CRM demoDemo

Acme Dental

Dental practice · Portland · acmedental.example

Call
3people
$12,0001 open deal
$6,500won
2open tasks

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. Lena on hygiene recall lists

    Recall list lives in a spreadsheet. Could feed the reminders.

    Call · Riley · Lena Kowalski
  3. Sent the booking proposal

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

  4. 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.

  5. Website refresh is live

    Launched on time. Dana is happy with the new photos.

    Note · Sam · Omar Haddad · Website refresh

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