Joe, 1m 43s:

Okay, so yeah, some of you here might know who we are already. For those of you who don't, we'll run through our backstory quickly. Okay, so myself and Myron, we met in school back in 2014. Whilst we were in school, we decided that we were going to start some form of business. We got into the marketing world as soon as we left our A levels. So we had quite a few different clients, some in the dental industry, but a lot of them were not in the dental industry. So when COVID came, a lot of those businesses had to shut down, and unfortunately, that business failed. We then went and worked inside multiple different dental practices and we saw a pattern emerge, and that's when we decided to launch the current version of our business, which is Clix Dental. So that was in 2023. Since then, we've managed over 3 million pounds in advertising spend, worked with 100 plus practices across the UK and Ireland, and we're lucky enough now to have a team of 15 plus dedicated team members.

Dr James, 2m 35s:

As ever, you can claim your CPD for this episode within the official Dentists to Invest Smart Money Members Club. Smart Money Members Club also includes multiple mini courses and webinar series on finance for dentists, including how to become as tax-afficient as possible, as well as understanding investing. All of this content counts as a verifiable CPD, and you can download your certificates there and then upon completion of each lesson. In addition to this, we also include a whopping 10% discount on your dental indemnity and a 5% discount on lab bills for dental principals, amongst other perks and discounts for members. Please use the link in the description to claim your verifiable CPD for this episode.

Myran, 3m 18s:

Okay, so what we're going to be doing throughout this presentation is linking back to a real life case study from one of our clients. Okay, this is actually a client in the Midlands, and we're going to be touching on that because there's no better kind of story or experience that you guys can see than from a here that's actually in your industry themselves. Okay, so as an example, when we first started working with this practice, from in that 24-month period, the same town, the same treatments were advertised. They went from a £65,000 per month monthly average revenue to a £180,000 plus per month monthly average revenue. And the key thing to remember there is the difference wasn't just Facebook, it wasn't just Google, it wasn't just TikTok. There are multiple levers at play.

Joe, 4m 1s:

So we're getting leads, but not enough are booking.

Myran, 4m 4s:

We've tried agencies before, we've got nothing but rubbish leads.

Joe, 4m 8s:

And our team is too busy to follow up properly. So these are different cities, different practices, and the same conversation. Over the last three or four years, we've spoken with over 200 dental practices and audited them, and everyone seems to be coming with the same sorts of things, which are these conversations.

Myran, 4m 23s:

So most practices don't have a marketing problem, they have an invisible one.

Joe, 4m 28s:

So let's go through the foundations. The foundations every winning practice has before any agency can help. Now, a lot of people might be looking for a silver bullet or a marketing trick, but if these foundations are not in place, then any sort of marketing strategy that you implement is not going to have the leverage that you might want it to have. So I would think about your practice. If you're an associate, think about the practice that you're working in. Are these things true for your practice? And if they're not, then the rest of the stuff that we're going to talk about today is ultimately not going to have the result that you want it to have.

Myran, 4m 58s:

Okay, so first thing, clinical excellence. Okay, treatments people genuinely talk about with their peers as well. Okay, so as you can see here is an example, you need to really get your case studies across, your before and afters across, really get across your clinical excellence.

Joe, 5m 12s:

So a premium patient journey from first call to final review, that whole process has to be similar every single time. You want to make sure that your patients are going through the same process between your different clinicians in the practice, whatever it might be, you need to have consistency across your processes.

Myran, 5m 29s:

A team that actually cares, receptionists, TCOs, nurses, dentists, everybody has to be aligned on the same vision. That's something that we actually found working in practice years ago as well. That look, if you have certain team members that aren't aligned on your vision, it can be completely detrimental for your practice as well.

Joe, 5m 45s:

And if you do have those people in your practice, especially in some key roles such as reception TCOs, then you need to weed them out early because ultimately, if there's one single member in your team that's not aligned, they can pull down the rest of your team. So consistent reviews and social proof.

Myran, 6m 1s:

Okay, be real, be specific about it, and also consistently update that as well.

Joe, 6m 7s:

So a clean, modern presence, website, branding, photography. Again, these are things that probably everyone has heard already, but you have to think about your business. Do you have all of these things in tandem now?

Myran, 6m 18s:

So no agency can fix a broken foundation. That's something that a lot of agencies might try and mislead you with. Okay, you need to have all of these foundations in place: clinical excellence, a premium patient journey, a team that genuinely cares and is aligned on the same vision, consistent reviews, social proof as well, and then a clean, modern presence with multiple touch points.

Joe, 6m 39s:

So if your foundations are weak, no agency will save you. If they're strong, the right agency is going to multiply you. So let's go through the dental marketing fundamentals. We could spend the whole time today talking about the fundamentals that everyone has probably heard already, but we're going to go through them. Again, the same applies here. You need to look at your own business and ask yourself do these apply for your business? Okay. Pixels and tracking set up correctly for every channel. Now, we're not going to go through how to do this today. Again, we have a bunch of resources that we're going to be giving away at the end for everyone to do these basic things, but you need to know, have all of the tracking set up so you know what levers to pull in your marketing. You know realistically where the patients are coming from. It baffles us how many times we speak to practice owners who have no idea they're putting in thousands of pounds of marketing in every single month of their practice. They have no idea where their patients are actually coming from. They might think it works on the surface, but without these things, it's very difficult to know for sure.

