Define Orthodontics Roughly Doubles Lead Conversion

Define Orthodontics (Irving & Dallas, TX), owned by Gunny Sodhi, was growing steadily (busy enough to become DFW's number one provider of lingual braces), but growing without a system.

• 100% of leads now tracked automatically, zero manual guesswork.
• ~2× self-reported increase in conversion rate since implementation.

The challenge: no traceability

Before LeadSigma, there was no formal way to track where leads were coming from, what happened to them once they came in, or how the team's follow-up efforts were actually performing. "There was no traceability," Sodhi says of the practice's pre-LeadSigma operations. Leads moved through the front office on instinct and memory rather than a defined process, which meant the practice had no reliable way to know its true conversion rate or spot where opportunities were slipping through.

The team looked at a few options, including Go High Level, before deciding on LeadSigma, a recommendation that came through a trusted fellow orthodontist. What mattered most wasn't a long feature list. It was ease of integration, a system the team could actually pick up and use, and a partner genuinely invested in the practice's success rather than just selling software.

The solution: every lead tracked from first contact

"We had a very trusted orthodontist recommendation, and also after speaking to the LeadSigma team we wanted to integrate," Sodhi explains. "The leadership and team at LS is very caring and wants your success." Onboarding lived up to that first impression: Sodhi calls the process "phenomenal," praising how accommodating and hands-on the LeadSigma team was throughout setup and training.

With LeadSigma in place, every lead that comes into the practice is now tracked automatically from first contact onward. The New Patient team relies on the platform as their single daily tool for lead tracking and scheduling: no more piecing together where a lead stood from memory or scattered notes. Automation handles the follow-up work that used to depend entirely on staff bandwidth, and the system was easy enough to learn that it didn't require a long ramp-up to start getting real value.

That visibility is the promise of Marketing Intelligence: capture and attribute every lead so leadership can see what works, while New Patient Engagement keeps nurture and speed-to-lead running so opportunities don't go cold.

"I love being able to look at the dashboard and see my opportunities at any moment. Also being able to individually track the performance of my team."

Gunny Sodhi · Practice Owner, Define Orthodontics

The results: 100% of leads tracked, ~2× conversion

The biggest shift has been visibility. For a practice that previously had no way to trace where leads came from, the dashboard now shows exactly what's happening across the pipeline, and exactly how each team member is performing against it.

That traceability has translated directly into results. Sodhi reports that, having previously had no clear read on where leads originated or what the practice's true conversion rate even was, LeadSigma has made a dramatic difference: by his own account, roughly doubling the practice's conversion rate since implementation. Every lead is now tracked, automation runs in the background, and the platform has scaled smoothly as the practice has grown into its position as DFW's top lingual braces provider.

Asked what advice he'd give other practices considering LeadSigma, Sodhi points past the tool itself: "Know exactly why you need what you need, because it's not just about implementing something, it's also about having healthy KPIs and systems to monitor and manage it." For his own team, that clarity paired with the right platform has made LeadSigma the tool his New Patient team can't do their jobs without.

"It's very easy to implement for any business, it helps ensure no lead is missed, it has metrics that are very helpful, and it's also completely customizable," Sodhi says of why LeadSigma has been the right fit to grow alongside the practice, with plenty of room to keep scaling from here.

Related practice stories

Define's move from "no system" to full pipeline visibility pairs with Otto Orthodontics' Call Connect and task-driven follow-up across five locations and eNox Media's marketing-ROI story for agency clients. For attribution maturity in orthodontics, see The Orthodontist's Guide to Marketing Attribution.

If you'd like dashboard-level visibility into your own pipeline, book a 30-minute walkthrough.