Tala Dental Clinic
A free consult, a premium whitening upsell, and all the follow-up around them.
Inquiries went quiet
People filled in the form, heard nothing useful and booked somewhere else.
Booked patients didn't show
An empty chair costs the clinic money, even when the diary looks full.
Follow-up after the visit
Nobody offered whitening, asked for a review or invited patients back.
Gaps found
Workflows · 9 business, 9 helpers, 2 data mapping
| # | Workflow | Kind |
|---|---|---|
| A | New Lead to Booking | Business |
| – | Consent: Do Not Disturb | Helper |
| – | Booking Link Clicked | Reaction |
| – | Hot Lead Alert | Reaction |
| B | Appointment Show-Up Sequence | Business |
| – | Show-Up Sequence: No Show | Handler |
| – | Show-Up Sequence: Canceled | Handler |
| C | Abandoned Booking Recovery | Business |
| D | Post-Consultation Upsell | Business |
| – | Whitening Link Clicked | Reaction |
| E | Retention and Recall | Business |
| G | Visit Reminders: Whitening | Business |
| – | Whitening Showed | Handler |
| – | Whitening Missed | Handler |
| H | Abandoned Upsell Recovery | Business |
| F | Advocacy and Review Request (Buyers) | Business |
| F2 | Advocacy and Review Request (Consult-Only) | Business |
| – | Review Received | Counter |
| – | Data Mapping: Consult Booking | Mapping |
| – | Data Mapping: Whitening Booking | Mapping |
Pipeline · 8 stages
Tags · 21, named by job
landing-pagemeta-adsnew-leadconsult-bookedconsult-completedwhitening-bookednew-leadhot-leadno-bookingno-showcanceledcold-leadretention-recallrecall-endedupsell-abandonedbooked-consultconsult-completedwhitening-interestwhitening-bookedwhitening-completedreview-postedRules that keep it safe
- No SMS consent means Do Not Disturb is set before the first text.
- A booking removes the contact from nurture, recovery and recall at once.
- Every tracked button uses a trigger link, so clicks score and route.
- Bulk sends only go to the "Safe to market to" Smart List.