Every message in the layer, before you buy

Hi {{contact.first_name}}, it's {{custom_values.tc_name}} at {{custom_values.practice_name}}. We had you down for today and I want to make sure everything's okay. Want me to find you another time?

No-show on a high-ticket consult. Call within the hour - these convert on the phone, not by text.

{{contact.first_name}}, no problem if today got away from you. Dr. {{custom_values.doctor_last_name}} held the full hour, so I'd rather rebook you than let it drop. Two options: {{custom_values.booking_link}}

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{{contact.first_name}},

You booked a consult with us and didn't make it, which usually means one of three things: the day fell apart, the timing isn't right, or you've started second-guessing whether it's worth doing at all.

If it's the first, here's the link: {{custom_values.booking_link}}

If it's the second, tell me roughly when and I'll reach back out then instead of pestering you.

If it's the third - that's the most common one, and it's fair. A consult is the only way to find out what the actual plan and the actual number are. You are not committing to anything by sitting in the chair for an hour.

{{custom_values.tc_name}} {{custom_values.practice_name}} {{custom_values.practice_phone}}

{{contact.first_name}}, last one from me. If you ever want to pick this back up, we're here: {{custom_values.practice_phone}}. No pressure either way.

Tag: repeat-no-show. Route to the deposit-hold rebooking sequence instead of the standard one.

{{contact.first_name}}, happy to get you back on Dr. {{custom_values.doctor_last_name}}'s schedule. Because this would be the third hour we've held, we take a $50 hold that comes straight off your treatment. Sound fair? {{custom_values.booking_link}}

{{contact.first_name}}, {{custom_values.tc_name}} here. Be straight with me - is it the cost, the timing, or do you want a second opinion first? Whichever it is, I can help.

Totally fair. Most people don't pay for this out of pocket in one go. {{custom_values.financing_partner}} runs a soft credit check that doesn't affect your score, and it takes about two minutes: {{custom_values.financing_link}}

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{{contact.first_name}},

The number Dr. {{custom_values.doctor_last_name}} quoted is the whole thing. Almost nobody writes that check.

Broken into monthly payments through {{custom_values.financing_partner}}, most patients land somewhere between a car payment and a phone bill, depending on the term they pick. Checking what you'd qualify for takes two minutes and doesn't touch your credit score: {{custom_values.financing_link}}

If you'd rather I just tell you the monthly range before you apply, reply here and I'll work it out for your specific plan.

{{custom_values.tc_name}}

Got it. Two things worth knowing: the quote holds for 90 days, and if you have dental insurance those benefits reset {{custom_values.benefits_deadline_date}}. Want me to check in closer to then?

{{contact.first_name}}, checking in like I said I would. Is now a better time to get this scheduled?

Smart. Anything I can send that helps the conversation - photos, the written plan, what other patients asked?

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{{contact.first_name}},

Whoever you're talking this over with is going to ask you three things. Here are the answers so you're not stuck.

How long does it take? Dr. {{custom_values.doctor_last_name}} laid out the timeline in your plan - if you want it in writing, reply and I'll send it.

What happens if I do nothing? Usually the honest answer is: it gets more expensive. Bone doesn't come back, and the fix for a bigger problem costs more than the fix for this one.

Is this the right price? Get a second opinion if you want one. Ask them to quote the same materials and the same number of visits, or you're comparing two different things.

{{custom_values.tc_name}}

{{contact.first_name}}, I'll stop texting. Your plan stays on file and the quote holds through {{custom_values.benefits_deadline_date}}. Call anytime: {{custom_values.practice_phone}}

{{contact.first_name}}, did the {{custom_values.financing_partner}} application go through okay? If it hung up on you anywhere, tell me where and I'll sort it: {{custom_values.financing_link}}

Still open on my end. If you'd rather do it over the phone with me, call {{custom_values.practice_phone}} and it takes about five minutes.

Approved. Let's get you on the schedule while the approval is good - most of them expire in 30 days: {{custom_values.booking_link}}

{{custom_values.financing_partner}} didn't come back with a yes, which happens and doesn't mean you're out of options. We have two other lenders and we can also phase the treatment so you're paying for it in stages. Worth a five-minute call: {{custom_values.practice_phone}}

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{{contact.first_name}},

When you were last in, Dr. {{custom_values.doctor_last_name}} flagged treatment that never got scheduled. That's normal - life happens and nothing hurt, so it waited.

