Case Studies
From Unpredictable Lead Drips to Reliable High-Value Case Growth
Here's what happens when orthodontists fix follow-up and install a real pipeline. Click each study to explore the full transformation.
The Problem
- Heavy reliance on referrals with no predictable patient acquisition
- Previous paid ads campaigns failed to deliver measurable results
- Front desk overwhelmed by calls and manual follow-up tasks
- No system to track lead sources or conversion rates
The Solution
- Deployed the Full Front-Desk Freedom System™ to automate patient intake
- Built Precision Patient Pipeline™ focusing specifically on Invisalign consults
- Implemented AI-driven follow-up responding to web leads within seconds
- Created a unified dashboard for tracking all patient touchpoints
The Results
3x
Consult Volume
94%
Show-Up Rate
<5s
Response Time
Challenges Overcome
- Initial resistance from staff to adopt new automated systems
- Required training period to optimize AI response templates
- Integration with existing practice management software took coordination
"
Once the system was live, we stopped wondering if leads would actually show, they just started appearing on the schedule.
The Problem
- Unpredictable peaks and valleys in new patient flow
- Strong offline reputation but lagging online presence
- Competing clinics dominating Google rankings and reviews
- Difficulty planning associate schedules due to inconsistent volume
The Solution
- Launched local visibility and review automation campaigns
- Targeted campaigns for higher-value comprehensive cases
- Built custom dashboard to track case growth and cost-per-consult
- Implemented reputation management with automated review requests
The Results
47%
Revenue Growth
150+
New Reviews
#1
Local Ranking
Challenges Overcome
- Balancing multiple associate schedules with new patient flow
- Managing increased call volume during initial growth phase
- Maintaining personalized care while scaling operations
"
We finally have the consistency we need to plan ahead and grow our team.
The Problem
- Previous marketing limited to boosted posts and generic PPC
- No clarity on which marketing channel actually drove results
- Front desk responsible for all patient communication
- Unable to calculate true cost per acquisition
The Solution
- Executed end-to-end Precision Patient Pipeline™ sprint
- Implemented clear tracking from leads → consults → starts
- Built nurture flows for cold and slow-responding leads
- Created attribution system for all marketing channels
The Results
$180
Avg. Cost/Consult
12+
Cases/Month
100%
Attribution
Challenges Overcome
- Limited internal marketing knowledge required more guidance
- Building confidence in data-driven decision making
- Transitioning from intuition-based to metrics-based approach
"
For the first time, we know exactly what's working and what isn't.
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