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
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MEMBERSHIP OPTIONS:

• Membership Including a Retainer: $349.50 per arch using code MK_ _RET

​PRESENTATION:

• In the New Patient Consult: The New Patient Coupon Code activates the extended payment plan and waives interest for the patient. Use code (MK_ _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

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Description	USE STATUS
Flyers & Stands	IN USE
Puppy Postcards	IN USE
Year Out Marketing Eblast Schedule	NOT IN USE
Retainer Option Sheet	IN USE
​Bulk Text & Blast Quarterly	NOT IN USE
Congratulations Message	IN USE
New Patient Incentive	IN USE
New Patient Flyer	NOT IN USE
Drip Campaign	NOT IN USE
At Home Enrollment	NOT 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	NOT 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!​

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FOURTH QUARTER STATISTICS

TOTAL ENROLLMENTS	MOST USED COUPON CODE	MOST USED PAYMENT PLAN	CONGRATS MESSAGES SENT	LEADS/TEXT MESSAGE SENT
42	MKMTRET	6 MONTHS	29	27

Q4 ENROLLMENT TOTALS BY PAYMENT OPTION

.	OCTOBER	NOVEMBER	DECEMBER	TOTAL
Pay In Full	18	9	14	41
Payment Plan	0	1	0	1

Q4 ENROLLMENT TOTALS BY TYPE

Description	OCTOBER	NOVEMBER	DECEMBER	TOTAL
Enrollments	18	10	14	42
NP Enrollments	0	0	0	0
HSA Blast	N/A	N/A	N/A	N/A
Total	18	10	14	42

Q4 ENROLLMENT BREAKDOWN

Value	Regular Enrollments	New Patient Enrollments	HSA	Payment Plans	Pay in Full
Q4	42	0	N/A	1	41

Q4 MEMBERSHIP GOAL : 45
TOTAL ENROLMENTS FOR Q4 2024 : 42

Q1 GOALS

ACTUAL TOTAL 37

Q2 GOALS

GOAL WAS 45
ACTUAL TOTAL 56

Q3 GOALS

GOAL WAS 66
ACTUAL TOTAL 25

Q4 GOALS

GOAL WAS 45
ACTUAL TOTAL 42

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YEARLY REPORTS FOR YEAR 2024

Description	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Enrollments	36	54	25	42
NP Enrollments	1	2	0	0
HSA Blast	------	----	-----	N/A
Total	37	56	25	42

TOTAL ENROLLMENTS FOR 2024: 160

.	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Pay In Full	37	56	25	41
Payment Plan	0	0	0	1

CONVERSION INCREASE : 357.14%

From 35 memberships in 2023 to160 memberships in 2024

Successes:
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Sending the link with the coupon code: 
Your team has sent this code out 27 times in Q4 2024. This message gives patients the opportunity to learn more about the Retainers for Life Smile Protection Plan at their convenience and even sign up from home if they choose to. Great job in keeping patients informed and engaged!

Sending the Congratulations text message:
Your team has done a fantastic job with the Congratulations Text message, sending it out 29 times! This message connects with patients at a key moment—celebrating the excitement of finishing treatment while reinforcing the importance of retention. Keep up the great work!

Opportunities:

New Patient Welcome Messaging:
This message should be sent before your patient arrives for their initial consultation. It helps establish a connection by introducing them to your practice, setting expectations, and familiarizing them with your team. This early engagement fosters trust and ensures a smoother experience from the moment they step through your doors.

Additional Marketing Incentives:
Using our Marketing department and all of the tools provided to you will increase awareness about your Retainers for Life Smile Protection Plan within your patient base and encourage enrollments into the program. Please fill out the form to add additional marketing to your office at no cost to you!

2024 Practice Ranking

When looking at total enrollments for 2024 you will see in the graph below that MyKids DDS ranks 5th 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.
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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.