CALL TRACKER ROI PRESENTATION OF REPORTS &

SERVICES OFFERED

How Much Is A New Patient/Client Worth?

New Patient Should Be Worth At Least $1000 In The First Year Alone

• Factor In 2 Cleanings, 2 Exams, Bitewing X-rays, Pano• Factor In Any Referrals Of Friends, Family

• Factor In Any Work They Do: 2 Fills, 1 Crown, etc

Why Can’t Dentists Get More New Patients?

What They Actually Capture

What They Don’t Even

See

Missed, Unanswered, Get Busy SignalAverage Office Misses 40-50 Potential

New Patient Calls/Month

That Costs Us $40,000-$50,000 A Month In Lost Revenue!

Why?

•Poor Telephone Management•2 Actual Phones At Front Desk, One Person On Hold With Insurance Company, One Confirming Patients For Next Day Means New Patients Can’t Get Through. Lines Are Tied Up•Understaffed, Not Enough People To Handle Volume Of Calls Received•Calling On Friday, Saturdays & No One There To Answer The Call

Staff Potential New Patient Appointment Conversion Ratio

(Nationwide Avg. 34%)

Out of 10 Potential New Patients That Call Interested In Or Wanting An

Appointment, Only 3 Leave The Call With An Appointment. Why?

• Understaffed• Too Many Tasks Going On When Call

Received• Existing vs NP’s Conflicts

• 95% Never Had Formal Phone Training

How Much Is A New Patient/Client Worth?

• 40-50 Missed Calls Per Month• 34% NP Conversion Ratio (3 out of 10 Means 7 Are Lost)• Result: They Are Conservatively Losing $50,000 or More

Every Month & Don’t Even Realize It!• That’s Where We Come In To Bring These Type Of Issues To

Light

So What Do We Do?

Provide The Missing Piece That Allows You To Turn Marketing

From A Mystery, Into A Science!

So What Do We Do?

We Show You How To Let The DATA Justify The EXPENSE

What’s Our #1 Distinguishing Characteristic

Live People Listen To EVERY Recorded Phone Call

No DATA We Can’t Pull Out Of The Phone Call!

Monthly Marketing Summary Reports

• We Do The Work For You

• So You Will Know the Pulse of What’s Going On With Any Marketing Efforts

• We Discover Areas That Negatively Effect Your New Patient Activities Like Missed Calls and Appointments Not Scheduled

• We Provide Solutions To Any Issues Discovered

• We Provide Internal Marketing Solutions & Referral Programs As Well As Grassroots Marketing Programs (Neither Cost A Lot But Are Powerful Ways Of Generating New Patients)

See Some Of The Data We Include In Our Reports

Patent Pending Missed Call Text Alert Feature

Never miss another new patient call againAny Missed call will be texted To the office phone within 10 seconds

Missed Calls By The Day

Day Of The Week Missed Calls

Monday 0

Tuesday 2

Wednesday 1

Thursday 2

Friday 10

Saturday 0

Missed Calls By The Hour

Time Range Missed Calls

7am - 8am 4

8am - 9am 0

9am - 10am 0

10am - 12pm 0

12pm - 1pm 4

1pm - 2pm 8

2pm - 3pm 0

3pm - 4pm 1

4pm - 5pm 0

5pm - 6pm 2

6pm - 7pm 1

7pm - 8pm 3

New Patient Opportunities

74.31%

107

25.69%

37

144

•40% Of All Marketing Based Calls (From Tracking Numbers) Come From Existing Patients, Vendor Calls, Sales Calls•We Show You The True Number Of NP Opportunity Calls Your Team Had

Staff Name

Total BookedNot

BookedRatio

Rachel 13 11 3 84.62%

Janis 23 7 16 30.43%

Paula 7 3 4 42.86%

Krista 30 20 10 66.67%

Staff Efficiency Analytics: Broken Out By Each Staff Member So You Know Where Weak Link Is

Half Truth vs Whole Truth

Half Truth

Whole Truth

What ALL OTHER Tracking Companies Give You

What WE Give You

Dynamic Number Insertion: Online Ads

Website Office Phone

Number:704-278-8008Yelp

Phone Number: 704-256-

8433Yelp Phone

Number: 704-256-

8433Is now on the

website

Reasons Appointment Not Booked-By Staff Member

Patient Asked if Office was in Network with Aetna. Staff member said No, Patient Hung Up-Tina

Caller wanted to know the cost of the DSP. Ashley told him it would be $299 for a single person for one year. Caller is not ready to sign up at this time. Ashley took his information to follow up with him in a few weeks.