Myran, 7m 32s:

Sure, you need to know who you're targeting specifically. Okay? Build a clear picture of your ideal patient. And this is something that we advise before you even think about marketing, right? You need to actually paint your patient avatar, your ideal patient avatar. What do they look like? What are they into? What are the kind of things that they are reacting to best in terms of information being received? How should you be psychologically speaking to these people specifically that should really paint that picture?

Joe, 7m 59s:

And you probably offer multiple different treatments in your practice. So it's not to say that you can't do multiple treatments, but our most successful practices, we align a couple of different treatments and through our marketing, through our messaging, we're aligning the practice to attract patients similar to that treatment. So you want to think about the treatments in your business that are ultimately going to bring in the most revenue and align your presence based around attracting that type of patient. That doesn't mean you can't do the other types of treatments in the practice. It just means you want to be preferable online to the exact type of patient you want to be tracked and be very clear about the exact type of patients that you don't. So keep your presence current, okay?

Myran, 8m 37s:

We're touching on a few touch points there, if you will. Google My Business, your website, your reviews, your social media. It needs to be updated regularly and you need to be interacting with people as well. Somebody gives you a review, reply to that review so people know that you're interactive and that you're a real, real life practice that can actually see patients and resonate with patients as well, like them.

Joe, 8m 57s:

And so many people are still using stock content across their websites, across their social medias. You're not doing anything to separate yourself from the practice down the road. So you'll, if you see any of our clients' websites, any of our clients, everything that you see on their website is going to be organic content based around their practice. It does so much for patients to see who it is they're going to see, see a whole bunch around what's actually going on internally within the practice.

Myran, 9m 22s:

One thing I just wanted to touch on that as well, Joe, is that you can't just have one touch point online optimized. You can't just have the best Instagram, but then you don't have Google reviews or you don't have a good website. Everything has to be congruent for your marketing to be able to work because potential patients they will find you in multiple different areas online, lots of different touch points, and they all need to be congruent as well.

Joe, 9m 43s:

So, yeah, run ads on multiple channels. Don't put all your spend in one place. We've seen this so often, even in our own business, we used to focus so heavily on one platform. Let's say that that platform, the algorithm changes, something happens with your ads. If you only have one means of getting patients right now, then you're putting yourself at risk. So with our clients, we like to do an omnipresence, which is across Meta, Google. And it doesn't just go for digital marketing. Internally, within your practice, you need to be hitting as much touch points as possible. Internal marketing, even things like flyers, that side of things, you want to be doing as many different things as possible to be getting patients through the door. So if one of them fails, you still have backups and other means to get patients through.

Myran, 10m 25s:

And optimize your landing pages. So, and this is really important, like they don't just need to look pretty, they need to actually navigate well and function well. When somebody lands on your landing page, it should be concise, it should be really easy for them to understand exactly what it is that you've got going on and what you're trying to get them booked in for. Make it super seamless for them when they enter your landing page.

Joe, 10m 46s:

And ideally, you want to have one call to action. People have so many different call to actions on their website, sending people in all different directions and confusing their patients. You want to have one call to action to one specific thing. Again, that comes down to optimizing for conversions as not just aesthetics.

Myran, 11m 3s:

And make high-level video content. This is 2026 now, guys. As we're all aware, marketing has never been more visual and information processing has never been more visual. And really, to make your practice stand out from the competitors that are doing high-quality videos, you need to be joining that wave and making the best quality videos you can, really getting yourself across. So when people see your videos and see your presence online, they feel like they know you, they know your brand before they even inquire.

Joe, 11m 30s:

And unfortunately, it's not just enough to have one piece of good content. I'm sure everyone's had it where you've seen a piece of content on your phone that you've seen already. Your brain is going to subconsciously completely switch off to a piece of content that you've seen multiple times already. So that's why it's so important to keep updating your creatives and keeping fresh. Because essentially, someone, when they first see your ad, it might not be the right time at that specific moment that they're going to take the action. But you want to make sure in six months' time, in 12 months' time, when it is that time for them, that you're there with fresh content to re-engage them.

Myran, 12m 4s:

And commit to finding what works. Okay, the system rewards consistency, not novelty. Okay, so as Joe touched on as well about testing different platforms, but not just platforms, test different types of image creatives, video creatives. Maybe try lead form alongside landing pages, the call to action as well. Really find what works, and then you can make data-driven decisions to actually optimize your campaigns moving forward.

Joe, 12m 25s:

There's been so many times that we've had meetings with dental practice owners, and they've said, Yeah, I tried this agency for a month and it completely didn't work. Again, we've we're gonna go on in a second to talk about a lot of patients don't make the decision the first time that they see something. That's one of the biggest places that we see practice fail is they run ads for a short period of time and they think, oh, this platform doesn't work for me. Our clients that are winning the most right now, we've been running ads with them for years upon years.

Myran, 12m 53s:

So the fundamentals every winning practice has to have in place. Okay, so your pixels and tracking, make sure you know your data and know what to do with that data as well. Know who you're targeting with your clear, patient avatar, keep your presence current, and that's on all of your different online switch points. Run ads on multiple channels, find winning platforms, optimize your landing pages, make high-level video content, and commit to finding what works.

