HighLevel's free dental template books cleanings.
This one closes implant cases.
A layer that installs on top of the dental setup you already have. Treatment-plan pipeline, financing follow-up, unscheduled-treatment reactivation, and the four other things the free template doesn't do.
What isn't in the free template
We opened HighLevel's free dental template and mapped it: 6 workflows, a 3-step discount funnel, 6 calendars, and a New Lead / Hot Lead / New Booking pipeline. Here's what isn't in it.
- No high-ticket track. Implants and cleanings get identical nurture.
- No treatment-plan pipeline. The pipeline ends at "booked."
- Nothing for financing. No abandoned-application follow-up.
- No unscheduled-treatment reactivation.
- No hygiene recall or overdue-patient reactivation.
- No benefits-expiring campaign for Q4.
- A no-show workflow that's five nodes in a straight line.
Full workflow-by-workflow audit →
Who it's for
Built for agencies running dental clients who've been asked "what else can you do for us." Also works if you're a practice running your own HighLevel and you've noticed the automation stops at the booking confirmation.
The difference, in one message
Free template, verbatim:
Hi {{contact.first_name}}, thanks for claiming our "{{custom_values.promotion_name}}" promotion - How was your visit at a Dental Clinic in the past?
Ours, at the moment a case is presented and unaccepted:
{{contact.first_name}}, {{custom_values.tc_name}} here. Be straight with me - is it the cost, the timing, or do you want a second opinion first? Whichever it is, I can help.