Trial active \u00B7 no charges yet
You\u2019re in, doctor. Four steps to first booking.
Here's exactly what happens now \u2014 the BAA, the PMS connect, the template approval, and the launch. Total hands-on time: ~90 minutes. Email campaigns go live the same afternoon. SMS layers in when the carrier clears.
Your account
Your practice
Practice Pro \u00B7 $697/mo (billed after trial)
14days left
Your launch checklist
~90 minutes. Done in order. Track the progress bar.
0 of 4 complete
01
Sign the BAA \u2014 90 seconds
Your Business Associate Agreement is already queued in HelloSign. No patient data moves until it's signed \u2014 and we don't want it to. Signed docs land in your email + stay in your dashboard forever.
E-signed via HelloSign
Covers PHI, subprocessors, breach SLA
Counsel-reviewed
02
Connect your PMS \u2014 or drop in a CSV
Direct REST sync for Open Dental. Scaffolded for Dentrix, Eaglesoft, Curve (partner-activated in 1\u20134 weeks). Any other PMS: export a CSV \u2014 auto-column detection handles the rest. PHI scrubber runs pre-import; no treatment names or diagnoses ever hit a message body.
Open Dental direct \u00B7 live
CSV import \u00B7 any PMS
Auto-column detect
03
Approve your outreach templates
Pre-written email + SMS + phone scripts appear in your template library \u2014 reactivation-specific, not the generic "time for your check-up" SMS. Edit any word. Sign off with a click. Nothing sends until you approve.
12 pre-written templates
Edit any word
Practice name + sender auto-filled
04
Launch your first campaign
Email goes live the same afternoon. SMS layers in once Twilio\u2019s 10DLC carrier approves your brand (typically 14\u201321 days \u2014 we handle the filing). You'll see first replies on the dashboard within 2\u20134 hours.
Email \u00B7 same-day live
SMS \u00B7 carrier-queued
First replies within hours
The next 30 days
What happens on each day \u2014 so nothing surprises you.
TodayDay 0
Checklist complete \u2014 BAA signed, list loaded, templates approved, email campaign live. First replies start arriving within hours. I personally watch the first 50 sends.
Day 1Tomorrow
Personal email from me with your first-day numbers: sends, opens, replies, first bookings. I'll flag anything that looks off \u2014 deliverability, list quality, template tone.
Day 3Wednesday-ish
A quick 15-min check-in call \u2014 optional but encouraged. First reactivated patients are in the schedule by now. We tune messaging on the fly.
Day 7Week 1 report
First Friday Report \u2014 contacted, replied, booked, shown, dollar production. On the dashboard and in your inbox.
Day 14Trial ends
Trial converts to paid (Practice Pro) unless you cancel. One-click cancel from the dashboard \u2014 data export under 1 hour, no fees. By this point you\u2019ll have concrete numbers to make the call.
Day 14\u201321SMS clears
Twilio 10DLC carrier approval typically lands. SMS sends layer in automatically \u2014 no work required from you. Reactivation rate usually jumps 2\u20134\u00D7.
Day 30ROI check
Pilot-program guarantee: if you haven't rebooked at least 10 patients in your first paid month, the month is refunded in full. No retention call. One click.
01 \u00B7 Cancel
One-click, any time
From the dashboard. No retention team call, no exit fees, no seven-day notice.
02 \u00B7 Refund
30-day money-back pilot
Fewer than 10 rebookings in paid month 1? Full refund, paid in 7 days.
03 \u00B7 Data
Export in under 1 hour
Everything as CSV + JSON \u2014 patients, campaigns, replies, bookings \u2014 emailed direct.
04 \u00B7 Founder
2-hour email SLA
Business hours: reply in 2h or that day's fee comes off your next invoice.
While we're setting up
Three short reads that answer the top onboarding questions.
Field guide \u00B7 35 min
The Dental Reactivation Playbook
48-page field guide on sequences, segmentation, and compliance. What your office manager should read this week.
Tool \u00B7 5 min
Run the ROI calculator
Plug in your active patient count and visit value; share the result with your front desk so they see what's at stake.
Reference \u00B7 8 min
Trust & compliance hub
HIPAA posture, counsel review, five written guarantees, subprocessor list. Forward to your compliance lead.
Founder letter \u00B7 10 min
Why I'm the one signing this
A long, honest letter about what I'll build, what I'll refuse to build, and what I'll refund against.