# LeadSigma — Full Site (Plain Text) > Canonical site: https://www.leadsigma.com · Sitemap: https://www.leadsigma.com/sitemap.xml · Generated at build time. > This file concatenates every public page's plain-text twin so an agent can ingest the full site in one fetch. --- # LeadSigma — AI Patient Acquisition & Scheduling for Orthodontics > Canonical: https://www.leadsigma.com/ > Plain-text twin of the LeadSigma homepage. LeadSigma is an AI-powered practice growth platform for orthodontic practices and the agencies that serve them. It books new patient appointments, follows up on every inquiry across channels, and answers missed calls 24×7 — without adding headcount. ## Hero — Never Miss Another New Patient The homepage headline is: **"Never Miss Another New Patient"** Sub-headline: "AI answering, automated SMS follow-up, and call attribution for orthodontic practices — so every inquiry can become a booked appointment without adding headcount." Primary CTA: **Book a Demo** → https://calendly.com/leadsigma/leadsigma-demo Secondary CTA: **Watch overview** — triggers an in-page video modal (Vimeo ID 505878740). No page navigation; visitors stay on the homepage. Trust bar: _Trusted by 1,000+ locations · $3B+ in patient production handled_ ## Verified outcomes - **53%** more scheduled appointments for LeadSigma practices. - **34%** more inquiries converted to booked appointments. - **$3B+** in patient production handled across the customer base. - **1,000+** orthodontic practice locations on the platform. ## Turn every inquiry into a booked consult LeadSigma collapses your disconnected lead-management tools into one running queue: - One running queue across calls, web forms, and recall lists. - Every reply pre-drafted in your practice's voice. - Front desk closes the day at zero — not at 47. ## What we do - **Schedule new patient appointments** automatically when an inquiry comes in by web form, phone, or text. - **Follow up on every lead** across SMS, email, and voice with templated cadences and clear pipeline visibility. - **Answer missed calls** with an AI receptionist that books appointments and hands off complex calls. - **Attribute calls to campaigns** so practices know which marketing dollars produce real, booked patients. - **Surface PMS-aware follow-up** for recall, observation, and pending-treatment patients you already have in your system. ## Who it's for - **Orthodontic practices and DSOs** that want to reduce production leakage from slow new-patient response and inconsistent front-desk follow-up. - **Marketing agencies** that serve orthodontic clients and want to deliver measurable lead conversion + retention outcomes. ## The five product pillars 1. **New Patient Attribution** (Call Tracking) — see which channels actually drive bookings; track inbound calls to the right source for confident marketing ROI. 2. **Generative AI Voice** (Copilot AI) — AI receptionist that answers missed and after-hours calls 24/7, qualifies callers, and books new-patient appointments. 3. **Automated Follow-Up** (Lead Manager) — follow up with every inquiry in seconds via text, email, and call outreach. 4. **Patient Record Connect** — turn pending, observation, and recall lists into real follow-up actions; surface the right patient at the right time. 5. **PMS Integrations** — connect forms, ad sources, communication tools, and practice-management software without rebuilding your workflow. ## Why it matters - An average **42-hour response time** across U.S. companies has been documented in HBR research; most practices are slower than they think they are. - Inquiries contacted **within five minutes** are far more likely to qualify and convert than those contacted later (~100×, ~21× multiples on common outreach metrics). - Even two missed starts per month at ~$5,500 in production each compounds to **~$132K/year of leaked production** in our illustrative model. ## Integrations - **Practice management software**: Ortho2, Cloud9, Greyfinch, Dolphin. - **Webhooks** — route form fills and custom events directly into LeadSigma. - **Email integration** — funnel lead notifications into one follow-up workflow. - **Direct integrations** — connect the tools your practice already uses. - Plus 1,000+ tools via webhooks, REST APIs, and standard integrations. ## How to engage - **Book a demo**: - **Watch product overview**: click "Watch overview" on the homepage hero — plays an in-page video without leaving the page. - **Get a free Secret Shopper audit** of how your practice handles a real new-patient inquiry: - **Sign in**: - **Support**: support@leadsigma.com · +1 (913) 391-3953 ## More information - Agencies: - Resources: - Blog: - Case studies: - Sitemap: - Privacy: - Terms: --- # Ortho Lead Follow-Up & SMS Automation — Lead Manager > Canonical: https://www.leadsigma.com/products/lead-manager > Plain-text twin of the Lead Manager product page. Lead Manager is LeadSigma's ortho CRM follow-up product. It captures every new-patient inquiry, assigns it to the right teammate, and runs a templated multichannel cadence (SMS, email, phone) until the lead becomes a booked consult or is explicitly closed out. ## What it does - **Lead capture** — automatically pull leads from any web form your practice uses. - **Lead upload** — paste, upload, or sync target lists from any source into one pipeline. - **Pipeline view** — every inquiry gets a stage, owner, and visible status across the team. - **Customizable campaigns** — combine SMS, email, and phone touches with templates so the right message goes out at the right time. - **Multichannel automated follow-up** — define the cadence once; the system runs it consistently for every lead. ## Notable features - **Text message enablement** — start conversations with leads on their preferred channel. - **Email responses** — pre-filled, customisable templates make replies fast. - **Reporting & analytics** — see what's been done, what's scheduled, and what produced results. - **Lead routing** — route by services, territory, and schedules so the right person calls at the right time. ## When to use it Use Lead Manager when your team: - Is losing leads because no one followed up fast enough or at all. - Has follow-up "rules" that live in someone's head, not in a system. - Can't tell which campaigns or sources produce real, booked patients. ## CTAs - **Book a demo** to see Lead Manager configured for your practice: - **Get a free Secret Shopper audit** to see how your current lead handling stacks up: ## Related - Copilot AI: - Call Tracking: - Patient Record Connect: - Agencies: --- # AI Receptionist & New-Patient Booking — Copilot AI > Canonical: https://www.leadsigma.com/products/copilot-ai > Plain-text twin of the Copilot AI product page. Copilot AI is LeadSigma's AI receptionist for orthodontic practices. It answers missed and after-hours calls, schedules new-patient appointments, and follows up over text 24×7 — including overflow spikes and any time the front desk is on another line. ## What it does - **Answers missed calls** with a natural, on-brand AI receptionist that books new-patient appointments end-to-end. - **Schedules new patients** directly into your calendar from inside the call — no callback queue. - **Hands off cleanly** when a caller needs a human or has a complex situation that should not be automated. - **Re-engages over text** when callers leave the conversation without booking — automatic SMS follow-up keeps the lead alive. - **Lowers cost per booked patient** by absorbing volume that would otherwise require additional headcount. ## Why it matters Most practices lose patients to the simple gap between an inquiry and a human picking up. A 24/7 AI receptionist closes that gap so a missed call is no longer a missed start. ## When to use it Use Copilot AI when your practice: - Misses calls during peak hours, lunch, or after hours. - Wants to extend coverage without hiring more front-desk staff. - Needs every inquiry to get the same high-quality, on-brand experience whether or not a human is available. ## CTAs - **Book a demo** to hear Copilot AI handle a real new-patient inquiry: - **Sign in**: ## Related - Lead Manager: - Call Tracking: - Patient Record Connect: --- # Call Tracking — New Patient Attribution > Canonical: https://www.leadsigma.com/products/call-tracking > Plain-text twin of the Call Tracking product page. Call Tracking attributes inbound phone calls to the marketing channel, campaign, or asset that produced them — so practices know which spend produces real, booked patients, and which just produces noise. ## What it does - **Tracks calls from every lead source** so you can see which campaigns produce booked starts, not just rings. - **Captures true marketing ROI** with local numbers, dynamic routing, and downstream reporting in one place. - **Pairs with Lead Manager and Copilot AI** to close the loop from first click → answered call → scheduled appointment. - **Custom local Caller ID** ensures every lead gets a call back from a number that's local to them. ## Why it matters If your team can't tell which channels are producing patients (vs. just producing call volume), you'll keep funding what feels like "the most calls" instead of what's actually growing the practice. ## When to use it Use Call Tracking when your practice: - Spends money on multiple ad channels and can't confidently say which one produces starts. - Wants to see attribution for both online and offline campaigns in one place. - Wants every outbound follow-up to come from a recognisable local number. ## CTAs - **Book a demo**: ## Related - Lead Manager: - Copilot AI: --- # Patient Record Connect — Recall, Observation & Pending Follow-Up > Canonical: https://www.leadsigma.com/features/patient-record-connect > Plain-text twin of the Patient Record Connect feature page. Patient Record Connect ties LeadSigma to your practice management software (PMS) so the patients you already have don't drift to a competitor. It surfaces recall, observation, and pending-treatment patients at the right moment and routes each one to the right teammate for personalised follow-up. ## What it does - **Recall reminders** — flag patients who are due for their next visit and reach out before they drift. - **Observation follow-up** — never lose track of "watch and wait" cases; surface them when their next consult window opens. - **Pending-treatment nudge** — automatically follow up with patients who accepted a plan but haven't scheduled. - **PMS integration** — pulls patient status and contact rules directly from your practice management software so nothing gets double-entered. - **Team-aware routing** — assigns each record to the right front-desk teammate based on existing relationships. ## Three primary use cases 1. **Pending patients** — treatment plan accepted, appointment not yet scheduled. LeadSigma nudges with a personalized text + call cadence until the patient is on the books. 2. **Observation (obs) follow-up** — clinicians flag patients for re-evaluation in 3, 6, or 12 months. We surface them as the window opens — no manual calendar scrubbing. 3. **Recall** — due-for-recall patients get a multi-channel follow-up 30 days before and after the recommended date, bringing them back on their own cadence. ## Supported PMS integrations - Ortho2 - Cloud9 - Greyfinch - Dolphin ## CTAs - **Book a demo** to see Patient Record Connect against a sample of your data: ## Related - Lead Manager: - Copilot AI: --- # LeadSigma for Agencies — Be the Agency No One Else Can Replicate > Canonical: https://www.leadsigma.com/agencies > Plain-text twin of the Agencies page. Agencies use LeadSigma to layer outcome accountability into the services they deliver to orthodontic clients. Instead of stopping at "we delivered the leads," agencies that resell or integrate LeadSigma can prove which leads converted, where the practice's follow-up gaps are, and how their service stack measurably moves new-patient starts. ## What agencies use it for - **Lightning-fast follow-up** for every client — automatic responses in seconds so practices never lose a patient to whichever competitor follows up first. - **An actionable follow-up system** — guided workflows, multichannel campaigns, and a clear pipeline view that survives staff turnover. - **Real-time sales reporting** — agencies can see exactly when and how each follow-up happens for every client, so coaching and ROI conversations are based on data, not anecdote. ## Headline numbers we lean on - **391%** more conversions when a new inquiry receives a response within the first minute. - **37%** of companies respond to new inquiries within an hour — meaning most opportunities are uncontested. - **34%** more clients retained in year one when an agency adds LeadSigma to their service stack. ## Why agencies choose this layer Most agency stacks deliver leads, then hope. LeadSigma turns "lead delivered" into "appointment scheduled" — which is what the practice actually pays for. That makes the agency hard to replace, because the outcome is now measurable and attributable to their stack rather than to whoever shouts loudest in the next pitch. ## CTAs - **Become a partner / book a demo**: ## Related - Lead Manager: - Copilot AI: - Call Tracking: - Secret Shopper audit: --- # Free Secret Shopper Audit — Grade Your New-Patient Response > Canonical: https://www.leadsigma.com/secret-shopper > Plain-text twin of the Secret Shopper page. LeadSigma's Secret Shopper is a free responsiveness audit. We pose as a prospective patient, submit a real inquiry through your existing channels, and document every response — text, email, voicemail, and call — across the moments that decide whether someone books with your practice. ## What you get back A written report grading your front desk on how a real new-patient inquiry was actually handled — what was great, what was slow, where the patient went unanswered. ## How it works 1. **You give us a phone number and form to test.** We don't disrupt operations or alert anyone on the team. 2. **We submit a realistic new-patient inquiry** through your website, your phone line, or both. 3. **We document every response** across SMS, email, voicemail, and call — with timestamps. 4. **We grade four dimensions** and return a written report you can share internally: ## The four dimensions of a healthy new-patient response - **Response time** — how long until a real human (or any reply) reached the prospective patient, measured from the moment the inquiry hit your form, phone, or chat. - **Follow-up cadence** — was there a second touch? A third? Or did one missed reply end the conversation? - **Channel coverage** — did the team try multiple channels (SMS / email / phone) or rely on a single channel the patient ignored? - **Message quality** — was the messaging warm, clear, on-brand, and oriented toward booking? ## Why this matters A Harvard Business Review audit of 2,241 U.S. companies found the average lead response time was **42 hours**. Most practices think they're faster than that. The Secret Shopper report shows you what's *actually* happening at your front desk in the moments that decide whether a patient books. ## CTAs - **Request my free report** by email: support@leadsigma.com (subject line: "Secret Shopper") - **Talk to LeadSigma / book a demo** if you'd rather discuss live: ## Related - Lead Manager: - Copilot AI: --- # Resources — Guides, Blog & Case Studies > Canonical: https://www.leadsigma.com/resources > Plain-text twin of the Resources hub. The Resources hub is where LeadSigma publishes practice-growth playbooks, research, methodology notes, and real implementation stories. Two main sections live here today. ## Live sections - **[Blog & updates](https://www.leadsigma.com/resources/blog)** — articles focused on patient acquisition, speed-to-lead, and practical automation playbooks for growth-minded practices. - **[Case studies](https://www.leadsigma.com/resources/case-studies)** — before/after stories, implementation notes, and measurable outcomes from real teams. ## Coming back online The following sections are temporarily not in the live navigation while content is being refreshed; their URLs return 404 today. They will return as the new versions ship. - Documentation - API & developer resources - Infographics & downloads ## CTAs - **Book a demo**: - **Contact support**: ## Related - Home: - Sitemap: --- # Blog & Updates > Canonical: https://www.leadsigma.com/resources/blog > Plain-text index of every published article. Articles focused on patient acquisition, speed-to-lead, and practical automation playbooks for growth-minded practices. ## Posts - [The Orthodontist's Guide to Marketing Attribution](https://www.leadsigma.com/resources/blog/the-orthodontists-guide-to-marketing-attribution) — Most orthodontic practices can't tell you which ad produced their last ten started cases. Here's how to fix it. _(May 2026)_ - [LeadSigma: The CRM for Orthodontic Practices](https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices) — LeadSigma is a CRM for orthodontic practices — built to capture every inbound lead, contact in under a minute, and convert consults into shows and starts. _(May 2026)_ - [How we calculated the ~$132K illustrative production leak](https://www.leadsigma.com/resources/blog/illustrative-production-leak-stat) — Two illustrative missed starts per month at ~$5.5K production each—how we arrive at ~$132K/year next to Annual leakage and how to plug in your own assumptions. _(April 2026)_ - [What the five-minute lead response statistics mean](https://www.leadsigma.com/resources/blog/five-minute-lead-response-stat) — Context for the ~100× / ~21× outreach multiples linked from Speed to contact in Costs of Inaction. _(April 2026)_ - [Scott Hansen on The P.O.P. Podcast: What if your missed calls booked themselves?](https://www.leadsigma.com/resources/blog/scott-hansen-pop-podcast-booking-more-with-ai) — What AI phone agents are actually doing inside ortho practices right now — and what that's doing to the math of new-patient acquisition. Scott Hansen on The P.O.P. Podcast. _(August 2025)_ - [Scott Hansen on The Burleson Box: Smile Doctors, AI on the phones, and the systems most owners avoid](https://www.leadsigma.com/resources/blog/scott-hansen-burleson-box-leadsigma-ai-future) — Dustin Burleson interviews Scott Hansen on tripling a practice, selling to Smile Doctors, the origin of OrthoChats, and LeadSigma's bet on AI voice agents. _(July 2025)_ - [Scott Hansen on Orthopreneurs: How a family practice tripled in under 3 years](https://www.leadsigma.com/resources/blog/scott-hansen-orthopreneurs-5-steps-tripling-practice-growth) — Scott Hansen's family practice tripled its revenue in under three years. He didn't add associates. He didn't add hours. The growth came from somewhere else. _(March 2025)_ - [Scott Hansen on Hey Docs!: Why follow-up is the most under-engineered part of practice growth](https://www.leadsigma.com/resources/blog/scott-hansen-hey-docs-lead-followup-done-right) — Scott Hansen's argument on Hey Docs!: lead follow-up is the most under-engineered part of orthodontic growth — and speed, frequency, and consistency multiply rather than add. _(January 2025)_ - [Scott Hansen on Orthopreneurs: What orthodontists can learn from plumbers and HVAC techs](https://www.leadsigma.com/resources/blog/scott-hansen-orthopreneurs-maximum-efficiency-and-profit) — Scott Hansen joins Orthopreneurs to argue your practice has more in common with a plumber's business than you'd like to admit — and what that comparison unlocks. _(April 2024)_ - [How to Grow Your Orthodontic Practice](https://www.leadsigma.com/resources/blog/how-to-grow-your-orthodontic-practice) — Effective techniques to attract new patients, retain existing ones, and propel your practice to new heights — from responsiveness to referral programs. _(December 2023)_ - [Growing Your Orthodontic Practice with a Strong Digital Presence](https://www.leadsigma.com/resources/blog/growing-your-orthodontic-practice-with-a-strong-digital-presence) — Is it possible to grow your practice without increasing the number of new patient leads? The answer is a resounding YES — and a strong digital presence is how. _(2023)_ - [Steam Engines and the Future of AI in Dentistry](https://www.leadsigma.com/resources/blog/steam-engines-and-the-future-of-ai-in-dentistry) — How AI in dental practices mirrors the Industrial Revolution's shift from steam to electricity — and what forward-thinking practices can do right now to get ahead. _(July 2023)_ - [Understanding Your Buyer: Orthodontic Practice Growth](https://www.leadsigma.com/resources/blog/orthodontic-practice-growth-understanding-your-buyer) — If you want to immediately increase your marketing ROI, start by gaining a radically specific understanding of your target buyer — and stop the spray-and-pray approach. _(2023)_ - [4 Ways to Position Your Webflow Agency as a CRO Agency](https://www.leadsigma.com/resources/blog/4-ways-to-position-your-webflow-agency-as-a-conversion-rate-optimization-agency) — Conversion rate optimization is one of the highest-value services an agency can offer. Here's how to frame it, sell it, and deliver results for orthodontic clients. _(2023)_ - [Call Tracking Software for Orthodontic Practices](https://www.leadsigma.com/resources/blog/call-tracking-software-for-orthodontic-practices) — How to attribute phone calls to specific marketing campaigns, capture online and offline touchpoints, and use call analytics to