Hermitage Cosmetic & Implant Dentistry

Reactivating Dormant Patients
Hermitage Cosmetic & Implant Dentistry had a valuable yet underutilized resource: inactive patients. Without consistent follow-up or personalized outreach, opportunities for ongoing care—and potential high-value treatments—were slipping through the cracks.

Closing the Case Acceptance Gap
While interest in cosmetic and implant dentistry was present, patients weren’t converting. The challenge wasn’t clinical—it was communication. Existing messaging failed to convey the urgency, value, or long-term benefits of treatment, resulting in hesitation and missed revenue potential.

Benefit-Driven Messaging with Financial Urgency
We centered the campaign around patients with unused insurance benefits—crafting messages that created urgency and emphasized the importance of using coverage before it expired. This financially motivated CTA tapped into a timely, relatable reason to act.

Multi-Channel Communication for Maximum Reach
To ensure visibility and accessibility, we deployed the campaign through both email and SMS. This dual-channel approach increased open rates and made it easy for patients to respond through their preferred method of communication.

Personalized Content & Streamlined CTA
Each message featured tailored language, branded visuals, and a one-click booking link—making the process seamless from message to appointment. By focusing on personalization and ease, we reduced friction and increased response rates.

Strategic Campaign Timing
We launched communications three months ahead of year-end—giving patients enough time to schedule treatments before the holiday rush and maximizing the window to utilize remaining insurance benefits.

To re-engage patients and drive high-value case acceptance, we executed a time-sensitive outreach campaign powered by smart segmentation, compelling content, and real-time performance tracking.

Segmented Outreach with Expiring Benefit Filters
Using RevenueWell’s advanced filtering tools, we identified patients with unused dental benefits set to expire by year’s end. This allowed us to target those most motivated by time-sensitive, insurance-based incentives.

Tailored Messaging Across Channels
We crafted personalized email and SMS campaigns featuring friendly, benefit-focused language, visually engaging design, and direct calls to action. Each message made scheduling easy with one-click booking links—streamlining the patient experience from open to appointment.

Proactive, Year-End Timing Strategy
Campaign deployment began three months before the holidays—strategically timed to give patients ample opportunity to schedule before year-end deadlines and holiday closures, boosting availability and reducing last-minute rushes.

Performance Monitoring & Reporting
All campaign activity was tracked within the CRM, allowing us to analyze open rates, click-throughs, and conversions in real time. Performance data was shared with the practice team weekly to ensure alignment and transparency on results.