Capture the Upside.
The patients you already paid for.
Devyn Grillo
Meet Devyn Grillo
CEO, Founder at CaseLift
150+ practices
$10M+ treatment closed
One exit
Every practice we've connected
Two opportunities. Every time.
Unscheduled treatment
Diagnosed, planned, never booked.
Treatment Engine™
Overdue hygiene
No future appointment on the books.
Hygiene Engine™
Two engines, built to work those two lists for you. Let me show you how big they usually are.
Overdue hygiene patients
Average hygiene visit
$
Treatment consults a month
Of those, percent that leave unscheduled
%
Average case value
$
That somebody needs to proactively follow up with every year
$0
Overdue hygiene patients400
Average hygiene visit$300
Treatment consults a month40
Of those, percent that leave unscheduled45%
Average case value$4,600
That somebody needs to proactively follow up with every year$1,113,600
Across a year that's $3,051 a day
$0.0
Every day nobody works the list.
Hold onto that.
Everything I say from here is measured against it.
What we'll cover in this talk.
01
Why those patients are still sitting there
The 4 reasons recall dies, and how to identify it.
02
The words to use to win patients back
The exact messaging that gets patients to re-engage.
03
How to actually send follow up messages
The exact multi-channel sequence that works.
04
How CaseLift can help you win more patients
Our solution that works on autopilot for you.
For 7 years I sold dentists new patients.
But for most of them I was solving only part of the problem.
The cost to acquire new patients.
up to $300General
up to $400Orthodontics
up to $500Cosmetic
up to $1,000Restorative
And none of that is only ad spend.
Source: published dental patient acquisition benchmarks, 2024 to 2025
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.”
The Number Behind All of This
5 to 25xless to keep a patient you already have
$150 to $500to go find a stranger who has never met you
Sources: Ethereal Minds Digital · Stylograph
Why it is cheaper
They already know you, like you, and trust you.
KnowThey have your name, your address, and your office in their phone.
LikeThey chose you once, and nothing has happened to change that.
TrustThey sat in your chair and let you tell them what they need.
A new patient starts at zero on all three...
Source: the know, like, trust principle · Provide Finance
Marketing earns its place in your budget.
Alongside a follow up strategy. Not instead of one.
The Unscheduled Gap.
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
50%
book after 4 to 10 follow-ups
The Reality
Practices still following up, by attempt
44%
stop after one attempt
92%
have stopped by the 4th
Source: Salesforce · Velocify
What you are competing with
80 to 100
notifications on the average phone, every day
At this point you are not competing with each other. You are competing for your patient's attention.
Source: ASA · average daily smartphone notifications
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
$1,113,600
That somebody needs to proactively follow up with every year
Five things that work.
1
More than three touches.
2
A seasonal reference, a treatment plan, the doctor.
3
Text, email, voicemail, and a live call.
4
Someone answers the reply.
5
4 KPI's to track every week.
The scoreboard
4 KPI's to track every week.
1
Patients contacted
2
Replies handled
3
Appointments booked
4
Production from those appointments
A bad example
Thirty days, six touches
What a real sequence looks like.
Day 1 · the first text
Hi Karen, it's Jordan at Perry Family Dental. I'm circling back on the crown Dr. Perry had recommended back in March. Do you have a minute for a quick call to go over it?
Day 3 · the email
Hi Karen,
Here's the work on your file that Dr. Perry recommended, so you have it in one place, with your estimate.
Can I give you a quick call to go over it?
Jordan
Day 7 · the ringless voicemail
“Hi Karen, this is Jordan from Dr. Perry's office. Could you give us a call back at {{callback_number}} when you get a chance? Thank you.”
Name, practice, callback number. Never the treatment, the diagnosis, the balance, or the reason for the visit.
Day 12 · the live call
“Hi Karen, this is Jordan calling from Dr. Perry's office here in Boise. Do you have a quick minute?”
“I was going back through Dr. Perry's notes from your visit in March, the crown on #14 you two talked about.”
“Do you have any questions I can help with?”
