CRM demoDemo

Online booking and reminders

Acme Dental · Dana Whitfield

$12,000value
Nov 15close date
50%best case, $6,000 expected
Samowner

Open tasks

  1. Send three sample reminder messages

    Friendly, short, signed by the practice.

  2. Book a walkthrough of the booking page

History

  1. Dana asked about the reminder wording

    Wants reminders to sound like the front desk, not a robot. Agreed to send three sample messages.

  2. Sent the booking proposal

    Two options: booking only, or booking with reminders. Recommended the second.

  3. Discovery call with Dana and Omar

    They lose about six appointments a week to no-shows. Reminders by text matter more than the booking page.
    Omar signs off on anything over $5,000.

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Why was it lost?

Lost reasons feed the reports, so the team sees why deals slip away.