optimize lead generation ROI. _(2023)_ - [Connecting Webflow to LeadSigma for Sales Automations](https://www.leadsigma.com/resources/blog/connecting-webflow-to-leadsigma-for-sales-automations) — Step-by-step: how to route Webflow form submissions directly into LeadSigma instead of a developer's inbox — so every new patient lead gets immediate follow-up. _(2023)_ - [The Ultimate Guide on Inbound Lead Responsiveness](https://www.leadsigma.com/resources/blog/ultimate-guide-on-inbound-lead-responsiveness) — Inbound lead responsiveness — speed, channel, and follow-up cadence — and why the first ten minutes after an inquiry decide whether the deal closes. _(May 2022)_ - [Try the SMS QR Code Generator for your next SMS campaign](https://www.leadsigma.com/resources/blog/sms-qr-code-generator) — A free tool to generate scannable SMS QR codes with prefilled phone number and message — perfect for opt-in campaigns on print or in-store signage. _(April 2022)_ - [The Sales Acceleration Playbook](https://www.leadsigma.com/resources/blog/sales-acceleration-ebook) — A long-form playbook on creating value, defining buyer personas, attracting attention, and converting inbound interest into revenue with disciplined sales velocity. _(August 2021)_ - [3 Steps to Improve New Patient Lead Conversion](https://www.leadsigma.com/resources/blog/3-steps-to-improve-new-patient-lead-conversion) — Three concrete steps every orthodontic and dental practice can take to improve new-patient lead conversion — covering speed-to-contact, channel mix, and follow-up cadence. _(April 2021)_ - [Lead Management Infographic: Why Speed Matters](https://www.leadsigma.com/resources/blog/lead-management-overview) — Following up in the first minute increases conversions by 391% — yet only 37% of companies respond within an hour. The data behind why fast follow-up wins. _(January 2021)_ - [Creating and Defining Value](https://www.leadsigma.com/resources/blog/creating-and-defining-value) — How to articulate the value your service provides — easier lives, saved time, or made money — and turn that value proposition into the foundation of every sales conversation. _(January 2021)_ - [Building the Pipeline](https://www.leadsigma.com/resources/blog/buildingthepipeline) — Sales pipelines aren't just lead generation — they're a coordinated system of capture, qualification, and follow-up. How to build one that compounds over time. _(November 2014)_ - [Defining Buyer Personas](https://www.leadsigma.com/resources/blog/defining-buyer-personas) — Once you know the value you provide, you have to know exactly who you provide it for. A practical framework for defining buyer personas that reduce sales friction. _(October 2014)_ ## Related - Resources hub: https://www.leadsigma.com/resources - Case studies: https://www.leadsigma.com/resources/case-studies - Sitemap: https://www.leadsigma.com/sitemap.xml --- # Case Studies > Canonical: https://www.leadsigma.com/resources/case-studies > Plain-text index of published case studies. Real implementation stories showing how practices improved booking rates, reduced leakage, and drove measurable production growth. ## Studies - [Fishbein Orthodontics Boosts Monthly Production by $125,000](https://www.leadsigma.com/resources/case-studies/fishbein-orthodontics-case-study) — How #FishOrtho's Patient Care team used LeadSigma's multichannel automation to reach interested new patients in 20 seconds and lift monthly production by $125,000 year-over-year. _(April 2026)_ - [Smilebliss by Very Orthodontics Accelerates Growth by 17%](https://www.leadsigma.com/resources/case-studies/smilebliss-by-very-orthodontics-case-study) — Practice Manager Laura Very replaced spreadsheets and pen-and-paper with LeadSigma — and lifted average monthly production 17.4% in six months while shrinking speed-to-lead from days to seconds. _(March 2026)_ - [MB2 Dental Lifts Inbound Lead Conversions 88% in 3 Months](https://www.leadsigma.com/resources/case-studies/mb2-dental-case-study) — How MB2 Dental — the nation's first dental partnership organization — created industry-leading new patient responsiveness across eight states and grew inbound lead conversions 88% in three months. _(February 2026)_ - [eNox Media Drastically Improves Marketing ROI for Clients](https://www.leadsigma.com/resources/case-studies/enox-media-case-study) — How eNox Media swapped SharpSpring, Ava, and Google Sheets for LeadSigma in three weeks — and gave clients faster response, multichannel follow-up, and a lead-to-start playbook. _(January 2026)_ ## Related - Resources hub: https://www.leadsigma.com/resources - Blog: https://www.leadsigma.com/resources/blog --- # Support — Talk to a Human at LeadSigma > Canonical: https://www.leadsigma.com/support > Plain-text twin of the Support page. LeadSigma takes the opposite approach to most software companies: full-service support, accessible team members, and quarterly business reviews come standard. The fastest ways to reach a real human are below. ## How to get help - **Email**: support@leadsigma.com - **Phone**: +1 (913) 391-3953 - **Support portal** (file or track a ticket): - **Book a customer session** with our team: ## What we cover - Setup walkthroughs and onboarding for new practices. - Workflow design — how to configure routing, campaigns, and follow-up cadences. - Quarterly business reviews so the practice's leadership team can see what's working. - Anything else where you'd rather talk to a person than a documentation page. ## Related - Home: - Resources: --- # Privacy Policy > Canonical: https://www.leadsigma.com/privacy-policy > This page does not have a curated plain-text twin yet. The full content lives at the canonical URL above. Privacy policy for LeadSigma — what we collect, how we use it, and how to contact us about your data. --- # Terms of Service > Canonical: https://www.leadsigma.com/terms-of-service > This page does not have a curated plain-text twin yet. The full content lives at the canonical URL above. Terms of service governing your use of LeadSigma's websites and platform. --- # The Orthodontist's Guide to Marketing Attribution > Canonical: https://www.leadsigma.com/resources/blog/the-orthodontists-guide-to-marketing-attribution > Published: 2026-05-12 > Author: LeadSigma ## Most orthodontic practices can't tell you which ad made the phone ring If you spent forty thousand dollars on Google Ads last quarter, you probably know what you spent. You probably know roughly how many leads came in. What you almost certainly don't know is which of those leads turned into a started case, and which keywords, ads, and channels produced them. That gap is marketing attribution. It's the difference between funding marketing and running it. The stakes are real. Industry benchmarks put orthodontic patient acquisition cost in the $300 to $500 range against a lifetime value of $4,000 to $6,000 per case ([DDS Web Solutions, 2026](https://ddswebsolutions.com/guides/calculate-patient-acquisition-cost.html)). A practice that's actually optimizing off started cases tends to land at the low end of that range. A practice optimizing off form fills tends to land at the high end, or above it, and never know why. The difference across a year is six figures. Almost no practice in the country does attribution well. The handful that do are usually paying a boutique agency a small fortune to do it manually for one anchor client at a time. Everyone else is making six- and seven-figure spending decisions off form fills and a feel for what seems to be working. Form fills are a terrible proxy. They tell you a person filled out a form. They don't tell you whether that person ever showed up, started treatment, or paid you anything. This guide walks the three levels of attribution maturity, from where most practices are today to where the practices winning the next five years will be. ## The beginner level: tracking the lead Three things have to be tracked at minimum: phone calls, form submissions, and online bookings. Call tracking assigns a unique phone number to each marketing source. The number on your Google Ads page is different from the one on your Facebook page, which is different from the one on your billboard. When the phone rings, you know what made it ring. (For the mechanics of how this works at the practice level, see [Call Tracking](https://www.leadsigma.com/products/call-tracking).) Form tracking captures every submission with its source attached. Online booking tracking does the same for self-scheduled consults. Then there are conversion events, the moments along the way that matter. The full ladder runs: - Click - Lead (call, form, or booking) - Appointment booked - Appointment shown - Consult completed - Pending case - Started case - Signed contract Beginner attribution stops at step 2. That's the problem. A lead is not a patient. If you optimize ad spend on lead volume, you'll keep pouring money into the channels that produce the most tire-kickers, because tire-kickers are leads too. ## The intermediate level: dynamic numbers and a PMS sync Two upgrades define this layer. Dynamic number insertion, and a real connection to your practice management software. Dynamic number insertion is what makes call tracking work at scale. Instead of one tracking number per channel, the phone number on your website swaps in real time based on how the visitor arrived. A Google visitor sees one number. A Facebook visitor sees another. A direct visitor sees a third. Every call is attributed to the exact source, campaign, and often the specific keyword that drove the visit. Without it, call tracking is a guess dressed up as data. The PMS sync is where attribution stops being a marketing exercise and starts being a business one. Cloud9, Dolphin, Greyfinch, Ortho2, whichever you use, it's the source of truth for who actually showed up, signed a contract, and started treatment. Until your attribution platform reads from the PMS, you can't answer the question that matters: which marketing source produced started cases? (LeadSigma's [Patient Record Connect](https://www.leadsigma.com/features/patient-record-connect) is the integration that does this work.) The hard part is matching. A lead comes in March 3rd as "Sara Williams, 469-555-0182." Three weeks later your front desk enters her as "Sarah Williams-Hayes" with a different cell. A real matching algorithm reconciles those using four techniques: - Fuzzy name matching, so "Sara" and "Sarah Williams-Hayes" resolve to the same person - Phone normalization, so a cell and a home number on the same record link up - Email cross-reference, when the phone fails - Household detection, so a parent's lead correctly attaches to a child's chart If the matching fails, the attribution fails, and you're back to guessing. ## The advanced level: closing the loop with the ad platforms Advanced attribution sends outcomes back to Google and Meta so their algorithms can learn what actually worked. This works through identifiers most orthodontic practices have never heard of. Google appends a GCLID, a Google Click Identifier, to every paid click. Microsoft appends an MSCLKID. Meta appends an FBCLID. If you capture those at click time and store them on the lead, you can later push offline conversion events back: appointment booked, consult completed, contract signed, revenue collected. The platforms then optimize their bidding against real outcomes instead of form fills. Practices doing this well typically see cost-per-started-case drop 30 to 50 percent over six to twelve months. UTM parameters are the manual companion. utm_source, utm_medium, utm_campaign, utm_content, utm_term. Tag every link you control. Email blasts, organic social posts, the link in your referral partner's email signature, QR codes on yard signs. Anything non-paid becomes attributable. Multi-touch attribution sits on top of all of this. A started case often involves five or six touchpoints over weeks. A Facebook impression. A Google search a week later. A friend's recommendation. A return visit. A TikTok video. Finally a call. Last-click attribution gives 100 percent of the credit to the call. Multi-touch distributes credit across the path. For a single practice it's useful. For a DSO comparing thirty locations, it's how you decide where to put the next dollar. A closed-loop attribution stack has five components working together: - DNI on the website, so every call ties to a source - Full conversion events from click to contract, not just lead generation - GCLID and UTM capture at the click, stored on the lead - PMS matching, so started cases map back to the original lead - Multi-touch credit assignment across the patient journey Put all five in place and you know which ad produced which started case, in something close to real time. Almost no orthodontic group in the country has that today. (For how this fits inside the broader new-patient workflow — capture, follow-up, show, start — see [LeadSigma: The CRM for Orthodontic Practices](https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices), and the [ultimate guide on inbound lead responsiveness](https://www.leadsigma.com/resources/blog/ultimate-guide-on-inbound-lead-responsiveness) for why fast follow-up multiplies the value of every attributed lead.) ## What to do with this The practices that win the next five years won't be the ones with the largest ad budgets. They'll be the ones who know what their ad budgets are doing. A useful gut check: pull up your last ten started cases. Can you name the campaign, channel, and ideally the keyword that produced each one? If you can answer for fewer than eight of the ten, you're not running marketing yet. You're funding it. The fix isn't a bigger budget. It's a tracking stack and the discipline to optimize off started cases instead of leads. If you'd like to walk through what that looks like for your practice, [book a demo](https://calendly.com/leadsigma/leadsigma-demo) and we'll map your current sources, your conversion math, and where the attribution gaps are leaking spend. --- # LeadSigma: The CRM for Orthodontic Practices > Canonical: https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices > Published: 2026-05-02 > Author: LeadSigma If you run an orthodontic practice, the gap between a new-patient lead arriving and that patient sitting in your consult chair is where most of your production is won or lost. Marketing brings inbound leads to you — Google Ads, Facebook lead forms, your website, partner referrals, the phone — but most practices have no system for what happens between "lead produced" and "patient started treatment." That gap is where LeadSigma lives. **LeadSigma is a CRM for orthodontic practices.** Not a generic sales tool retrofitted for healthcare. Not a marketing automation platform with a clinical bolt-on. A CRM purpose-built for the way your front desk, treatment coordinator, and practice owner actually work — the inbound lead queue, the show-up workflow, and the lead follow-up. ## Capture every inbound lead, the moment it arrives Inbound leads come from everywhere. A parent fills out a form on your website at 9 PM. Another taps a Facebook lead ad on the school pickup line. A mom Googles "best ortho near me" and dials the number from your Maps listing. A pediatric dentist sends a referral through a partner portal. If any of those leads sits in someone's inbox until the next morning, you've already lost most of them. LeadSigma routes every inbound lead — web form, Google Ad, Facebook ad, partner site, phone call — into a single live queue the moment it arrives. Calls are tracked and recorded with the originating campaign attached. Form submissions sync in seconds. Your team works one feed, not six tabs. ## Contact new leads in under a minute Whether a new-patient lead becomes a started case has less to do with your office or your case-acceptance script than it does with how fast you reach them. The odds of contacting a lead drop roughly 10× after five minutes and 100× after an hour — but the typical practice responds in hours or days because the front desk is buried in operatory turnover and existing-patient calls. LeadSigma helps you reach new leads automatically. The moment a form submits our process starts — configured to your preferences, tracked end-to-end, and logged against the lead in our easy-to-use interface. Every prospect gets a response before they've moved on to the next practice in the search results. (For the research behind these speed-to-contact numbers, see [the ultimate guide on inbound lead responsiveness](https://www.leadsigma.com/resources/blog/ultimate-guide-on-inbound-lead-responsiveness).) ## Build patient relationships across every touchpoint Patient relationships aren't built in a single phone call. They're built across the first text after a form fill, the appointment confirmation, the day-before reminder, the post-consult follow-up, the show-day nudge, and the start-day welcome. A CRM that just stores names and phone numbers can't do that work. LeadSigma ties every conversation, call recording, text thread, email, and appointment status to one patient record. When the treatment coordinator picks up where the front desk left off, the entire history is right there — no "let me check who you spoke to" friction. When you want to know why a particular lead never converted, the answer is one click away. ## Convert consults into shows, and shows into starts Booking the consult is step one. Step two is getting the patient through the door. [Lead Manager](https://www.leadsigma.com/products/lead-manager) runs the show-up workflow for you: a confirmation text immediately after booking, reminder sequences in the days leading up, a day-of nudge with directions and parking info, and automatic re-engagement for no-shows so they don't disappear into a spreadsheet. Starts work the same way. The patient who signs at the consult is the easy case. The "let me think about it" patient is where most starts are won or lost — and that's where most CRMs go quiet. LeadSigma keeps those patients in active follow-up so your treatment coordinator works a queue of warm leads each morning, not a wall of cold records. ## Attribution: see which marketing spend actually produces starts Most practices are spending $3K–$25K a month on marketing — some mix of Google Ads, Facebook, billboards, mailers, sponsorships, and SEO — and have no clean way to tell you which channel is producing started cases versus just producing form fills. LeadSigma is built to **help with attribution of marketing spend**. Every lead is tagged with its source via parameters provided by your agency. They way we can tie the campaign, the ad group, the keyword, the referrer URL, or the call-tracking number for offline channels. When the lead becomes a show, that source gets credit. When the show becomes a start, the source gets credit again — this time with the contract value attached. You finally see cost per start, not just cost per lead. The Google campaign that floods you with cheap leads but produces no starts gets exposed. The Facebook campaign quietly producing the highest-value starts gets the budget it has earned. ## Built to fit the practice management software you already run Your PMS is the source of truth for clinical and scheduling data. Switching practice management software is a months-long project, and you don't need that fight to fix your front-of-funnel. LeadSigma doesn't ask you to switch. LeadSigma is **integrated with leading PMS including Dolphin, Greyfinch, Cloud9, and Ortho2**. Show and start statuses sync back into LeadSigma so your reporting stays live. Your front desk doesn't double-enter anything. Your practice owner gets accurate funnel data. Your treatment coordinator works one queue, not three tabs. ## What changes when you run on LeadSigma Practices that move to LeadSigma typically see three shifts inside the first few months. Lead-contact rates climb from the industry-averages. Time-to-first-contact drops from hours to under a minute. Starts-per-lead lifts as conversations stop falling through the cracks. On a $5,500 case value, even two additional captured leads per month translates to an additional annual production of $132k! The pattern shows up in real practices, too. [Fishbein Orthodontics added $125,000 in monthly production](https://www.leadsigma.com/resources/case-studies/fishbein-orthodontics-case-study) in the first few months on LeadSigma. [Smilebliss by Very Orthodontics lifted average monthly production 17.4%](https://www.leadsigma.com/resources/case-studies/smilebliss-by-very-orthodontics-case-study) in six months while shrinking speed-to-lead from days to seconds. And on a much larger footprint, [MB2 Dental drove an 88% lift in inbound lead conversions](https://www.leadsigma.com/resources/case-studies/mb2-dental-case-study) across eight states in three months. If you're an orthodontist or practice leader trying to figure out where production is leaking, the answer is almost always somewhere between "lead arrived" and "patient started." LeadSigma closes that gap. [Book a demo](https://calendly.com/leadsigma/leadsigma-demo) and we'll walk through your lead sources, your conversion math, and what changes when every inbound lead gets a response in under a minute. --- # How we calculated the ~$132K illustrative production leak > Canonical: https://www.leadsigma.com/resources/blog/illustrative-production-leak-stat > Published: 2026-04-28 12:00:00 > Author: LeadSigma The *Costs