Guides
The method, written up, free
Everything our systems do is explained here. You can build all of it yourself from these pages. What you buy is the afternoon you would spend building it, and a workbook that already has the formulas in it.
Dental practices
How to work your unscheduled treatment report
A practical process for turning your practice's unscheduled treatment report into scheduled production: what to pull, how to prioritise it, and the cadence that works the list.
What belongs in an unscheduled treatment tracker
The exact columns an unscheduled treatment tracker needs, the three formulas that make it self-managing, and how to build one yourself.
Follow-up call scripts for unscheduled treatment
What to say when calling a patient about treatment they never scheduled, including the three objections you will actually hear and how to answer each one honestly.
Stop unscheduled treatment being created in the first place
Following up unscheduled treatment recovers what already leaked. This checklist reduces what leaks next week, at the point of case presentation.
The expiring benefits campaign
How to run an honest end-of-year benefits campaign against your unscheduled treatment list, without manufactured urgency.
Unscheduled treatment across multiple locations
What changes when you take an unscheduled treatment recovery system from one practice to a group: standardisation, comparability and the four numbers to ask every location for.
Residential HVAC contractors
How to stop maintenance agreements lapsing silently
A 90/60/30-day renewal cadence for HVAC maintenance agreements: what to track, when to call, and why undelivered visits have to be fixed first.
What belongs in an agreement renewal tracker
The columns a maintenance agreement tracker needs to actually drive renewals, and the formulas that turn expiry dates into a daily call list.