01 · Client context
A single-location family practice with a 4.6-star reputation going cold on after-hours leads.
Rosewood Family Dentistry is a single-location general practice in a 70k-population metro suburb — two doctors, one hygienist, a front-desk coordinator, and a 4.6-star Google rating that the practice leans on for new-patient acquisition. The practice was getting roughly 38 new-patient inquiries a month on its website and Google Business profile, and roughly a third of them were landing after 5pm, when the only after-hours coverage was a voicemail greeting that routed to a service that took the message and replied by 9am the next morning.
The stack was the one every independent practice runs into: Open Dental as the PMS, Lighthouse 360 for confirmations (a reminder cadence the practice was already paying for and was barely using), Google Business chat enabled but unanswered after close, and a website form that sends an email to a shared inbox no one was watching past 5pm. There was no CRM, and the hygienist's six-week hygiene-reactivation list was run by hand on a clipboard every Tuesday.