Is this a fit?
AI-powered patient acquisition, recall automation, and case acceptance system built specifically for general and cosmetic dental practices
Skills to bring or develop
- Marketing Strategy
- Patient Retention
- Local SEO
- Social Media
The starting sequence
- Complete intake — tell us about your practice, services, and goals
- AI builds your website, recall sequences, and social calendar
- Review and customize with your photos, branding, and insurance info
- Connect your PMS and booking system
- Launch and start attracting new patients
Find your first customers
Treat this customer profile as a starting hypothesis. Talk to people in this role and find out what they already do, what it costs them, and whether they want help.
Role
General Dentist / Practice Owner
Company size
2-8 employees
Industry
Dental / Oral Healthcare
Problems to investigate
- Competing with corporate dentistry chains (Aspen Dental, Heartland) on marketing budget
- Patient no-shows and last-minute cancellations crushing production
- Low case acceptance for cosmetic and elective procedures
- Over-reliance on insurance patients with shrinking reimbursements
- No automated recall system — patients fall through the cracks
- Website is outdated but no time or budget for a redesign
- Front desk too busy to follow up with unscheduled treatment
Channels to test
- Local Networking
- Cold Email
- Partnerships
First launch approach
Offer free online presence audit + competitor analysis to 20 dental practices in target market. Show them exactly how many patients they're losing to corporate dentistry. Convert audits to Growth tier.
Ways to find your first customer
- Partner with dental supply reps (Henry Schein, Patterson — they visit every practice)
- Attend dental conferences (CDA, ADA Annual Meeting, local dental societies)
- Cold email practices with <30 Google reviews (they need help)
- Run a case study showing patient volume increase from optimized online presence
- Offer free Google Business Profile audit — most practices have unclaimed or unoptimized listings
Content ideas
- The dental recall system that reduces no-shows by 40%
- Case acceptance emails that actually convert (with templates)
Shape the offer & delivery
These are example packages to adapt, not current market rates or promises of sales. Choose one deliverable, set a revision limit, and test the scope with a real buyer before expanding.
Starter
$497/mo example price
- AI-built website with online booking integration
- Google Business Profile optimization
- Monthly SEO report
- 10 social media posts/month (AI-generated)
- Basic email templates (new patient welcome, appointment reminders)
Growth
$997/mo example price
- Everything in Starter
- Full social media management (30 posts/month)
- Automated recall system (6-month cleanings, overdue patients)
- Review generation system (auto-request after appointments)
- Case acceptance follow-up sequences
- Monthly strategy call
Premium
$1,997/mo example price
- Everything in Growth
- Paid ad management (Meta + Google)
- Cosmetic dentistry content creation (smile galleries, testimonials)
- Membership/savings plan setup and automation
- AI chatbot for website (appointment booking + insurance FAQs)
- Quarterly video content coordination
- Dedicated account manager
Build and deliver the offer
Service delivery
Packages
Name
Starter
Deliverables
- AI-built website with online booking integration
- Google Business Profile optimization
- Monthly SEO report
- 10 social media posts/month (AI-generated)
Timeline
1-2 weeks setup, then ongoing monthly
Included in this example
- AI-built website with online booking integration
- Google Business Profile optimization
- Monthly SEO report
- 10 social media posts/month (AI-generated)
- Basic email templates (new patient welcome, appointment reminders)
Name
Growth
Deliverables
- Everything in Starter
- Full social media management (30 posts/month)
- Automated recall system
- Review generation system
Timeline
Ongoing, monthly
Included in this example
- Everything in Starter
- Full social media management (30 posts/month)
- Automated recall system (6-month cleanings, overdue patients)
- Review generation system (auto-request after appointments)
- Case acceptance follow-up sequences
- Monthly strategy call
Client onboarding
Step
Collect practice branding, services, and pricing
Who handles it
client
Step
Confirm patient-photo consent workflow
Who handles it
client
Step
Connect booking system and Google Business Profile access
Who handles it
client
Step
Deliver first website draft + recall sequence for approval
Who handles it
you
Kickoff conversation
- Confirm services and pricing to reflect on the site
- Walk through the recall/reminder cadence the practice wants
- Set expectations on review-generation cadence
Your launch roadmap
Work through the phases at your own pace. Durations and task hours are estimates; client conversations, sales, and other outcomes depend on the response you receive. Growth and exit steps are optional later decisions.