of Inaction* section shows a rounded **~$132K/year** figure labeled **Annual leakage**. That number is **not** a forecast for your practice—it is simple illustrative arithmetic so visitors can translate missed touches into missed revenue quickly. ## The formula - **~$5,500** — illustrative production attributed to one new-patient treatment start (fee mixes vary widely by market and modality). - **2** — assume slow follow-up causes **two** missed starts per month. - **× 12 months** — roughly **$132,000/year** left on the table if that assumption holds ($5,500 × 2 × 12). Multiply your own average case fee by your own estimate of preventable misses to get a range that fits your books. LeadSigma does not guarantee revenue outcomes from illustrative math shown on marketing pages. --- # What the five-minute lead response statistics mean > Canonical: https://www.leadsigma.com/resources/blog/five-minute-lead-response-stat > Published: 2026-04-28 12:00:00 > Author: LeadSigma The *Costs of Inaction* section links here for headline multiples from **Lead Response Management** behavioral research (often summarized alongside MIT-affiliated analysis): outreach **within about five minutes** of lead capture versus waiting roughly **thirty minutes** is associated with vastly higher odds of **making contact** and **qualifying** the lead—commonly summarized as on the order of **~100×** and **~21×** respectively for those two timing buckets. ## Where the summary comes from - [MIT Lead Response Management study overview](https://mit.icagency.com/) — plain-language description of the five-minute versus thirty-minute contrast. - The underlying datasets describe patterns in sales calling behavior across large volumes of web-generated leads—not a randomized controlled trial inside orthodontic offices. ## How to use this on your floor Treat the multiples as proof that **minutes matter**, then validate your own **speed-to-contact**, booking rate, and show rate from your CRM and phone system—not from a marketing graphic. ## Related reading - [Harvard Business Review — “The Short Life of Online Sales Leads”](https://hbr.org/2011/03/the-short-life-of-online-sales-leads), on how quickly web inquiries go cold. LeadSigma does not promise specific conversion rates from citing third-party research on marketing pages. --- # Scott Hansen on The P.O.P. Podcast: What if your missed calls booked themselves? > Canonical: https://www.leadsigma.com/resources/blog/scott-hansen-pop-podcast-booking-more-with-ai > Published: 2025-08-26 > Author: LeadSigma ***Podcast:** The P.O.P. Podcast (Premier Orthodontic Practices) · **Hosts:** Jason Sirotin and Scott Haley · **Episode:** "Booking More Starts with AI: A Conversation with Scott Hansen of Lead Sigma" · **Published:** August 26, 2025 · 30 minutes* Picture the voicemails sitting in your practice's phone system right now. Most of them came in after hours or on a weekend. By Monday at 10 a.m., most will be cold leads. A handful will already be booked patients at the office down the road. That's the problem Jason Sirotin and Scott Haley put to Scott Hansen on this 30-minute episode of The P.O.P. Podcast. Scott spends the half hour walking them through what [LeadSigma's AI phone agents](https://www.leadsigma.com/products/copilot-ai) are actually doing inside ortho practices right now, and what that's doing to the math of new-patient acquisition. A few pieces worth listening for: - **The ROI number.** Scott talks about agents picking up missed calls and writing appointments straight into the practice management system overnight. The number he gives is one the hosts feel obligated to repeat back to him. - **Why PMS integration is the whole game.** Scott's view: without it, an AI agent is a smarter answering machine. With it, the same agent becomes a scheduler that doesn't take lunch breaks. - **Brand voice.** The custom-prompt approach LeadSigma uses to keep the AI sounding like the practice running it. Most owners will want to hear this part before they form a view on whether AI belongs on their phones. - **The human side.** Scott frames the agents as coverage for the gaps a team was never going to cover anyway. The line the hosts pull out of him: > "If your practice wants to grow without wasting production and time, this episode is your roadmap." **Watch now:** [YouTube — The P.O.P. Podcast](https://www.youtube.com/watch?v=vHjTj1JLZnU) --- # Scott Hansen on The Burleson Box: Smile Doctors, AI on the phones, and the systems most owners avoid > Canonical: https://www.leadsigma.com/resources/blog/scott-hansen-burleson-box-leadsigma-ai-future > Published: 2025-07-04 > Author: LeadSigma ***Podcast:** The Burleson Box with Dustin Burleson, DDS, MBA · **Episode 55:** "Scott Hansen on Lead Sigma, AI, and the Future of Orthodontic Growth" · **Aired:** July 4, 2025* Dustin Burleson gets more out of Scott Hansen in this hour than most hosts manage in a series. The arc starts with how Scott tripled his mom's orthodontic practice and sold it to Smile Doctors. From there it moves into the origin of OrthoChats and how that product became Professional Chats. Then Scott and Dustin work through [LeadSigma's bet on AI voice agents](https://www.leadsigma.com/products/copilot-ai) that handle inbound calls and schedule consults around the clock. A few threads to listen for: - **Why generic CRMs collapse in dental and orthodontic practices.** Scott built [LeadSigma](https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices) specifically because the off-the-shelf options were never going to work for this kind of practice, and the design choices he made are worth hearing in his own words. - **The fast follow-up stat.** Responding within seconds, not minutes, lifts conversion by more than 30%. The framing Dustin and Scott put around that number is more useful than the number itself. - **A detour into *Unreasonable Hospitality*.** Toward the back half, Dustin pulls Scott into a conversation about Will Guidara's book and what a Per Se-level patient experience looks like inside a high-volume orthodontic office. Sounds tangential. Isn't. The thread Scott keeps returning to is "boring but essential" systems. He thinks they're the path to growth. The reason most owners avoid those systems, in his telling, is the same reason the owners who don't avoid them are quietly tripling. **Listen now:** [Dentaltown episode page](https://www.dentaltown.com/blog/post/22936/episode-55-scott-hansen-on-lead-sigma-ai-and-the-future-of-orthodontic-growth) · [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-burleson-box-a-podcast-from-dustin-burleson-dds-mba/id1547517632?i=1000715720076) --- # Scott Hansen on Orthopreneurs: How a family practice tripled in under 3 years > Canonical: https://www.leadsigma.com/resources/blog/scott-hansen-orthopreneurs-5-steps-tripling-practice-growth > Published: 2025-03-18 > Author: LeadSigma ***Podcast:** The Orthopreneurs Podcast with Dr. Glenn Krieger — Greatest Hits Series · **Episode:** "5 Steps to Tripling Your Practice Growth in 3 Years" · **Aired:** March 18, 2025* Scott Hansen's family practice tripled its revenue in under three years. He didn't add associates. He didn't add hours. The growth came from somewhere else. On this Greatest Hits episode of Orthopreneurs, Dr. Glenn Krieger gets him to walk through where somewhere else actually is. Five steps. All of them about systems instead of effort. Scott's argument is that the practice was already large enough to grow; what was missing was the operational layer underneath. Missed calls, slow follow-ups, and the kind of handoffs nobody on the team realized were costing money. If you've sat through a planning session that came down to "buy more ads" or "hire another associate" and quietly wondered whether there was a third option, this episode is the third option. A couple of things to listen for: - The order Scott puts the five steps in. He's deliberate about which one comes first, and the sequence is the part you can't fake from a summary. - The manual version of his playbook, the one he ran before [LeadSigma](https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices) existed and before software was even on the table. That's the version most practices can copy this week without buying anything. If you suspect your bottleneck is operations rather than marketing, this is the episode. **Listen now:** [Apple Podcasts](https://podcasts.apple.com/us/podcast/5-steps-to-tripling-your-practice-growth-in-3-years/id1446375553?i=1000699608738) · [Spotify](https://open.spotify.com/episode/6kmk0ZRpJW9wzw6N84Tp1V) · [YouTube](https://www.youtube.com/watch?v=dO5BzMN2kb0) About 40 minutes. --- # Scott Hansen on Hey Docs!: Why follow-up is the most under-engineered part of practice growth > Canonical: https://www.leadsigma.com/resources/blog/scott-hansen-hey-docs-lead-followup-done-right > Published: 2025-01-02 > Author: LeadSigma ***Podcast:** Hey Docs! Podcast · **Episode:** "Lead Follow-Up Done Right: Speed, Frequency, and Consistency" · **Aired:** January 2, 2025* Scott Hansen's argument on Hey Docs! is that lead follow-up is the most under-engineered part of orthodontic growth. Marketing gets the budget and the dashboards. Follow-up gets whatever time the front desk can spare between insurance calls. Then everyone wonders why conversion sits flat. The title gives you the framework: speed, frequency, consistency. Scott's claim is that the three aren't independent variables. Nail two and miss the third and you don't get two-thirds of the result. You get a leak. A few threads to listen for: - The frequency piece. Most teams underestimate it, and most automation tools cover the speed half well while leaving the rest hollow. - The distinction Scott draws between automation and consistency. They sound interchangeable. They aren't. - The [LeadSigma](https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices) origin story — how the platform grew out of solving Scott's own intake problems first, and where AI fits without making patient interactions feel mechanical. The version of "fast" Scott describes is probably shorter than your team is comfortable with. That's most of the reason to listen. **Listen now:** [Apple Podcasts](https://podcasts.apple.com/gb/podcast/hey-docs/id1635447620) · [YouTube](https://www.youtube.com/watch?v=U3sIml91Ktw) --- # Scott Hansen on Orthopreneurs: What orthodontists can learn from plumbers and HVAC techs > Canonical: https://www.leadsigma.com/resources/blog/scott-hansen-orthopreneurs-maximum-efficiency-and-profit > Published: 2024-04-30 > Author: LeadSigma ***Podcast:** The Orthopreneurs Podcast with Dr. Glenn Krieger · **Episode:** "How to Run Your Practice for Maximum Efficiency (and Profit!) w/ Scott Hansen" · **Aired:** April 30, 2024* This Orthopreneurs episode opens on a comparison most orthodontists will resist for about ten minutes before they start agreeing with it: the practice you run has more in common with a plumber's business than you'd like to admit. Both sell high-trust services. Both ask strangers to commit thousands of dollars on the basis of relatively little information. One of those industries has mostly figured out the operational side of that ask. The other one, in Scott Hansen's experience, is still leaving voicemails to rot. Dr. Glenn Krieger gives Scott the room to make the case. By the back half of the conversation, the framing has shifted from comparison to playbook. A few stretches worth your attention: - **Scott's career path.** He came up around an orthodontic practice and decided not to become an orthodontist. The reasoning behind that call, and what it freed him up to build instead, is one of the more interesting threads in the early part of the episode. - **The numbers he watches.** Mid-episode, Scott names the operational metrics he actually tracks when he's evaluating whether a practice is healthy or quietly bleeding. They aren't all the obvious ones. - **Where AI fits, today.** Toward the end, Scott talks about [AI in business operations](https://www.leadsigma.com/products/copilot-ai) in a way that's grounded in what's working this quarter rather than what might work in five years. The line from the show notes that captures the whole episode: > "The brightest smile in the room won't sell itself if no one answers the phone." The forty-minute version goes deeper than the one-liner suggests. **Listen now:** [Buzzsprout episode page](https://www.buzzsprout.com/1534549/episodes/14960197-how-to-run-your-practice-for-maximum-efficiency-and-profit-w-scott-hansen) · [Apple Podcasts](https://podcasts.apple.com/us/podcast/the-orthopreneurs-podcast-with-dr-glenn-krieger/id1446375553) · [Spotify](https://open.spotify.com/show/4RxIeRB9BrpNeYFBdI3l7B) --- # How to Grow Your Orthodontic Practice > Canonical: https://www.leadsigma.com/resources/blog/how-to-grow-your-orthodontic-practice > Published: 2023-12-28 20:02:57 > Author: Scott Hansen As the field of orthodontics evolves, so do the opportunities to expand and enhance your practice. In this post, we'll explore effective techniques to attract new patients, retain existing ones, and ultimately propel your orthodontic business to new heights.  In short, how to grow your orthodontic practice. ## Increase Responsiveness to New Patient Leads In the competitive landscape of orthodontic practices, responsiveness to new patient leads is a key factor that can significantly contribute to the growth and success of your clinic. In today's fast-paced digital age, potential patients expect quick and efficient communication, and being prompt in responding to inquiries can make a substantial difference in acquiring new business. First impressions matter, and a swift response to new patient leads not only demonstrates professionalism but also conveys a commitment to patient care. When prospective patients reach out to your practice, they are often in the initial stages of considering orthodontic treatment. A timely and informative response can capitalize on their interest, providing them with the information they need to make informed decisions about their oral health. Moreover, a responsive approach fosters a positive patient experience from the outset. It shows that your practice values and prioritizes each individual, creating a sense of trust and reliability. In an era where choices abound, patients are more likely to choose a practice that demonstrates attentiveness and a genuine interest in their needs. Efficient communication is particularly crucial when it comes to scheduling consultations or appointments. New patients seeking orthodontic treatment may have pressing concerns or specific timelines, and a prompt response can help streamline the onboarding process, ensuring that potential patients move quickly from initial inquiry to becoming valued clients. Additionally, being responsive to new patient leads is closely tied to effective lead conversion. A delay in response may lead to potential patients exploring alternative options, possibly losing them to competitors who prioritize timely communication. By promptly addressing inquiries, your orthodontic practice is better positioned to capture the attention and interest of individuals actively seeking orthodontic solutions, ultimately translating leads into long-term patients. ## Optimize Online Presence In today's digital age, having a strong online presence is crucial. Ensure your website is user-friendly, mobile-responsive, and provides valuable information about your services. Leverage social media platforms to engage with your audience, share success stories, and showcase your expertise. Implementing a [robust online marketing strategy](https://www.leadsigma.com/resources/blog/ultimate-guide-on-inbound-lead-responsiveness), including search engine optimization (SEO) and pay-per-click (PPC) advertising, can significantly boost your practice's visibility. ## Patient-Centric Approach Focusing on the patient experience is paramount. From the first contact to the completion of treatment, prioritize excellent customer service. Implement patient-friendly scheduling, provide clear communication about treatment plans, and create a welcoming atmosphere in your practice. [Happy patients are more likely to refer](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3047732/) friends and family, contributing to organic growth. ## Community Engagement Establishing a strong presence within your local community is a powerful way to attract new patients. Sponsor local events, participate in health fairs, and collaborate with schools to educate students and parents about the importance of orthodontic care. Building relationships with local businesses and practitioners can lead to valuable referrals. ## Embrace Technology Stay at the forefront of technological advancements in orthodontics. Investing in cutting-edge equipment and software not only improves the quality of care but also enhances your practice's reputation. Implementing digital marketing tools, patient management systems, and telehealth options can set your practice apart in a competitive market. ## Educational Content Establish your practice as a thought leader by creating and sharing informative content. Maintain an active blog on your website, addressing common questions and concerns related to orthodontic care. Utilize video content to showcase your expertise, share patient testimonials, and explain different treatment options. Educational content not only helps patients but also boosts your practice's credibility. ## Referral Programs Encourage patient referrals through well-designed referral programs. Offer incentives for existing patients who refer friends or family to your practice. This not only rewards loyal patients but also expands your patient base through word-of-mouth recommendations. ## Continuing Education Stay abreast of the latest developments in orthodontics by investing in continuing education for yourself and your team. Demonstrating a commitment to staying current with industry trends builds trust with patients and positions your practice as a leader in the field. ## How to Grow Your Orthodontic Practice Growing your orthodontic practice requires a strategic and multifaceted approach. By combining a strong online presence, patient-centric strategies, community engagement, technological innovation, educational content, and referral programs, you can create a thriving and sustainable practice. Stay proactive, adapt to industry changes, and consistently provide exceptional care to ensure the success and growth of your orthodontic practice. --- # Growing Your Orthodontic Practice With A Strong Digital Presence > Canonical: https://www.leadsigma.com/resources/blog/growing-your-orthodontic-practice-with-a-strong-digital-presence > Published: 2021-08-04 22:25:19 > Author: Scott Hansen GROWING YOUR ORTHODONTIC PRACTICE WITH A STRONG DIGITAL PRESENCE IS A WAY TO SCALE MORE QUICKLY, BECOME LESS DEPENDENT ON PROFESSIONAL REFERRALS, AND GAIN A SIGNIFICANT COMPETITIVE ADVANTAGE IN YOUR MARKET. When growing a practice through digital strategies, there are a number of steps to ensure successful production growth. Typically, most practice owners think in simple terms of, “generate more leads, then close more cases.” If we want to start more cases we need to generate more new patient leads...right? Generating a higher quantity of new patient leads is a fantastic metric for practice growth, but many practices are focusing exclusively on this “leads generated” metric and neglecting the power of digging deeper into the process. type="4_5" type="4_5" layout="4_5" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" type_medium="" type_small="" order_medium="0" order_small="0" dimension_spacing_medium="" dimension_spacing_small="" dimension_spacing="" dimension_margin_medium="" dimension_margin_small="" margin_top="" margin_bottom="0px" padding_medium="" padding_small="" padding_top="" padding_right="" padding_bottom="" padding_left="" hover_type="none" border_sizes="" border_color="" border_style="solid" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false"] Is it possible to grow your practice without increasing the number of new patient leads? The answer is a resounding YES! Let me show you how... Generating new patient leads is just the beginning of the process. Once a lead is generated we must then get in contact with the new patient, schedule them, get them to show up, then actually start the case. It’s a process that starts with new patient lead generation but there are a lot of steps between lead generation and a contract signature (start). ## New patient lead conversion equation Let’s look at a base case. With the same number of new patient leads, with a 8% improvement in each post-lead acquisition metric, we can start 56 cases. Clearly, each of these steps represents significant opportunity for growth. In this series of articles, we are going to analyze the methodology behind improving each post lead acquisition metric. hundred_percent="no" equal_height_columns="no" hide_on_mobile="small-visibility,medium-visibility,large-visibility" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" parallax_speed="0.3" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" border_style="solid" flex_column_spacing="0px" type="flex" margin_top="11px"] **STEP ONE** CONTACT MORE OF YOUR NEW PATIENT LEADS, ONE OF THE MOST UNDER-APPRECIATED AND IMPORTANT TACTICS TO INCREASE PRODUCTION IS TO ACTUALLY GET IN CONTACT WITH YOUR LEADS If we can start conversations with 90% of our new leads instead of 70%, we should expect a 28% increase in our new patient starts. Improving this process is not sexy, but it makes money.

