DATA DRIVEN REPORTS & INSIGHTS

These reports are designed to provide you with a clear, comprehensive picture of how Retainers For Life is performing within your practice. Unlike a product that’s simply handed over, Retainers For Life is a complete system built around the core pillars of vision, strategy, and execution—designed specifically to deliver meaningful, long-lasting results.

​This report will offer clear insights into what’s working and where there’s room for improvement, helping you optimize your use of the program. It will also include actionable recommendations to guide you on the next steps, ensuring that Retainers For Life continues to be one of the best decisions you've made for your practice. By regularly reviewing these reports, you’ll be equipped to make data-driven decisions and drive even greater success.
YOUR CURRENT PROGRAM
​
MEMBERSHIP OPTIONS:
  • Membership Including a Retainer: $349.50 per arch using coupon code AOSBRET
  • Membership Only: $325 per arch using coupon code AOSB

PRESENTATION:
  • In the New Patient Consult: The New Patient Coupon Code activates the extended payment plan and waives interest for the patient. Use code (AO_ _ NP) or (AO _ _ NPRET)
  • During Treatment: At the Debond Consult, use the puppy postcard and send the link with the congratulations message. Offering 6-month payment plans to those who need it.
  • In Retention: To assist lost retainer patients with a replacement retainer and access to affordable replacements moving forward.

TEAM BONUS STRUCTURE: 
  • Individual: $10 per individual arch membership/ $20 per dual arch membership
Description
USE STATUS
Flyers & Stands
IN USE
Puppy Postcards
IN USE
Year Out Marketing Eblast Schedule
IN USE
Retainer Option Sheet
IN USE
​Bulk Text & Blast Quarterly
IN USE
Congratulations Message
IN USE
New Patient Incentive
IN USE
New Patient Flyer
IN USE
Drip Campaign
IN USE
At Home Enrollment
IN USE
Bifold Flyer
IN USE
Window Clings
NOT IN USE
Deband Day T-Shirts
NOT IN USE
Posters
NOT IN USE
RFL on your website
IN USE

YOUR CUSTOMIZED MARKETING COLLATERAL

Your onboarding tier gives you access to the highest level of our marketing collateral, designed to maximize your practice’s success. Since you’ve already invested in these tools, we strongly recommend using them all. Each piece is crafted to help engage patients and boost retention, so by fully utilizing them, you’re ensuring you’re getting the most value from your investment. Don’t miss out on the opportunities these resources provide!​

    I would like to request marketing collateral.

FOURTH QUARTER STATISTICS

TOTAL ENROLLMENTS
MOST USED COUPON CODE 
MOST USED PAYMENT PLAN
NP HOME ENROLLMENT MESSAGES SENT
LEADS/TEXT MESSAGE SENT
44
AOSNRRET
N/A
4
25

Q4 ENROLLMENT TOTALS BY PAYMENT OPTION

.
OCTOBER
NOVEMBER
DECEMBER
TOTAL
Pay In Full
17
8
19
44
Payment Plan
0
0
0
0

Q4 ENROLLMENT TOTALS BY TYPE

Description
OCTOBER
NOVEMBER
DECEMBER
TOTAL
Enrollment
17
8
19
44
NP Enrollments
0
0
0
0
HSA Blast
0
0
0
0
Total
17
8
19
44

Q4 ENROLLMENT BREAKDOWN

Value
Regular Enrollments
New Patient Enrollments
HSA
Payment Plans
Pay in Full
Q4
44
0
0
0
44

Q4 MEMBERSHIP GOAL : 50
TOTAL ENROLMENTS FOR Q4 2024 : 44

Q1 GOALS

GOAL WAS 50
ACTUAL TOTAL 56

Q2 GOALS

GOAL WAS 65
ACTUAL TOTAL 39
​

Q3 GOALS

GOAL WAS 65
ACTUAL TOTAL 39

Q4 GOALS

GOAL WAS 50 
​ACTUAL TOTAL 44

YEARLY REPORTS FOR YEAR 2024

Value
Q1 2024
Q2 2024
Q3 2024
Q4 2024
Enrollment
56
38
38
44
NP Enrollments
0
1
1
0
HSA Blast
N/A
N/A
N/A
0
SCL
2
2
2
49
Total
56
39
39
44

TOTAL ENROLLMENTS FOR 2024: 178

.
Q1 2024
Q2 2024
Q3 2024
Q4 2024
Pay in Full
53
33
36
44
Payment Plan
3
6
3
0

CONVERSION INCREASE : 6.59%

From 167 memberships in 2023 to 178 memberships in 2024
Successes:
​Consistent Efforts: Your team has been very consistent in:
  • Sending the link with the coupon code. And presenting Retainers for Life.
New Patient Enrollments & Incentive:
  • We have successfully rolled out the New Patient Incentive and customized marketing along with the At Home Enrollment Option for your New Patients.

Opportunities:

​Congratulations Messaging: ​
​I believe there is room for growth in sending the Congratulations Message to patients who are about to get their braces off, presenting the program before debond will allow the patients time to make a decision and financially prepare if needed.

2024 Practice Ranking

When looking at total enrollments for 2024 you will see in the graph below that Austin Orthodontics ranks 4th in total memberships. Your team has done an outstanding job at presenting the Retainers for Life Smile Protection Plan.

WHATS NEXT

Book a Meeting with Brooke Willis, Your Dedicated Conversion Specialist

Scheduling a session with Brooke Willis is a critical step toward ensuring you’re fully utilizing all the features of the Retainers For Life program. As your dedicated Conversion Specialist, Brooke can help you:
1. Identify Key Opportunities: Review your current program usage and discover areas where you can improve to maximize results.
2. Unlock Program Features: Ensure you're taking full advantage of every tool and resource available to you, including those that can increase conversions and patient engagement.
3. Tailor the Program to Your Needs: Discuss strategies that align with your practice’s unique goals and challenges, so you can achieve the most success possible with Retainers For Life.
4. Increase Practice Efficiency: Learn how to streamline processes and increase patient satisfaction, all while driving higher revenue and better retention.
​
Booking time with Brooke is the best way to ensure you're not only using the program but experiencing its full potential. You’ve invested in this program—now it’s time to make sure it’s working as effectively as possible for your practice.
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