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04 · GROWTH & REPUTATION ENGINE

One page. Every month.

A clear monthly report of what the AI workforce did and what it recovered — plus the three things to fix next.

97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
MEASURE AND GROW

If it isn’t measured, it isn’t managed.

97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
✓Updated live
WeeklyIn dollars

The one-pager

Calls, texts, bookings, recalls, reviews, revenue recovered — on one page an owner reads in two minutes.

97%calls answered
31bookings this week
12recalls booked
$4,160recovered this month · sample
✓Updated live
WeeklyIn dollars

Trend, not snapshot

This month vs last, vs the same month last year.

Priority list · auto-ranked
S. Ahmedoverdue 7 moText sent
J. Parkoverdue 11 moBooked ✓
M. Rossiaccepted crownCall today
L. Chenoverdue 14 moEmail sent
✓Auto-ranked
OverdueAccepted tx

By location and provider

Where you want it, split by site and by chair.

Day 0Textwith booking link
Day 4Emailsame message, more detail
Day 10Assistant callbooks or takes a note
Day 20Humanshort list for your team
✓Stops when booked
Day 0Day 4Day 10

Three recommendations

Each report ends with three concrete actions for the month ahead.

Unified inbox
Missed call · text-backReplied “Thursday please”
Recall · Day 4 emailOpened, no reply
Smile Bot leadWhitening · preview sent
FormCompleted 2 of 3
✓Assigned to Maya
One inboxThreaded

Quarterly review

A 30-minute call to walk the numbers and reset priorities.

Secure form · completed on phone
Submit ✓
✓Form completed
SecureOn phone

Board-ready for groups

Roll-ups and exports for DSO and partner reporting.

WHAT YOU GETTrends spotted early
HOW FASTLive within about 14 days of your audit — no new software for your team.
YOUR RULESRuns in your practice’s name, with consent, opt-out and AI disclosure built in.
PREVIEW · PRACTICE PERFORMANCE REPORTING

Watch the whole flow, step by step.

Clear monthly reports to measure and grow. This is the scripted walkthrough with a sample patient — every step below plays on the phone as it would in your practice. The interactive version is right underneath.

9:41
Practice Performance ReportingScripted demo
Step 1
1 / 4
Book a free audit →
  1. 1Live numbers update
  2. 2Breakdown appears
  3. 3Three wins, three fixes
  4. 4One clear page · emailed to the owner every month

Explore the other modules

One AI workforce. Start with the modules that leak the most revenue; add the rest when you’re ready.

AI Voice ReceptionistNever miss a call. AI answers, qualifies and books.Missed-Call Text-BackInstantly turns every missed call into a conversation.2-Way SMS & WebchatReal-time texting your team can jump into anytime.Unified InboxCalls, texts, chats and emails — one inbox for the whole team.24/7 Online BookingPatients book anytime, anywhere — synced to your schedule.Automated RemindersTexts and emails that cut no-shows without front-desk effort.Hygiene Recall ReactivationOverdue hygiene patients brought back automatically.No-Show & Waitlist FillFill openings fast and minimise lost production.Digital Forms & IntakeSecure digital paperwork completed before every visit.Payment ProcessingGet paid faster with secure, automated payment links.Built-in CRMTrack every stage of the patient journey in one place.Custom AutomationsYour repeat admin, handled by workflows you approve.Advanced AnalyticsReal-time insight into calls, bookings and conversion.Mobile AppManage conversations and bookings on the go.Smile BotVisitors see their future smile in 60 seconds — and become leads.Review ManagementAutomated review requests after every visit — grow your rating.Google Business ProfileKeep your profile current, rank higher, get more calls.Patient ReactivationWin back inactive patients with targeted outreach.Email & SMS OutreachNurture and engage patients at scale, with consent honoured.Referral & Lead TrackingKnow which sources bring new patients — and close more of them.Practice Performance ReportingClear monthly reports to measure and grow.Missed-Call Revenue RecoveryEvery unanswered call texted back and booked.Unscheduled Treatment Follow-UpAccepted-but-unbooked treatment plans chased until scheduled.Lapsed Patient Win-BackPatients not seen in 12–18 months re-engaged in sequence.Insurance Benefits Reminders“Use it before you lose it” campaigns ahead of year-end.Revenue Leak DashboardSee what slipped each week — and what was recovered.

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 THIS MODULE WORKS
1
TriggerFirst of the month
2
Dental AgenticOne-page report lands in your inbox
✓
ResultTrends spotted early

Common questions

Can we get it weekly?

The Monday email is weekly; the full report is monthly.

Do you include PMS production?

Where connected, yes.

Who gets it?

Whoever you choose: owner, manager, partners.