Report back to the referring dentist
A brief note on the plan and progress, within your privacy rules, makes referring easy and valuable for the dentist.
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Get results in days, not monthsResults in days, not monthsFor an orthodontist, a lead is not a name on a list. It is a family that has shown interest and might be willing to book an exam. The business turns on three steps after that: how quickly someone answers, how many leads reach the calendar and how many exams end in a start. This guide covers where leads come from, how to judge their quality and what a practice can do after the exam. We build channels you own, and we do not sell leads.
Sources
| Source | Typical patient | Strength | Weakness |
|---|---|---|---|
| General dentist and pediatric dentist referrals | Children and adults the dentist has already advised | High trust and a high rate of following through | Depends on relationships and responsiveness |
| Current patients and parents | Siblings, friends and coworkers | Warm introduction and low cost | Needs a reason and a reminder, with care about state rules on incentives |
| Google Maps and local search | Parents and adults comparing nearby offices | Strong intent and visible reviews | Competitive in dense areas |
| Paid search | Families searching for treatment now | Fast and measurable | Cost per exam varies and needs close management |
| Meta Ads (Facebook and Instagram) | Parents and adults who were not yet searching | Builds familiarity ahead of seasons | Slower to show direct bookings |
| Community presence | Families at schools, teams and events | Local reputation | Hard to measure and slow |
| Directories and lead marketplaces | People browsing provider lists | Quick volume | Shared with competitors, so quality and exclusivity vary |
| Walk-ins and word of mouth | Neighbors and passersby | Free | Unpredictable |
What counts
Quality is not only about the person. It also depends on timing and fit. A lead from a parent living thirty minutes away who needs an office near school may never attend. A lead from someone asking about a service you do not offer wastes the front desk's time. A lead that arrives at the same moment as three others, when you have room for one consult this week, is not an asset.
We help define quality in writing with your team: the area you serve, the ages and appliances you want, the hours you can book and what counts as a qualified inquiry. That definition guides ad targeting, landing page wording and reporting, and it lets the team see which sources produce families who show up.
Speed to lead
A text or call from a real person soon after a form arrives beats any later message. Set a standard for your office, such as responding the same business day, and keep it.
"Would Tuesday at four or Thursday at eight-thirty work?" gets more answers than "when are you free?"
A short message states the address, who the family will meet, how long it takes and what to bring.
A reminder the day before, and another that morning, reduces missed visits. Offer a quick reschedule link.
Reach out kindly, with no scolding, and offer a new time within the week.
After the exam
| Reason they hold off | What helps | What to avoid |
|---|---|---|
| They need to discuss with a partner | A written summary of the plan and a short call or message a few days later | Pressure or deadlines that cannot be explained |
| The monthly payment is a concern | A clear explanation of payment structures and a revisit of options | Discounts that signal desperation or conflict with rules |
| They want to compare offices | Respect it, send a friendly note and make it easy to return | Criticizing other practices |
| A teen is unsure | Invite the teen to ask questions and show appliance options | Talking only to the parent |
| Timing: sports season, a move or a busy semester | Pick a follow-up date and put it on the calendar | Letting the family drift away |
| Benefits not yet active | Note the date coverage begins and plan a call | Giving coverage advice you cannot support |
Owned versus rented
Some platforms sell contact details of people who filled in a general form about braces or aligners, often to several practices at once. Others charge to appear in a provider list. They can bring volume quickly, but the lead may be shared, the quality varies and you build nothing you own. We do not sell leads, we do not resell contact lists and we do not run lead-brokering businesses. We build channels that belong to your practice: your listing, your pages, your reviews and your ad accounts.
That does not mean you must cancel what you already use. Track each source for a quarter and compare how many attended exams and starts each produces. Many practices keep a directory or a marketplace if the numbers justify it, and drop it if they do not.
Referral work
Close the loop
A brief note on the plan and progress, within your privacy rules, makes referring easy and valuable for the dentist.
Make it simple
A page on your site that explains how to send a patient, what to include and how soon they will be seen.
Avoid improper incentives
Some states restrict payments or gifts connected to referrals. Check with your board and counsel before any program.
A note works
A handwritten card or short message after a referral is received costs little and builds loyalty.
Ask at moments of joy
The day braces come off is a natural time for a sincere request, with a review link and a referral card where rules allow.
Meet the team
A short lunch or open house lets referring staff see your office, which makes recommendations easier.
Tracking
We assign each channel its own phone number or tracking tag where possible, and ask the front desk to note the source on each new inquiry. A simple monthly count of inquiries, booked exams, attended exams and starts by source is enough. Starts can be shared as a count, with no patient names or details. We build the process so that advertising platforms never receive health information, and we review it with your counsel and technology vendors.
Review call samples, when your policies and disclosures allow, to see how the first thirty seconds sound. A warm, quick, informed greeting is worth more than any ad adjustment.
The coordinator
Many orthodontic offices have a treatment coordinator who meets families after the doctor's exam, explains the plan and the payment options and answers the practical questions. This conversation is where interest becomes a decision. A coordinator who listens first, restates what the family cares about and explains costs without hurry tends to earn trust. One who reads from a script and rushes to paperwork can lose families who were ready to say yes.
We do not coach in-person consults, but we can help in practical ways: giving the coordinator a summary of which page or ad a family came from, suggesting a short follow-up message to send after the exam and sharing monthly numbers on how many consults turn into starts. If your practice uses a coordinator, ask them what questions come up most. Any orthodontist who has sat in on a few consults knows the same handful of questions return every week. The answers are a gold mine for page content and ad copy.
Weekly rhythm
| Number | Why it matters | What a drop might mean |
|---|---|---|
| New inquiries by source | Shows which channels are active | A campaign paused, a listing issue or a seasonal lull |
| Median time to first reply | Speed is within your control | Staffing gaps or a broken form notification |
| Exams booked within a week of inquiry | Long waits lose families | Limited consult capacity or slow scheduling |
| Exams attended | Booked is not the same as attended | Missing reminders or confusing directions |
| Starts from this week’s exams | The result that pays the bills | A weak consult, financing friction or poor follow-up |
Pricing
Questions
Cost follows the channels you pick. Landing pages through RankGuarantee™ are $495 a month, a single managed ad platform is $895 and Organic Growth begins at $1,495. The platforms bill ad spend separately. No setup fee and no contract.
No. We do not sell leads or run lead marketplaces. We build and manage channels your practice owns and report on the exams they produce.
As fast as your team can reliably manage, and within the same business day at the latest. Speed matters more than polish. Pick a standard, train the team and check it monthly.
Text is popular with families, but consent and privacy rules apply. Use a system your counsel approves, collect consent properly and keep messages simple, such as confirmations and reminders.
Only if it is a real, consistent policy and your state rules allow it. Free exams can bring more no-shows, so pair them with reminders and a clear explanation of what happens.
Track each source from inquiry to start for a full quarter. Measure attended exams, not form fills. The marketing guide explains how to set up the comparison.
We can share what we see in tracking and call samples, suggest follow-up scripts and help set up reminders. Coaching a coordinator on in-person consults is better handled by a practice management consultant.
Explore more
Get in Touch
Tell us how an inquiry is handled today, from the first call to the follow-up after the exam. We will map it and quote a flat plan. Call 610-825-4363 or email hello@getphound.com, and our CEO walks the path with you.
