Las Vegas · 2026

The Hidden Leak.

The patients you already paid for.

Devyn Grillo

The Hidden Leak.
150+ practices $10M+ treatment closed One exit
Where most practices land
Overdue hygiene patients
Average hygiene visit
$
Unscheduled treatment on file
$
Sitting there right now
$0
Recoverable at 12%
$0
Where most practices land
Overdue hygiene patients500
Average hygiene visit$250
Unscheduled treatment on file$900,000
Sitting there right now$1,025,000
Recoverable at 12%$123,000
At 12%, that's $337 a day
$0.0
Every day nobody works the list.
One second here is one day on the list

Hold onto that.
Everything I say from here is measured against it.

Devyn Grillo
What my dad didn't tell you

For six years I sold dentists new patients.

I was good at it. And for half of them I was solving the wrong problem.

Every account, same three things

What I kept seeing.

1
Same campaigns, different results.
2
The gap showed up after the lead came in.
3
“Send me more leads.”
Where the money is

Two lists.

Overdue hygiene.
No future appointment on the books.
Unscheduled treatment.
Diagnosed, planned, never booked.
One practice, one line
34days
25appointments
$37,800rebooked

Same patients. Same software. Same market.
I'll show you exactly how at the end.

Dr. Perry
Dr. PerryPerry Family Dentistry
Source: CaseLift production data

The Hidden Leak.

Patients say yes on touch 4 to 10. Your office quits after 1 to 3.

The Opportunity

Patients who move forward, by number of follow-ups

70%60%40%20%0% 123456789101112 Number of follow-up touchpoints
50%
book after 4 to 10 follow-ups
The Reality

Practices still following up, by attempt

100%75%50%25%0% 1st2nd3rd4th5th6th Follow-up attempts
44%
stop after one attempt
92%
have stopped by the 4th
Source: Salesforce · Velocify

We quit right where they start saying yes.

Not a people problem

This is an ownership problem.

1
Gets dropped when the day gets busy.
2
Nobody owns it.
3
Software sends but never answers.
4
No scoreboard.
Monday morning, no cost

Ask for two reports.

1
Overdue hygiene
No future appointment.
Past due 6 months.
2
Unscheduled treatment
Last 18 months.
One plan per patient.
Back to that number
$123,000
Recoverable at 12%

That's every year. Not once.

Five things that work.

1
More than three touches.
2
A name, a tooth, a doctor.
3
Text, email, voicemail, and a live call.
4
Someone answers the reply.
5
Four numbers every Monday.
Thirty days, six touches

What a real sequence looks like.

Day 1 · text Day 3 · email Day 7 · voicemail Day 12 · live call Day 20 · text Day 30 · call
Day 1 · the first text
Hi Karen, it's Sarah at Perry Family Dental. Dr. Perry had you down for a crown on #14 back in March, still want to get that taken care of? I've got a couple of openings next week.
The reply is the whole game

Somebody has to answer.

89%prefer a real person when they contact a practice
83%have asked to skip the AI and reach a human
Hygiene Engine™
A real hygiene recall conversation: openings offered, the patient asks for an earlier date, the coordinator reschedules, the patient confirms
Treatment Engine™
Inbox thread: a follow-up text on a treatment plan, the patient calls back, and the coordinator answers the call
Source: OnePoll · 6,000 consumers, US, Canada, UK
The scoreboard

Four numbers every Monday.

1
Patients contacted
2
Replies handled
3
Appointments booked
4
Production from those appointments
Your three options

Software reminds. CaseLift books.

Reminder software
More work and cost
  • Sends generic reminders
  • More work for your team
  • No guarantee of an ROI
A front desk hire
~$45K/yr + benefits
  • Calls when they have time
  • Needs managing and training
  • Can quit anytime
The CaseLift solution
Done for you, guaranteed
  • We work every unscheduled patient
  • Text, email, voicemail, and live calls
  • Tracked to production. ROI guaranteed.
Source: salary benchmark
How it works

The CaseLift Recovery Engine™

1
We find the patients
Live PMS pull: patients overdue for hygiene, with production sitting unscheduled
2
We follow up with them
Laura Calle
Laura CalleTreatment coordinator
3
We book and track ROI
Booked patients from treatment follow-up, with production posted
The CaseLift Conversion Suite™ · 1 of 4

Digital Treatment Plans.

