In Line Dentistry

Playbook

What has been installed at this practice, what is actually running, and what is written and waiting. Internal — not a client view.

Snapshot
Read 2026-09-02
Finding 0 of 7 sequences that would book an appointment are live. The three that are running — missed-call text-back, new-lead alert, raffle routing — do not book anyone. This is why 51 leads produced 1 booking, and it is not a design problem.
Workflows specced
12
written, reviewed, compliance-gated
Actually running
3
25% of what has been built
Booking sequences off
7
each one written and switched off
Blockers to first booking sequence
1
consent text, then a trigger pointed by hand
Ship this next

Implant · Meta lead speed-to-lead

Already carries the three things the lead data shows missing: an opportunity created in New Implant Leads at $1,990, a front-desk call task due in 15 minutes with the patient's own form answers attached, and the handoff into the day 1 / 3 / 7 nurture. Nothing needs designing.

Blocked on

Consent, and it cannot be resolved from the form as it stands. IL-IMPLANT-1990-AUG was read on 2026-09-02: its custom disclaimer is a PRICE disclaimer with no consent language at all — no text, no SMS, no msg-and-data-rates, no STOP. Consent text must be ADDED to the Meta form first; recording the price block as a basis would fabricate a consent record. Then the GHL trigger must be pointed at the form by hand.

Installed at this practice

  • Live
    Missed-call text-back
    missed-call-textback
  • Live
    New lead alert
    new-lead-alert
  • Live
    Raffle entry routing
    raffle-entry-routing
  • Off
    Implant · Meta lead speed-to-lead books appointments
    Consent, and it cannot be resolved from the form as it stands. IL-IMPLANT-1990-AUG was read on 2026-09-02: its custom disclaimer is a PRICE disclaimer with no consent language at all — no text, no SMS, no msg-and-data-rates, no STOP. Consent text must be ADDED to the Meta form first; recording the price block as a basis would fabricate a consent record. Then the GHL trigger must be pointed at the form by hand.
    implant-speed-to-lead-meta
  • Off
    Website speed-to-lead books appointments
    Not built in GHL.
    speed-to-lead
  • Off
    Implant nurture intake books appointments
    Not built in GHL.
    implant-nurture-intake
  • Off
    Implant reply handler books appointments
    Not built in GHL.
    implant-reply-handler
  • Off
    Implant booked books appointments
    Not built in GHL.
    implant-booked
  • Off
    Implant appointment outcome books appointments
    Not built in GHL.
    implant-appointment-outcome
  • Off
    Implant stage sync books appointments
    Not built in GHL.
    implant-stage-sync
  • Off
    Post-visit review request
    Not built in GHL.
    review-request
  • Off
    Izzy voice capture
    Not built in GHL.
    izzy-voice-capture

What ports to the next practice

The reusable asset is not the campaign — it is the sequence and the triage rules underneath this console. Both are practice-agnostic already: onboarding practice #2 means a new practice context and a new catalog, not new logic.

  • Ports as-is Triage rules — tag vocabulary, priority weighting, the full-arch pricing exception
  • Ports as-is Workflow specs, compliance gates, the build-sheet pipeline
  • Ports as-is This console — swap the practice context and the snapshot source
  • Per practice GHL catalog, pipeline and stage ids, case-value schedule, ad accounts
  • Not yet proven A booking rate. Nothing here has run end to end, so there is no conversion number to promise anyone.