Redefine Web

Dental Marketing Retainer Plans That Fill Chairs

A dental marketing retainer built for solo practices, dental groups, and DSOs. One accountable dental lead runs local SEO, Google Ads, GBP, content, review automation, and PMS-verified reporting. Plans from $1,499/mo.

$1,499+
per month · published
30 days
brief to launch
90+
mobile Lighthouse · launch gate
+38% booked calls after rebuild
PMS-VERIFIED BOOKINGS
Dental marketing retainer dashboard with a bookings by lane chart for four lanes and a Friday report on a phone
Trustpilot4.7/5★★★★★
Clutch5.0/5★★★★★
Google5.0/5★★★★★
DesignRush4.9/5★★★★★
GoodFirms5.0/5★★★★★
F6S5/5★★★★★
4.9 WEIGHTED AVERAGE · VERIFIED BY PRACTICES THAT ACTUALLY PAID US

Three numbers every dental owner can hold us to

If any of these looks familiar, the free SEO audit names the fix and what it's worth before you spend a dollar.

Dental marketing retainer table of five sheets with gaps between sheets beside one locked accountable line

Five invoices, five dashboards, zero accountability.

When bookings dip, every vendor report says they did their part. The gaps between vendors are where patients leak out.

Dental marketing retainer bookings bar chart with a dark decision panel on top labeled chart set aside

You get dashboards. You never get decisions.

Charts without a recommendation push the thinking back onto you. A retainer should arrive weekly with the decisions already made.

Dental marketing retainer trace chart that stops at the click beside a phone list that reaches production

Nobody can tell you what a new patient costs.

Without PMS wiring, budget decisions run on feel. Every channel should trace to chairs filled and dollars produced.

Three outcomes every dental retainer produces

Three numbers we sign against on every retainer. Each one is a launch criterion, not a hope.

Dental marketing retainer ads, search, local and email lines moving to a checked list, same owner four lines

Four channels, one accountable report.

Everything lands in a single Friday note: what changed, what moved, what is next, and who is doing it.

Dental marketing retainer line chart with a marked point on a rising curve and a merged, then falling tag

Blended acquisition cost, driven down.

Median improvement once site, SEO, and ads stop working against each other and share one number.

Dental marketing retainer ranked list with two highlighted items and a verified downstream tag

A verified win inside the first quarter.

A ranked quick-win list ships in week two, and at least one lands as verified revenue by day 90.

Four stages. Every step ends in a sign-off

Fixed scope, fixed cadence, fixed accountability. Nothing moves to the next stage until your leadership signs off in writing.

WEEK 1

Full audit + PMS baseline

Site, GBP, ad accounts, PMS, and review flow scored against booked-patient revenue. Written report with the top 3 revenue-moving fixes.

✓SIGN-OFF: TOP 3 FIXES
WEEKS 2–3

12-month roadmap

Quarterly roadmap sized against procedure profitability. Implants over cleanings because LTV is 10x. Written MRR projection per quarter.

✓SIGN-OFF: ROADMAP + MRR
MONTH 1+

One named lead runs it

Google Ads, Meta, LSA, Local SEO, GBP, content, and reactivation all executed by a single dental lead. No handoffs. One number to call.

✓CADENCE: WEEKLY
EVERY 90 DAYS

Quarterly scale review

Owner + practice manager review of booked patients, production revenue, and next-quarter budget. Every shift signed off before it runs.

✓CADENCE: QUARTERLY

What you actually get from our dental marketing retainer

Five phases, every item listed. Fixed scope, defined deliverable per phase, written sign-off on the calendar.

Dental marketing retainer scored areas list with three failed and two passed rows, three ranked fixes
WEEK 1

Week one audit + PMS baseline pulled

Site, GBP, ad accounts, PMS, and review flow all audited against booked-patient revenue. Written report with the top 3 revenue-moving fixes signed off by owner + practice manager before we spend a dollar of media.

PHASE DURATION
1 WEEK
SIGN-OFF
AUDIT
✓GATE · TOP 3 FIXES LOCKED
// DELIVERABLES
✓
Multi-channel auditGoogle Ads, Meta, SEO, GBP, and reactivation systems scored against booked-patient revenue impact.
✓
PMS baseline pulledDentrix, Eaglesoft, Open Dental, or Curve booking and production data captured as day-one baseline.
✓
Written auditEvery finding, every prioritized fix, every revenue projection in writing; owner and practice manager sign off.
✓
Top 3 revenue fixes lockedWhat we do first is signed off, not sprung on you; prioritized by dollar impact and fix-time.
✓
Competitor local pack readGBP counts, review velocity, and pack position benchmarked against the top three practices in your zip.
✓
Attribution gap mapWhere clicks stop being tracked, where PMS data stops being pulled, where the gap between them is.
Dental marketing retainer sequence board in four columns with one highlighted card that follows the ranking
WEEKS 2–3

12-month roadmap tied to procedure profitability

Weeks 2 and 3 build a 12-month quarterly roadmap sized against your procedure profitability. Implants get priority over cleanings because the LTV is 10x. Every quarter has a written MRR projection so you know what should hit the PMS.