Joe, 13m 17s:

So, look, these are really the basics that you need to have when it comes to dental marketing. Okay, so we now want to talk about the 6th to 18th month window and why your ROI report is lying to you. Okay. So, when do you think a patient actually decides to get dental implants? So, we actually did a study a couple of years back with one of our clients who allowed us access to his patient base where we spoke to 30 people who had dental implant treatment. And the majority of them had made the decision that they wanted dental implants at least six to 18 months before they actually went and got the procedure. So the stages that people are gonna go through is gonna be their first thought. So maybe they start to get a wobbly tooth, maybe they've had a denture for years and they're finally sick of it. Then they're gonna start doing research, they're gonna look into different practices, they're going to go into the financing, start to look at what different places are gonna cost. They're then gonna talk to their partner and say, look, this is something that I'm gonna go ahead and actually do. And then that's at the point where they're likely going to start making inquiries. So everyone, so by the time they inquire, they've already half chosen. Your job isn't to convince them, your job is to be the practice that they were already thinking of.

Myran, 14m 23s:

Okay, so most practices market to the 5% ready to inquire today, and they completely ignore the 95% deciding right now. Okay, so then they wonder why their ads have stopped working, and they'll completely give up on it and they'll never move forward and their business will stay stagnant in growth.

Joe, 14m 40s:

So, yeah, the market hasn't shrunk, essentially, their visibility has. So stop just running campaigns and start being present. You've got to build your visibility, you've got to build your trust, and you've got to build your timing. I said this at the start, everyone's looking for that secret, that silver bullet in their marketing. The reality is you have to be consistent every week, every month, for years. And that's not to say you can't start a campaign and it's going to work, but if you want to build a long-term, sustainable practice, you can eventually sell, these are all things that you're going to need to have in place.

Myran, 15m 10s:

Okay, so the invisible marketing advantage. What's beneath the waterline?

Joe, 15m 15s:

So we've got a diagram here. You can see at the top, this is what everyone thinks they need to compete on. More ads, creatives, spend, and websites. All of these things are very important. But the 90% actually decides who wins is below the waterline that people are not paying enough attention to. That's going to be things like your speed to lead, how quickly you actually get to a response, the qualification process you have in place, the nurture, the TCO conversion, the lead recovery, and the tracking.

Myran, 15m 44s:

So throughout this talk, as mentioned at the beginning, we're going to be coming back to a specific case study for one of our clients in the Midlands. Okay, so this is a three surgery practice, and this is over the course of 24 months. So they started at 65k plus per month and they got to 180k plus per month. The same practice, the same town, but when they plug certain leaks, that's what they got to.

Joe, 16m 5s:

Okay, so let's talk about the leaks. So before we talk about leak number one, I want everyone here to do something. So if everyone could take their phone out, I see a couple of people got their phones out already. So if everyone could take their phones out, please. What I want you to do is open your practice website on your phone. And if you're an associate right now, I'd recommend you do this for the practice that you're actually working at, okay? So I recommend you do this, it might open your eyes to some things. What I want you to do is submit an inquiry to your own practice, okay? If you have a different business that isn't necessarily within dentistry, I would recommend you do it for whatever it is that you're involved in. So once you submit an inquiry, put a fake name, put your real number in it, and then put your phone face up and see what happens. So we'll let everyone go through that process now, do that with your practice, we'll give everyone a little bit of time to do this. Yeah, done, dun, dun. Yeah. Okay, perfect. So this is really, we have tried so many different things, so many different variations, and look, a lot of different variations are going to work here. Here's one that we have found that's very optimal. In the first naught to 60 seconds, so a lot of people who have already submitted their inquiry, you should have had personalized SMS, an email, and a WhatsApp by name. Okay.

Myran, 17m 57s:

Within 60 seconds, you should also have an auto dial setup from a real number and a voicemail if missed. Okay, when it comes to the auto dial, we're gonna go into the intricacies of that slightly later. That's a really, really good thing to have set up in the back end of your systems.

Joe, 18m 12s:

So within five minutes, once a dial has been made, you can set something up which is an automation, tried calling, when's a good time to reach out? Within 10 minutes, email with case studies and a booking link. So this is the ideal first five minutes that we have seen that works extremely well within practices. There's tons of different variations that you can have in place, but this is one that works extremely well, okay? So, book clicks, my practice closed, it's a Saturday. And look, that is exactly the point. Your ideal patient is not inquiring on Monday at 11am, they're inquiring at Monday night, 8 p.m. They're inquiring at a weekend when they have time to sit on their phone. Not everyone is inquiring when your receptionist or your TCO is sitting there looking at your CRM, and that's the reality of it, okay? So, in a study that we researched, by Monday morning, if someone inquires on a Saturday, 47% of people who haven't heard back have already inquired with a different practice, okay? So you need to ask yourself these specific questions.

Myran, 19m 13s:

Did you get an SMS back within 60 seconds after inquiry on that website? Did you get a call within five minutes? Did you hear nothing at all? Now I know it's not been five minutes. In five minutes, you guys can check that. Did you hear nothing at all as well?

Joe, 19m 27s:

Did you even get any communication back? Yeah, so ask yourself these questions. And if you guys have got something by now, if you did get a message or emails, ask yourself was it personal? Did it answer any question that you might have had? And did it give you a reason to reply? So yeah.

Myran, 19m 43s:

For those who did get a response, was it personal? Did it answer your questions? And did it give you a reason to reply? Because look, you can have all the automation set up, but if the copywriting's not there, if it's not being written in a clever and a specific and a strategized way, then it's just noise. Real responses is what converse.

