Monday morning — six overdue recalls
Recall and re-care reminders go out automatically with a booking link, so the front desk stops chasing and starts confirming.
FOR DENTAL
A full schedule, without the phone tag.
Recall reminders that actually get answered, fewer no-shows, and a steady stream of reviews from the patients who already love you.
crm.getpinnacle.ai/schedule
Pipeline
New Patient
3 new
Consult Booked
2 active
Treatment Plan
—
Scheduled
—
Recall
—
Conversation
Hi Dana — you're due for a cleaning. Tuesday 9am or Thursday 3pm?
Thursday please.
Booked. We'll text a reminder the day before.
A day with Pinnacle Ai
The call that comes in mid-procedure
Nobody can pick up, so missed-call text-back answers for you and offers the next two openings. The new patient doesn't call the practice down the street.
They walk out at 4:15
A review request goes out within the hour, followed by a prompt to book their next cleaning while they're still thinking about their teeth.
The five stages, mapped to dental practices
- 1CaptureWebsite chat, forms & new-patient calls
- 2NurtureRecall & appointment reminders
- 3CloseTreatment-plan follow-up & payments
- 4EvangelizePost-visit review requests
- 5ReactivateOverdue-patient reactivation
Growth playbook
The Dental Practice Growth Playbook
Five plays that grow dental practices — all of them built into Pinnacle Ai.
01
Get found where locals look
New patients find a dentist on a map, then decide on reviews and price clarity. Set your Google Business Profile up properly — every service as its own listed item, real photos of the operatories and the team, accurate hours including any evening or Saturday availability, and insurance information where you can put it. Vague profiles lose to specific ones.
Steal these plays
- Fill out your Google profile — category, services, real photos
- Post weekly on autopilot — "Meet the hygiene team"
- Use a tracked number so you know which listing rang
google.com/search
Bright Hollow Dental
342 reviews
Dentist · Open now · Boise
02
Answer first, win the job
A cracked tooth on a Saturday is a decision made in ten minutes. Whoever answers gets the patient. Your front desk can't be on the phone at all hours, so let missed-call text-back and webchat cover the gaps — an instant reply, a couple of qualifying questions, and either a booked slot or an alert for the morning.
Steal these plays
- Text back every missed call in seconds
- Let AI answer after hours and book cleanings
- Follow up on day 0, day 1 and day 3 automatically
crm.getpinnacle.ai/inbox
Missed call — 6:05pm
Sorry we missed you! Want the Tuesday 9am opening?
Tuesday 9 is perfect.
Booked
03
Turn great work into reviews
Dental reviews are unusually persuasive because people are nervous. Trigger the request one to two hours after the visit, when the numbness has worn off and the relief has set in. Keep the text to one sentence and a direct link.
Steal these plays
- Ask for the review the afternoon after a visit
- Route lukewarm feedback to your phone before it goes public
- Reply to every review with an AI-drafted response
crm.getpinnacle.ai/reputation
“They reminded me about my benefits before I lost them. Painless visit.”
Patient, new-patient bundle
AI reply drafted ✓You don’t have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.
Watch the Demo04
Ads that don't waste money
Split your budget by intent. Emergency and same-day searches convert fastest and deserve their own campaign with a click-to-call ad. New-patient and cleaning searches fund the hygiene schedule. High-value treatments — implants, Invisalign, veneers — need their own campaigns and their own pages, because the decision takes longer and the cost per click is higher.
Steal these plays
- Send each ad to a treatment-specific page, never your homepage
- Give every campaign its own tracked number
- Raise budget only where new patients actually book
crm.getpinnacle.ai/reporting
Tracked number: (555) 012-4408
New-patient offer
Invisalign page
Emergency ad
Every lead attributed
05
Stay top of mind
The fastest growth in most practices is hiding in the recall list. Automate it and stop relying on the front desk finding a free afternoon. At 30 to 60 days overdue, a friendly "you're ready for your next cleaning — want Tuesday or Thursday? " At 90-plus days, the same message with a small incentive attached. Track who books so nobody gets a fourth text after scheduling.
Steal these plays
- Run 6-month recall reminders on autopilot
- Send one useful monthly touch, not a sales blast
- Make referrals easy with a per-customer link
crm.getpinnacle.ai/contacts
Recall due this month118 patients
Unused benefits34
Campaign scheduledRun the whole playbook without hiring a marketer.
Everything above is included in one flat-price platform — set up 1-on-1 with our team, supported 24/7, live in your first week.
No contracts · Unlimited users & contacts · Cancel anytime
Questions from dental practices
Automate recall. A friendly text at 30 to 60 days overdue with two specific day options, then a version with a small incentive at 90-plus days. Add treatment-based follow-ups for anything diagnosed but not scheduled, and a benefits-expiring campaign in the fall.
A cadence rather than a single reminder: instant confirmation, 48 hours, 24 hours, and one hour before, each with parking details and a one-tap reschedule link. Making it easy to move an appointment converts silent no-shows into rescheduled production.
One text, one to two hours after the visit, triggered automatically — plus a verbal heads-up from the front desk before the patient leaves. Ask for a private rating first so anything lukewarm reaches the office manager instead of a public profile.
Give each one its own page, offer, and campaign. Invisalign converts well against a free 3D scan consult; implants need longer nurture and a video explaining the process. Never send a high-value treatment ad to a general services page.
Segment by how overdue they are and by what was recommended. A soft reminder first, then an incentive, then a specific nudge referencing the untreated item — an unfilled cavity or a recommended crown — which tends to land better than another cleaning reminder.
Made for dental practices
- Recall & re-care reminder automations
- Post-visit reviews that lift your local ranking
- Cancellation waitlist text automations
- Unanswered-call recovery with instant text-back
- Treatment-plan follow-up templates
We set up your pipelines and campaigns with you — 1-on-1, in your first week.
How onboarding works“Amazing platform. Resolves practically all of your businesses needs.”