There are a few strategies you can employ today to ensure a greater chance of starting a conversation with new leads. type="3_4" type="3_4" layout="3_4" background_position="left top" background_color="" border_color="" border_style="solid" border_position="all" spacing="yes" background_image="" background_repeat="no-repeat" padding_top="" padding_right="" padding_bottom="" padding_left="" margin_top="0px" margin_bottom="0px" animation_type="" animation_speed="0.3" animation_direction="left" hide_on_mobile="small-visibility,medium-visibility,large-visibility" center_content="no" last="true" min_height="" hover_type="none" link="" first="false" align_self="center"] **Reach out to new leads faster.** Measurable metric: speed-to-contact in minutes. In the world outside of the orthodontic silo, this concept is known as “speed-to lead”...and it really matters. The Harvard Business Review published an article that showed that a business is 10X less likely to get in contact with a lead after just one hour has passed. Here is a more detailed breakdown: image_id="16835|full" max_width="600px" sticky_max_width="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] type="3_4" type="3_4" layout="3_4" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" type_medium="" type_small="" order_medium="0" order_small="0" dimension_spacing_medium="" dimension_spacing_small="" dimension_spacing="" dimension_margin_medium="" dimension_margin_small="" margin_top="" margin_bottom="0px" padding_medium="" padding_small="" padding_top="" padding_right="" padding_bottom="" padding_left="" hover_type="none" border_sizes="" border_color="" border_style="solid" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false"] If you are taking any longer than 5 minutes to call your leads, you are drastically reducing the likelihood of actually starting a production generating conversation. PROCESS WORKAROUND type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_top="35px"] Prior to LeadSigma, this is a method that I have used in numerous businesses in the past. When a new lead is generated from your website, landing page, or digital ad, typically an email is sent to your team with the lead’s information. Using Zapier, the email to your team will trigger a notification into a specific new patient lead channel every time a lead is generated. When the post shows up in Slack, you instruct your team to follow-up immediately and comment on the thread to show they have called. type="3_4" type="3_4" layout="3_4" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" element_content="" margin_bottom="0px" first="false"]Unfortunately, this method requires some technical know-how, active management, and (often) a paid version of Zapier. It works, but not without a significant time investment and configuration. type="2_3" type="2_3" layout="2_3" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" margin_bottom="0px" first="false"] Because I understand the importance of speed, I built software to specifically solve this issue for practice owners. **HOW IT WORKS:** type="3_4" type="3_4" layout="3_4" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" margin_bottom="0px" first="false"] A New patient lead is generated. type="3_4" type="3_4" layout="3_4" align_self="auto" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false"] LeadSigma immediately calls your office, gives you the new patient’s information, and connects you with the new patient within 30 seconds. It’s all automated, repeatable, and scalable. No Slack, no spreadsheets, and no chance of leads going to your email inbox and sitting there for hours (or days). type="3_4" type="3_4" layout="3_4" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" type_medium="" type_small="" order_medium="0" order_small="0" dimension_spacing_medium="" dimension_spacing_small="" dimension_spacing="" dimension_margin_medium="" dimension_margin_small="" margin_top="" margin_bottom="0px" padding_medium="" padding_small="" padding_top="" padding_right="" padding_bottom="" padding_left="" hover_type="none" border_sizes="" border_color="" border_style="solid" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false"] Although calling is the most effective way to reliably connect with a new lead, some new patients will never pick up the phone from an unknown number. In fact, phone settings now allow you to push all calls that are not in your contact list straight to voicemail. This means you need another option. type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_top="0px"] Text messages are an effective way to reach new patients and make sure that they are reading your messages. Unlike email, which has about a 30% likelihood to be opened, text messages have a 99% likelihood to be opened. If you want new patients to engage with you and ensure that your messages are being read, you need software to send text messages. type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_top="0px"] In addition to texting, email is still an effective tool to start the conversation with a new patient. Emails that are branded with your office domain (example XXX@braceplace.com) are more professional and are a must in today’s world. Using a @gmail or @yahoo address is not professional and limits functionality. type="3_4" type="3_4" layout="3_4" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" type_medium="" type_small="" order_medium="0" order_small="0" dimension_spacing_medium="" dimension_spacing_small="" dimension_spacing="" dimension_margin_medium="" dimension_margin_small="" margin_top="" margin_bottom="0px" padding_medium="" padding_small="" padding_top="" padding_right="" padding_bottom="" padding_left="" hover_type="none" border_sizes="" border_color="" border_style="solid" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false"] The exact moment a new patient requests an appointment, they are at their peak level of interest. They have reached out to you! Every minute that passes reduces the likelihood of successfully converting that lead into an exam. After all, people are more impatient and distracted than ever. But that doesn’t mean that we should stop trying to reach these new patients after one or two attempts. Studies show that 48% of converted leads are contacted on the first contact attempt but 93% of converted leads are contacted by the sixth contact attempt. Making more contact attempts shows that you care, it better serves the new patient that reached out to you, and most importantly - it works. type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_top="0px"] Being persistent pays off! If your team is unsuccessful in reaching the patient immediately on the first attempt, it’s important that you have a repeatable process for attempting multiple contacts with the patient over the first 10 business days. If your team is not making at least one attempt per day to reach a new patient lead over the first 10 days post lead acquisition, your practice is losing out on production generation opportunity. THERE ARE TWO WAYS THAT THIS PROCESS CAN BE MANAGED. type="3_4" type="3_4" layout="3_4" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_bottom="0px" last="true" border_position="all" first="false"] **Spreadsheet + Office Phone + Office Email + Text Message Platform** When a new patient lead is generated, you can enter the lead’s information into a spreadsheet. Break down the columns into your daily contacts (Day 1 call/text/email, Day 2 call, Day 3 text, Day 4 email, etc.) and have the team check off the columns when they have completed the tasks. type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] There are several tools that make email faster and easier, like Boomerang. Boomerang allows you to schedule follow up emails with a recipient if you have not received a response. type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_top="42px"] type="1_2" type="1_2" layout="1_2" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" type_medium="" type_small="" order_medium="0" order_small="0" dimension_spacing_medium="" dimension_spacing_small="" dimension_spacing="" dimension_margin_medium="" dimension_margin_small="" margin_top="" margin_bottom="" padding_medium="" padding_small="" padding_top="" padding_right="" padding_bottom="" padding_left="" hover_type="none" border_sizes="" border_color="" border_style="solid" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false"] If you are using the Google business suite to manage your emails, there is even a template tool for email that makes sending repeatable emails easier. If you are using this method, be sure to track responses. You don’t want to continue calling, emailing and/or texting leads that have responded and have already scheduled an exam. That’s annoying. type="3_4" type="3_4" layout="3_4" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" type_medium="" type_small="" order_medium="0" order_small="0" dimension_spacing_medium="" dimension_spacing_small="" dimension_spacing="" dimension_margin_medium="" dimension_margin_small="" margin_top="" margin_bottom="0px" padding_medium="" padding_small="" padding_top="" padding_right="" padding_bottom="" padding_left="" hover_type="none" border_sizes="" border_color="" border_style="solid" border_radius="" box_shadow="no" dimension_box_shadow="" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false"] LeadSigma was designed to manage new patient leads more effectively and efficiently. After years of using the spreadsheet method, I found that there were significant gaps in our process. Some recurring questions always resurfaced: **- How fast are we actually following up on leads?** **- Are we actually calling, texting, and emailing our leads? When? Is the process being followed?** Because these are foundational questions, I wanted to be sure that my businesses had clear answers and took advantage of every opportunity to generate revenue. That’s why I built LeadSigma. I knew that if we reached out faster and we followed up consistently, we would close more cases. Even though I pride myself in being a good manager, it was just too difficult to create the speed, consistency, and accountability with spreadsheets and paper. If you are curious about how the average orthodontic practice responds to their new patient leads, we studied more than 4,000 practices and the results are on our website. The data will alarm you! Summary: The quicker you are to respond to both inbound new patient leads and inbound digital exam bookings increases booked exams and increases exam show rate. There are a variety of different methods to accomplish speed-to-lead with varying difficulty of implementation and execution. Not only are phone calls valuable, but text and emails are also valuable to engage with leads that prefer other communication channels. In addition, you should not stop following up on a new patient lead until you have reached out 6-12 times by way of phone, text, and email. If you combine these two concepts, you will certainly increase the production generated from all of your lead sources, decrease your patients acquisition cost, and increase your marketing ROI. --- # Steam Engines and the Future of AI in Dentistry > Canonical: https://www.leadsigma.com/resources/blog/steam-engines-and-the-future-of-ai-in-dentistry > Published: 2023-07-01 20:38:21 > Author: Scott Hansen Recently, I, like you, have been inundated with countless emails discussing the integration of artificial intelligence (AI) in dentistry. These emails are all in this flavor: "We have incorporated cutting-edge AI technology into our product XYZ..." "The future of dentistry lies in AI..." "Prepare for a revolutionary change in dentistry with AI..." And so on and so forth. Now, let's delve deeper into the subject and explore how AI is poised to replace key business functions, the speed at which it will do so, the optimal areas to leverage AI, and the transformative effect it will have on dental practices. To gain a better understanding of AI's current state, it is helpful to place it in the context of other radical technological advancements. Since AI is a transformative technology for businesses, what better comparison than the era of the Industrial Revolution? To draw this parallel, let us cast our minds back to another world-altering technology: commercially available electricity. In the 1890s, prior to the availability of electricity, factories were powered by centrally located steam engines that burned coal. These engines served as the primary power source for the entire factory. Power generated by the steam engine was transmitted to factory machinery through belts. However, the longer the belts, the greater the energy loss incurred. Consequently, the most energy-intensive machines were placed in immediate proximity to the steam engine, while less energy-hungry machines were positioned farther away. The entire factory layout revolved around the power requirements of the machines and the placement of the central steam engine. Then came the advent of electricity—a game-changer that propelled the Industrial Revolution forward. However, when electricity became commercially available, how did factory owners utilize this revolutionary power source? The simplest and most immediate application was to replace the existing steam engines with electric motors. This transition resulted in an estimated 15% reduction in power costs (coal expenses versus electricity costs). But let us not overlook the associated costs of this transition: shutting down factories, halting production, and reconfiguring connections from the electric motor to the existing machinery. Consequently, the adoption of electricity in factories was a slow process (decades). However, astute factory owners eventually made a powerful realization—electricity offered unparalleled flexibility in factory design. Now the power could be distributed throughout the entire factory, eliminating the need for a centralized power source. With this breakthrough, the traditional "centralized power design" was no longer a constraint, as machines could now operate at full capacity regardless of their proximity to the central steam engine. This revelation was a game-changer, enabling factory owners to truly re-imagine their factory designs. And thus, the modern-day assembly line was born, thanks to the visionary mind of Henry Ford! This innovation facilitated the production of goods at an accelerated pace and reduced costs. As a result, not only did living standards improve with more affordable goods, but the assembly line also played a crucial role in securing the victory of the United States in World War II. So, how does this historical narrative relate to AI's impact on dentistry? Currently, AI is incrementally enhancing many of our business processes, making them approximately 15% more efficient. For instance, we can save time by employing ChatGPT for certain workflows or utilizing Bard for superior and faster search capabilities. Most AI applications are presently focused on optimizing existing workflows rather than completely overhauling them. However, a transformative shift is on the horizon. Imagine a world in which certain human-powered workflows disappear… Soon your team may no longer need to interact with new patients until they arrive at the office. What if the treatment plan could be generated and paid for before the patient’s first visit? Envision an ad agency that no longer needs to contemplate which advertisement produced the highest ROI - ad copy, design, and targeting will dynamically shift. Imagine your schedule template shifting dynamically to optimize doctor/patient flow and practice production. Or maybe - there is no template at all. Think of never interacting with an insurance company again because all communication was automated? What if most of your routine phone calls could be handled by AI, leaving your team more time for personal connections with patients? Dental and orthodontic practices will be able to operate more profitably, with ½ the ratio of staff:patients. —-------------- AI is going to radically improve dental businesses just as electricity radically improved manufacturing in factories around the world. The question is, will you be looking at AI as a way to simply replace your steam engine, or to radically change your factory? Who is going to be the Henry Ford of dentistry? Could it be you or me? Cheers to the future! --- # Orthodontic Practice Growth: Understanding Your Buyer > Canonical: https://www.leadsigma.com/resources/blog/orthodontic-practice-growth-understanding-your-buyer > Published: 2023-12-29 19:59:30 > Author: Scott Hansen In the fast-paced world of orthodontics, the key to a thriving practice and orthodontic practice growth lies in one fundamental marketing concept—understanding your buyer. In this article, we'll delve into the importance of intimately knowing your target audience and provide you with a practical guide to defining your ideal buyer. ## Why Understanding Your Buyer Matters **1. Precision Marketing** Understanding your buyer allows you to move beyond generic marketing strategies. Instead of casting a wide net with a shotgun approach, precision marketing becomes your focus. By tailoring your efforts to the specific needs and preferences of your target audience, you increase the efficiency of your marketing initiatives. **2. Informed Decision-Making** From digital platforms to advertising content, location decisions to event sponsorships, every marketing choice becomes clearer when you intimately know your buyer. No longer will you make decisions based on guesswork; instead, you'll have a solid understanding of what resonates with your potential patients. ## Defining Your Target Buyer To unravel the mystery of your [buyer](https://www.leadsigma.com/resources/blog/defining-buyer-personas), follow these simple steps: **Step 1: Who Are They?** Identifying the ideal patient is a critical aspect of an orthodontist's success. To pinpoint this target audience, orthodontists can start by analyzing their existing patient base and identifying common characteristics among their most satisfied and engaged clients. Demographic details such as age, occupation, and location can provide valuable insights. Conducting surveys or seeking direct feedback during consultations can help uncover patients' motivations, concerns, and preferences. Understanding the specific orthodontic needs and treatment goals of the current satisfied patients enables orthodontists to tailor their services and marketing efforts to attract similar individuals. **Step 2: What Do They Care About?** Delving into the pain points and desires of your target audience as an orthodontist is pivotal for building a patient-centric practice. Recognizing the concerns and challenges individuals face when seeking orthodontic care provides a foundation for tailoring services to meet their specific needs. Common pain points may include aesthetic concerns, discomfort, or financial considerations. Equally important is understanding the desires of your audience, which could range from achieving a confident smile to minimizing treatment duration. By empathizing with these aspirations and concerns, orthodontists can craft personalized treatment plans and communication strategies that resonate with their target audience. This patient-centered approach not only enhances the overall patient experience but also forms the basis for building lasting relationships, fostering trust, and ultimately, growing a successful orthodontic practice. **Step 3: Where Do They Spend Time?** To effectively connect with potential patients, orthodontists must keenly determine the online and offline spaces where their target audience congregates. Online presence is crucial in today's digital age, and understanding the social media platforms, forums, or community websites where potential patients engage can inform strategic marketing decisions. Whether it's Instagram, Facebook groups, or popular health forums, being present on these platforms allows orthodontists to share valuable content, engage with the community, and build brand awareness. Offline spaces, such as local community events, schools, or health fairs, are equally important for reaching potential patients. Sponsorships or participation in these events provide opportunities for face-to-face interactions and networking. By identifying and actively participating in the spaces where their audience spends time, orthodontists can effectively position their practice in the forefront of potential patients' minds, fostering trust and credibility within the community. **Step 4: How Do They Consume Media?