Joe, 20m 0s:

So if the answer to any of these questions was no, here's essentially some of the fixes. Again, we don't have a massive amount of time today, so we can't go into intricacies. Again, there's going to be some resources uh at the end. So if you don't have a CRM right now, there's tons of different CRMs. You've got Boxly, you've got high level, you've got Salesforce, you've got all these different CRMs. Connect the lead form that you're running or your inquiry from your website to the CRM directly.

Myran, 20m 23s:

Auto fire a personalized SMS within 60 seconds. And we actually recommend WhatsApp as well.

Joe, 20m 29s:

Yeah. So auto-dial the team within five minutes. So something that we have set up for some of our clients is essentially as soon as a lead comes into the pipeline, what it can do is it can auto-dial your practice or a separate phone that you're going to have in your practice. Your team will then pick it up and there'll be a whisper message. For example, you have a new lead from Facebook called John for dental implants. Your team then knows straight away who the lead's for. They can pull up their CRM, they can see more information, and then it's going to, when your team selects a key, it's going to auto-dial the patient. Okay, so that takes away the problem of having to have your TCO, your reception team sitting there and relying on them to get to a lead as soon as it comes in. So that completely takes that part out.

Myran, 21m 15s:

Voicemail recovery sequence if missed. Now it sounds basic, you know, leaving a voicemail, but it is so criminal the amount of practices we come across, and even ones we initially start working with, when we see their reception teams handling the leads, there's a lot of people that don't pick up the phone. But if you're not leaving a personalized voicemail with an added level of scarcity as well, let them know that there's a limited time on this. It needs to be personal.

Joe, 21m 39s:

Okay, weekly report on average response time. Again, there's a bunch of ways that you can set this stuff up. If right now you don't have the ways to do this, I would recommend manually trying to look at your response time. You can look at when the lead came in, you can then look at your phone systems and see when that lead was dialed. And I think a lot of you will be surprised at the response times that you have.

Myran, 22m 0s:

So here are some examples of our systems specifically that we've got in place. So weekly response time report, instant core routing direct to your practice, your phone and CRM. And I really I really want to stress this one as well with the auto dial because look, you want to get to these people when they're in that buying state of mind. As soon as they've inquired, you need to try and get hold of them. And that really eliminates the manual work behind that. Of course, we've gone over a 60-second personal voicemail for no answers and a personal SMS or WhatsApp for no answers as well.

Joe, 22m 30s:

So, yeah, track it, automate it, and report on it. What you don't track, you can't measure. So if you're not tracking these things in your practice, then you're completely running blind right now.

Dr James, 22m 39s:

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Joe, 24m 29s:

So again, yeah, we took the practice that we worked with. Their average response time when we first started was four hours down to 90 seconds with the autodial. Their booking rate went from 6% to 32% by implementing these changes. So cold qualification. Big mistake people may is make is they are filtering at the reception in their TCO calls or in the consultation with the dentist, which is actually the worst thing. So we've seen 30 to 50% higher booking rate when leads are pre-qualified on the front end. Okay. So I want to preface this, right? If you've never run a marketing campaign before, what I would recommend you doing is in the beginning, keep it as open as possible. You don't want to add qualification in in the very first time that you do marketing. You want to get the feedback from the initial leads that you get so you know what friction to add in your process. So a lot of people will start marketing, they'll go through that testing phase and they will look at that as a failure if they don't get the result. The beginning part is about getting the feedback from the initial leads that you get. If you realize, okay, these people were not price aware whatsoever. An example of a friction that you can add into your process is a pricing awareness question. So for example, here's one of our lead forms. Implants start from as little as 2,500 pounds. Are you aware of this? And then the patient can go through and select. So yes, I'm happy, yes, I'm aware, would like to discuss payment. I wasn't aware. If they put at the end, I'm not sure this is within my budget right now, you can put conditional logic in your form, which basically says, would you still like to continue with this treatment or cancel my inquiry? Ultimately, you don't want Facebook giving you back leads that are not going to be suitable for your treatment. Because what that's doing is it's telling the platforms, I like this, I I uh this is a this is a good result for me. And it's telling the platform, yeah, get me more people like this. So you really want to cut these people out before they come in. But in the beginning, keep it open and then start to optimize with time.

Myran, 26m 26s:

Another good friction question or qualifying question that you can add, just for that added element of treatment urgency, is when are you looking to start? Okay, it's a simple question, but it's a really, really impactful for us in practice because we get to see then, okay, this person's just inquired, where are they currently at along their patient journey already? Before we even got in touch with them, where are they currently at? And then you can mold your communication to them around that specific.

Joe, 26m 51s:

It's also gonna give your reception team a really good idea of where that lead's at. Okay, so if they're saying I'm researching my options right now, they might want to approach that lead a little bit differently than that if they say as soon as possible. Okay. So it's gonna give them, you want to give them as much context as possible. So essentially qualify upstream before the inquiry is submitted. Multiple ways you can do it. You can do it in the lead form, you can do it on the landing page, you can put your pricing specifically on the landing page that you're sending people to. Lead forms, you're going to get a much higher volume of leads. We actually really like running lead forms and putting the qualification in there. Landing pages add a lot of friction to it. Maybe if you don't have the team to sustain a ton of leads, you might want to go straight for the landing page route. Okay.

Myran, 27m 32s:

Joe, if you just go back one side as well. I just want to mention that look, you want to optimize not for lead volume, but for lead quality. I really want to stress that as well. And here's an actual example of that with that said Midlands practice we've been speaking about. Okay, so when we added these friction qualifying questions, the lead volume went down by 18%, but the actual booked consultations went up by 47%. Definitely something to consider.

