Dental Practice Growth Playbook

Growing your dental practice online follows a clear path: attract new leads, convert them into scheduled patients, encourage them to leave positive reviews, and keep them coming back. This playbook outlines the key steps to build this growth engine using your CRM.

Capture More Leads

Start by placing an SMS webchat widget on your practice's website to engage visitors instantly. Connect your Google Business Profile to enable Google Chat, allowing potential patients to message you directly from your business listing. Also, activate the missed-call text-back feature so that any call that goes unanswered automatically sends a text message to the caller, such as, "Sorry we missed your call - how can we help?"

Nurture Leads into Bookings

Set up text snippets for common phrases and links your practice frequently uses, making communication faster. Enable Conversation AI to provide a trained, always-available assistant that can interact with leads conversationally and help convert them into booked appointments.

Turn Leads into Patients

Integrate your payment system to accept payments through various methods. Configure payment forms for online transactions, set up paid appointment calendars, and enable text-to-pay and tap-to-pay options for convenient patient payments.

Turn Patients into Positive Reviews

Create and configure email and SMS review request templates. This allows your practice to quickly and easily send review requests to patients with a single tap, helping you build a strong online reputation.

Turn Patients into Repeat Visitors

Set up a newsletter email template to easily share news, practice updates, and special promotions with your patient list. This helps keep your practice top-of-mind and encourages patients to return for future care.