Two reasons to look at it now: dental problems don't hold still, and if you have insurance you're leaving money on the table every year you don't use it.

If you want, I'll pull your chart and tell you exactly what's outstanding and what it would cost today. Reply "chart" and I'll do that this week.

{{custom_values.tc_name}} {{custom_values.practice_name}}

{{contact.first_name}}, did you want me to pull up what's outstanding on your chart? Takes me a minute and there's no cost to look.

No rush on this. If it's easier just to come in and have Dr. {{custom_values.doctor_last_name}} take another look, that's a short visit: {{custom_values.booking_link}}

Hi {{contact.first_name}}, quarterly check-in from {{custom_values.practice_name}}. Still have treatment on file that hasn't been scheduled. Want to knock it out this quarter?

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{{contact.first_name}},

Quick heads up. Your dental plan resets January 1, and whatever you haven't used by then is gone. It doesn't roll over.

If you have treatment on file that hasn't been done, this is the cheapest it will be. The same work in January costs you the full amount out of pocket.

Our December fills up every year, so the useful move is getting on the schedule now even if the appointment itself is weeks out: {{custom_values.booking_link}}

Want me to check how much you have left? Reply "check" and I'll look it up.

{{custom_values.tc_name}}

{{contact.first_name}}, two months until your dental benefits reset. Want me to check what's left on your plan?

{{contact.first_name}}, December is when our schedule goes. If you're using your benefits before they expire, now's the time: {{custom_values.booking_link}}

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{{contact.first_name}},

Three weeks until your benefits reset. After that it's a fresh year and a fresh deductible.

If you've been waiting on treatment, we have a few spots left before we close for the holidays: {{custom_values.booking_link}}

If you've got an FSA, that money may also expire - worth checking with your employer, since some plans allow a grace period or a small carryover.

{{custom_values.tc_name}}

Last call - benefits reset Jan 1 and we have a few spots left before the holidays: {{custom_values.practice_phone}}

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{{contact.first_name}},

Your benefits just reset, which makes January the best month of the year to start treatment you've been putting off - you have the full annual amount ahead of you instead of scraps.

It's also our quietest month, so you can actually get the appointment time you want: {{custom_values.booking_link}}

{{custom_values.tc_name}}

Your dental plan resets {{custom_values.benefits_deadline_date}} - not January 1 like most people assume - and whatever you haven't used by then is gone.

Hi {{contact.first_name}}, {{custom_values.tc_name}} at {{custom_values.practice_name}}. Most dental plans reset at the start of January and unused benefits don't roll over, but some employer plans reset on a different date. Want us to check yours?

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{{contact.first_name}},

Most dental plans reset at the start of January and anything unused disappears. Some employer plans reset on a different date entirely - the policy anniversary, or the company's fiscal year.

We don't have your reset date on file, so I don't want to tell you a deadline that isn't yours. If you send over your plan details, or just reply with your insurance carrier, we'll find out and let you know what you have left and when it goes.

{{custom_values.tc_name}} {{custom_values.practice_name}}

Hi {{contact.first_name}}, you've used your dental benefits for this plan year, so there's nothing expiring on you. When your plan resets we'll have the full amount to work with - want me to pencil something in for then? {{custom_values.booking_link}}

{{contact.first_name}}, checking in after your visit. If anything doesn't feel right, call us rather than texting - {{custom_values.practice_phone}}. Someone's there all day.

Glad that went smoothly. If you've got 30 seconds, a review genuinely helps us: {{custom_values.review_link}}

{{contact.first_name}}, now that phase one's behind you, want to get the next part on the calendar? Easier to keep the momentum: {{custom_values.booking_link}}

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{{contact.first_name}},

Hope you're happy with how everything turned out.

Most of our patients come from other patients. If someone in your life has been putting off the same thing you just did, send them our way - I'll take good care of them.

{{custom_values.tc_name}} {{custom_values.practice_name}}