Joe, 27m 55s:

So the empty space, the next one. So between inquiry and consultation, we found that you get a 15 to 30% no-show rate on meta consultations without a nurture sequence in place. So here is the fix for this. Here's a nurture sequence that you can put in place. Okay, so on day one, this is once they booked a consultation, guys. So once they booked a consultation, you want to send them immediately a booking confirmation. And something that we've started adding recently, which is working extremely well, is a video walkthrough of what to expect. We know, as an example, that patients are extremely nervous of going to the dentist. Okay, it's not unfortunately not a happy experience for a lot of patients. If they can see the practice environment, they can see some of the clinicians, they can start to get a feel for your practice, they're gonna feel much more comfortable coming to you and adding something like this makes it feel like a personal experience for them.

Myran, 28m 49s:

Sure, and that kind of leads on to this day two sequence as well. So a meet your TCO or meet your clinician video, okay? This this wants to be whoever they're going to see, okay? And I want to say as well, this doesn't need to be super high-level Hollywood level content. If anything, what we found working really well recently is having the TCO make short personal selfie video where they're actually speaking to them on a really personal level, and it almost feels as though that that's such a bespoke message to them.

Joe, 29m 19s:

Okay, so day before, they want an SMS reminder and also a call to confirm their appointment. This is something that so many people miss out on is if they don't hear back from a lead, they will keep them in their diary. Okay? They'll keep them in their diary. And the problem with that is, is you get no show and that's completely wasted time for your clinician. If you don't hear back from a patient, you called them, you tried to contact them, take them out of the diary, let them know, and book someone else in in that place.

Myran, 29m 46s:

And then the morning of their appointment, send them a message, send them their appointment info, and send them some social proof just to get them back in that mindset when they first inquired.

Joe, 29m 56s:

Okay, so fill the gap with the right messages. So again, we've got welcome message, day one, day two, day before, morning off. These are all really important that you can do. Again, we took this practice no-show rate from 24% to 7%. So a 23% revenue uplift with the exact same diary. This is honestly something that we would highly recommend everyone put in place. Okay, so the TCO bottleneck, okay?

Myran, 30m 24s:

So untrained conversion is attached on every single one of your marketing campaigns. Now, less than 10% of practices actually record and review their TCO calls, which is absolutely crazy because realistically, your TCOs, your receptionists, they're the gatekeepers of your practice, and they're the people that are really going to be either slipping all the leads through the net or the ones that are actually getting them through and engaging with them well.

Joe, 30m 46s:

So, a lot of people they will hire a receptionist, they'll hire a TCO, and they will expect them to do what it is that they want them to do. You have to be very clear with these people exactly the process you want them to follow. So, for example, we actually have a um a call center team. We train everyone on exactly the script that they want that we want them to follow. And we're constantly reviewing it to make sure that they're actually following the process. Now, what you can actually do here is you can record every call through your CRM system. Your CRM should allow you to do this, um, or your practice phone system, and then you can get AI to essentially pull that transcript, pull the transcript of the call and match them together. It's going to be very difficult for you to sit there listening to every call. So, this is where things like AI can come in to give you a call report, give you a weekly review of different TCOs to understand who's performing, who's not. Give flowers to the people that are performing and train the people that aren't.

Myran, 31m 42s:

And a weekly performance report per TCO. Okay, so don't just get the reports in and not give it back to your team. Like Joe just said, you have to give them back the feedback, whether it's positive or negative, let them know where they maybe messed up on a patient. Let them know where they did really, really well, let them know where their dialogue was perfect. It's really important.

Joe, 32m 0s:

Okay, so train them, script them, record them, um, review them. So, yeah, this took this TCO's conversion 8-32%, and essentially doubled the treatment starts. Sorry guys, we're gonna have to run through it quite quick because I don't think we have too much time left. So we've got missed lead recovery as well. So the leads you've already paid for 60-70% of leads never booked. Something we hear all the time. We generated so many leads, none of them booked. So you're going to get that number of leads that are gonna book, but the mistake a lot of people make is they think, oh, they're dead leads, they're rubbish leads, and they do absolutely nothing with them.

Myran, 32m 36s:

So, day five, there should be an SMS and a WhatsApp.

Joe, 32m 40s:

So, this is this is if no one has replied, by the way. If they've got through the sequence, your initial sequence, they've not responded to you.

Myran, 32m 47s:

So, day five, I think a message saying, still thinking it over, really good, re-engaging them. Day 12, an email and a WhatsApp. So your questions answered. So they're common QA's, the common questions that you find from your ideal avatar when they come into your practice, address them within that message as well.

Joe, 33m 2s:

Yeah, so these are gonna be like emails, WhatsApps. You're not just gonna send this message, you have to build these out. Again, we're gonna have resources at the end that people can take from campaigns that we're running already. Day 18, autotask. Get your team to reach out again. They've probably called the patient numerous times by this point. If you call them much later on, you'll be surprised how many people you can still get out of your pipeline. Day 21, email, meet the team behind your smile. Day 30, SMS, WhatsApp, last chance, and then you can send them a final exclusive offer. You can even go one step beyond this for people that are well over day 30 and keep them in a continuous cycle. You can essentially build this sequence once and run it forever. Here's a diagram that we've got of a sequence that we have for our client. It's essentially like a circle sequence, right? That they continuously go through. We we actually, in one of the practices that we worked in, we had a patient come in and he had over 20 grand worth of implants. And when we spoke to that patient, he we actually realized he had inquired 18 months before. And he told us the reason that he came back in was because he got um an email that reached out to him with a specific case study in it that he resonated with so much that it finally gave him the decision to move ahead with that. So here's a reactivation we did 200 cold leads from a from this client's failing campaign that he ran before. Sent out the um reactivation, 14 books, 41k in treatment. This was specifically through dental implants. Okay, tracking blindness.

