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The monthly marketing report for a dental practice

A dental marketing report should show what booked, not just what was clicked. CareRM sends each practice a monthly report from the same login you use every day, followed by a monthly call of up to 30 minutes on its numbers and what changes next month.

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Keep leads and patients apart.

A lower cost per inquiry doesn't show that a campaign brings the right patients. The report keeps leads, calls, bookings and, with your practice management system connected, came in and accepted treatment as separate numbers, each with its definition. It ends in what we'll do differently next month. The numbers behind it are in your login every day, and you can export them whenever you ask. DSOs get every location side by side and a weekly executive review.

What the work includes

Monthly results
Calls, forms, booked and, with your practice management system connected, came in and accepted treatment, by source.
Monthly call
Up to 30 minutes with each practice on its own numbers and next steps.
Next decisions
What needs attention in the ads, the page or the follow-up, with an owner for each next step.

Before we begin

We need access to the ad accounts, phone numbers and website and, for the full path, your practice management system. Where a number is manual or missing, the report says so instead of treating it as zero.

From lead to chair

Trace the revenue: the report reads from this screen, leads to reached and booked and, with your practice management system connected, came in and accepted treatment.

Show me the proof
Lead tracker for a demo practice: leads, in CareRM, reached, booked, came in and accepted treatment, with the number lost at each step
Demo practice, sample data.

Questions practices and DSOs ask

What should a dental marketing report include?

Leads by source, calls, booked appointments and, with your practice management system connected, who came in and accepted treatment. Plus what changes next month, and why.

Will the report show booked appointments?

Yes. Calls and forms are followed to booked in the platform. With your practice management system connected, they're followed to came in and accepted treatment too.

Is there a live dashboard?

Yes. The login shows the same numbers every day; the report is the monthly read of them. The dashboard, hosting and reports carry no separate fee.

We're a DSO. Do we get one report per practice?

Each practice gets its own, and you get every location side by side, with a weekly executive review.

What is a new patient worth to you?

Don’t know yet? Most practices don’t. Bring one practice or every location in a DSO. 30 minutes, three screens, nothing to connect. You keep the notes.

Show me the proof