The Cosmetic Intake Filter™ — Appointment Copilot
For Cosmetic Dental Practices

She reached out ready
to move forward. What
happened next decided it.

A cosmetic patient who's already decided makes her choice before she calls. What your front desk sends back in the first two hours either confirms she chose the right practice — or hands her a reason to keep looking. The Cosmetic Intake Filter trains your team to know the difference.

Watch the short video below before scrolling.

Watch this first — it covers everything you need to know to decide.

A cosmetic patient who commits is worth $27,000–$49,000 over three years. One additional case that converts instead of going quiet at first contact covers this before you finish the first module.

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Built for practices with consistent cosmetic inquiry volume. Useful only if inquiries are arriving but the wrong patients keep taking the slots — or the right ones go quiet before the consultation.

What You're Getting

Three sections. Every
intake gap closed.

Built from 150+ sourced accounts of how cosmetic patients experience first contact — and the specific moments that determine whether they stay on the shortlist or quietly move on.

The filter isn't in the consultation room. Patient type is determined in the first sixty seconds of first contact — by what your coordinator asks first, how she handles the price question, and whether she has a framework for reading the signals that experienced coordinators notice after years of calls without being trained to notice them. Your coordinator has been noticing those signals. She just doesn't have a name for them — and nobody gave her one.
01
Recognition — Reading the Inquiry
The specific signals in how she writes, what she asks first, and what she doesn't mention that distinguish a committed patient from a fee shopper in the first message. The pause before answering. The referral source tell. The timeline question that surfaces commitment depth instantly. Four observable call behaviors your coordinator can read reliably — within the first sixty seconds — without asking anything that sounds like screening.
02
Revelation — What Your Coordinator Already Knows
Why experienced coordinators develop pattern recognition that leaves when they do — and how to make that knowledge a written system rather than a person. The five most common first-contact failures in cosmetic practices, each with the specific replacement behavior. The no-quote hold: why giving a fee in the first exchange is the single highest-leverage change most practices can make, and the exact language to use instead.
03
System — The Filter as Written Protocol
The first-question swap that changes the direction of every cosmetic inquiry call from today forward — forty-five seconds to brief your coordinator on, effective immediately. The three-part response framework for written inquiries: what to say, in what order, using the patient's own language. The price-question pivot — the specific language that handles a cost question without quoting and without sounding evasive. The intake log format that captures what matters and builds a knowledge base that survives coordinator transitions.
Four Bonuses — Included

The three sections give your coordinator the framework. These four tools give her what she needs to use it immediately — and keep using it consistently.

B1
The First Call Protocol
The complete phone intake sequence for cosmetic inquiries — questions in order, with branching logic for the two most common patient types. Open this before you brief your coordinator. The 48-hour rollout map is included so you know exactly what to implement first, in what order, to get the filter running without disrupting your existing schedule.
B2
The Coordinator Introduction Script
The exact words to use when introducing the system to your front desk — including how to handle the three most common objections she will raise. The no-quote hold is the component she'll push back on most. This script addresses that directly. The way you introduce the filter determines whether it gets used or quietly ignored after the first week.
B3
The Practice Voice Adaptation Guide
Every template in the system adapted across three cosmetic practice voice styles — clinical and precise, warm and personal, consultative and educational. Because a script that doesn't sound like your practice doesn't get used. Includes the five-word brand voice exercise that tells you which style matches your current patient communication before you adapt anything.
B4
The Hard Cases Playbook
The eight inquiry types that fall outside the standard filter logic — the patient who names a competitor's price, the patient who asks for a consultation fee waiver, the patient who sends a photograph of someone else's smile, the patient who has had a bad experience elsewhere and says so in the first message. Each one handled specifically, with the response language and the decision logic for when to proceed and when not to.
A Note on Fit

This system is built for cosmetic dental practices with consistent inbound inquiry volume. It will not move the needle for:

Practices whose primary revenue comes from insurance-based general dentistry
Practices not generating consistent cosmetic consultation volume
Owners who want inquiry handling automated rather than team-run — that's a different product

She reached out ready.
Your team decides what happens next.

Three sections. Four tools. A filter your coordinator can brief on in 45 minutes and run from today.

$147
One-time · No subscription · Yours to keep

One additional case that converts instead of going quiet at first contact covers this. Every one after that is recovered production.

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