Case: Dental clinic

Example audit output (template). Replace with real client data once you have it.

Revenue leaks we target

Missed calls · Slow replies · No reminders

  • Recover missed calls within 10 minutes
  • Confirm all form leads instantly
  • Send 3 reminders before appointment

Week‑1 implementation

  • Set a "missed call" alert workflow
  • Deploy a 2‑message SMS/email confirmation
  • Front desk script for qualifying & booking
  • Weekly KPI sheet: response time, contact rate, booked

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