Your Campaign Roadmap
Choose a campaign and let’s 3x your ROI.
- 1. Choose Your Offer
- 2. Get Your Assets
- 3. Your Expectations
- 4. Our Role
- 5. Launch
- 6. During the Campaign
- Offer 1: $200 off teeth whitening (possible take-home trays)
- Offer 2: $25-50 gift card to Starbucks, Amazon, or a local business
- Offer 3: $200 off any proposed treatment
First, let’s fill out a survey together!
Assets we need:
- Email list of inactive patients of 6-18 months (.csv)
- Your offer (we’ll pick it together)
- Voicemail recording (we have scripts!)
- Photos/videos of your offer (optional)
*Want to better your conversion rate? See these custom photo and video examples.
- Complete the Roadside Connect training
- Have one dedicated person (mainly a treatment coordinator) handle all timely responses in your Conversation chat
- Drop in to our weekly Support + Role-Playing Zoom Room on Wednesdays from 10am-12pm CST
This step is IMPORTANT. Without your participation, your campaign won’t succeed.
- Campaign set up (once all assets are received)
- We’ll write and set up the texts, emails, and landing pages
- Testing and conversion optimization
- Turnaround time: 2 weeks
- We’ll notify you when your campaign is ready to launch
- Prep your dedicated person
- Remember: You’ve got this!
- Our campaign strategist will follow up with you to check how everything’s going
- We’ll send to a certain number of clients at a time to test the campaign
- We’ll make adjustments based on the data
- Follow-up communication every week
- 1. Choose Your Offer
- 2. Get Your Assets
- 3. Your Expectations
- 4. Our Role
- 5. Launch
- 6. During the Campaign
- 1. Choose Your Offer
- 2. Get Your Assets
- 3. Your Expectations
- 4. Our Role
- 5. Launch
- 6. During the Campaign
Invisalign Offers:
- Offer 1: $500 off treatment or have an Invisalign Day
- Offer 2: Free whitening/nightguard at the end of treatment
- No Offer: Keep it only educational*
*If you decide not to have an offer, send us a smile reveal video or before-and-after case study.
Veneer Offers:
- Offer 1: $2000 off treatment
- Offer 2: Free whitening/nightguard at the end of treatment
- No Offer: Keep it only educational*
*If you decide not to have an offer, send us a smile reveal video or before-and-after case study.
Crown Offers:
- Offer 1: $200 off treatment
- Offer 2: Free whitening/nightguard at the end of treatment
- No Offer: Keep it only educational*
*If you decide not to have an offer, send us a smile reveal video or before-and-after case study.
First, let’s fill out a survey together!
Assets we need:
- Email list of patients with outstanding treatment that’s service-specific (.csv)
- Your offer (we’ll pick it together)
- Voicemail recording (we have scripts!)
- Photos/videos of your offer (optional)*
- Before-and-after photos (optional)
- Smile reveal video (optional)
*Want to better your conversion rate? See these custom photo and video examples.
All videos can be recorded from your phone to appear natural (behind the scenes) and don’t feel staged or scripted.
Imagine a client comes in and starts recording a casual walk-through into your office filmed in a way that they would post and share on their social media account (such as an Instagram story).
Videos do not have to include audio or voiceover either! We can add music and graphics on our own.
Try to record videos in both horizontal and vertical formats… especially vertical!!!
All photos can be taken with your phone to appear natural and behind the scenes.
Photos shouldn’t feel staged or professional.
Imagine a client comes in and starts taking candid photo shots throughout your office or asks to take a selfie with the doctor or another team member in a way that they would post and share on their social media account (such as an Instagram story).






- 1. Choose Newsletter Style
- 2. Your Topics
- 3. Our Role
- 4. Launch
- 5. During the Campaign
This ain’t your grandma’s newsletter. We’ve spiced it up!
Let’s pick your style.
First, let’s fill out a survey together!
Assets we need:
- Email list of your patient database (.csv)
- Photos (optional)
- Campaign set up (once all assets are received)
- We’ll write and set up the texts, and emails
- Turnaround time: 2 weeks
- We’ll notify you when your newsletter is ready to launch
- Give us the thumbs up
- Launch!
- Look at Roadside Connect to see how your newsletter is doing (watch video)
- We’ll make adjustments based on the data
Let’s set a deadline for your campaign assets.
Once you send those to your Account Manager, Milena will take over and get your campaign rocking and rolling.