Everything You Need To Know To Successfully Get More High-Ticket Patients

Everything You Need To Know To Successfully Get More High-Ticket Patients

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Dental Front Office Training

Welcome! Start by watching the introduction video below:

Here is an overview of what will be happening so that we are all on the same page...

  • We will be running Facebook and Google Ad Campaigns for you promoting an offer like "Free Consultations".
  • New leads who respond to these ads will be qualified and scheduled by our professional call team.
  • You will need to keep a few available slots open in a shared Google Calendar for people to schedule.
  • When we schedule a lead you will be notified via email and confirm/reschedule if the time is still available.
  • When we schedule an appointment, you'll need to make 1+ reminder calls to the upcoming appointment.


What Are My Responsibilities?

  • Keep Slots Open In Your Google Calendar

We will be sharing a Google Calendar with you. We know you are already busy at the front office but we've made this as simple as possible. There is no need to keep an entire second calendar up-to-date. We recommend at the start of each day to take 5-10 minutes and update some availability in this Google Calendar.


We are looking for you to maintain a minimum of 5-10 open slots per week in the Google Calendar, some in the morning, some in the afternoon. This way our call team has adequate options to present to those who are qualified and ready to schedule!

  • Update Appointments In Your Dashboard

When one of our leads want to schedule an appointment please be sure to get them booked into both our software and your main calendar. This helps us to track our efforts and results.


To add an appointment in our dashboard, click the "Opportunities" tab and click the plus (+) button on the leads card. Add the appointment details and click save.


To update an existing appointment, no-show, cancellation, or to simply delete it, go to the Scheduling tab > Appointments. Locate the appointment and from the drop down menu select the action you'd like to take.

  • Maintain Communication With Leads

If a lead responds to our follow up campaigns, you can reply via text or email directly in our software under the "Conversations" tab. You will get an email alert when someone replies.


Be aware that when someone calls from our campaigns, you will hear a whisper message when answering the phone along the lines of "This is a lead from Refined Connection calling". When you hear this, be sure to update them in our dashboard if they schedule, reschedule, or cancel an appointment.


Lastly, be sure to call each lead the morning of their appointment. If a lead does not attend their appointment, call them right away, see what the issue was, and get them rescheduled.

  • Manage Leads Status In Your Dashboard CRM

When a lead comes in for an appointment, drag their "card" in the Opportunities tab under the appropriate column. If they attended drag their card under "Attended Appointment", if they didn't drag their card under "No Show / Cancelled".


After someone comes in for a consult and is set to begin treatment, drag their card under the "Beginning Treatment 🎉" column. Lastly, click the "+" button on their card and select the "Opportunities" tab, add the estimated monetary dollar value the lead will bring to your practice. Typically $3,000-$15,000 for most of our high-ticket services we promote.


When someone begins treatment, email us and let us know of your "win"!

BONUS! Use the blue "Request Review" button in the top left corner of your dashboard every time a patient comes in for their appointment - they will get a text/email asking them to leave a review for your office 4 hours later.

Still Have Questions?

Send us an email and we'll get back to you within 24 hours - guaranteed.