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LEADS · THE WHOLE JOURNEY

Every lead, from first message to recall.

Calls, texts, DMs, web chat, email and Smile Bot land in one inbox. Sarah and the automations reply, qualify and book; reminders, review requests, thank-yous and the six-month hygiene recall run on their own. This page shows the whole loop.

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Where your leads come from

Ten channels, one queue. Every lead gets a source tag the moment it arrives, so you always know what brought the patient in.

Inbound callsAnswered by Sarah, 24/7
SMSTwo-way texting
Website chatApproved answers, instant
Facebook DMMessenger replies
Instagram DMDM replies & booking link
WhatsAppSame assistant, same inbox
Email inboxForms & enquiries
Smile Bot60-second smile preview
Google profileCalls, chats & bookings
ReferralsTracked to the source

How a lead becomes a booked patient — and comes back

Watch the dots: each one is a lead moving through the system. Sources flow into Sarah’s inbox, automations and outbound calls do the follow-up, the calendar gets the booking, and the after-visit workflow brings them back in six months.

Inbound callSMSWeb chatFacebook DMInstagram DMWhatsAppEmail / formSmile BotSarah · Unified inboxEvery channel, one queueInbound calls answered · messages triagedAutomation workflowsSMS · DM · email replies & follow-upsSarah · Outbound callsCalls the lead, books on your calendarBooked on calendarConfirmation by text & emailReminder & visitAutomated reminders, no-show nudgeReview requestSent after the visit, in your nameRating receivedThank-you message goes out6-month hygiene recallRe-booked for the next visit↺ recall books the next visit — the loop starts again

The patient journey, step by step

Eight touches, all automated, all in your practice’s name.

Lead arrivesCall, text, DM, form or Smile Bot
Instant replyUnder 60 s, in your name
QualifiedDetails captured on the record
BookedReal opening, confirmation sent
RemindedNo-shows nudged automatically
ReviewedReview request after the visit
ThankedRating received → thank-you
Recalled6-month hygiene re-booking

What your Leads dashboard will show

Source mix, conversion by week and the speed of every automated step — your numbers replace the samples once you are live.

Leads by source sample month

100leads
  • Calls34
  • SMS18
  • Web chat12
  • Instagram9
  • Facebook7
  • WhatsApp6
  • Email8
  • Smile Bot6

Leads → booked, by week sample month

2215W1
2719W2
2418W3
2923W4
LeadsBooked

How fast each step fires

Missed-call text-back< 30 s
Web / DM reply< 60 s
Sarah outbound call< 15 min
Review requestsame day
Hygiene recall6 months

Sample figures for illustration only. Real reporting is built from your calendar, phone system and CRM after go-live.

Find out what your front desk is costing you.

We call your clinic three times, test your website and Google profile, and send a one-page scorecard with a conservative dollar figure. Free, no strings, 48 hours.

Book my free audit ↗
HOW IT WORKS
1
AuditThree mystery calls, website and Google profile checked.
2
ScorecardOne page: what slipped, what it is worth, which modules fix it.
✓
Go liveLive in about 14 days — no new software for your team.