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COVID-19 Resources

Our entire team is sending positivity your way and a virtual hug (or elbow bump!) during these uncertain and stressful times.

As a small business ourselves, we want to do all we can to support other businesses that will be affected in the days ahead.

We’ve put together tips, ideas, and resources to help your business create positivity, reassurance, and value for your communities.

First and above all, we want to help you help others.❤️

Check back regularly, as we’re updating our resources frequently.

Your Campaign Roadmap

Choose a campaign and let’s triple your ROI.

How the Welcome Call Works
  • Get an overview of how the campaign works
  • Work with your AM/Strategist to align the strategy

  • Fill out as much of the campaign survey together as possible

  • Work with our team to get your virtual login and help you pull the list

  • Provide access to data so we can do a dental practice analysis to determine the best campaign for you

Quick Links
Hygiene Reactivation Campaign

GOAL: Create a steady flow of hygiene patients without followup from the front desk.

How the Campaign Works
Pull + clean your list

We help you to pull the list from your PMS of all unscheduled hygiene, clean it up and get it into your marketing CRM, Roadside Connect

Share the message

We combine a tailored offer with proprietary AI to systematically reach out to your list to reactivate interest in their treatment plan.

Hand off new leads

Once we generate interest, our in-house call team will manually follow-up and call these leads to warm them up and help book them in for a consult. (optional)

How Do You Want Us to Hand Off Leads?

Live transfer

Once our contact team has patients ready to book, they will simply redirect them to your front office via a 3-way call, saying something like, “One moment, let me connect you with our scheduling team.” We will send any relevant information as well.

Third party tool

Once our contact team has qualified the potential patient and gotten them ready to book, they will use a 3rd party tool and manually create an entry for that patient to make it easy. This can use services such as LocalMed, NexHealth, Lighthouse, etc.

Synced Google Calendar

We can book potential patients into pre-arranged spots on a Google Calendar that both we and your team are connected to. You can determine these openings daily, weekly, or quarterly. Once our team books a spot, your team takes it from there.

Let your team handle it

Once we use our offer to reignite interest in treatment, your team will take it from there to manually book them in for a consult. Your team will receive training inside Roadside Connect, to be able to view, track, and respond to all incoming communication with ease

Patient Offers

You have to give some to get some! To improve patient motivation, we offer a “carrot” along with their appointment. 

Offer Idea #1

$200 off teeth whitening (possible take-home trays)

Offer Idea #3

$200 off any proposed treatment

Offer Idea #2

$25-50 gift card to Starbucks, Amazon, or a local business

Offer Idea #4

Custom “Swag Bag” from your office

What We Need from You

We’ll need a list of unscheduled hygiene appointments, including first name, last name, and mobile number at a minimum.

Pulling Your List

  • From the device we will be pulling the list from, open up the Zoom link and prepare to share your screen.

  • During this call, you will receive an email with a link to download virtual access software – just follow the prompts!

  • Open up the “client” window, and select the “share desktop” tab. 

  • Send access to your Roadside support member, open your PMS, and access your list of unaccepted treatments.

  • We’ll help you export and clean this list!

Cleaning Your List (Reach the Right People)

  • The more people we have to reach out to, the better the results of the campaign.

  • If you’re on the fence about a patient, just leave them on the list!

  • Remove anyone who specifically already has an appointment to review treatment – if they only have a hygiene appointment, leave them on the list.

  • Remove anyone who explicitly said they are no longer interested.

  • Remove any patients who haven’t paid up.

  • Remove anyone who you do not wish to work with or who has extenuating circumstances.

⚠️ IMPORTANT: For remote access, we will need the username/password for your computer. This will be stored securely on the LogMeIn server, and only a single support member at RSDM will have access.

Optional Assets to Submit
Treatment Acceptance Campaign

GOAL: Reach out to your warm leads who have not yet accepted treatment, re-ignite interest, and get them booked for a consult/periodic exam.

How the Campaign Works
Pull + clean your list

We help you to pull the list from your PMS of all unaccepted treatment, clean it up and get it into your marketing CRM, Roadside Connect.

Share the message

We combine a tailored offer with proprietary AI to systematically reach out to your list to reactivate interest in their treatment plan.

Hand off new leads

Once we generate interest, our in-house call team will manually follow up and call these leads to warm them up and help book them in for a consult.

How the contact team works?

Our Contact Team AKA Appointment Setters are an extension of your team. 

The chances of qualifying a lead decreases drastically after 5-10 minutes. We find that most offices are already too stretched thin to follow up in that timeframe. 

The contact team is trained on your office, personnel, messaging, and vibe. There job is to strike while the iron is hot. 

How Do You Want Us to Hand Off Leads?

Live transfer

Once our contact team has patients ready to book, they will simply redirect them to your front office via a 3-way call, saying something like, “One moment, let me connect you with our scheduling team.” We will send any relevant information as well.

Third party tool

Once our contact team has qualified the potential patient and gotten them ready to book, they will use a 3rd party tool and manually create an entry for that patient to make it easy. This can use services such as LocalMed, NexHealth, Lighthouse, etc.

Synced Google Calendar

We can book potential patients into pre-arranged spots on a Google Calendar that both we and your team are connected to. You can determine these openings daily, weekly, or quarterly. Once our team books a spot, your team takes it from there.

