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 LO_ _RET

Using this membership as an End of Treatment Retainer for anyone who signs up before the retention phase, for those who sign up in retention this will be a replacement retainer.

​PRESENTATION:

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

• Balloon

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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	NOT IN USE
New Patient Incentive	NOT 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
8	LODCRET	6 MONTHS	0	0

Q4 ENROLLMENT TOTALS BY PAYMENT OPTION

.	OCTOBER	NOVEMBER	DECEMBER	TOTAL
Pay In Full	2	3	3	8
Payment Plan	0	0	0	0

Q4 ENROLLMENT TOTALS BY TYPE

Description	OCTOBER	NOVEMBER	DECEMBER	TOTAL
Enrollments	2	3	3	8
NP Enrollments	0	0	0	0
HSA Blast	N/A	N/A	N/A	N/A
Total	2	3	3	8

Q4 ENROLLMENT BREAKDOWN

Value	Regular Enrollments	New Patient Enrollments	HSA	Payment Plans	Pay in Full
Q4	8	0	N/A	0	8

Q4 MEMBERSHIP GOAL : 20
TOTAL ENROLMENTS FOR Q4 2024 : 8

Q1 GOALS

ACTUAL TOTAL 19

Q2 GOALS

GOAL WAS 29
ACTUAL TOTAL 17

Q3 GOALS

GOAL WAS 29
ACTUAL TOTAL 6

Q4 GOALS

GOAL WAS 20
ACTUAL TOTAL 8

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YEARLY REPORTS FOR YEAR 2024

Description	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Enrollments	19	17	6	8
NP Enrollments	0	0	0	0
HSA Blast	N/A	N/A	N/A	N/A
Total	19	17	6	8

TOTAL ENROLLMENTS FOR 2024: 50

.	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Pay In Full	18	16	5	8
Payment Plan	1	1	1	0

CONVERSION DECREASE : 44.44%

From 90 memberships in 2023 to 50 memberships in 2024

Successes:
​Consistent Enrollments: 
Dana Capobianco has done a fantastic job in Q4, she presented and enrolled 7 of the 8 members for your Q4 total.

Opportunities:
New Patient Incentive:
Your office has the New Patient Incentive built and ready to be implemented. We have seen significant success with this incentive across the board within our practices. Let's get this started within your office.

Recording and Sending the Congratulations Message:
Getting the Congratulations message recorded and sent to us for edits will add to the excitement each patient feels about finishing treatment as well as educate them on the importance of retention.

Sending the Leads Text with Coupon Code:
Sending out this message educates the patient about the program and allows them to sign up for their membership at their convenience.

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 Lucas Orthodontics ranks 13th 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.
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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.