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: $440 per arch using coupon code SO_ _RET440
• Membership Only (Consult Only): $375.00 per arch for PIF patients Coupon Code SO _ _NPPIF OR $390.00 per arch for PP patients Coupon Codes SO_ _NPPP

PRESENTATION:

• In the New Patient Consult: The New Patient Coupon Code activates the extended payment plan and waives interest for the patient. Use code (SO_ _ NPPIF or SO_ _NPPP)
• During Treatment: At the Golden Ticket appointment, 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: $15 per individual arch membership /$30.00 per dual arch membership

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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	NOT 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
49	SOMJRET440 SOMHRET440 ​SOHASARET440	6 MONTHS	37	225

Q4 ENROLLMENT TOTALS BY PAYMENT OPTION

.	OCTOBER	NOVEMBER	DECEMBER	TOTAL
Pay in Full	12	15	11	38
Payment Plan	4	17	16	11

Q4 ENROLLMENT TOTALS BY TYPE

Description	OCTOBER	NOVEMBER	DECEMBER	TOTAL
Enrollment	16	13	12	41
NP Enrollments	0	0	1	1
HSA Blast	N/A	4	3	7
Total	16	17	16	49

Q4 ENROLLMENT BREAKDOWN

Value	Regular Enrollments	New Patient Enrollments	HSA	Payment Plans	Pay in Full
Q4	41	1	7	11	38

Q4 MEMBERSHIP GOAL : 79
TOTAL ENROLMENTS FOR Q4 2024 : 49

Q1 GOALS

GOAL: 70
ACTUAL TOTAL: 77
​REWARD REACHED?

Q2 GOALS

GOAL: 85
ACTUAL TOTAL: 94
​REWARD REACHED?

Q3 GOALS

GOAL: 105
ACTUAL TOTAL: 61
​REWARD REACHED?

Q4 GOALS

GOAL: 79
ACTUAL TOTAL: 49
​​REWARD REACHED?

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YEARLY REPORTS FOR YEAR 2024

Description	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Enrollments	67	82	56	41
NP Enrollments	10	12	5	1
HSA Blast	N/A	N/A	N/A	7
Total	77	94	61	49

TOTAL ENROLLMENTS FOR 2024: 281

.	Q1 2024	Q2 2024	Q3 2024	Q4 2024
Pay In Full	58	72	43	38
Payment Plan	19	22	18	11

CONVERSION INCREASE : 22.71%

From 229 memberships in 2023 to 281 memberships in 2024

Successes:
​Consistent Efforts: Your team has been very consistent in:

• Sending the link with the coupon code.
• Sending the Congratulations text message.

At-Home Enrollment Message:

• Sent a total of 16 times, with 15 sent on the initial setup date and once on 1/16/25.

Transition to Tiered Pricing:

• Successful transition to the new pricing structure.
• Added 7 enrollments from the HSA/FSA blast.

Opportunities:
New Patient Messaging:

• The New Patient (NP) messaging has never been sent out before. This should be done as soon as a consult is scheduled to maximize the opportunity.
• There are still opportunities within the consult itself, especially with recent pricing adjustments.
• So far, Sonja has 4 NP enrollments for January, showing potential success with this strategy.

At-Home Enrollment Link:

• With the confirmed New Patient Consult Pricing, we can start sending the At-Home Enrollment Link to patients who want to sign up from home or discuss options with loved ones.
• Since pulling New Patient Starts directly from your existing system is not an option, we’ll use this information for the Drip Campaign.
• It's critical that this message is sent to ensure your patients are informed and able to take action.

PRACTICE RANKING FOR 2024

When looking at total enrollments for 2024 you will see in the graph below that Stoll Orthodontics ranks 2nd 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.