Myran, 34m 25s:

Okay, so your cost per lead is not the key determining metric for success on your campaign. Okay, that's something that we need to make really clear. Cost per lead is something that a lot of agencies might come to you and advertise and say, look, we've got the lowest cost per lead, we can get you this cost per lead, but it's not the defining metric. And here's a good example of that. Okay, one client we actually spoke to about this, they thought because they had a low cost per lead, they thought their campaigns were working really well, they thought everything was a success. When they actually did a deep dive, they came to realize like the more important metric, the cost per invisaligned patient, was £1,400 for them.

Joe, 34m 58s:

Yeah, so once they minus the lab fees, once they manage the associate costs, they were actually losing money on their treatment. So the fix know these numbers, okay? If you don't know these numbers, you need to start learning these numbers for your practice. The cost per lead, again, metric does matter. Cost per book consultation is more important, cost per attended consultation, even more important than that. And realistically, this is the number you need to know your cost per acquired patient for each individual treatment that you're running. So know your numbers, all of them. We're gonna give in our resource at the end this um Excel sheet that you can take, which is going to give you a very clear picture ultimately of what your cost per acquisition is, your cost per show, and your cost per booking. You can plug your numbers from your last marketing campaign into this.

Myran, 35m 39s:

Okay, so the community result. What happens when you actually fix this? And this again is going back to that real life case study. Okay, so if we just go back to that one uh next one. So revenue per month. Okay, so before, as we mentioned, 65k, now 180k plus. Their response time, before they're at a four-hour response time, we've got it down to a 90-second response with the auto dial feature and everything we've gone through.

Joe, 36m 2s:

They went from a booking rate of 8%, 32%, a no-show rate 24 down to 7, and their cost per invisaline patients, specifically this campaign, 1400 down to 620. So you can see, yes, we made improvements to the stuff above the waterline, but the majority of these improvements were made below the waterline that we went through earlier. So we know that AI is a hot topic. It's something that we're massively diving into as an agency right now. We want to give everyone some actionable things that you can implement AI in if you're not currently implementing AI in your business. Instant response. So sub 60 second SMS reply, 24-7, even at 2 a.m. on a Sunday.

Myran, 36m 40s:

Auto summarizing your CRM. Okay, so every call needs to be transcribed, patient notes or potential patient, the notes from the call, their decisions, the next steps all along. So you know, even if they haven't taken action on that call, somebody can follow up with the right type of dialogue.

Joe, 36m 54s:

Reactivation at scale, reactivating those leads. This is not stuff you should be doing manually. You need to set it up in your system. Once you set it up once, you can run it forever and call analysis like we went through earlier. So these AI changes the maths in four specific places. There's so many different ways you can implement AI. This is where I would start if you're not currently implementing it in your business. Okay, so five things you can do on Monday without an agency, no agency required, okay?

Myran, 37m 22s:

So audit your speed to lead. Now, you guys have actually technically already done this by inquiring with your practice today, so really keep a close eye on that.

Joe, 37m 29s:

Yeah. Um, add three qualifying questions to your inquiry form. If right now you're working with an agency or you've got a lead form going right now and you're saying, okay, all of my leads are not good quality, start adding some friction to your process. Build a five-touch nurture sequence once they've booked to improve your show rate and record one TCO call this week and listen to it. Okay. So pull your last 200 unconverted leads and send one re-engagement message.

Myran, 37m 56s:

Okay, so again, five things we've just gone through them here. If you want to take a picture as well, please feel free to take a quick picture.

Joe, 38m 8s:

Okay, so some of you will do these five things and they'll work and that's the goal. Others will hit a ceiling because look, building this stuff properly is a full-time job. Uh so look, a couple of things that we do as an agency, paid ads is the main thing. Paid ads Facebook, Instagram, Google, built for high value treatments.

Myran, 38m 24s:

AI backends, as Joe mentioned, we're going headfirst into AI at the moment. We're constantly optimizing our systems. So speed to leave qualification, recovering, the tracking systems, overall the plumbing that comes beneath the marketing.

Joe, 38m 37s:

And yeah, sales support, installing AI to understand CCO training, conversion review, and the chair side half of the funnel. So we install the system, we run it, we optimize it. So for anyone who is interested, who's got a practice, maybe you're an associate, whatever it might be, we're happy to run a complete audit for you. We'll mystery shop your practice, we'll map your six leaks, we'll give you the report. So essentially the message from today is your competitors aren't beating you on Facebook, they're beating you below the waterline. So for everyone who's interested, we have a marketing mastery course. Um, this is completely free for everyone here at this event today. You're essentially going to be able to get the monthly metrics dashboard that we went through, which is gonna help you. Course to understand dental marketing. We went over quite the high level today. There's a lot more information in here for you guys to implement. Free access to the dental community, nurturing sequence templates, front desk training guide, in practice content guides as well. So, yeah, thank you guys for listening. There's a QR code. If you scan that, it's gonna take you directly to our community where you can get all of that content. And we're adding to this community frequently. So there's frequent trainings updated. Um, sorry guys, I know we rushed through that quite a bit at the end, but um, I really appreciate everyone for coming today and sitting here. Thank you so much, and yeah.

