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

Your Snapshot showed you
the number. This closes it.

The veneer or full-arch patient who called ready to move forward and still went quiet after the first exchange. The booked smile-makeover consult that looked solid until the appointment started feeling permanent and quietly fell off. Your Snapshot showed you what those moments are costing. The Cosmetic Case Intake Filter gives your team the first fixes to start closing them fast.

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 if inquiries are arriving but premium cosmetic patients are still slipping out before the consult — or arriving as the wrong kind of consult in the first place.

What You're Getting

Three sections. The call read
correctly from the start.

Built from 150+ sourced accounts of how cosmetic patients experience first contact, how they test whether a room sounds face-first or money-first, and why the best consultation on your calendar can still disappear before she arrives.

The leak is usually not that your coordinator misses a script. It is that two very different patients can sound similar on the surface. The one asking about price may be price-shopping. She may also be checking whether your office sounds careful enough to trust with her face. The patient who goes quiet after a good call may be losing interest. She may also be in the booking window, alone with fear, looking for one steadier signal from your practice. This filter gives your team a way to read those moments before the consult slot is gone.
01
01 — Reading the Call Correctly
The specific tells in how she asks, what she asks first, and what she avoids that separate a price shopper, a patient with a real ceiling, a premium patient, and the patient who has been burned elsewhere. The pause before answering. The referral source tell. The timeline question that surfaces commitment depth quickly without making the call feel screened.
02
02 — Handling the Price Question Without Losing the Trust Test
Why “how much?” is not always the same question. The difference between a true budget check, a judgment test, and the patient who is quietly checking whether your office sounds like the last place that rushed her. The exact language for answering without sounding evasive, transactional, or scripted.
03
03 — The Booking Window Before the Consultation
What to send after she books so the consult still happens. The confirmation-text paradox. The difference between forgetfulness and fear. The simple pre-consult sequence that keeps the first-time veneer patient, smile-makeover patient, and cautious implant patient from going home, getting in their head, and disappearing without a cancellation.
Four Bonuses — Included

The three sections give your team the read. These four tools help you get the first version live without turning a good coordinator into the problem.

B1
The First Call Protocol
The complete phone intake sequence for cosmetic inquiries — questions in order, with branching logic for the most common patient types. Open this before you brief your coordinator. The rollout map helps you decide what to test first so the first improvement is live quickly, not sitting in a folder.
B2
The Coordinator Introduction Script
The exact words to use when introducing the system to your coordinator so it lands as support, not correction. The point is not to tell her she has been doing it wrong. It is to help her test one cleaner way of reading and holding the calls that matter most.
B3
The Pre-Consult Communication Card
The messages and checkpoints for the days after booking: booking confirmation, 48-hour pre-consult, and the quiet signals that a cautious or previously burned patient is starting to slip away. This is the simplest place to stop calling a fear-based no-show a flaky one.
B4
The Hard Cases Playbook
The inquiry types that drift out of the neat script: the patient who names a competitor's price, the patient who wants a fee waived, the patient who sends someone else's smile, the patient who says she had a bad experience elsewhere. Each one handled specifically, with response language that protects dignity instead of turning the whole call into a standoff.
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 the whole experience standardized across the practice rather than the first layer fixed first

She reached out ready.
Your team decides whether she stays.

Three sections. Four tools. A way to read the right call correctly before it turns into the wrong consultation — or no consultation at all.

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

One additional case that holds through first contact and still shows up for the consult covers this. Every one after that is recovered production.

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