ChecklistSales
Dental clinics: Lead follow-up and the sales process
50 items from inquiry to accepted plan: first-response time, CRM fields, the first conversation, follow-up cadence, appointments and no-shows, post-exam hand-off, and recall.
50 items6 groups18 minOctober 15, 2026
- checklist
- lead follow-up
- patient coordinator
- dental clinics
A list for auditing the path every inquiry from ads, Instagram, or Google follows until it becomes an exam and a treatment plan. Go through it weekly with the coordinator, using five randomly chosen records.
First reply and coverage
- A target for the first real reply during business hours (10 minutes, for example) is agreed with the clinic in writing; an auto-reply doesn't count.
- A next-morning reply time is set for after-hours inquiries and stated in the auto-reply.
- A weekly rota shows who covers inquiries when the coordinator is at lunch, on leave, or on the phone.
5 items more in this group for members.
47 items more for members
This item has 50 items in total. With a membership you see all of it and copy any line in one click.
- 02CRM fields and record keeping10 items
- 03First conversation and pre-exam info8 items
- 04Follow-up cadence8 items
- 05Appointments, reminders, and no-shows8 items
- 06Post-exam hand-off, plan acceptance, and recall8 items
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The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Agencies and freelancers
- Personal brands and creators
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