Myran, 39m 55s:

We would like to open the floor as well, just to any questions if people have any. Uh, we'd love to answer them now as well.

Joe, 40m 2s:

Presentation must have been good, no questions. All right, thank you so much. Oh, yeah, go on, my man.

Speaker 5, 40m 7s:

Um, what percentage of your spend would you put like top of funnel, middle of funnel, bottom of funnel?

Joe, 40m 12s:

Well, look, in the beginning, you've got to put the majority of it to top of funnel because you're not going to have the the other ones. So, definitely in the beginning, everything's going to be cold. As you start to spend more and more money on your marketing, you're going to be able to open the middle of funnel and the bottom of funnel. So, it really would depend what stage of marketing you're at and what stage of business you're at to add those different um levels.

Myran, 40m 34s:

And as Joe showed earlier on the screen, they we have a resource as well where you can actually reverse engineer numbers. So you can put numbers in, you can actually find like the predicted kind of outcomes from that and reverse engineer from that point. So once you've started collecting data, hitting that cold audience, you can then get the numbers, use those numbers to your advantage, and then spend what you need to spend on the middle of the funnel, etc.

unknown, 40m 55s:

Cool.

Speaker 7, 40m 56s:

Um I have a question regarding WhatsApp. Um we don't have a WhatsApp currently, we have all the other mediums. WhatsApp is something which is kind of too personal for people. I understand personal people are bringing up the WhatsApp out of it. Uh the thing that we are thinking and which is keeping us from WhatsApp is when they ask questions, um, they want an immediate answer. And sometimes they're not around to, you know, does that hinder or does that cause them to, you know, feel like, oh, they didn't even answer WhatsApp right away?

Myran, 41m 25s:

So what we like to do is we like to add automation, right? I think we're in 2026 now. We don't need to be micromanaging everything, we don't need to be looking at our phones and instantly responding manually, right? We can with the CRM setup, if you integrate WhatsApp with that, you can have it automated so that when people get in touch, they get an auto-response. Might even be AI integrated with that as well. But one thing that we found that has exponentially increased our clients' results was introducing WhatsApp as a lead follow-up. So as soon as somebody actually inquires with the ad, send them an automated message on WhatsApp specifically, alongside SMS as well. And we find that the response rates on WhatsApp are just much, much higher, to be honest.

Joe, 42m 4s:

When you're asking that question, is that because right now the team that you've got, you feel like they don't have the time to respond to the WhatsApp? Is that what it is?

Speaker 7, 42m 11s:

Uh the problem is, yeah, they don't right away respond to WhatsApp, and I feel like if I introduce that to them, yeah. Like as a patient myself, if I'm a patient, I would expect my WhatsApp to be right away.

Joe, 42m 23s:

Look, there's a number of things you can do. There's a bunch of like AI bots that you can train up on your business. Alternatively, you can have call to actions on your WhatsApp saying call the practice, or if you um want to reach out to someone, click here to call the practice. So, yeah, maybe that's something you need to look at within your team, or maybe that's something that you can use AI to actually, if that is a gap for you right now. Um, I personally don't think that AI can be good as someone within your practice manually doing it, but if that is a gap for you right now, I think that's going to be a great next step.

Speaker 7, 42m 55s:

Yeah, I think that is, I think so.

Myran, 42m 57s:

And I think one tip one thing that we've been doing as well, we've seen a lot of success from is let's say somebody signs up to your ad within that WhatsApp lead follow-up that they get, send a personalized video. As you maybe as the practice owner, somebody in practice, maybe somebody that they're gonna see as well. Send them a personalized video as the first immediate message within 60 seconds of them signing up, so they have that, and then like Joe said, you can also have call to actions on there for them. So if they do want to book in right away, they can click book in. We find a lot of people through WhatsApp just auto-book in anyways themselves as well.

Speaker 7, 43m 27s:

So yeah, but the AI WhatsApp on the website and other things. What's that WhatsApp is something they're like, but yeah, thank you.

Joe, 43m 34s:

Uh no worries.

Speaker 2, 43m 36s:

Just to expand on that WhatsApp with the automated WhatsApp messages with the business thing, it does that thing where it uh asks for you know seeks permission or something. Is it okay that we ask you to question?

Myran, 43m 52s:

So to be honest with you, our with our system, ours doesn't do that. Yeah, so yeah, I mean, you've got different things, right?

Joe, 43m 58s:

So you can have a business WhatsApp. We through our platform that we have our CRM, we essentially get a WhatsApp through there. So it's already kind of plugged in with the AI. But I think what you're talking about, so you just have a separate phone with a business WhatsApp on, right?

Speaker 2, 44m 12s:

A practice mobile, right? And then obviously if you if they don't respond within 24 hours or something, it goes back to the beginning fast-to-seek permission again.

Myran, 44m 21s:

So what we what we actually recommend is like have have your practice phone, right? Have a business WhatsApp on there, anyways. We recommend that. But what we do is like with our CRM, like Joe said, we integrate a separate WhatsApp account to that CRM. So essentially, when you get WhatsApp inquiries from your ads, it'll come through to the CRM. So you it's filtered already, and you can essentially just control it all through there.

