DATA DRIVEN REPORTS & INSIGHTS
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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:
PRESENTATION:
In the New Patient Consult: As an introduction to Retainers for Life using coupon code DEAN_ _NPRET. Giving the ability to match your in house payment plan timeframe allowing more flexible and financially feasible monthly payments for your patients as well as waived interest.
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:
MEMBERSHIP OPTIONS:
- Membership Including a Retainer: $300 per arch using code DEAN_ _RET
PRESENTATION:
In the New Patient Consult: As an introduction to Retainers for Life using coupon code DEAN_ _NPRET. Giving the ability to match your in house payment plan timeframe allowing more flexible and financially feasible monthly payments for your patients as well as waived interest.
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:
- Balloon
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YOUR CUSTOMIZED MARKETING COLLATERALYour 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 & NP MESSAGES SENT |
LEADS/TEXT MESSAGE SENT |
6 |
DEANJBRET |
N/A |
0 |
8 |
Q4 ENROLLMENT TOTALS BY PAYMENT OPTION
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OCTOBER |
NOVEMBER |
DECEMBER |
TOTAL |
Pay in Full |
4 |
1 |
1 |
6 |
Payment Plan |
0 |
0 |
0 |
0 |
Q4 ENROLLMENT TOTALS BY TYPE
Description |
OCTOBER |
NOVEMBER |
DECEMBER |
TOTAL |
Enrollments |
3 |
1 |
1 |
5 |
NP Enrollments |
0 |
0 |
0 |
0 |
HSA Blast |
1 |
0 |
0 |
1 |
Total |
4 |
1 |
1 |
6 |
Q4 ENROLLMENT BREAKDOWN
Value |
Regular Enrollments |
New Patient Enrollments |
HSA |
Payment Plans |
Pay in Full |
Q4 |
5 |
0 |
1 |
0 |
6 |
Q4 MEMBERSHIP GOAL : 28
TOTAL ENROLMENTS FOR Q4 2024 : 6
Q1 GOALS
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Q2 GOALSACTUAL TOTAL 18 
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Q3 GOALSGOAL WAS 28
ACTUAL TOTAL 10 
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Q4 GOALSGOAL WAS 28
ACTUAL TOTAL 6 
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YEARLY REPORTS FOR YEAR 2024
TOTAL ENROLLMENTS FOR 2024: 34
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Successes:
Consistent Efforts: Your team has consistently presented the Retainers for Life Smile Protection Plan. Opportunities: New Patient Messaging: To maximize engagement and conversion opportunities, this message should be sent as soon as a consultation is scheduled. Implementing this step will help introduce patients to the program early in their journey, building trust before they ever step foot in your office. New Patient Incentive: Your office has the New Patient Incentive set up and ready for implementation. This incentive has proven to be highly successful across our partnered practices, driving engagement and conversions. Let’s start incorporating it into your office to maximize its impact! Sending the Leads Text with Coupon Code: This message serves to educate patients about the Retainers for Life program while providing them with a convenient opportunity to enroll in their membership from home. By sending this out, you ensure they have all the necessary information and an easy way to take the next step at their own convenience. Sending the Congratulations Message: Sending this message will enhance the excitement each patient feels about completing their treatment while also educating them on the importance of retention and the benefits of the Retainers for Life Smile Protection Plan. |
2024 Practice Ranking
When looking at total enrollments for 2024 you will see in the graph below that Dean Orthodontics ranks 18th in total memberships.
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.
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.
