Recall & Reactivation Campaign System
A done-for-you dental practice automation built for the Dental Office Manager, connecting Twilio, Mailchimp, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Patients who are overdue for their 6-month cleaning receive an automated outreach sequence (a text at the first overdue month, an email at two months, and a personal-feeling message from the hygienist at three months) with a one-tap booking link in every message.
Patients who haven't been seen in more than 18 months enter a reactivation campaign with a special welcome-back offer and a brief survey asking what prevented them from returning.
The office manager sees a live recall dashboard showing how many patients are overdue and what percentage have rebooked, turning a passive recall system into an active revenue recovery tool that runs every day without manual list management.
- Dental practice management software (e.g., Dentrix, Eaglesoft, or Open Dental)
- Zapier or Make.com
- Twilio (SMS recall outreach)
- Mailchimp or ActiveCampaign (reactivation sequence)
- Google Sheets (recall dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a dental office manager, who has to juggle phone calls, emails, and spreadsheets just to keep things moving.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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