RDRiverside Dental
Prepared for Aaron Bell
A closer look at your implant plan
Your estimated portion$2,980
Financed, with approved creditAs low as $128/mo
What your dentist recommended
CodeProcedureToothFee
D6010Implant placement30$2,800
D6058Abutment + crown30$1,650
D03673D imaging (CBCT)$150
Paying for it
As low as$128a month
CareCreditCheck my options → sunbitCheck my options →
What was diagnosed.
Their exact portion.
Insurance applied.
Financing as a monthly number.
Sent by text. No login, no portal.
The second they open it, they surface as a warm lead.
The CaseLift Conversion Suite™ · 2, 3 and 4

Three more. All included.

Recorded consult21 min · denture eval
PMS note · written from the transcript

Phone f/u re tx options, root canal therapy w/ post and core discussed, two fee options quoted. Discussed Cherry financing, pre-approval link sent. Phone f/u on the 11th for next steps and financing.

Captured by CaseLift✓ Sent to the chart
Consult score92
Rapport100
Discovery100
Financing100
Closing66
Primary objection
Price. Wants the emailed plan before choosing between the implant and the root canal.
Consult Recording
The note writes itself into the chart. Every case presentation gets scored.
Case Acceptance Academy48 modules · whole team
01
Framing the case before the price
6 min
02
Presenting fees without flinching
8 min
03
“I need to think about it”
7 min
04
Financing as a yes, not a discount
9 min
Your team’s progress, tracked
Case Acceptance Academy
48 modules, your whole team, the same training our own coordinators run on.
Fee OptimizerYour fees vs. your market
CodeProcedureYour feeMarket
D2740Crown, porcelain/ceramic$1,150$1,320$170 under
D7140Extraction, erupted tooth$195$240$45 under
D1110Prophylaxis, adult$98$112$14 under
D0120Periodic exam$62$60At market
Every code on your schedule, compared the same way.
Fee Optimizer
Your fees against your market, code by code. Underpriced procedures flagged.
Dr. Perry
Dr. PerryPerry Family Dentistry

Paid for reminder software.
Front desk and coordinator maxed out.

Nearly 500 overdue. Over $3.3M unscheduled.

Unscheduled backlog of $3,305,202 split by how long each plan has been sitting
Source: CaseLift production data · Eaglesoft

What happened.

Perry Family Dentistry · first 34 days
Patients worked
114
Appointments booked
25
Production rebooked
$37,800
Hours saved
17
ROI multiple
25.2X

“With how busy our front office is I am over the moon to take a revenue generating task off their plate and get better results with CaseLift.”

Dr. Perry, Perry Family Dentistry
Live CaseLift account dashboard for the practice
Case acceptance by month, flat near 20 percent for a year then climbing to about 48 percent
Case acceptance
Active patients bottoming out around 2,030 and growing again
Active patients
Source: CaseLift production data · CaseLift Analytics™
For this room

What you get.

Setup fee waived
For anyone in this room.
Our Triple Your Investment Guarantee
3X ROI in 90 days
Or it's free until you get there.
Founding rate locked for life
While founding pricing lasts.
Dr. Greg Grillo, DDS
Dr. Greg Grillo, DDS30 years chairside

Book your demo.

Bring your two numbers. We'll run yours.

caselift.io/vegas
Twenty minutes.
Your numbers, not the typical ones.
Ask me anything you couldn't ask tonight.
Book in the next 24 hours and I'll send you $100 when you show up. Not if you buy. Just for showing up.
And if you book in three weeks, we'll still be glad to talk. You'll just be buying your own dinner.
Press P for presenter view · B black · T timer