships with it, tuned to how your client actually runs.
More automationsAdditional workflows on the same foundations — another reminder, another branch, another tag rule.
Adjusting what is thereRetiming sequences, adding pipeline stages, rewriting the copy inside them.
Third-party integrationsConnecting the build to a CRM, an EHR, a job-management tool or an accounts package.
Third-party API workAnything needing a developer against someone else’s API — a sync, a webhook bridge, a data pull.
Custom software developmentA portal, a calculator, a bespoke dashboard. Software built rather than configured.

Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.

Every snapshot also carries 14 hours of dedicated installation support, to be used within 15 days of purchase.

Four of the nine, expanded

What actually does the work

Every new patient call captured

Calls are answered at lunchtime, in the evening and at the weekend, with symptoms, insurance details and preferred times taken and an appointment booked. The practice stops paying to advertise for calls it cannot answer.

Recall that runs without the desk

Hygiene intervals, check-up reminders and treatment anniversaries run on schedule for the whole patient base, so recall stops being a task somebody has to find time for.

Unscheduled treatment followed up

Accepted but unbooked treatment gets a call within days rather than never, referencing the plan that was discussed. That list is usually the single largest pool of revenue sitting in a practice.

Fewer failed appointments

Confirmations and staged reminders at 24 hours, 1 hour and 15 minutes reduce failures, and missed slots enter a recovery flow with a target of 70% being rebooked instead of lost.

Specifics

Questions about the dental practice white-label snapshot build

General FAQ

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Next step

Ship the dental practice white-label snapshot system under your brand.

Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.

No retainer lock-in · 30 days notice · Your client never sees us