Then be quiet. The answer to that question is the entire call.
Day 20 · the second text
Hi Karen, Jordan from Dr. Perry's office again. Still happy to get you on the schedule. Mornings or afternoons better?
Day 30 · the last call
“Here's what I'd suggest. Let's get you twenty minutes with Dr. Perry. No pressure, no commitment, just to look at where things are now and what your options are. Thursday at 9, or Friday at 2?”
The ask is twenty minutes of clarity, not a four thousand dollar commitment. If you feel yourself building a case, the ask got too big.
What the AI actually reads
One line from the chart. Written for one patient.
“I know you'd mentioned wanting to talk it over with your husband first.”
“I know you'd been dealing with a broken foot and weren't able to get around.”
“I know you were still deciding between the two options at your last visit.”
“You'd mentioned wanting to be able to smile and chew again.”
What it should never send without review
Anything about money
Anything about clinical recommendations
Anything it can't point to in the note
The human oversight layer
Somebody has to answer.
Hygiene Engine™
89%prefer a real person when they contact a practice
83%have asked to skip the AI and reach a human
Source: OnePoll · 6,000 consumers, US, Canada, UK
How it works
The CaseLift Recovery Engine™
1
AI finds the patients
2
AI drafts. Humans decide.
JudyCaseLift Coordinator
3
Booked, tracked, under your name
Ask AI to identify patterns and bottlenecks in your practice data.
Do this yourself
- Export your unscheduled patient report with ALL data
- Ask a BAA covered GPT which 20 patients to call first
The data was always yours.
Now you can talk to it.
Ask CaseLift
AI customized, sent by text
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
| Code | Procedure | Tooth | Fee |
|---|---|---|---|
| D6010 | Implant placement | 30 | $2,800 |
| D6058 | Abutment + crown | 30 | $1,650 |
| D0367 | 3D imaging (CBCT) | $150 |
What it looks like
TODO: before photo
TODO: after photo
Real cases from this practice, not stock photography.
What happens next
1A twenty minute visit to confirm the plan still fits.
2Nothing to decide at that visit.
3We can phase it or spread it monthly.
Ask a question
Scroll it
What was diagnosed.
Insurance applied.
Financing as a monthly number.
Before and afters.
Sent by text or email. Gated by DOB.
Works out of the box.
As they open it, AI ranks them as warmest leads for follow up.
The CaseLift Conversion Suite™
3 more tools… all included.
Recorded consult21 min · denture eval
92Score
Rapport100
Discovery100
Financing100
Closing66
14:02Fee presented, no next step offered
Consult Recording
The AI writes the note from the transcript and scores the presentation. The doctor reviews before it hits the chart.
Case Acceptance Academy48 modules · whole team
01
Framing the case before the price
02
Presenting fees without flinching
03
“I need to think about it”
04
Financing as a yes, not a discount
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
D2950Core buildup$310$285$25 over
Left on the table, last 12 months$41,600
Fee Optimizer
Your fees against your market, code by code. Underpriced procedures flagged.
Included with CaseLift
Your whole practice
on one screen.
- Synced live from your PMS, no reports to run
- Unscheduled treatment, aged by how long it has sat
- Overdue hygiene, tracked month over month
- Every booking attributed to real production
This is where the two numbers you did in your head at the start actually live.
Dr. Perry
Paid for reminder software.
Front desk and coordinator maxed out.
Nearly 500 overdue. Over $3.3M unscheduled.
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
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.
Pricing locked
If you join by Sept 30th.
If you remember nothing else
Four things to take with you.
1
Pull the two reports.You cannot manage a number you have never seen.
2
Assign 1 person to own follow up.Owned work survives a busy Tuesday. Shared work does not.
3
Go past three touches.The yes you are missing lives on touch four to ten.
4
Answer the reply.Everything before it is wasted if nobody is there when they write back.
Questions?
Book a 20 min demo.
caselift.io/vegas
Book tonight and I'll buy you a coffee and send you a $50 Amazon gift card when you show up for the call next week.