** Orthodontists can enhance their outreach and engagement by astutely exploring the media channels preferred by their new patient audience. Recognizing the diverse ways individuals consume information is pivotal in crafting effective communication strategies. Some patients may gravitate towards visual content on platforms like [Instagram](https://www.instagram.com/aao.info/?hl=en) or TikTok, while others may prefer informative articles or blogs shared on websites or newsletters. Conducting surveys, analyzing social media analytics, and staying abreast of industry trends can help orthodontists pinpoint the preferred media channels of their target audience. By tailoring content to align with these preferences, whether through captivating visuals, educational videos, or informative blog posts, orthodontists can establish a compelling online presence that resonates with potential patients, fostering engagement and trust in the process. ## Turning Insights into Action Once you've filled out the buyer profile, it becomes your compass in navigating the marketing landscape. Here's how to use your newfound insights: **Digital Platforms:** - Invest in platforms that align with your buyer's preferences. If they're avid Instagram users, focus on visual content strategies. **Ad Content:** - Craft advertisements that speak directly to your buyer's pain points and desires. Tailor your messaging to resonate with their specific needs. **Location Decisions:** - Consider your buyer's demographics when deciding where to establish or move your practice. Ensure accessibility for your target audience. **Swag and Event Sponsorships:** - Choose promotional items and events that appeal to your buyer's interests. Align your branding efforts with what resonates most with them. ## Orthodontic Practice Growth Understanding your buyer is not just a marketing task—it's a transformative strategy that refines your approach and maximizes your impact to achieve orthodontic practice growth. Take the time to fill out the buyer profile, print it off, and tape it to the wall next to your desk. This simple sheet of paper will become your most valuable marketing asset, guiding your decisions and propelling your orthodontic practice toward unprecedented growth. --- # 4 Ways to Position Your Webflow Agency as a Conversion Rate Optimization Agency > Canonical: https://www.leadsigma.com/resources/blog/4-ways-to-position-your-webflow-agency-as-a-conversion-rate-optimization-agency > Published: 2023-06-29 19:19:56 > Author: Scott Hansen ## Why conversion rate optimization is important When you are building a Webflow site for a small mom-and-pop shop or a large corporation, you need to be always be on the lookout for ways to improve your conversion rate. After all, a higher conversion rate means more sales and more revenue. There are a number of ways to improve the conversion rate, but it can be difficult to know where to start. That's where conversion rate optimization comes in. Conversion rate optimization is the process of improving your conversion rate by making changes to a website or online store. This can involve anything from changing the layout of the website to adding new features or redesigning your checkout process. There are a number of benefits to conversion rate optimization. First, it can help you increase your sales and revenue. By making changes to your website that result in even a small increase in your conversion rate, you can see a significant increase in sales. Second, conversion rate optimization can help you save money. If you're able to increase your conversion rate, you'll need to spend less money on marketing and advertising to get the same number of sales. Finally, conversion rate optimization can help you improve the overall customer experience on your website. By making changes that result in a higher conversion rate, you're also making changes that make it more likely that visitors to your website will have a positive experience and be more likely to return in the future. If you're looking for ways to improve your business, conversion rate optimization is a great place to start. ## Metrics to help you analyze conversion rate optimization include What metrics should you be tracking to help you analyze the effectiveness of your lead conversion efforts? Here are some key metrics to consider: **Number of leads**: This metric will give you a general idea of how many people are interested in your product or service.  Inside of the Webflow dashboard you will be able to track the number of form submissions. **Conversion rate**: This metric will help you see how many of your leads are actually converting into customers. **Cost per lead**: This metric will help you see how much it is costing you to acquire each lead.  To calculate the CPL you will need to understand the typical revenue for different product lines for the customer you are building the Webflow site for. **Lifetime value of a customer**: This metric will help you see how much value each customer brings to your business over the course of their relationship with you. By tracking these metrics, you should be able to get a pretty good idea of how effective your lead conversion efforts are. If you're not seeing the results you want, then you can make changes to improve your conversion rate. ## Position your agency as a conversion rate optimization agency Here at LeadSigma we see marketing agencies out there who claim to be experts in conversion rate optimization (CRO) with Webflow. But what are your clients looking for to make sure they know if you are the real deal? What should clients look for in a CRO agency? Here are four things to keep in mind when you’re positioning your agency for CRO: 1. Customers look for an agency with a proven track record. The best way to know if an agency is good at CRO is to look at their past results. Do they have a history of helping their clients increase their conversion rates? If so, that’s a good sign. 2. Make sure your agency understands your client's business. A good CRO agency will take the time to learn about the business, the products, and the customers. They need to understand what they are selling and who they are selling it to before they can start making recommendations about how to improve a client's conversion rates. 3. Prepare case studies. When customers are talking to a potential CRO agency, they typically ask for case studies of their past work. This helps client's get a better idea of what you're capable of and whether or not your agency is a good fit for their business. 4. Prepare a proposal. Finally, make sure you prepare a proposal for your clients before they make a decision. This proposal should outline what your agency would do to help improve their conversion rates and how much it would cost. If you keep these four things in mind, you’ll be able to position your agency as a CRO agency that can help client's improve their conversion rates and grow their business. --- # Call Tracking Software for Orthodontic Practices > Canonical: https://www.leadsigma.com/resources/blog/call-tracking-software-for-orthodontic-practices > Published: 2023-12-29 20:46:44 > Author: Scott Hansen In the ever-evolving landscape of orthodontic marketing, staying ahead requires cutting-edge tools that not only track but also attribute phone calls to specific marketing campaigns. Our revolutionary call tracking software at LeadSigma is at the forefront of this transformative shift, providing orthodontic practices with unparalleled insights into the efficacy of their marketing efforts. With a focus on advanced analytics, our software enables practices to precisely identify which campaigns are driving phone calls, empowering them to allocate resources strategically for maximum impact. ## Unlocking the Power of Phone Call Attribution in Orthodontic Marketing Campaigns Traditional marketing analytics often fall short when it comes to understanding the impact of offline interactions, especially phone calls. Our call tracking feature goes beyond basic attribution, offering orthodontists a comprehensive view of how their marketing campaigns influence potential patients' behavior. By seamlessly connecting online and offline touchpoints, orthodontic practices can now attribute phone calls to specific ads, social media campaigns, or website interactions. This holistic approach not only provides a clearer picture of campaign performance but also facilitates data-driven decision-making for future marketing endeavors. ## Turning Data into Action: Actionable Tasks from Orthodontic Call Tracking Insights What sets LeadSigma's call tracking apart is our commitment to not just data collection but also actionable insights. Beyond presenting orthodontists with comprehensive analytics, our software generates specific tasks based on call tracking data. These tasks are designed to streamline the follow-up process, ensuring that every potential patient interaction translates into a meaningful engagement. From personalized follow-up calls to targeted marketing strategies, our call tracking feature is not just a reporting tool—it's a catalyst for proactive measures that drive orthodontic practice growth. ## Optimizing Orthodontic Lead Generation with Call Tracking: A Comprehensive Approach to Marketing Success In the competitive realm of orthodontic practices, lead generation is a pivotal element for sustained growth. Our call tracking feature revolutionizes the lead generation process by providing orthodontists with granular insights into the origin and context of each incoming call. From understanding which online campaigns attract the most inquiries to identifying high-converting sources, our software empowers orthodontic practices to optimize their lead generation strategies for maximum efficiency. ## Measuring Marketing ROI through Orthodontic Call Tracking Analytics: A Quantifiable Approach to Success For orthodontists seeking a tangible return on investment (ROI) from their marketing efforts, our call tracking analytics offer a quantifiable approach. By attributing phone calls to specific marketing campaigns, orthodontic practices can accurately measure the success of each initiative. Our analytics delve into key metrics such as call duration, conversion rates, and caller demographics, providing a comprehensive overview of the impact of marketing endeavors. This data-driven approach not only enhances transparency but also enables orthodontists to refine their [marketing strategies](https://www.leadsigma.com/resources/blog/orthodontic-practice-growth-understanding-your-buyer) for optimal performance. ## The Impact of Call Tracking on Orthodontic Practice Growth: Transformative Insights for Strategic Decision-Making At LeadSigma, we understand that the ultimate goal of any orthodontic practice is sustainable growth. Our call tracking feature goes beyond being a mere tool; it's a catalyst for transformative insights that drive strategic decision-making. By understanding the impact of marketing efforts on real-time patient interactions, orthodontists can make informed decisions to amplify their practice's success. Whether it's refining advertising strategies, optimizing online presence, or enhancing staff training, our call tracking feature is the cornerstone of a growth-oriented orthodontic marketing strategy. ## In-Depth Analysis of Call Tracking Features for Orthodontic Clinics: Unveiling the Technology Behind Enhanced Patient Engagement LeadSigma's call tracking software offers orthodontic clinics a robust suite of features designed for in-depth analysis. Beyond the basic functionality of tracking call sources, our software delves into the nuances of patient engagement. Orthodontic practices can explore call data such as call duration, peak call times, and frequently asked questions. This in-depth analysis not only aids in understanding patient needs but also allows clinics to tailor their services and communication strategies for a more personalized patient experience. ## Orthodontic Phone Call Attribution: A Game-Changer for Marketing Strategies [Phone call attribution](https://support.google.com/google-ads/answer/6100664?hl=en) is a game-changer in the realm of orthodontic marketing, and LeadSigma stands at the forefront of this transformative shift. Our call tracking feature attributes each phone call to specific marketing channels, enabling orthodontists to discern which campaigns are resonating most with potential patients. By pinpointing the channels that drive the highest-quality leads, orthodontic practices can refine their marketing strategies for maximum impact. This granular level of attribution is essential for optimizing marketing budgets and ensuring that resources are allocated to the most effective channels. ## Effective Follow-Up Strategies Using Call Tracking Data in Orthodontics: Turning Leads into Loyal Patients LeadSigma's call tracking feature not only provides valuable insights but also generates actionable tasks based on call data. This unique capability empowers orthodontic practices to implement effective follow-up strategies that turn leads into loyal patients. Whether it's sending personalized follow-up emails, scheduling consultations, or providing additional information, our software ensures that no opportunity goes unnoticed. The result is a streamlined follow-up process that enhances patient satisfaction, fosters trust, and ultimately contributes to the growth and success of orthodontic clinics. --- # Connecting Webflow to LeadSigma for Sales Automations > Canonical: https://www.leadsigma.com/resources/blog/connecting-webflow-to-leadsigma-for-sales-automations > Published: 2022-05-07 14:03:32 > Author: Scott Hansen ## How do I use Webflow forms? When building a Webflow site for a small business, Webflow forms can be used to capture lead information.  The most common workflow is the Contact Us page that captures name, email, phone and a message.  The default form submission goes to the user email on file. For most agencies, this will the Webflow developer email address by default, but you will want to update the email address to be your client's email address.  And unfortunately for most agencies, this is where they would stop.  For most successful small businesses, there is one person who answers phone and responds to leads and this person is not always the person who hires out a Webflow agency. It is important to figure out how leads are routed inside your Webflow client.  Lead generation is one of the most important reasons to build a website in the first place.  Why have the form submissions go to a back hole?  There is a lot of opportunity to consult a small business to properly handle form submissions. ## How do you create a form in Webflow? A form is a first class object inside of Webflow, meaning that you do not have to download a plugin like you do in Wordpress to get form submission functionality.  The easiest way to create a form in Webflow is to use a webflow template that already has a form prebuilt like the one in the screenshot. ## Where do forms go in Webflow? When you submit a form in Webflow a form submission is created.  The default routing action is to save the form submission and send an email to the email address on file.  This email address should be the person at the small business who manages lead submissions and calls back leads, but more often than not is the Webflow developer. - To get to the form submissions, go to your dashboard inside of Webflow that lists out all of your sites and click on the three dots that opens up a context menu and select Settings. - Then go to the Forms tab at the top of the settings page. - Scroll to the bottom to see all of your form submissions. ## Are Webflow integrations free? Webflow integrations can be free but can also be paid.  This is a similar business model to their themes.  A big difference with themes is that the integration is usually a third party other than Webflow.  For example, you can build a Webflow site for free with limitations, add a theme for free and then add a starter integration for free. However, as time goes on and you build more Webflow sites you will be charged more money, you will want to upgrade the theme to a more professional theme that costs extra money and you will want to use a premium integration like LeadSigma to increase conversion rate for the leads generated from your Webflow site. ## How does Zapier integrate with Webflow? Yes, Zapier integrates with Webflow.  Zapier is a system that allows a company to expose either a trigger or an action.  In Zapier terms, a trigger comes before an action and you can chain triggers to actions, and actions to actions, and 3rd party Zaps to other 3rd party Zaps. A common Zapier integration for Webflow is to do something when a form submissions is created.  LeadSigma users can launch automatic phone call notifications to a sales team and enroll a lead into an automation sequence to send out automatic SMS and email. For example, after you have setup a Webflow site that has a form and you are collecting form submissions setup the [Webflow to LeadSigma Zap](https://zapier.com/apps/webflow/integrations/leadsigma). After you login to Zapier and select Webflow as the trigger and LeadSigma as the action, you should see the Zapier editor workflow with the first step.  Select the form submission as the event and then login to your Webflow account. After connecting your account and selecting the form, you will be prompted to setup the LeadSigma Zapier action.  Login to your LeadSigma account, if you don't have one you can [create a free trial of LeadSigma](https://setup.leadsigma.com/).  After logging in, map your fields from the Webflow form to the LeadSigma form. Save and test the Zap.  If you have setup the Webflow integration you should start receiving automatic call notifications and your lead should be enrolled in the automation sequence to start receiving text messages and emails automatically until the lead converts. ## LeadSigma for Webflow experts If you are a Webflow expert building websites for small businesses, then we would love to partner with you and show you how other agency partners are [growing their agency](https://www.leadsigma.com/agencies) and their client's businesses with LeadSigma. If you just want to get building with LeadSigma, go ahead and sign up for a free trial and start connecting Webflow sites to LeadSigma.  LeadSigma supports multiple accounts and is built with agency partners in mind, use the in-app chat if you have any questions. --- # Ultimate Guide on Inbound Lead Responsiveness > Canonical: https://www.leadsigma.com/resources/blog/ultimate-guide-on-inbound-lead-responsiveness > Published: 2022-05-01 16:32:09 > Author: Scott Hansen Introduction Inbound lead responsiveness is measured by the time between a lead inquiry and the response from a salesperson and the channel, frequency, and content of follow-up in the ten days following an inbound inquiry. As a marketer, you have likely heard of the common axiom “speed-to-lead” as it applies to your lead management process. Speed-to-lead is one component of inbound lead responsiveness. It is well understood that the faster you respond to a lead, the more likely you are to qualify and/or convert it. If a prospect is in the market for your solution and they request more information, they want a response quickly…after all your prospects are less patient and more distracted than ever. If your initial contact with a prospect is delayed by hours or days, there is a high probability that your competitor will get there first and win the business or that the prospect gets distracted by other priorities and loses interest. Shortening your speed-to-lead to near zero is critically important, as we will prove. But speed is not the only important component of inbound lead management. Even if you are lightning fast with your follow-up there is still a large percentage of prospects that you will not engage with immediately. So what happens then? Does the lead die? Do you make another call or send another email? Where does text messaging fit in? In this article we are going to explore all of these questions and many more. You will learn: How speed-to-lead affects conversion rates How multichannel communication affects conversion rates The impact of phone calls on conversion rates (even in 2022) Strategies and tactics to improve your inbound lead responsiveness I’ll be honest; there is a lot of content about inbound lead responsiveness in the vast expanse of the internet. The volume of content on this subject caused me to question the importance of writing this article. Will it just be another slanted, boring lead magnet for LeadSigma? But the deeper I dug, the more I realized that most of the data referenced from other articles is old…like really old. Although the age of the data does not delegitimize it, the fact is that the expectations of our prospects are shifting dramatically and data from ten years ago is not as germain as data generated in 2022. Fortunately, my team and our product has generated millions of data points on how different firms follow-up with their prospects. We know what works, we know what doesn’t, and I thought it was important for me to share - even if it does get lost in the expanse of the internet. So, I decided to break down the article into three primary sections. A summary of the historical secondary data on lead responsiveness Primary data from from our team and our clients using millions of data points on lead responsiveness Strategies and tactics to improve your inbound lead responsiveness The only thing I ask of you is this: Don’t read this article and then do nothing. This content is intended to both inform you and to inspire you to improve your lead responsiveness. As a customer, I’m tired of crappy sales. As a business owner, I want to offer you LeadSigma. But even if you don’t use LeadSigma, at least improve your internal processes. Let’s change the game together! Historical Secondary Data About Inbound Lead Responsiveness Most articles on inbound