0 of 17 tasks checked
01 · Foundation 1 week · suggested pace
AI builds the complete marketing system from intake data
AI-led conversation captures services offered, target demographics, competitive landscape, PMS system, and brand preferences
Target deliverable: Complete practice profile
Tool examples: Waymaker Intake
Planning allowance: 1 hours · AI can assist; review the output
Builder creates mobile-first website with service pages, online booking, smile gallery, and membership signup
Target deliverable: Draft website ready for review
Tool examples: Waymaker Builder
Planning allowance: 2 hours · AI can assist; review the output
AI generates 5 automated sequences: new patient welcome, appointment reminders, recall (6-month), case acceptance follow-up, and membership nurture
Target deliverable: 5 email sequences ready
Tool examples: Waymaker Email Builder
Planning allowance: 2 hours · AI can assist; review the output
Keyword research for treatment + location terms, Google Business Profile optimization checklist, and meta tag generation for all pages
Target deliverable: SEO keyword map + GBP checklist
Tool examples: Waymaker SEO
Planning allowance: 2 hours · AI can assist; review the output
02 · Launch 2 weeks · suggested pace
Go live and activate all marketing channels
Practice owner reviews AI-generated website, adjusts copy, uploads photos, and approves email sequences
Target deliverable: Approved website + emails
Tool examples: Waymaker Builder
Planning allowance: 3 hours
Link PMS system (Dentrix, Eaglesoft, Open Dental), connect Google Business Profile, set up review request automation
Target deliverable: All systems connected
Tool examples: Waymaker Integrations
Planning allowance: 3 hours
Generate first month of social content (30 posts), set up posting schedule, create educational dental content templates
Target deliverable: 30 posts scheduled
Tool examples: Waymaker Social, Canva
Planning allowance: 4 hours · AI can assist; review the output
Activate automated recall sequences for overdue patients, set up no-show follow-up and reactivation campaigns
Target deliverable: Recall system live
Tool examples: Waymaker Automation
Planning allowance: 2 hours · AI can assist; review the output
03 · Scale 2 months · suggested pace
Optimize, expand, and prove ROI
Define a small, measurable version of this task. Use your own customer evidence and actual costs to decide what to do next.
Target deliverable: Membership program live
Tool examples: Waymaker Builder, Stripe
Planning allowance: 6 hours · AI can assist; review the output
Launch Meta and Google Ads campaigns targeting treatment-specific keywords (implants, Invisalign, cosmetic) and local audiences
Target deliverable: Ad campaigns running
Tool examples: Meta Ads, Google Ads
Planning allowance: 8 hours
Implement automated follow-up for unscheduled treatment plans, track acceptance rates, and A/B test presentation approaches
Target deliverable: Case acceptance system active
Tool examples: Waymaker Automation
Planning allowance: 4 hours · AI can assist; review the output
Build custom dashboard showing new patients, revenue attributed to marketing, cost per acquisition, and recall effectiveness
Target deliverable: Live ROI dashboard
Tool examples: Waymaker Analytics
Planning allowance: 4 hours · AI can assist; review the output
04 · Exit 60 days · suggested pace
Prepare your dental practice AI growth platform for sale, acquisition, or hands-off operation
Create comprehensive standard operating procedures covering every repeatable process in your dental practice AI growth platform — client onboarding, delivery workflows, billing, and support. A buyer needs to run this without you.
Target deliverable: Complete SOP handbook with video walkthroughs
Tool examples: Notion, Loom, Google Docs
Planning allowance: 12 hours · AI can assist; review the output
Record the questions this step raises for your business, location, and circumstances. Confirm requirements and assumptions with current official sources and a qualified professional before acting.
Target deliverable: Valuation estimate with supporting financials
Tool examples: Google Sheets, ChatGPT
Planning allowance: 6 hours · AI can assist; review the output
Organize all financial records, contracts, customer data, IP documentation, and legal documents into a virtual data room that a buyer or their advisor can review.
Target deliverable: Organized virtual data room
Tool examples: Google Drive, Google Sheets
Planning allowance: 10 hours
Identify every area where the business depends on you personally. Delegate, automate, or document each one. Test by taking 2 weeks off and measuring impact.
Target deliverable: Owner dependency scorecard (before/after)
Tool examples: Notion, Zapier, Slack
Planning allowance: 20 hours
Create a teaser document (blind profile) for your dental practice AI growth platform and either list on marketplaces (Acquire.com, Flippa, Quiet Light) or reach out directly to 5-10 potential acquirers.
Target deliverable: Teaser document + 5-10 buyer conversations started
Tool examples: Acquire.com, Google Docs, Email
Planning allowance: 8 hours · AI can assist; review the output
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Tools, budget & effort
These are tools named in the original playbook, offered as examples to evaluate. Check current capabilities, pricing, licensing, and data handling with the provider before subscribing. Start with the tools you already have.
- Waymaker Builder
- HubSpot
- Google Business Profile
Tools to evaluate
Item
Waymaker Builder (website + booking integration)
Why consider it
Core deliverable across every tier
Item
Social scheduling tool
Why consider it
10-30 posts/month across tiers needs a scheduler, not manual posting
Make the numbers your own
Include setup, subscriptions, selling, fulfillment, revisions, support, and your time. Use your actual inputs and compare a cautious case with a better case.
Open the experiment calculator →AI roles & prompt templates
Assign a clear job, provide approved inputs, and review the result. These are role and prompt ideas; this page does not run AI or connect your accounts.
Operations Manager
Design a 6-month recall reminder sequence for overdue patients
Marketing Strategist
Draft a case-acceptance follow-up sequence for treatment plans
Use the first task above as your opening prompt. Include your audience, desired output, constraints, and how you will judge quality.
Your first small test
- Choose one customer. Find five people who have the problem described in this guide.
- Show one useful sample. Ask about their current process, priorities, and objections.
- Offer a clearly scoped pilot. Agree on deliverables, a price to test, and what success means.
- Record the evidence. Track responses, costs, hours, and what the buyer actually used. Decide whether to continue, change, or pause.
Explore related ideas
Adapted from Ashley’s Waymaker side-hustle playbooks, imported October 15, 2026. This is a published snapshot, not a live connection to your Waymaker account. Source examples are planning material, not verified customer outcomes. Explore Waymaker.