Foundation gets the systems running. Scale fills the chair.
Pricing is per-portfolio. Fifteen minutes on the scoping call once we see what you’re working with. Most engagements pay for themselves by killing duplicate vendors alone.
For groups ready to consolidate the stack.
Foundation
Pricing scoped on the call
PMS-native CRM, AI texting, review funnel, reactivation, on-site SEO, unified analytics. Wired directly into Denticon, Dentrix, Open Dental, CareStack, or Eaglesoft. Your front desk stops re-typing leads. Your patient data stops living in spreadsheets.
PMS-native lead sync (no CSV email handoffs)
AI texting and missed-call textback
Review funnel and reputation routing
Patient reactivation sequences
On-site SEO and local content
Unified analytics dashboard
Weekly working session with your team
Outcome. Patient acquisition working end-to-end. Stack consolidated. Attribution reporting in place.
Everything in Foundation plus our LoreKit AI creative engine and a real production team. On-site videography, professional editing, scripted Meta video, per-procedure conversion pages, server-side PHI-safe tracking, weekly iteration, and closed-loop attribution. No markup on ad spend.
Everything in Foundation
LoreKit AI creative engine (10 to 100+ ads per week)
On-site videography and professional editing by our production team
Pass-through to Meta at cost. We manage the spend and report on it. We don’t profit from it. The retainer covers the work. The ad budget goes where you can see it. Most engagements pay for themselves by killing duplicate vendors before the first new patient even converts.
A note on pricing
Why no sticker prices on the site?
Portfolios vary too widely to anchor a number to cold traffic. A two-practice partnership and a forty-practice DSO aren’t pricing the same engagement. Fifteen minutes on the scoping call once we see your PMS, your current vendors, and the practices you’d pilot with. Pinning a public number to your stack would just be wrong.
One thing we’ll commit to in writing: pilots usually reallocate spend you’re already committing across current vendors. Net-new line items are rare. The first audit call is free and you keep the report either way.
Common questions
Why two tiers?
Because the two jobs are different. Foundation gets the underlying systems running. PMS-native CRM, review and reactivation, attribution wired in. Scale assumes that's already there and pushes paid acquisition on top. Most groups need Foundation first. Some go straight to Scale if their stack is already clean.
Do we have to fire our current agency?
No. The audit lays out which agency invoices are earning their fee and which are duplicating modules already in your PMS. You decide what to cut. Most groups end up keeping one or two specialty vendors and retiring the rest as we replace them. We don't pick fights with contracts that are working.
How long until we see results?
Foundation: weeks 1-2 the systems get wired up, weeks 3-6 the funnel starts converting, weeks 7-12 the attribution data is good enough to make portfolio decisions. Scale: first creative variants live within 7 to 10 days of kickoff, optimization starts the first weekly working session.
Why Meta video instead of Google?
Google captures intent that was going to convert anyway. Meta video captures the patients you actually need to win, the ones who don't know they need an implant or aligners yet. Our LoreKit pipeline ships 10 to 100+ variants per week, so we can test hooks and angles at a pace no Google-Ads-only agency matches. We still run Google where it earns its place. We just don't lead with it.
How do you actually prevent PHI from landing in our tracking pixels?
Server-side Meta CAPI, hashed identifiers, explicit PHI scrubbing on every event payload before it leaves your domain. We also test live properties for PHI leakage in URLs, form fields, and query strings. The audit on the first call documents what we find and the cleanup path. This is the part most dental agencies don't even know to look at, and there are active class actions over the exact failure mode.
Why should we trust your team with our patient data?
Our founder spent 2.5 years as Lead Cybersecurity Architect at NetJets, running application security for the entire IT department and processing 14TB of security telemetry monthly. We build CareRM the way we built enterprise security: integration-first, server-side, audited, no surprises. The /about page has the full background.
What is LoreKit and how does it produce 100 ads a week?
LoreKit is our internal AI video production pipeline. You give us brand voice, a real patient story or two, and on-site footage from a single shoot. LoreKit never invents the footage; it multiplies what we shot into variants, captions, and music beds. We test multiple hooks, angles, and personas, then scale what converts. It's the reason Scale clients see creative iteration at a velocity normal agencies physically can't hit.
How does no-markup ad spend actually work?
You fund the Meta ad account directly, or we invoice the pass-through at cost with a line-item breakdown. We never mark up the spend or take a cut. The retainer covers the work. The budget goes where you can see it. Transparent invoicing every cycle.
Is there a long-term contract?
No. Month-to-month after a 90-day pilot. You can cancel anytime and export your data and creative library on the way out. The brand-owned creative library is yours either way.
Will you sign a portfolio-wide BAA?
Yes. We sign BAAs on every engagement and require our subprocessors to as well. For multi-location groups and PE-backed platforms, we sign portfolio-wide. The PHI architecture is built around this assumption from day one.
Want us to walk you through it on your actual portfolio?