lead responsiveness refer back to the seminole study on the topic which was published in the Harvard Business Review in March 2011. In the study, which was in partnership with a company called InsideSales.com, James Oldroid examined the inbound lead responsiveness for 2,241 US companies. His findings were shocking! Although 37% responded to their lead within an hour, and 16% responded within one to 24 hours, 24% took more than 24 hours—and 23% of the companies never responded at all. The average response time, among companies that responded within 30 days, was 42 hours. In the same HBR article, Professor Oldroid also referenced a separate study they conducted relating to the likelihood of qualifying a lead based on the speed-to-lead. U.S. Firms that tried to contact potential customers within an hour of receiving a query were nearly seven times as likely to qualify the lead (which we defined as having a meaningful conversation with a key decision maker) as those that tried to contact the customer even an hour later—and more than 60 times as likely as companies that waited 24 hours or longer. I am only copy/pasting the direct text of this article because this content from the Harvard Business Review in 2011 is the most commonly referenced information for countless articles about inbound lead responsiveness. Just take a look at all of these: https://blog.hubspot.com/insiders/why-your-b2b-lead-response-time-is-killing-your-business https://www.chilipiper.com/resources/blog/speed-to-lead-statistics https://www.qualified.com/blog/the-5-minute-rule-for-lead-response-time And there are about 100 more articles that all say the same thing. In summary they say this: There is an exponential reduction in qualification and conversion rates once a lead inquires if the firm waits longer than five minutes to respond. It took the average business 42 hours to respond to an inbound lead (for the businesses that responded within 30 days) This is really valuable information and provided some of the motivation for me to start my company, and my team was curious about the current state of inbound lead responsiveness. Does this problem still exist, and to what extent? We found that although businesses are getting better at inbound lead responsiveness, there is still massive room for improvement. Primary Data on Inbound Lead Responsiveness in 2022 The State of Inbound Lead Responsiveness in 2022 Since 2021 our team has been conducting a broad study of 21,294+ companies to examine their speed-to-lead, contact frequency, channels used, and content of their communication. The firms we study primarily fit in the B2B and B2C high value products/services spaces (B2B SaaS, Veterinary, Medical Spas, etc.) and business size range from large enterprises 1,000+ locations to owner-operators. Overall results to date: 34.0% of businesses do not follow-up with their inbound leads at all Here are a summary of the channels used and frequency: 47.9% of businesses call their prospects at least one time 9.8% of businesses call their prospects at least two times 3.6% of businesses call their prospects at least three times 34.0% of businesses email their prospects at least one time 3.9% of businesses text their prospects at least one time Multichannel communication: 15.0% of businesses followed-up using both phone and email, no text message 2.8% of businesses followed-up using both phone and text message, no email 0.4% of businesses followed-up using both email and text message, no phone 1.4% of businesses used all three channels (phone, email, text message) Overall speed-to-lead of the businesses who responded in the first 30 days: 4 hours and 28 minutes We also observed several important correlations between sales actions, conversion rates, and response rates. If a business calls the inbound lead within 30 seconds of the inquiry being submitted it boosts sales conversions by 32.9% If a business calls the inbound lead three times instead of once it boosts sales conversions by 48.4% SMS receives a 703% higher response rate than email “Cool, Scott. You guys generated a bunch of data. But what does it mean?” Glad you asked! There are some very interesting data points that we discovered…and it should impact how you follow-up with your leads. You should be calling your inbound leads lightning fast. Calling leads within 30 seconds of the inquiry resulted in 32.9% higher lead conversions. You should be calling your leads at least three times. When you call leads one time you are leaving about 1/3 of the opportunity on the table. We noticed that three calls is the optimal number of calls over the first 10 days. Although we did notice a slight increase in conversion rate when reps called more than three times, the gains were very incremental and small. In other words, the curve flattens out after three calls. You need to be using SMS for lead follow-up. …and this is not just for B2C sales. B2B response rates via SMS are similar to B2C. People are 7x more likely to respond to a text message than an email…and this makes total sense. Email open rates are about 20% and SMS open rates are about 97%. SMS cuts through the noise of their day, email is a firehose of communication that most people dread. Do you want to see how your team’s lead responsiveness stacks up? Use our free SecretShopper Engine to discover the speed, frequency and content of your team’s lead follow-up. Strategies and Tactics to Improve Inbound Lead Responsiveness So you might be thinking, “This is all interesting information, but I don’t even know how my team responds to inbound leads today.” To that I say, “NO PROBLEM!” We actually built a free tool to help you measure your real lead responsiveness. All you need to do is enter your form information and our team will give you a beautiful report detailing the speed-to-lead, frequency of communication, and content for your inbound leads. Check out a live version of the report here. But enough with the self promotion, for now! ;) Once you have identified that you do indeed have room for improvement, it’s time to make some changes. Here are some things you can do for F-R-E-E Speed-to-lead Hook up Zapier to your forms. When a lead inquires, using Zapier, shoot a message into Slack or Teams in a channel that is created only for new leads. Require your team to monitor that channel very closely and have very loud, very annoying notifications set up for your sales team to make sure they see it ASAP. Require your sales team to write a message in the thread that they are responding to the lead. Measure the speed-to-lead (time of sales persons comment minus time the lead was generated) as the KPI Multichannel responses SMS: Use a cheap SMS application and text your leads. SimpleTexting is a good provider. Email: Your team members have email addresses already. Use them! Phone: See “Email” above. Frequency You can use a google spreadsheet to track leads. Require team members to notate each communication to ensure you are calling, texting, and emailing at least three times each. Content Create a phone script for voicemails that includes a call-to-action. Create copy-pastable SMS and email templates for each stage of the communication. Sounds daunting? Yes. I’ve done this exact process. It works, but you have to actively manage the process on a daily basis. And your data manual entry must be spot on, especially if you are managing the process with multiple team members or multiple locations. Alternatively…and this is the self promotion piece…you could use an incredible, amazing, outstanding, exceptional tool like LeadSigma. It will literally change your life! Ok, enough with that. Paid Tools LeadSigma is a useful tool and here is how it works: You generate an inbound lead through your website, landing page, digital ad, etc. LeadSigma immediately intercepts that lead and places the lead in your lead dashboard. LeadSigma calls your sales team within five seconds, gives you the lead’s information, and offers a prompt to dial out to the lead immediately. At the same time, LeadSigma will immediately automate SMS and/or email to the prospect. If you don’t connect with the lead, the LeadSigma automation sequence does all of the heavy lifting. It automates SMS and email campaigns to the lead and schedules calls for your team based on your predefined campaigns. Here are a few things to check out: Demo the Active Call Notification feature. Video about LeadSigma. Conclusion Inbound lead responsiveness is a vital part of every business’ sales process. When your team is faster on the trigger and has consistency in multichannel communication frequency, you win more deals. There is not a whole lot more to this discussion. If your team is slow (waits longer than 30 seconds to follow-up via phone), lacks persistence (does not make at least eight attempts to follow-up in the first 10 business days), or does not use all three communication channels (phone, SMS, and email), then you have an opportunity to improve your conversion rates. Don’t sit on this. Take action today. --- # Try the SMS QR Code Generator for your next SMS campaign > Canonical: https://www.leadsigma.com/resources/blog/sms-qr-code-generator > Published: 2022-04-05 15:48:07 > Author: Scott Hansen [Create a SMS QR Code](https://sms-qr-code.leadsigma.com/) ## How to use the SMS QR Code generator Click on the create a SMS QR code button to launch the free SMS QR Code generator website.  The website will ask for a phone number and a message.  As you type the QR code will be generated in real time.  You can use the slider to change the size of the QR code. Open up your camera to scan the QR code to validate it is working as expected.  Click the link in your camera app that is generated and watch the text message be composed where all you need to do is click submit. ## What would I use a SMS QR Code for? SMS QR Codes are most commonly used to opt-in for a SMS/text message campaign.  After you scan the code with your camera app and click the link, your messaging app on  your phone will launch and compose the message to the phone number specified with the body of the message prefilled out.  You will still need to click send to send the text message. Copy the QR code that is generated and add it to your print or online marketing materials for consumers to scan.  This can be at a physical brick and mortar retail location, a bumper sticker on your car.  Or you can add the QR code to your Twitter bio.  You can post the QR code anywhere to start engaging through text message. ## ## How do SMS QR codes work? The SMS QR code generator creates a link that most modern operating systems understand to launch the default messaging app on your phone or even your computer if you had a messaging app registered.  When you use the generator to make your QR code you will see a link text field with a copy button next to it.  This link is how the operating system knows what app to open when the user clicks. The format of the link is: sms:{phone}&body={message URI encoded} The first thing that looks different than traditional URLs is the missing // after the colon symbol.  The body parameter does need to be URI encoded so that the link doesn't throw errors when a parenthesis or space is encountered. ## Get started creating SMS QR codes [Create a SMS QR Code](https://sms-qr-code.leadsigma.com/) No sign up, no ads, no friction.  Get started generating SMS QR codes for your next campaign today. --- # Sales Acceleration eBook > Canonical: https://www.leadsigma.com/resources/blog/sales-acceleration-ebook > Published: 2021-08-19 17:17:21 > Author: admin In my experience of quickly growing and selling businesses within a variety of verticals, it has been increasingly clear that now more than ever we are facing a different breed of buyer. Not only does each buyer have a continuously shrinking attention span, but they are consumed by a barrage of marketing messages at every turn. Studies have shown that the average American is exposed to 4,000-10,000 advertisements per day (1). After we attract the attention of our buyers, we must convert interest into revenue expeditiously. A study posted in the Harvard Business Review found that the likelihood of contacting a new lead declines 10x over the first hour. Unfortunately, high value service businesses often neglect to measure (or even consider) speed-to-sale (2). We want to share this sales acceleration playbook to help business owners and sales leaders increase sales velocity and convert more leads into valuable revenue. There are multiple steps to building a successful marketing and sales engine. In the following material we will outline specific strategies as they relate to your brand, your marketing tactics, and your sales actions to create growth that has massive success and large exits for multiple organizations in There are multiple steps to building a successful marketing and sales engine. We will outline specific strategies as they relate to your brand, marketing tactics, and sales actions that have proven to create growth and large exits for multiple organizations in different industries. The value proposition is how the business provides a secret sauce to customers, unlocking a special benefit to customers that competitors cannot or do not provide. We make our customers’ lives easier. We save our customers' time. We make our customers’ money. Most services fall into one or two categories. But if the business is trying to fit its value proposition into all three categories, they are likely weakening the effectiveness of value messaging.Real value is the actual return that the service delivers, whereas perceived value is the return that buyers think the service will deliver. Sometimes real and perceived values are linear and correlated, but understanding the difference between the two can unlock previously untapped influence over buyers. For instance, in my last startup (ProfessionalChats), we provided an online chat service to niche market companies. In essence, we provided a way for prospects to interact with the company to lower the sales friction and convert a higher percentage of website visitors into leads. This was the real value. Website + Online Chat = More Leads. However, when we spoke to buyers, sometimes they were more interested in the ancillary benefits created by having a virtual online chat service. For instance, some buyers found more perceived value in the support that we could deliver to reduce their stress on the weekends and evenings. Although we did create some real value with our customer support, the perception from some buyers was that support was the primary value of our chat service. Because customer support was the reason that they reached out to us, we framed the sale around the benefit of reduced stress on the weekends and evenings instead of trying to change their minds. ***UNDERSTANDING REAL VS. PERCEIVE VALUE WHEN MARKETING AND SELLING DRIVES HIGHER CONVERSIONS.*** This starts with an acute understanding of target buyers' pain and how they make purchasing decisions. Without considering the nature of target buyers, we dilute the effectiveness of marketing spend by blanketing broad messaging to a diverse range of buyers and praying that someone takes notice. We call this failing method the “spray and pray approach”. It doesn’t work. Relying on “spray and pray” marketing wastes resources by chasing diverse buyers who are unlikely to convert as opposed to focusing our message to a smaller, more defined subset of potential buyers who acutely experience the pain we are solving. If you want to immediately increase your marketing ROI, start by gaining a radically specific understanding of your target buyer. Because all businesses have limited resources to attract the attention of buyers, we should focus on maximizing the effectiveness of our marketing spend. To refine our understanding of our target buyer, we must define who they are, where they are, what they care about, and how they make purchasing decisions. - Age - Gender - Marital Status - Education - Financial Status - Geography - Professional Title These detailed characteristics help develop a clear understanding of our most likely buyers. For instance, if we were selling lawn care services, we would likely be targeting male buyers because males typically care more about the status of their lawn. We might consider targeting male homeowners with a working spouse that are 30+ years old who earn $80k+ annually because they are more likely to be able to afford outsourced lawn care and lack the time to care for their lawn. ***By increasing our detailed demographic understanding of our target buyer, we are more likely to market to the people most likely to buy our service.*** - What digital platforms do they use? - Where do they spend time? - What are their recreational activities? - Are they problem solving (goal oriented) or aspirational? - What publications do they read? - What are influential figures in their life? - What podcasts do they listen to? - What focums/websites do they visit? - To whom, specifically, do they turn for advice? - What do they ultimately care about? - What are they aspiring to achieve? - Is there cyclicality in their behavior? - When do they feel the pain that your service solves? - What immediately precedes their potential interest in your service? Sales pipelines can be extraordinarily complex and multifaceted. When most businesses think about their pipeline, their first thought is often lead generation, i.e. the top of the funnel. Since lead generation is the primary revenue growth fuel, this begs us to answer the question; what drives lead generation? The answer is brand strategy. type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_top="40px"]**Brand strategy** is focus on the value and authenticity of the organization or service. **Marketing** is tactical, focusing on capturing the day-to-day attention of buyers. Brand strategy defines the rules and parameters of the sandbox within which marketing plays.***The natural extension of brand strategy is demand generation.*** - **Creative **- How the brand looks and the materials it creates - **Positioning** - How your brand is differentiated from competitors in the customer’s mind - **Price** - How much services cost - **Messaging** - The language used to describe the underlying value proposition Once the foundation has been laid by creating an excellent brand strategy, the next consideration is driving demand for the service. Demand generation is a comprehensive sales and marketing approach used to attract the attention, conversion, sale, retention, and revenue growth from target buyers. Digital Ads Journal/Blog Search Engine Marketing Social Media Marketing Webinars Search Engine Optimization Cold Email Sales Prospecting Paid Partners/Resellers Joint Ventures Key Opinion Leaders/Influencers ***Sales friction is the potential barrier(s) that exist between the customer and their goals. Regardless of how fine tuned the sales process, sales friction still exists in every organization.*** - Finding a parking space - Finding/cleaning a shopping cart - Finding the items on your list - Waiting in line for the cashier - Transfering items from shelf to cart, cart to bag, and bag to car Do you want to go to the grocery store if it’s difficult to find parking, the carts are scattered and dirty, the store does not indicate the items on each aisle, and you have to frequently wait for a cashier? Of course not! But any combination of these potential friction points, no matter how small, decreases the likelihood of new or recurring sales. type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] ***Amazon, known for reducing sales friction, has solved grocery store friction in two ways.