Otto Orthodontics Reaches New Leads Within Seconds

Otto Orthodontics (five locations, led by Director of Administration Tori Salthouse) needed a lead pipeline that could keep up with growth. The practice opened its fifth location this year. What it did not need was another glitchy system that crashed while the front office was trying to talk to patients.

• Task feature: Follow-ups surface automatically. No more drag-and-drop columns, no more missed call windows.
• Call Connect: Dials out to new leads the moment they show interest, reaching them within seconds.

The challenge: a pipeline that fought the team

Before LeadSigma, Otto ran its lead pipeline on Practice Beacon, a system Salthouse describes as glitchy and inconsistent, enough of a strain that lead quality suffered along with it. The team spent real time fighting a crashing platform instead of talking to leads, at exactly the moment a fast-paced, multi-location office could least afford the drag.

What the team needed wasn't a longer feature list. It was functionality that simply worked: a system a busy front-office team could rely on every day without friction.

The solution: tasks that surface + Call Connect

Otto Orthodontics discovered LeadSigma at the Orthodontic Pearls conference. Those two capabilities (tasks that surface on their own, plus Call Connect closing the gap between a raised hand and a human conversation) are what made the switch worth it.

That workflow is the core of New Patient Engagement: capture every opportunity, then run speed-to-lead sequences so follow-up happens in seconds, not when someone remembers to drag a card.

Getting started was, in Salthouse's words, "a breeze." Onboarding didn't require the team to relearn how they worked. The platform was easy enough that any teammate could pick up tasks and stay on top of leads without a steep learning curve, even across five locations.

"The task feature is our BFF! No more dragging and dropping leads into columns and potentially forgetting to reach out on time or place leads into the wrong column. A game changer!"

Tori Salthouse · Director of Administration, Otto Orthodontics

The results: higher-quality leads and personal follow-up at scale

Since switching, Otto has seen higher-quality leads, far fewer system glitches, and follow-up that's faster and more personal. With less time troubleshooting a crashing platform, the team has more room to actually be personal with leads. And Call Connect means that when a lead shows interest, someone from Otto can reach them within seconds.

"Every second counts," Salthouse notes. Closing that gap has turned speed-to-lead into a strength instead of a struggle across all five locations. The team also points to LeadSigma's personalized customer service and quick response times as part of what makes the platform work day to day, not just at signup.

Asked what advice she'd give other practices considering LeadSigma, Salthouse doesn't hesitate: "Go for it! Absolutely worth the money spent to have all of our leads in one organized, easy-to-use platform." Switching platforms is never an easy call, but for Otto Orthodontics, "we are so happy that we did."

See the pattern in other practices

Otto's story sits alongside other speed-to-lead wins, including Fishbein Orthodontics' 20-second response and $125,000 monthly production lift and Define Orthodontics' move from no system to full lead traceability. For the research behind first-minute response, see the ultimate guide on inbound lead responsiveness.

If you'd like to see Call Connect and automated tasks for your practice, book a 30-minute walkthrough.