PHASE DURATION
2 WEEKS
SIGN-OFF
QUARTERLY ROADMAP
✓GATE · MRR PROJECTION
// DELIVERABLES
✓
Quarterly channel roadmapQ1 to Q4 planned by campaign, cluster, and content piece; every quarter has an explicit sign-off gate.
✓
Procedure profitability sortImplants, aligners, and cosmetic lead. Cleanings and hygiene layered as base load, not headline focus.
✓
Written MRR projection / quarterQ1, Q2, Q3, Q4 targets sized against real market data plus your production capacity.
✓
Budget scoping per channelHow much goes to Ads, SEO, content, and GBP each month; adjusted quarterly on what performs.
✓
Case-acceptance driver mapWhich content, offer, or landing page most moves higher-ticket cases past first consult.
✓
Reactivation cohort planDormant patients segmented by last-visit date and procedure type; win-back cadence written up front.
Dental marketing retainer channel list for ads, search, local, email, phone and video, seven channels one owner
MONTH 1+

Every channel run by one named dental lead

From month 1, Google Ads, Meta, LSA, Local SEO, GBP, content, and reactivation are all executed by a single accountable dental lead. No handoffs between agencies. No cross-team blame. One number to call for every question about the account.

PHASE DURATION
MONTHLY CADENCE
SIGN-OFF
ONE NAMED LEAD
✓GATE · NO POD ROTATION
// DELIVERABLES
✓
Google Ads + Meta + LSA + retargetingEvery paid channel run by the same lead; attribution built once, not fought over.
✓
Local SEO + GBP + citations + schemaOrganic, local pack, review flow, and citations all coordinated as one connected program.
✓
Content + treatment pages + blogMonthly editorial calendar tied to keyword priority and case-acceptance drivers on your PMS.
✓
Patient reactivation flowsDormant-patient sequences, post-treatment review requests, and recall follow-up wired to your PMS.
✓
Weekly test cycles across channelsAd copy, keywords, landing pages, GBP posts; every test measured against a booked-patient number.
✓
Review response managementEvery Google review answered inside 24 hours in a voice matched to your practice tone.
Dental marketing retainer two near identical phone booking screens with Confirm buttons, the one that decides
WEEKLY CYCLES

Weekly testing tied to PMS-verified booked patients

Every week, cross-channel testing runs against PMS-verified booked patients. Ad copy, landing page CVR, keyword targeting, GBP post cadence, reactivation SMS timing; every test measured against the number that actually fills chairs, not clicks or impressions.

PHASE DURATION
WEEKLY CYCLES
SIGN-OFF
PMS-VERIFIED
✓GATE · BUDGET SHIFTS SIGNED OFF
// DELIVERABLES
✓
Cross-channel attributionEvery booked patient tagged to the click, keyword, or reactivation trigger that drove them.
✓
Weekly written test notesWhat we tested last week, what won, what went live this week; three-line summary, no dashboard hunt.
✓
Landing page + booking CVR testsA/B tests on hero, offer, form, and time-slot picker; measured against booked appointments only.
✓
Budget shifting between channelsIf SEO is compounding faster than PPC, budget moves; every shift signed off in the monthly report.
✓
Ad copy + creative rotationTwo new ad copy variants per campaign per month; losing creative rotated off within 14 days of first data.
✓
Bid + audience refinementNegatives, geo caps, and audience layering tuned weekly to the searches that book high-ticket cases.
Dental marketing retainer spend to slots chart beside a phone inbox, with a one column refused tag
EVERY 90 DAYS

Quarterly scale reviews tied to production revenue

Every 90 days, the owner and practice manager review what booked patients drove, what production revenue closed, and what next-quarter budget should look like. Scale decisions are grounded in your PMS plus your production capacity, not agency spend targets.