Joe, 44m 43s:

Do you do you have a CRM right now?

Speaker 2, 44m 45s:

Uh yeah, it's well it's practice online.

Joe, 44m 49s:

Oh, okay, gotcha, gotcha, gotcha. Well, yeah, so I'd have to have a look at the setup to be honest, to know a little bit more on that.

Speaker 1, 44m 55s:

So if let's say you have uh um a new newly launched practice, right? And then you already have some marketing up and running. Yeah, how do you tend to decide how much uh budget you tend to set for each asset? Do you tend to go for like higher ticket value uh services, or you tend to go for probably the most common ones at a low, you know, at a low ticket?

Joe, 45m 19s:

Yeah, you're basically starting. I I honestly think a mix of both is good. I I would start running multiple campaigns and seeing realistically what you're getting the best traction for. And you're gonna need enough budget to put into those um different areas, but ultimately it's gonna come down to the results of the campaign. If we start running a new patient campaign for a client, and ultimately it's not um, it's obviously not as high value as a dental implant, but it's Crushing, we're going to put more budget in it. So it's really going to come down to which campaigns you're running that have the most success that I'd recommend. But I think a good mix of both is kind of that as well, Judah.

Myran, 45m 52s:

A real-life case study is a client we've we had we have in uh Cardiff, and we implemented dental implant campaigns with them. That was not something that they were even initially thinking about dental implants. You know, that was something that we kind of brought to them as an idea because we we thought, you know what, there could be a lot of success here. And when we actually started implementing the dental implant campaigns, we realized that was an absolute hotspot for it, and that's the most successful campaign to the point where they actually went and got an associate to come in specifically for it.

Joe, 46m 18s:

Yeah, they wanted to do Invisalign and we said, look, we're going to test this treatment. And look, some areas, some locations, some treatments are just going to work way better than others. So it's not always what you want to deliver, unfortunately. You have to test the market to see what your market and your location is looking for. You have to supply the demand, and you can't supply demand if the demand's not realistically there. So ultimately test them in the beginning, see what's working specifically for your campaigns and double down on it. That's what I'd recommend.

Myran, 46m 45s:

Reverse engineer from the numbers as well that you find them.

Joe, 46m 48s:

Sorry, you had a question.

Speaker 6, 46m 49s:

It's similar. Um, so this practice in the Midlands, through surgeries, you've gone from 65 to 180 grade three. What was the actual spend on all the Google Ads, Facebook, or transport?

Joe, 47m 1s:

So when we first started with them, they were spending a lot of money with another agency. They were spending a ridiculous amount, probably 8 to 10k a month. When we first started, because they were trying to ramp. We basically kept a similar spend across the time. So it wasn't necessarily so they were spending roughly about 10k a month. Okay. So yeah, we're spending 10k a month. And look, a lot of that revenue as well, yes, the majority of it was a lot of it was coming from new patients, but it was also using their internal database, making sure that when patients came in that they were getting good experiences, that they're referring people. So a lot of the work we did wasn't just on the front end, it was on the stuff that's uh beneath as well. So yeah. All good? No, that multiple campaigns, dental implants, invisalign, and a new patient campaign. Yeah. Thank you so much.

Speaker 7, 47m 51s:

Sure, sure, sure. Um, you mentioned uh to one of them earlier about the uh your niche, which were like the dental implants you just mentioned. So, how how does the practice find out?

Myran, 48m 2s:

You've got a split test. Yeah, you gotta test. The only way is when you first start your boxing. So before you start your marketing, you've got to picture your ideal patient avatar, right? So have that in mind. What do they look like? What do they have like? What's their demographic specifically, right? Get a campaign out specifically for that. Maybe you your special interest is in dental implants. Get a campaign out for that, but don't just shut yourself off from other types of campaigns, other types of treatments. You need to test different things. Try an Invisline campaign, an ABC Smile Makeover campaign, a general new patient one, maybe even a plan membership one, whatever you're optimizing for specifically. Try a bunch of different things and you're gonna find winning formulas that you can then use for to move forward and optimize.

Joe, 48m 41s:

The reality is you do have to look at your practice as well. You're obviously gonna have people in your practice that want to do certain types of treatments. So that's always what we recommend you starting with and trying to make it work for those treatments. But don't always cancel yourself off to the other types because your area might have a big demand for it. Cool? All right, I think they're telling us to go, guys. Wait, well, one more, one more.

Speaker 5, 49m 2s:

Of course you split test, but um, for like high-ticket treatments, do you find it works better to show the price on the front end, like in the creators?

Joe, 49m 10s:

It's a great question. Great question. Um, honestly, it's so location specific. We have some clients where it's like, okay, they're getting such a bad quality of lead, we have to put the price up. Some clients we keep it completely open and it just works insanely well. So honestly, I think the biggest thing there is it comes down to location, and you've got to see what works for that particular client. No one client is going to be the same, unfortunately.

Myran, 49m 32s:

You know how we said to add lead form qualifying questions to add friction? It's not just lead form qualifying questions that you can add. It's like you said, you can actually add the pricing on the image creative specifically. Maybe you can film a new video where you mentioned, yeah, density limp have to start from as little as X per month with obviously the interest, upset interest financing or something like that. You know, I think that's yeah, definitely worth doing for sure for you too. Thank you very much, guys. So we're gonna