Caller wanted to know more about the DSP. Caller asked if veneers were better than dentures. Ashley told her the best thing to do is come in for a free consultation, and they could go over all of that then. Caller said she would call back.

Caller lives in Sun City and wanted to know if his insurance was accepted at the office. Caller has Health Plex from Long Island, NY. Caller wants to talk to his wife and will call back. Caller wouldn't give Ashley any of his information, so she could follow up.

Patient asked if Office ACCEPTS Metlife, Staff member told Patient “We are NOT IN Network”.

Patient states: “Oh, so I need to find a Doc In Network, Thank You” Call ended-Jill

Patient asked if Office ACCEPTS Delta Dental. Staff member told Patient “We are NOT IN Network with Delta Dental”. Patient states: “Oh, so I need to find a Doc In Network, Thank You” Call ended.-Jill

Patient asked if Office TAKES Aetna Insurance. Staff member told Patient “We are NOT IN Network”. Patient states: “Oh, so I need to find a Doc IN Network, I guess I should call my Insurance company again and find out who around me is In Network”. Call ended.-Jill

Patient Broke her Front Tooth, Wanted to Get In Today, Staff told patient they could “Get Her In a Few Days From Today”. Patient will need to call around to find an office that can get her out of pain and fix her issue today.-Jill

Patient called requesting a new patient cleaning appointment, has just moved to the area. Staff told patient they could get her into the office in 4 weeks. Patient said they would check their schedule and get back to them.-Sarah

Patient called looking for price on Implants. Staff member stated that patient should come into the office and see the Dentist as implants are expensive and patient my not need implants.-Sarah

Ad Source Cost Pt Revenue ROI:1

Website $4,000 $38,000 9.5

Direct Mail $8,000 $62,000 7.75

Magazine $4,000 $22,000 5.5

Pt Referral $11,000 $60,000 5.45

Radio $20,000 $21,000 1.05

Billboard $6,500 $1,000 -6.5

Marketing Return On Investment: We Do The Math For You

ROI Guidance• How Do You Know Your Marketing Is Generating The Revenue

You Want?

• How Do You Stop Wasting Money On Ads That Don’t Work?

• Because We Have Live People Listening To Every Call, We Pull Out The Patient Name Who Schedule The Appointment, We Know The Ad Source That Brought Them In & We Track What They Spend In The OfficeQuarterly WE calculate your marketing ROI so you know what was spent, how many New Patients it brought in and what they have spent to date. In essence we show you what is working and provide guidance on finding replacements for Ads that don’t work

We Guarantee To Increase Their Marketing By 25%! How? Our Studies On Existing Show That Just By Tracking The Results, Sharing With Staff Members To Make Them More Accountable, Their Conversion Ratios Automatically Go UP!!

Tracking Alone Makes Numbers Go Up With NO Additional Marketing Money Invested

TELEPHONE TRAINING SOLUTIONS

Less than 5% of Office Members have had formal Telephone Training. That’s why the average Dental Office only schedules 34% of the New Patient calls they receive

•We Give Them A Telephone Best Practices Language Sheet

•We Sell Them Our Telephone Training Video

•We do a One Day intensive Telephone Training for your staff. Customized to issues we see in your Monthly Reports.

How Do We Make Your Life Easier?

Missed Call Text Alert Feature, I.D. Patterns & Office Cell Phone To Improve Telephone Management & Decrease Missed Calls

Decreased Missed Calls = Increase NP Opp.

Work With Staff On Gradual Telephone Training. Language Sheet, Video, Bonus Plan, etc. Increase Conversion Rates = Increase NP’s

Within 3 Months We Should Be Able To Prove What’s Giving + ROI & What’s Not. We’ll Prevent Wasted Advertising Dollars Moving Forward