EXECUTIVE SUMMARY Meridian Dental Group is losing an estimated $2.1M/year in recurring revenue because only 31% of patients return for their 6-month cleanings. The root cause isn't patient satisfaction — it's a recall process that was built in 2018 and never updated. We will redesign and automate their patient recall system over 90 days, with a projected outcome of doubling the recall rate to 60%+ and recovering $1M+ in year-one revenue. This engagement pays for itself within the first renewal cycle. PROBLEM DIAGNOSIS Meridian's recall problem isn't about patients not wanting to come back — it's about a contact process that makes it too easy to forget or ignore. The current sequence is: one postcard, one phone call, done. No text. No email. No follow-up if the first attempt fails. In 2026, that's not a recall system — it's a suggestion. The financial impact is concrete: at 12 locations with an average hygiene appointment value of $180, every 1% improvement in recall rate is worth approximately $67,000/year. Getting from 31% to 60% is worth $1.9M annually. The tools to do it already exist inside Dentrix — they just aren't configured or used. OUR APPROACH Phase 1 (Weeks 1-3): Audit. We map the current recall workflow at all 12 locations, identify the drop-off points, and document what Dentrix is and isn't being used for. We interview front desk staff to understand where the friction actually lives. Phase 2 (Weeks 4-8): Build and implement. We redesign the contact sequence (text → email → call, with specific timing and scripts for each), configure Dentrix automations, and train front desk staff on the new process and conversion scripts. Phase 3 (Weeks 9-12): Monitor and optimize. We track recall rate by location weekly, identify outliers, and make adjustments. We deliver a final report with location-by-location performance and a maintenance guide your team can own going forward. What we need from you: Access to Dentrix, 2 hours with your practice administrator in week 1, and front desk staff available for a 90-minute training session in week 5. WHY US We've spent 7 years exclusively in dental practice operations — not general healthcare, not generic consulting. We know Dentrix deeply enough to configure it in our sleep, and we know what actually gets front desk staff to change their behavior (hint: it's not a training deck). Our last engagement was a 6-location Texas group that went from 28% to 61% recall in 4 months. We've seen what Meridian is dealing with before, and we know exactly which levers to pull. PROOF Texas Dental Partners (6 locations): Recall rate improved from 28% to 61% in 4 months. Front desk staff required minimal ongoing management of the new process after training. Estimated annual revenue recovered: $890,000. Blue Ridge Dental (3 locations): Configured automated recall sequence in Dentrix that generated 340 reactivated patients in the first 60 days. Client described it as "the highest ROI thing we've done in 5 years." SCOPE AND INVESTMENT Included: Full recall audit across all 12 locations, redesigned contact sequence, Dentrix configuration, staff training (up to 3 sessions), 12-week monitoring and optimization, final performance report and maintenance guide. Not included: Dentrix licensing fees (you already pay these), any patient communication platform beyond Dentrix built-ins, location-specific marketing campaigns. Timeline: 90 days from signed agreement to final report. Investment: $18,500 flat fee. Optional: $2,500/month retainer for ongoing optimization and quarterly performance reviews. Price changes if: You want us to manage ongoing recall operations beyond the 90-day engagement (retainer pricing applies). OBJECTION RESPONSES "We've tried recall programs before and they didn't work." What you tried before was likely a one-size-fits-all approach with generic messaging and no follow-through system. What we build is specific to Dentrix, specific to your patient base, and comes with staff training that actually changes behavior at the front desk. The difference isn't the idea — it's the execution. "That feels expensive." $18,500 against $2.1M in annual lost revenue is a 1% investment for a 10x+ return. If we get you to 45% recall — half of our typical improvement — that's $950,000 in recovered annual revenue. The engagement pays for itself in the first month after implementation. "We don't want to bother patients with too many messages." We're not talking about spam — we're talking about 3 well-timed, professionally worded contacts over 60 days for patients who are already your customers and already said yes to future appointments. Our response rates average 34% on the first text alone. NEXT STEPS After you sign the agreement, here's exactly what happens: Day 1, we send a kickoff questionnaire and schedule the week-1 audit call. Day 3, you give us read-only Dentrix access for the audit. Week 2, we deliver the audit findings and get your sign-off on the new recall sequence before we build anything. Nothing gets implemented without your approval at each stage. Ready to move forward? Sign the agreement at the link below and we'll have your kickoff call scheduled within 24 hours.