PHASE DURATION
QUARTERLY REVIEWS
SIGN-OFF
SCALE-TO-CAPACITY
✓GATE · YOY GROWTH REPORT
// DELIVERABLES
✓
Quarterly revenue attributionBooked patients by channel, production value from marketing, cost per booked patient; all PMS-verified.
✓
Scale-to-capacity modelAd spend and content velocity sized against your chair capacity and hygienist bandwidth; no overspend.
✓
Next-quarter budget lockedExplicit sign-off on next quarter allocation across channels; no surprise invoices, no hidden shifts.
✓
Year-over-year growth reportRolling 12-month view of MRR growth, CAC trend, LTV trend, and production growth; owner-first metrics.
✓
Second-location scopingWhen a group is ready for site two, prep runs in parallel with the current retainer, no re-onboarding.
✓
Case-mix shift planningRoadmap for pushing higher-margin cases (implants, clear aligners) up in the mix as capacity opens.
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Four dental marketing retainer tiers for every practice size

Pick the tier that matches your practice stage. Move up or down anytime with 30 days notice. Ad spend billed separately at pass-through, never through us.

Foundation
$1,499MONTHLY
THE FOUNDATION:

Solo operators starting structured marketing

✓Blog posts / month: 1 ✓Service pages / quarter: 1 ✓On-page SEO + technical fixes ✓Google Business Profile management, for local markets ✓Automated review requests, where reviews drive the category ✓Booked-lead pipeline report: Monthly ✓Strategy calls: Quarterly
Get a Foundation quote →
MOST POPULAR
Growth
$2,499MONTHLY
EVERYTHING IN FOUNDATION, PLUS:

Established operators wanting steady new-customer flow

✓Blog posts / month: 2 ✓Service pages / quarter: 2 ✓On-page SEO + technical fixes ✓Google Business Profile management, for local markets ✓Google Ads management: Up to $3K ✓Automated review requests, where reviews drive the category ✓Review response management
Get a Growth quote →
Scale
$3,999MONTHLY
EVERYTHING IN GROWTH, PLUS:

High-growth businesses; adds paid media management

✓Blog posts / month: 4 ✓Service pages / quarter: 4 ✓On-page SEO + technical fixes ✓Google Business Profile management, for local markets ✓Programmatic service-line SEO ✓Google Ads management: Up to $8K ✓Meta ads management
Get a Scale quote →
Enterprise
Starts at $6,000MONTHLY
EVERYTHING IN SCALE, PLUS:

Multi-location, multi-brand or group operators

✓Blog posts / month: Custom ✓Service pages / quarter: Custom ✓On-page SEO + technical fixes ✓Google Business Profile management, for local markets ✓Programmatic service-line SEO ✓Google Ads management: Unlimited ✓Meta ads management
Request an Enterprise proposal →

EVERY TIER: 6-MONTH INITIAL TERM · 30-DAY ROLLING AFTER · YOU OWN AD ACCOUNTS + WEBSITE + GBP FROM DAY 1

Retainer tiers and what each one includes

HOVER ANY FEATURE FOR A PLAIN-ENGLISH EXPLANATION TAP ANY FEATURE FOR A PLAIN-ENGLISH EXPLANATION SCROLL THE TABLE SIDEWAYS FOR EVERY TIER
Content + SEO+
FEATURE
FOUNDATION
GROWTH
SCALE
ENTERPRISE
Blog posts / month
1
2
4
Custom
Service pages / quarter
1
2
4
Custom
On-page SEO + technical fixes
✓
✓
✓
✓
Google Business Profile management, for local markets
✓
✓
✓
✓
Programmatic service-line SEO
—
—
✓
✓
Paid media+
FEATURE
FOUNDATION
GROWTH
SCALE
ENTERPRISE
Google Ads management
—
Up to $3K
Up to $8K
Unlimited
Meta ads management
—
—
✓
✓
Landing page CRO tests
—
—
Monthly
Weekly
Reviews + reputation+
FEATURE
FOUNDATION
GROWTH
SCALE
ENTERPRISE
Automated review requests, where reviews drive the category
✓
✓
✓
✓
Review response management
—
✓
✓
✓
Competitor tracking, local pack included where it applies
—
✓
✓
✓
Reporting + strategy+
FEATURE
FOUNDATION
GROWTH
SCALE
ENTERPRISE
Booked-lead pipeline report
Monthly
Monthly
Bi-weekly
Weekly
Strategy calls
Quarterly
Monthly
Monthly
On demand
Dedicated account lead
—
—
✓
✓
Case studies See all case studies

Real practices, real numbers

Each one includes where the client started, what we changed and what happened.