*** Using Amazon.com, you can search for exactly what you need from your couch; and once it’s in your cart, you can “buy it now.” No parking, no searching, no lugging groceries around, no checkout process. type="1_2" layout="1_2" align_self="auto" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false"] For buyers that like to see their produce before they purchase, Amazon has created a near frictionless experience with the Amazon Go store. To shop at the Go store, you simply scan your phone on the way into the store, put your groceries in bags as you shop, and leave. No register, no transfer of groceries from cart to bags, no card swipe. One of the common points of sales friction for both the customer and the sales rep occurs immediately after the lead is generated. How fast do we contact the new lead? Do we continually follow-up or just make one or two attempts at contact? The average business takes 42 hours to respond to an inbound lead, yet 75% of customers buy from the business they speak to first! ***LeadSigma helps dramatically reduce sales friction by giving customers a system which ensures immediate contact for inbound leads and a data-driven daily task list for repeat contact attempts. *** Call SlingshotTM turns your online forms into dynamic conversion opportunities. Within seconds of an online form submission, Call SlingshotTM places a call to the business phone, provides the lead’s information in real time, and connects the business with the lead in less than 30 seconds. With Call SlingshotTM, prospects are on the phone with your business before they have the opportunity to continue shopping! In addition, Call SlingshotTM fills your sales pipeline with all of the leads’ data in case of a failed initial contact attempt. Not only can LeadSigmaTM ensure immediate contact of inbound leads, but can also guarantee that every warm lead is being contacted frequently by way of phone, text, and email to increase the likelihood of a conversion. Sales friction happens for the sales rep when leads are disorganized and there is no existing process for routinely contacting interested buyers. LeadSigma eliminates sales friction for service businesses all across the world. Sales metrics help us gain crucial insights into the effectiveness of the process. There are two categories of metrics to consider: Lagging Indicators - Displays the current results of our process Leading Indicators - Indicates the future results of our process ***Nearly every sales pipeline can be simplified into three core metrics*** type="5_6" layout="5_6" align_self="auto" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_bottom="0px" padding_top="6px" spacing_left="0%" last="true" border_position="all" first="false"] Leads Generated type="5_6" layout="5_6" align_self="auto" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_bottom="0px" padding_top="6px" spacing_left="0%" last="true" border_position="all" first="false"] Opportunities Created type="5_6" layout="5_6" align_self="auto" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_bottom="0px" padding_top="6px" spacing_left="0%" last="true" border_position="all" first="false"] Sales Made ***Each of these three areas of focus are driven by leading **indicators**. *** type="5_6" layout="5_6" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" spacing_left="0%" margin_bottom="0px" last="true" border_position="all" first="false"] **Possible leading indicators** - email open rates, website bounce rates, time on page, click through rate, and webinar attendance type="5_6" layout="5_6" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" spacing_left="0%" margin_bottom="0px" last="true" border_position="all" first="false"] **Possible leading indicators** - leads generated, speed-to-lead, and lead contact frequency type="5_6" layout="5_6" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" spacing_left="0%" margin_bottom="0px" last="true" border_position="all" first="false"] **Possible leading indicators** - opportunities created, appointments kept, proposals sent, same day closes ***Sales metrics themselves are less valuable than the processes which drive each metric.*** A solar company is trying to drive more leads through digital ads. They are promoting a free estimate to educate consumers on the long term efficiency, tax advantages, and cost savings of solar power vs. traditional power. Their process might look like this: image_id="17031|full" max_width="700px" sticky_max_width="" style_type="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_bottom="40px"] columns="" column_min_width="" column_spacing="" rule_style="default" rule_size="" rule_color="" font_size="" line_height="" letter_spacing="" text_color="" content_alignment_medium="" content_alignment_small="" content_alignment="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky"]Assuming all things equal, if their ads drive 5% more leads, by extension, they should schedule 5% more estimates and close 5% more sales. Naturally, we want to do everything possible to drive a higher number of leads. But what happens if we refine each stage of the buyer’s journey? To impact the individual metrics, we must understand what drives each metrics performance. To start, we have listed a few topics that drive each metric. - Ad targeting - Ad copy - Landing page design - Clear and compelling calls to action - Speed of lead follow up - Consistency of lead follow up - Sales material - Sales presentation - Creating urgency - Strong closing language Using the example from above, let's show the ad to a more relevant audience. Let’s say we target homeowners with a higher household income, we might be able to drive 5% more leads into the process. But when we expand our focus to every part of the process, the results can compound quickly. image_id="17035|full" max_width="800px" sticky_max_width="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] image_id="17034|full" max_width="800px" sticky_max_width="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" margin_bottom="40px"] columns="" column_min_width="" column_spacing="" rule_style="default" rule_size="" rule_color="" font_size="" line_height="" letter_spacing="" text_color="" content_alignment_medium="" content_alignment_small="" content_alignment="" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky"]When you look individually at each stage of the buyer journey, the results do not seem dramatic. These are incremental changes to each aspect of the process. But when you consider the compounding effect, the results are astounding! At first glance, it looks like we created 38% growth (8.5% + 17% + 13%); however, compound growth works just like compound interest. The real growth we created was 43% (108.5% X 117% X 113%)! We can make an outsized impact on revenue creation by gaining focus on every stage of the buyer journey and making incremental improvements.Accelerating sales is a multifaceted process. It takes an acute understanding of your target buyer, excellent branding, outstanding marketing, and ends with a clearly defined sales process which eliminates sales friction and creates an easier path for compound revenue growth. At LeadSigma, we are always ready to help clients (and non-clients) produce faster sales, improved responsiveness, and a more thorough understanding of the buyer journey. If you are interested in a systematic approach to accelerating sales in your organization, please use the below link to schedule a demo with LeadSigma.Schedule a Demo type="1_2" layout="1_2" align_self="center" content_layout="column" align_content="flex-start" content_wrap="wrap" spacing="" center_content="no" link="" target="_self" min_height="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" order_medium="0" order_small="0" hover_type="none" border_color="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" box_shadow_color="" box_shadow_style="" background_type="single" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_color="" background_image="" background_image_id="" background_position="left top" background_repeat="no-repeat" background_blend_mode="none" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" filter_type="regular" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0" last="true" border_position="all" first="false" spacing_left="0%"] Scott Hansen is a successful executive and serial entrepreneur who has a track record of creating massive value inside and outside of the orthodontic space. Scott founded ProfessionalChats (OrthoChats) in 2016 and bootstrapped its profitable growth to 150 employees before exiting to Ruby Receptionists in 2018. Prior to ProfessionalChats, Scott rebranded his family’s orthodontic practice, turning it into one of the fastest growing businesses in the US, earning consecutive Inc. 5000 awards. Scott is now the founder and CEO of LeadSigma, where he is creating the world's best solution for closing more new patients, faster. --- # 3 Steps to Improve New Patient Lead Conversion > Canonical: https://www.leadsigma.com/resources/blog/3-steps-to-improve-new-patient-lead-conversion > Published: 2021-04-14 02:08:23 > Author: Scott Hansen image_id="14850|full" max_width="" sticky_max_width="" style_type="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" 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hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] image_id="14854|full" max_width="" sticky_max_width="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" 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filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] image_id="14858|full" max_width="" sticky_max_width="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" 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align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] image_id="14861|full" max_width="" sticky_max_width="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="" linktarget="_self" animation_type="" 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filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] image_id="14871|full" max_width="" sticky_max_width="" blur="" stylecolor="" hover_type="none" bordersize="" bordercolor="" borderradius="" align_medium="none" align_small="none" lightbox="no" gallery_id="" lightbox_image="" lightbox_image_id="" alt="" link="www.leadsigma.com" linktarget="_self" animation_type="" animation_direction="left" animation_speed="0.3" animation_offset="" hide_on_mobile="small-visibility,medium-visibility,large-visibility" sticky_display="normal,sticky" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] --- # Lead Management Infographic > Canonical: https://www.leadsigma.com/resources/blog/lead-management-overview > Published: 2021-01-19 04:40:12 > Author: Scott Hansen Growing businesses rely on efficient and systematic lead management processes to optimize conversion of inbound leads to new customers. While fast follow up with leads is recognized as an important strategy, it seems that both business owners and sales associates do not realize how significant the impact of rapid follow up is on conversions. In fact, following up in the first minute increases conversions by 391%, yet only 37% of companies respond within one hour of receiving a lead. The odds of reaching a lead after one hour decrease by tenfold. It is often difficult to implement a system that can assure every lead is reached within an hour, leading many businesses to turn to a data-driven, automated approach. Companies like LeadSigma have connected users to every lead within 30 seconds, not only improving the user’s rapport with their customer network, but also quickly improving conversions. --- # Creating and Defining Value > Canonical: https://www.leadsigma.com/resources/blog/creating-and-defining-value > Published: 2021-01-03 01:38:16 > Author: Scott Hansen # Creating and Defining Value
## How do you improve buyers’ lives? Typically, the value your service provides is split into three categories: - We make customers’ lives easier. - We save customers time. - We make customers money. The value proposition is how the business provides a secret sauce to customers, unlocking a special benefit to customers that competitors cannot or do not provide. Most services fall into one or two categories. But if the business is trying to fit its value proposition into all three categories, they are likely weakening the effectiveness of value messaging. Before we focus on sales and marketing strategy, it’s important to first consider the difference between the *real* and* perceived* value that our service offers to potential buyers. Real value is the actual return that the service delivers, whereas perceived value is the return that buyers *think* the service will deliver. Sometimes real and perceived values are linear and correlated, but understanding the difference between the two can unlock previously untapped influence over buyers. For instance, in my last startup (ProfessionalChats), we provided an online chat service to niche market companies. In essence, we provided a way for prospects to interact with the company to lower the sales friction and convert a higher percentage of website visitors into leads. This was the real value. Website + Online Chat = More Leads. However, when we spoke to buyers, sometimes they were more interested in the ancillary benefits created by having a virtual online chat service. For instance, some buyers found more perceived value in the support that we could deliver to reduce their stress on the weekends and evenings. Although we did create some real value with our customer support, the perception from some buyers was that support was the *primary* value of our chat service. Because customer support was the reason that they reached out to us, we framed the sale around the benefit of reduced stress on the weekends and evenings instead of trying to change their minds. Understanding real vs. perceived value when marketing and selling drives higher conversions. [#salesacceleration](https://www.leadsigma.com/resources/search/.hash.salesacceleration) [#sales](https://www.leadsigma.com/resources/search/.hash.sales) [#marketing](https://www.leadsigma.com/resources/search/.hash.marketing)
--- # Building the Pipeline > Canonical: https://www.leadsigma.com/resources/blog/buildingthepipeline > Published: 2014-11-02 20:33:19 > Author: Scott Hansen Sales pipelines can be extraordinarily complex and multifaceted. When most businesses think about their pipeline, their first thought is often lead generation i.e. the top of the funnel. Since lead generation is the primary revenue growth fuel, this begs us to answer the question; what drives lead generation? The answer is brand strategy. Brand Strategy → Leads Generated → Opportunities Created → Sales Made **Brand Strategy** To understand brand strategy, we must differentiate brand strategy from marketing. Brand strategy is strategic focus on the value and authenticity of the organization or service. Marketing is tactical, focusing on capturing the day-to-day attention of buyers. Brand strategy defines the rules and parameters of the sandbox within which marketing plays. We can break brand strategy down into four core areas of focus. - Creative - How the brand looks and the materials it creates - Positioning - How your brand is differentiated from competitors in the customer’s mind - Price - How much services cost - Messaging - The language used to describe the underlying value proposition Demand generation is the natural extension of brand strategy. **Demand Generation** Once the foundation has been laid by creating an excellent brand strategy, the next consideration is driving demand for the service. Demand generation is a comprehensive sales and marketing approach used to attract the attention, conversion, sale, retention, and revenue growth from target buyers. - Demand generation - Inbound campaigns - Digital ads - Journal/Blog - Search engine marketing - Social media marketing - Webinars - Search engine optimization - Outbound campaigns - Cold email - Sales prospecting - Partnerships - Paid partners/resellers - Joint ventures - Key opinion leaders/influencers --- # Defining Buyer Personas > Canonical: https://www.leadsigma.com/resources/blog/defining-buyer-personas > Published: 2014-10-10 14:53:31 > Author: Scott Hansen Once we have defined the exact value of our offering(s), we should next consider the nature of our target buyers. If we do not consider the nature of our target buyers, we will likely increase sales friction. We should always create processes and messaging to make sales easier, not harder. This starts with an acute understanding of target buyers' pain and how they make purchasing decisions. Without considering the nature of target buyers, we dilute the effectiveness of marketing spend by blanketing broad messaging to a diverse range of buyers and praying that someone takes notice. We call this failing method the “spray and pray approach”. It doesn’t work. Relying on “spray and pray” marketing wastes marketing resources by chasing diverse buyers who are unlikely to convert as opposed to focusing our message to a smaller, more defined subset of potential buyers who acutely experience the pain we are solving. If you want to immediately increase your marketing ROI, start by gaining a radically specific understanding of your target buyer. Because all businesses have limited resources to attract the attention of buyers, we should focus on maximizing the effectiveness of our marketing spend. To refine our understanding of our target buyer, we must define who they are, where they are, what they care about, and how they make purchasing decisions. Who are your target buyers? - Demographic characteristics - Age - Gender - Marital status - Education - Financial status - Geography - Professional title These seemingly detailed characteristics help develop a clear understanding of our most likely buyers. For instance, if we were selling lawn care services, we would likely be targeting male buyers because males typically care more about the status of their lawn. We might consider targeting male homeowners with a working spouse that are 30+ years old who earn $80k+ annually because they are more likely to be able to afford outsourced lawn care and lack the time to care for their lawn. By increasing our detailed demographic understanding of our target buyer, we are more likely to market to the people most likely to buy our service. - Where do target buyers spend their time and how do they behave? - What digital platforms do they use? - Where do they spend time? - What are their recreational activities? - Are they problem solving (goal oriented) or aspirational? - What/who influences target buyers? - What publications do they read? - What are influential figures in their life? - What podcasts do they listen to? - What forums/websites do they visit? - To whom, specifically, do they turn for advice? - What are target buyers’ objectives and goals? - What do they ultimately care about? - What are they aspiring to achieve? - When do they make purchasing decisions? - Is there cyclicality in their behavior? - When do they feel the pain that your service solves? - What immediately precedes their potential interest in your service? - #buyerpersona #marketing --- # Fishbein Orthodontics Boosts Monthly Production by $125,000 > Canonical: https://www.leadsigma.com/resources/case-studies/fishbein-orthodontics-case-study > Published: 2026-04-01 > Author: LeadSigma The orthodontic industry is becoming more competitive every year. Patients are more distracted and less patient than ever, which is why **Fishbein Orthodontics** places a special emphasis on an extraordinary patient experience and exceptional clinical care. The practice has been recognized as one of the fastest-growing in the world and has scaled from seven team members to over 100 across eight locations spanning northwest Florida. Dr. Ben Fishbein and Amanda Floyd, along with the entire team, host the renowned *Fishbein Fundamentals* in-office courses to teach the systems behind their patient care and scalable practice growth. However, there was one glaring opportunity: getting in touch with new patients *immediately* and *consistently* was challenging with their existing system. ## What led Fishbein Orthodontics to LeadSigma Dr. Ben Fishbein and his Director of Patient Care, Alyx Perry, knew they needed a system that facilitated immediate connections with new patients and kept them organized to continue engaging unscheduled production opportunities. They needed something customizable and easy-to-use to ensure that the perfect text message, email, and phone call was actioned and automated at the perfect time — with as little disruption and training as possible. At the Fishbein Fundamentals course in Pensacola, FL, where LeadSigma presented, Alyx quickly identified the value of seamless multi-channel automations and a new patient pipeline acceleration platform that fit Fishbein Orthodontics' needs. When Alyx evaluated [LeadSigma's lead management workflows](https://www.leadsigma.com/products/lead-manager), the top priority was clear organization and consistency: would LeadSigma manage their new patient contacts seamlessly so the team could follow up immediately and consistently? Yes, it would. LeadSigma is designed for orthodontic teams to connect with new patients without extra work and with minimal training. Just pick up the phone when it rings and connect with new patients automatically. > "LeadSigma does all the work for us — just a click of a button." ## $125,000 in additional monthly production Of course, results also mattered. With one of the world's leading practices, the saying applies — if it ain't broke, don't fix it. Onboarding with LeadSigma not only made the team's life easier and more organized, but the results spoke for themselves. In the first few months post-implementation, the practice **grew monthly production by $125,000 over the same months in the previous year** — a triple-digit ROI that is, frankly, unbelievable to print. (For context on the dollars-and-cents math behind even small lifts in lead conversion, see [how we model the production leak](https://www.leadsigma.com/resources/blog/illustrative-production-leak-stat).) ## Smooth implementation, easy onboarding With a high-performing team of passionate Patient Care Specialists, implementing new technology and changing systems is a thoughtful process for the #FishOrtho team. Among the most important considerations were the thoroughness of the training, the white-glove implementation, and phenomenal customer support. > "LeadSigma implementation was very simple, the team was easy to communicate with, and the training was streamlined — making it easy for my team to use from day one." Once Fishbein Orthodontics made the decision to implement LeadSigma, the Patient Care team was using the service with no interruptions. After a brief onboarding call for account setup, the entire team was offered hands-on personalized training. ## Converting new patients into signed contracts — and following up on every recall, observation, and pending patient According to the