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 KW_ _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: $440 per arch using code KW_ _RET
PRESENTATION:
In the New Patient Consult: As an introduction to Retainers for Life using coupon code KW_ _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:
- Individual
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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 MESSAGES SENT |
LEADS/TEXT MESSAGE SENT |
18 |
KWJMRET |
N/A |
0 |
68 |
Q4 ENROLLMENT TOTALS BY PAYMENT OPTION
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OCTOBER |
NOVEMBER |
DECEMBER |
TOTAL |
Pay in Full |
5 |
6 |
7 |
18 |
Payment Plan |
0 |
0 |
0 |
0 |
Q4 ENROLLMENT TOTALS BY TYPE
Description |
OCTOBER |
NOVEMBER |
DECEMBER |
TOTAL |
Enrollments |
5 |
6 |
7 |
18 |
NP Enrollments |
0 |
0 |
0 |
0 |
HSA Blast |
N/A |
N/A |
N/A |
N/A |
Grandfathered |
2 |
1 |
1 |
4 |
Total |
5 |
6 |
7 |
18 |
Q4 ENROLLMENT BREAKDOWN
Value |
Regular Enrollments |
New Patient Enrollments |
HSA |
Payment Plans |
Pay in Full |
Grandfathered |
Q4 |
18 |
0 |
N/A |
0 |
18 |
4 |
Q4 MEMBERSHIP GOAL : 24
TOTAL ENROLMENTS FOR Q4 2024 : 18
Q1 GOALSACTUAL TOTAL N/A 
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Q2 GOALSACTUAL TOTAL 14 
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Q3 GOALSGOAL WAS 24
ACTUAL TOTAL 20 
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Q4 GOALSGOAL WAS 24
ACTUAL TOTAL 18 
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YEARLY REPORTS FOR YEAR 2024
TOTAL ENROLLMENTS FOR 2024: 52
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Successes:
Sending the link with the coupon code: Your team has sent this code out 68 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! Opportunities: New Patient Incentive: I highly encourage your team to start implementing the New Patient Incentive, as it has proven to be incredibly successful across our partnered practices. By offering a zero percent service fee and flexible payment plans that extend through the length of treatment, this incentive makes it easier for patients to commit early. Starting at the beginning of treatment ensures they are set up for success and have everything in place when their treatment is complete. Let’s work together to integrate this seamlessly into your process and maximize its impact within your practice! Sending the Congratulations Message: Sending the Congratulations message will enhance the excitement each patient feels upon completing their treatment while also educating them on the importance of retention and the benefits of the Retainers for Life Smile Protection Plan. This ensures they understand how to maintain their smile for years to come. 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 Wong Orthodontics ranks 12th 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.