Homepage of VP Dental, a Dental · Unified Web + SEO business, shown in a browser window
Dental · Unified Web + SEO

Doubled new patient bookings at VP Dental and added $8,100 a month in recurring revenue.

VP Dental had served patients for over 20 years. But split web and SEO vendors left it with an outdated site and weak visibility beyond its immediate area. We rebuilt it on WordPress with online booking and payments, and ran web and SEO as one program with a Google Maps focus. New monthly patients doubled, search impressions rose 776% and the site added $8,100 a month in recurring revenue.

Read the VP Dental case study →
$8.1K
Recurring revenue
+100%
New monthly patients
+776%
Search impressions
Homepage of Canadian Orthodontic Partners, a Healthcare · Orthodontic Network · Canada business, shown in a browser window
Healthcare · Orthodontic Network · Canada

Cut consult costs 58% and grew bookings 97% across 65+ Canadian orthodontic clinics.

Canadian Orthodontic Partners runs 65+ orthodontic clinics across 8 provinces. High ad spend sent inquiries to clinics that could not take them. We matched budgets to each clinic's capacity, ran Performance Max and Meta with HubSpot data, and launched French and Mandarin campaigns. Booked consults rose 97%, cost per consult fell 58% and paid conversion rates rose 105%.

Read the Canadian Orthodontic Partners case study →
97%
Booked consults
-58%
Cost per consult
105%
Conversion rate
Homepage of Smile Design Dentistry, a Healthcare · Dental DSO business, shown in a browser window
Healthcare · Dental DSO

Cut cost per call 30% while scaling high-quality leads across 50+ dental offices.

Smile Design Dentistry had grown to more than 50 locations. But broad PPC campaigns brought in leads that rarely became patients, and tracking showed little. We rebuilt PPC by funnel stage and location and added location-specific landing pages, call tracking and paid social. PPC conversion rate rose 20% and cost per call fell 30% across all 50+ offices.

Read the Smile Design Dentistry case study →
+20%
PPC conversion rate
-30%
Cost per call
50+
Locations live

CLIENT WORDS

Vendor and buyer leads went from unpredictable to a monthly forecast we could staff against. First agency that treated the CRM as the scoreboard, not the ad account.
Callan Pang
Marketing Manager, Abels Residential
Verified via NPS survey
Forecastable pipeline CRM-tied reporting
Abels Residential website homepage in a browser window, a property management hero over a modern interior
1 / 10

Selected clients we've run full marketing programs for

  • Armanino
  • BSH
  • Delicate Dental
  • Government Legal Department
  • Hightop Health
  • LifeStance Health
  • Marmalade
  • Montegra Capital Resources
  • Noelle Collins Dental Clinic
  • Oxford Capital
  • Paquin & Carroll Insurance
  • PCO Bookkeepers & M&A Specialists
  • Peaceful Mind Psychology
  • Peak Accounting Solutions
  • Pelvic Rehabilitation Medicine
  • RiverSaaS Capital
  • Rosenbaum Personal Injury Lawyers
  • Smile Design Dentistry
  • Stanhope Capital Group
  • Stella Maris
  • Tilghman Builders
  • Toyota
  • Uptime
  • VP Dental & Medical Supplies
  • Wilentz Attorneys at Law

See what one accountable program could be worth

Move the sliders to your numbers. One team across search, ads and the site, measured on the same conversion rate.

Added revenue per month
/mo

What a 20% improvement on your current conversion rate adds, at today's traffic.

Free · Written findings · Yours to keep

Asked by dental owners, answered

From real quote calls with practice owners. Anything else, ask on the strategy call and get an answer in the first 5 minutes.

PREFER TO TALK?
hello@redefineweb.com →

A marketing retainer typically runs between $500 and $10,000 per month depending on scope, market size, and channel mix. A dental marketing retainer at Redefine Web starts at $1,499/mo on Foundation, $2,499 on Growth, $3,999 on Scale, and from $6,000/mo for custom Enterprise scope covering multi-location and DSO practices. Every tier is billed as a flat monthly fee. Ad spend passes through at cost, not marked up, so the fee you pay us stays predictable and the media budget stays yours. Most single-location practices land on Growth or Scale, where Google Ads management, local SEO, GBP, content, and review flow are bundled under one dental lead who reports on booked patients from the PMS every month. The Foundation tier is built for solo owner-operators who want local SEO, GBP, and review flow without paid ads yet. Enterprise scope is priced per location and per specialty because the media budget and reporting complexity scale with practice count. See the American Dental Association for practice benchmarks that inform tier fit.

