Free lead-leak audit for dental practices

Find the Leaks in Your New Patient Funnel. Then decide if we should build the fix.

Your front desk misses calls. Your website forms go unanswered after hours. Your competitors are picking up those leads. We start by mapping where that follow-up breaks down, then show you the smallest workflow we would build first to stop the bleed.

Get a Free Lead-Leak Audit See How It Works

Built for dental offices · Free audit first · Custom Loom teardown · Buildout only if the ROI case is real

What Your First Workflow Can Do

From front-desk follow-up to patient reactivation, we focus on the workflow most likely to recover missed revenue first — then expand only if it actually makes sense.

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Appointment Scheduling & Reminders

AI handles incoming appointment requests, sends automated reminders, and manages cancellations and rescheduling — reducing no-shows and freeing up your front desk.

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Patient Inquiries

Answers common questions about treatments, hours, insurance, parking, and more — day or night, even when your office is closed.

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Insurance Verification

Automates the initial insurance verification steps so your team walks in to confirmed benefits instead of playing phone tag with insurers.

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Treatment Follow-Up

Sends post-visit messages, gathers patient feedback, and follows up on treatment plan recommendations to improve case acceptance.

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Reactivation Campaigns

Identifies and reaches out to lapsed patients with personalized reminders to rebook — bringing dormant patients back into the chair.

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Custom Workflows

Have a specific process in mind? We can scope a custom workflow around the exact bottleneck your practice wants to fix first.

How It Works

No technical skills needed. We handle everything from design to deployment.

We audit the leaks

You send a few details about your practice, lead sources, and current bottlenecks. We use that to review your front-desk and follow-up flow before any sales call happens.

We send a custom Loom

You get a short teardown with the biggest leaks we found, the likely revenue impact, and the smallest useful automation to fix first.

We scope the buildout

Only if there's a fit, we turn the audit into a scoped implementation plan and build the workflow that catches more leads 24/7.

What You'll Get in Your Custom Audit

Clear findings first. Buildout second. No fake certainty.

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Lead-path teardown

We review how a new patient reaches you today — calls, contact forms, Google Business Profile, text, and after-hours flow — and point out exactly where the drop-off happens.

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Custom Loom walkthrough

Instead of a vague pitch, you get a short custom video showing the biggest friction points in your current lead flow and the automation we’d recommend first.

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Scoped build recommendation

If there’s a real fit, we propose the smallest useful buildout first — for example after-hours capture, follow-up automation, or reactivation — instead of pretending every practice needs the same stack.

Frequently Asked Questions

Got questions? We've got answers.

What exactly do you review in the dental lead-leak audit?

We look at how new patient inquiries reach your office — phone handling (including after-hours), web contact forms, Google Business Profile calls and messages, text-based inquiries, and the handoff to your front desk. We identify where follow-up slows down or drops off entirely.

How long does the audit take and what do I need to provide?

Most audits are completed within a few business days of receiving your basic lead-flow details. We typically ask for your practice management system info, a description of how new patients currently book, and access to look at your web forms and call handling — nothing invasive. You do not need to prepare a formal presentation.

Our front desk is already stretched thin. Will this add work for them?

The opposite. The goal is to reduce front-desk load by automating the routine inquiries and after-hours capture. If the first workflow is set up correctly, your team spends less time on phone tag and more time on patients who are already booked.

We already have an answering service. Why would we need this too?

Most answering services just take messages. Our audit looks at what happens after the message — response time, routing, and whether the lead actually converts. Many practices find that their answering service is creating a silent lead leak rather than solving one.

What does the custom Loom teardown actually show?

A short video walkthrough of your specific lead-flow gaps — not a generic pitch. We record our screen walking through exactly where calls are being missed, where form responses slow down, and what the first automation would target. You see your own funnel, not a sample account.

How is the audit free if you're a business? What's the catch?

The audit is free because we use it to determine whether there is a real, scoped opportunity we can solve. If your lead flow does not have a clear automation opportunity, we will tell you that instead of forcing a fit. We only build when the ROI case is genuine.

How do you handle privacy and access during the audit?

We keep the audit scoped to the systems and handoff points we actually need to review, and we avoid asking for more access or data than the workflow requires. The goal is to identify lead-response friction, not to collect unnecessary patient information.

Can you work with our existing practice management software?

Usually yes. We do a tooling check as part of the audit to understand what your team already uses — Eaglesoft, Open Dental, Dentrix, or others — so the first workflow fits your current stack rather than requiring a full rebuild.

How Many Leads Is Your Practice Losing Every Week?

We'll show you where new patient inquiries slow down, where follow-up dies, and which automation would actually move the needle before you spend a dollar on implementation.

Get a Free Lead-Leak Audit See Pricing