Let your team handle it

Once we use our offer to reignite interest in treatment, your team will take it from there to manually book them in for a consult. Your team will receive training inside Roadside Connect, to be able to view, track, and respond to all incoming communication with ease

Patient Offers/Incentives

We offer patients $300-$3000 towards their treatment plan ( EST 10% of procedure cost). At their appointment, you’ll show them how much you gave them to create curiosity!

Weak Offer

  • Plain coupons with no rationale
  • Pushy, “discount dental” tones
  • Low value or low chance to win

Strong Offer

  • “Giving back” instead of “discounting” work
  • Uses personalized messages with reasons for the offer

Offer Ideas

  • Range of 10%

  • Up-To 10%

  • Gift Card / Tree 

  • Free Whitening 
What We Need from You

We need a list of unaccepted treatment cases, which should include first name, last name, and mobile phone at a minimum.

Pulling Your List
  • Open zoom from the computer connected to your PMS
  • We will email you the install link for remote access
  • Open up the “client” window and select “share desktop”
  • Send access to your Roadside Support member
  • We will help you clean this list
Cleaning Your List (Reach the Right People)
  • The bigger the list, the better your results
  • If your on the fence, its best to leave them on
  • Remove anyone who already has an appointment for treatment (not hygiene)
  • Remove anyone not paid up
  • Remove anyone who is going through extraneous health issues

⚠️ IMPORTANT: For remote access, we will need the username/password for your computer. This will be stored securely on the LogMeIn server, and only a single support member at RSDM will have access.

Optional Assets
Relationship-Nurturing Newsletter

GOAL: Build relationships and stay top of mind, providing value and building trust with your patient base.

How the Campaign Works
Pull Your List

We help you to pull the list from your PMS of all active or inactive patients, clean it up and get it into your marketing CRM, Roadside Connect

Get Creative

We use proven content chunks tailored to your office. This content is designed to provide value, create connection, and build relationship with your patient base.

Launch the Magic

Once every month or two months we will launch one of your relationship nurture newsletters and report back on the results it has be accruing. 

This Isn't Your Grandma's Newsletter...
What Style Suits You Best?

Traditional + Professional

Example

Short + Punchy

Example 2

Bold + Funny

Example 3

Proven Topics

One section/topic per newsletter will cover custom topics related to your office. These can include things like:

  • Office news

  • Special offers

  • Highlighted team members

  • Blog Posts

  • Competitions

  • Case Studies

Our standard newsletter includes one customized block and one round of edits.

If you require more customization or edits we do offer a fully custom newsletter ($1500) and includes: a short intake call, custom content, more personalized design, three rounds of edits.

Assets We Need from You

We need a list of unaccepted treatment cases, which should include first name, last name, and mobile phone at a minimum.

Pulling Your List

  • From the device we will be pulling the list from, open up the Zoom link and prepare to share your screen.

  • During this call, you will receive an email with a link to download virtual access software – just follow the prompts!

  • Open up the “client” window, and select the “share desktop” tab.

  • Send access to your Roadside support member on call, open your PMS, and access your list of unaccepted treatments.

  • We’ll help you export and clean this list!

Cleaning Your List (Reach the Right People)

  • The more people we have to reach out to, the better the results of the campaign.

  • If you’re on the fence, just leave them on the list!

  • Remove anyone who specifically already has an appointment to review treatment – if they only have a hygiene appointment, leave them on the list.

  • Remove anyone who explicitly said they are no longer interested.

  • Remove any patients who haven’t paid up.

  • Remove anyone who you do not wish to work with or who has extenuating circumstances.

⚠️ IMPORTANT: For remote access, we will need the username/password for your computer. This will be stored securely on the LogMeIn server, and only a single support member at RSDM will have access.

Optional Assets
Get better conversion rates by...
...creating videos!

All videos can be recorded from your phone to appear natural (behind the scenes) and so they don’t feel staged or scripted.

Imagine a client comes in and starts recording a casual walk-through of your office, filmed in a way that they would post and share on their social media account (such as an Instagram story). That’s what you should emulate!

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!!!

Here are some ideas to start filming:

...taking photos!

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).

Here are some photo ops to start thinking about:

Relationship-Nurturing Newsletter
Super simple steps to create raving fans in your patient base.
  • Icon of pencil over laptop
    1. Choose Newsletter Style
  • Icon of a light bulb with assets
    2. Your Topics
  • Line icon of people with light bulb
    3. Our Role
  • Icon of a megaphone
    4. Launch
  • Icon of magnifying glass over line chart
    5. During the Campaign
What's Next?
1. Choose Newsletter Style

 

This ain’t your grandma’s newsletter. We’ve spiced it up!

Let’s pick your style.

 

2. Your Topics

 

First, let’s fill out a survey together!

Assets we need:

  • Email list of your patient database (.csv)
  • Photos (optional)
3. Our Role

 

  • Campaign set up (once all assets are received)
  • We’ll write and set up the texts, and emails
  • Turnaround time: 2 weeks
4. Launch

 

  • We’ll notify you when your newsletter is ready to launch
  • Give us the thumbs up
  • Launch!
5. During the Campaign

 

  • 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 the Campaign Assets!
Send everything to your Marketing Account Manager.
Submit Your Assets
Yahoo!

Once we receive all of your assets, Milena will take over and get your campaign rocking and rolling.

And Don't Forget!