practice, "LeadSigma makes reaching out to prospects so much easier" — and a whole lot faster, too. Using LeadSigma, the average time it takes Fishbein Orthodontics to reach an interested new patient is **20 seconds**. When an interested patient requests an appointment or schedules online, the #FishOrtho team is connected with the patient via phone, text, and email immediately. (For the research behind why first-minute response wins, see the [ultimate guide on inbound lead responsiveness](https://www.leadsigma.com/resources/blog/ultimate-guide-on-inbound-lead-responsiveness).) Immediately after the patient submits their information or schedules online, LeadSigma automations jump into action. The personal connection facilitated by LeadSigma resulted in more scheduled consultations and a higher exam show rate — contributing to the practice's exponential growth. The same workflow extends beyond new patient leads. [Patient Record Connect](https://www.leadsigma.com/features/patient-record-connect) surfaces unscheduled recall, observation, and pending-treatment opportunities at the right moment so they don't fall through the cracks of the daily operatory rhythm. ## Reporting that takes minutes, not hours Nobody likes running reports, but everybody needs the data. LeadSigma has not only created a measurable difference in production growth — it has reduced the reporting burden for Alyx and her team. > "LeadSigma has cut our reporting time in half." With innovative lead mapping and [call attribution reporting](https://www.leadsigma.com/products/call-tracking), the #FishOrtho LeadSigma dashboard and new patient records show the team exactly where leads are being generated and provide a full contact history — text message, email, and phone calls — for each new patient. Alyx never again has to guess who has been contacted and when. With LeadSigma, every new patient interaction is clearly documented, no matter the channel. As Fishbein Orthodontics continues to grow, they can rest easy knowing that LeadSigma is helping the team deliver exceptional patient experiences — using automation while simultaneously increasing marketing ROI and perfecting the sales process. ## What changes when your practice runs on LeadSigma Fishbein's results aren't unique to a 100-person, 8-location flagship. Practices of every size see the same shifts after moving onto a [CRM purpose-built for orthodontic practices](https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices): faster speed-to-lead, more consults booked, and higher show and start rates. For another agency-led example, see [how eNox Media drove similar gains across its client base](https://www.leadsigma.com/resources/case-studies/enox-media-case-study), and for a partner-practice perspective at scale, read the [MB2 Dental case study](https://www.leadsigma.com/resources/case-studies/mb2-dental-case-study). If you'd like to see what LeadSigma can do for your practice, [book a 30-minute walkthrough](https://calendly.com/leadsigma/leadsigma-demo) and we'll review your lead sources, your conversion math, and what changes when every inbound lead gets a response in under a minute. --- # Smilebliss by Very Orthodontics Accelerates Growth by 17% > Canonical: https://www.leadsigma.com/resources/case-studies/smilebliss-by-very-orthodontics-case-study > Published: 2026-03-01 > Author: LeadSigma **Smilebliss** is a cutting-edge orthodontic practice model that caters to both new and existing practices seeking to attract more patients. Grounded in comprehensive consumer-preference research, Smilebliss has developed a strategic brand and a proven plan that delivers remarkable results for practice owners. Laura Very, the Practice Manager of Smilebliss by Very Orthodontics, along with her husband, Dr. Very, own a Smilebliss partner practice in Niles, OH. ## The search for a solution Before adopting LeadSigma, the Very team faced significant challenges in managing their production growth opportunities — including new patient leads and recall / will-call-back patients. Laura was looking for a tool that could streamline their production growth operations, make the process more efficient, and save her team time. She discovered LeadSigma through Angela Weber, President of Smilebliss, which marked the beginning of their journey toward enhancing their new patient management process. Like a lot of growing practices, Smilebliss was managing inbound opportunities through a mix of spreadsheets and pen-and-paper — and the cost of that drag is exactly what we walk through in [our illustrative production leak math](https://www.leadsigma.com/resources/blog/illustrative-production-leak-stat). ## Getting started with LeadSigma Laura enthusiastically encourages other practices looking to implement LeadSigma to act promptly: > "Do it today! It has so many benefits and creates amazing improvements in both efficiency and effectiveness compared to spreadsheets and pen/paper." The onboarding process was described as exceptionally smooth and easy. The ongoing support provided by LeadSigma was exceptional, with Kelly, the Director of Client Success, being a joy to work with for continuous assistance and configuration help. ## Results with LeadSigma Laura pointed out three key benefits Smilebliss has gained from LeadSigma: - **Enhanced efficiency.** "We are much more efficient at managing our leads. It makes it way easier for our team." With [LeadSigma's lead management](https://www.leadsigma.com/products/lead-manager), Smilebliss has streamlined operations and made follow-up something the team can count on, not something they have to chase. - **Comprehensive patient opportunity automation.** LeadSigma has proven to be a versatile tool for organizing both leads and existing patients. Laura emphasized: "LeadSigma is a great tool for organizing and actioning unscheduled recall, will-call-back patients, and more." Those existing-patient workflows are powered by [Patient Record Connect](https://www.leadsigma.com/features/patient-record-connect), which surfaces recall, observation, and pending-treatment patients at the right moment. - **Production opportunities in one place.** LeadSigma keeps every production opportunity organized, actionable, and accessible inside a single user-friendly platform — instead of scattered across calendars, sticky notes, and inboxes. ## 17.4% lift in monthly production. Speed-to-lead from days to seconds. The quantitative impact of LeadSigma on Smilebliss's operations is evident in the metrics: - **Monthly production:** Within six months of using LeadSigma, average monthly production increased **17.4%** compared to the six months prior to implementation. - **Speed-to-lead:** The transition to LeadSigma significantly reduced speed-to-lead with new patient leads. Before LeadSigma, Laura's team would take hours or even days to follow up with new patients. The switch accelerated speed-to-lead to *near instantaneous* by phone, text, and email — and improved scheduling rates and case acceptance along the way. The science behind why those first minutes matter so much is covered in detail in [the ultimate guide on inbound lead responsiveness](https://www.leadsigma.com/resources/blog/ultimate-guide-on-inbound-lead-responsiveness) and the [five-minute lead response statistics](https://www.leadsigma.com/resources/blog/five-minute-lead-response-stat) — Smilebliss is a clean illustration of those numbers in the wild. ## Conclusion Laura Very, Practice Manager of Smilebliss by Very Orthodontics, is elated with the outcomes they have achieved using LeadSigma: > "Overall, LeadSigma has far exceeded our expectations. We didn't realize how many uses it has that benefit our practice. Lastly, and most importantly, LeadSigma is easy to use and easy to implement. I am still amazed at how the phone rings immediately when a patient requests an appointment." Smilebliss's journey with LeadSigma is a testament to how an innovative solution can revolutionize new patient management and significantly contribute to practice growth. With improved efficiency, enhanced lead management, and impressive growth in monthly production, Smilebliss by Very Orthodontics stands as a shining example of how LeadSigma can help orthodontic practices achieve efficient growth while creating incredible new patient experiences. For more orthodontic practice success stories, read the [Fishbein Orthodontics case study](https://www.leadsigma.com/resources/case-studies/fishbein-orthodontics-case-study) ($125K monthly production lift) or — for the broader playbook — see how LeadSigma is the [CRM for orthodontic practices](https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices). Ready to see it in your own pipeline? [Book a demo](https://calendly.com/leadsigma/leadsigma-demo) and we'll walk through your numbers together. --- # MB2 Dental Lifts Inbound Lead Conversions 88% in 3 Months > Canonical: https://www.leadsigma.com/resources/case-studies/mb2-dental-case-study > Published: 2026-02-01 > Author: LeadSigma The unprecedented growth of **MB2 Dental**, an industry-leading dental management and practice development firm based in Dallas, TX, is no accident. As the nation's first dental partnership organization (DPO), MB2's relentless focus on practice and provider support uniquely positions the brand to partner with a growing number of general dental and dental specialty practices — adding 111 new practice locations in a single year. But exponential growth also comes with an increased demand for operational excellence — especially for new patient lead responsiveness and engagement. ## The challenge: lead responsiveness at scale, across specialties When LeadSigma was referred to MB2 by one of their partner doctors, MB2 was using its CRM to manually manage location-specific inbound leads. Due to the limitations of their existing software, lead responsiveness was not automated, speed-to-lead was slower than desired, and multi-channel touches (text messaging, email, and phone) were not consistently utilized. Because of MB2's broad use cases across multiple specialties, it was important that a new solution not only be flexible but also economically efficient, easy to implement, supportive, and capable of excellent reporting. In short, MB2 wanted to improve lead responsiveness, implement consistent lead nurturing, and improve marketing ROI at scale — while simultaneously avoiding the typical challenges of adding a new vendor relationship. (For why those first minutes after a lead arrives are so disproportionately valuable, see [the ultimate guide on inbound lead responsiveness](https://www.leadsigma.com/resources/blog/ultimate-guide-on-inbound-lead-responsiveness).) ## 88% improvement in inbound lead conversions And improve it did. Once implemented, LeadSigma gave MB2 practices sales superpowers. Within the first three months utilizing LeadSigma in locations spanning eight states, MB2 practices created an **88% improvement in inbound lead conversions**. Speed-to-lead improved by **17 hours**, and the automated multi-channel messaging accelerated results. Although many practices had the ability to send text messages prior to LeadSigma, text messaging was not automated and thus not used routinely in the sales process. Because text messaging creates roughly **7× more engagement than email**, this multi-channel consistency led to significantly higher conversion from MB2's existing flow of prospective patients. (We unpack the math behind those response-time multipliers in [what the five-minute lead response statistics mean](https://www.leadsigma.com/resources/blog/five-minute-lead-response-stat).) Critically, those gains came from the *same* existing lead volume — improving conversion on the inbound flow MB2 was already generating, the highest-leverage place a multi-location group can move the needle on marketing ROI. ## Hands-off implementation across hundreds of practices > "LeadSigma has been nearly hands-off, extraordinarily flexible, and willing to meet our custom needs." — Pat Luper, Digital Marketing Manager at MB2 Dental Among MB2's concerns was the ability to quickly implement a results-driven lead management solution at scale and without headache. The LeadSigma team delivered — taking the reins of [implementation and training](https://www.leadsigma.com/products/lead-manager) while keeping stakeholders informed. > "LeadSigma has taken the monitoring and practice interaction almost entirely themselves, then clearly reports it back to us." That hands-off model matters at MB2's scale. Adding 111 locations a year means a partner solution has to onboard new practices in days, not quarters — and has to surface attribution and conversion data back to the parent organization without adding manual reporting work for each practice. [LeadSigma's call attribution](https://www.leadsigma.com/products/call-tracking) ties every conversation back to the campaign that created it, so each new MB2 practice gets the same end-to-end visibility on day one as practices that have been on the platform for years. ## Built to scale with multi-specialty DPOs As MB2 Dental continues to grow, they are tasked with improving lead conversions, increasing marketing ROI, and delivering exceptional experiences to both their practices and patients. To that task, the LeadSigma partner team says, "bring it on": > "As we scale, we will always be acquiring practices that are specialized, have their own processes and expectations, and need to be assisted with a solution that is proven to work. LeadSigma helps these practices create conversions while we manage hundreds of practices at scale. It helps the practices not only be heard, but to have their needs met as well." ## Want to see what 88% looks like in your numbers? For more practice-level success stories, read the [Fishbein Orthodontics case study](https://www.leadsigma.com/resources/case-studies/fishbein-orthodontics-case-study) ($125K monthly production lift across 8 locations) and the [Smilebliss by Very Orthodontics case study](https://www.leadsigma.com/resources/case-studies/smilebliss-by-very-orthodontics-case-study) (17.4% production growth in six months). For an agency perspective on running LeadSigma across a portfolio of practices, see [how eNox Media drove similar gains for its clients](https://www.leadsigma.com/resources/case-studies/enox-media-case-study). Ready to see what hands-off, multi-channel automation can do for your group? [Book a 30-minute walkthrough](https://calendly.com/leadsigma/leadsigma-demo). --- # eNox Media Case Study > Canonical: https://www.leadsigma.com/resources/case-studies/enox-media-case-study > Published: 2026-01-01 19:07:04 > Author: Scott Hansen type="flex" hundred_percent="no" hundred_percent_height="no" hundred_percent_height_scroll="no" align_content="stretch" flex_align_items="flex-start" flex_justify_content="flex-start" hundred_percent_height_center_content="yes" equal_height_columns="no" container_tag="div" hide_on_mobile="small-visibility,medium-visibility,large-visibility" status="published" spacing_medium="" spacing_small="" padding_dimensions_medium="" padding_dimensions_small="" border_sizes="" border_style="solid" box_shadow="no" box_shadow_blur="0" box_shadow_spread="0" gradient_start_color="" gradient_end_color="" gradient_start_position="0" gradient_end_position="100" gradient_type="linear" radial_direction="center center" linear_angle="180" background_position="center center" background_repeat="no-repeat" fade="no" background_parallax="none" enable_mobile="no" parallax_speed="0.3" background_blend_mode="none" video_aspect_ratio="16:9" video_loop="yes" video_mute="yes" render_logics="" absolute="off" absolute_devices="small,medium,large" sticky="off" sticky_devices="small-visibility,medium-visibility,large-visibility" sticky_transition_offset="0" scroll_offset="0" animation_direction="left" animation_speed="0.3" filter_hue="0" filter_saturation="100" filter_brightness="100" filter_contrast="100" filter_invert="0" filter_sepia="0" filter_opacity="100" filter_blur="0" filter_hue_hover="0" filter_saturation_hover="100" filter_brightness_hover="100" filter_contrast_hover="100" filter_invert_hover="0" filter_sepia_hover="0" filter_opacity_hover="100" filter_blur_hover="0"] eNox Media is a digital marketing agency that specializes in helping orthodontists define their brands, supercharge growth, and generate more starts—and that’s hard to do without a great lead management solution. That’s why the company’s head of Marketing and Operations, Amanda Cabrera, built partnerships with some of the industry’s leading vendors, including LeadSigma, to improve clients’ marketing ROI while simultaneously simplifying client workflows. With Amanda at the helm, eNox eventually identified the limitations and pain points of using existing solutions, like SharpSpring, Ava, and Google Sheets. Their clients’ old systems were difficult to manage, difficult to use, and lacked functionality that both increased ROI from inbound marketing efforts and created incredible patient experiences. In addition, Amanda lacked visibility into their clients’ lead management activity—making it difficult to coach clients or help refine their lead management process. As eNox Media continued to grow, so did their lack of visibility of clients’ lead management practices. From ensuring that new patients received timely follow-up to designing long-term nurture campaigns, Amanda’s tech stack was not keeping up with internal expectations of continual marketing ROI improvement. LeadSigma didn’t take long to change that. Within three weeks, eNox’s internal operations and marketing teams—with the help of LeadSigma—transformed their clients' lead management process. Now, eNox clients respond lightning-fast to leads, use all communication channels, and leverage advanced automations to fuel improvement in lead conversions. **“LeadSigma makes it easy for my clients to manage and follow up with their leads without things getting lost in the shuffle. Making their day easier makes me feel great!”** Stacey Hayhurst, Client Success Specialist ## Better Lead Management Automations By moving to LeadSigma, eNox eliminated much of their clients’ manual work associated with lead management, giving their clients the ability to follow-up with leads immediately, automatically, and even while they sleep. When manual work is needed, LeadSigma’s dashboard provides guided workflows to make life easier for their clients and provides a simple user interface that requires minimal training. **“The process of getting our clients started with LeadSigma has been very easy.” ** Amanda Cabrera, VP of Marketing & Operations Now, eNox clients have auotmations to ensure speedy follow-up and campaign-based messaging to deliver the right message, at the right time, and on the right channel. All the while eNox rests easy knowing that LeadSigma customer support team has their back. **“The team at LeadSigma shares our dedication to client satisfaction and customer service. We are confident that our clients are in good hands using their system.”** ## A Single Source for Improving Scheduling Rates On the user side, clients have access to all of their inbound leads in one interface including landing pages, their websites, digital ads, and phones. Whenever a client receives a lead, it not only is aggregated in LeadSigma, but is immediately actioned. And thanks to seamless integrations, including Zapier, LeadSigma is flexible to adapt to changes in marketing strategy. Integrating a new lead source for clients takes minutes, not days. **“The interface was much easier to use than the other systems we tested.”** Now, all of clients’ sales communication to new prospects is synced together, regardless of source or user—-giving smaller and larger teams alike the flexibility to adapt to changes in staffing and allowing multiple users to work the same pipeline without redundancy. Now that eNox clients are lightning-fast to leads, consistently communicating with their prospects, and leveraging automations to the fullest, clients’ marketing ROI (and satisfaction!) has never been higher. **“LeadSigma has allowed us to drastically increase our client’s marketing ROI. In the past, we struggled to help our clients manage the leads generated by our efforts, which left valuable opportunities and revenue on the table. LeadSigma has been a game-changing tool to close the gap between a “lead” and a “start.” Our team loves how easy it is to teach our clients how to use the software and that it gives us actionable insights into true conversion metrics. We’re excited to have a long-term partnership with LeadSigma as they continue to innovate and evolve the software”** ## More practice and partner stories For practice-side outcomes that mirror the gains eNox’s clients see, read [how Fishbein Orthodontics added $125,000 in monthly production](https://www.leadsigma.com/resources/case-studies/fishbein-orthodontics-case-study), [how Smilebliss by Very Orthodontics lifted production 17.4% in six months](https://www.leadsigma.com/resources/case-studies/smilebliss-by-very-orthodontics-case-study), and — at scale across hundreds of locations — [how MB2 Dental drove an 88% lift in inbound lead conversions](https://www.leadsigma.com/resources/case-studies/mb2-dental-case-study). The underlying playbook is the same one we wrote up in [the CRM for orthodontic practices](https://www.leadsigma.com/resources/blog/leadsigma-crm-for-orthodontic-practices).