Dental marketing costs vary by channel and practice size. A DIY approach on GBP and organic social costs nothing but staff time, though the opportunity cost of a distracted front desk is real. A performance-only vendor charging per booked appointment lands between $200 and $600 per patient with no fixed monthly fee, which reads good until you scale and the invoice moves faster than the practice can absorb. A dental marketing retainer with an agency running Google Ads, local SEO, GBP, content, and review flow together sits between $500 and $10,000 per month depending on scope. Our retainer tiers start at $1,499/mo on Foundation and cap at $3,999 on Scale for single-location practices, then move to custom Enterprise scope starting at $6,000/mo for multi-location and DSO practices. Ad spend bills separately at pass-through cost, never through us, so every dollar of media budget goes to Google or Meta directly. The retainer fee stays predictable while the media budget scales with production capacity.

The retainer fee is the flat monthly amount an advertising agency charges for a fixed scope of work, separate from media spend. For a dental marketing retainer, the fee covers the labor and tools to run local SEO, Google Ads management, GBP, content, review flow, landing page CRO, and monthly reporting on booked patients from the PMS. Ad spend that goes to Google, Meta, or Local Service Ads is billed as pass-through at cost, on top of the retainer fee, so the agency has no incentive to inflate ad spend. Our fees start at $1,499/mo on Foundation, $2,499 on Growth, $3,999 on Scale, and from $6,000/mo on Enterprise. A retainer buys accountability and continuity, not just hours. The dental lead who runs the plan in month 1 is the same person who runs it in month 12, so context stays inside the account and every quarter builds on the last. Pod rotation and account manager churn are the two biggest hidden costs of a cheap retainer.

The best dental marketing company is the one that ties every dollar of spend to booked patients in the PMS, not the one with the loudest brand. Look for a fixed monthly fee, one named dental lead who does the work, pass-through ad spend billed at cost, a written 6-month plan, and reporting that starts with booked appointments from Dentrix, Eaglesoft, Open Dental, Curve, or Denticon. Ask for a case study with real PMS numbers, not click counts. Ask how the agency handles insurance verification questions on the site, because 38% of paid clicks bounce on coverage questions the site does not answer. Ask who owns the Google Ads account, the GBP, and the review flow after cancellation. A dental marketing retainer that scales past month 12 is one where the same dental lead runs the account start to finish. See our case studies before you commit to any vendor.

Every dental marketing retainer covers content, local SEO on the practice website, Google Business Profile management, review generation, and monthly reporting on booked patients from the PMS. Growth and Scale add Google Ads management, Meta retargeting, landing page CRO tests measured against booked appointments, and patient nurture email flows on Klaviyo or a dental-friendly ESP. Enterprise scope adds per-location GBP, rollup dashboards for regional ops, programmatic treatment SEO across implants, aligners, and hygiene, and a dedicated dental lead with weekly reporting instead of monthly. Every retainer tier is delivered by one accountable dental lead, not a rotating pod. Ad spend passes through at cost, never marked up. Reporting is written, not just dashboards, so the practice owner reads three lines every Monday on what tested last week and what won. Setup and audit run inside week 1 with sign-off before we spend a dollar of media. Set up your Google Business Profile before we kick off so the local SEO work compounds from day one.

The initial term is 6 months. After month 6, the retainer converts to a 30-day rolling agreement with cancel-any-time written notice. There is no 12-month or 24-month lock, no cancellation fee, and no scope penalty on exit. Six months is the minimum window to move SEO past the initial ranking lag on Google and run two full Google Ads optimization cycles, so retainers shorter than that tend to under-deliver on the SEO half of the plan. Termination requires written notice by email or letter to your dental lead. On exit, the practice keeps the Google Ads account, the GBP, the website, and every landing page built during the retainer. Nothing is held hostage. A written 30-day transition period covers reporting handoff and access checklist so the next agency or in-house hire steps in cleanly.

Google Ads on the Growth or Scale tier typically produces the first booked appointments inside 14 to 21 days after launch. Cost per new patient stabilizes in month 2 to 3 as Google learns the audience and Enhanced Conversions push booked-patient revenue back to the platform. SEO moves slower, with first ranking gains between 8 and 12 weeks and steady organic patient volume from month 4 onward. GBP and review flow start compounding local pack gain inside 30 days once the review request cadence is running from the PMS. Case-acceptance and higher-margin procedures like implants and aligners layer in from month 3 as landing page CRO tests close. A dental marketing retainer is compounding work, not one-and-done, so the biggest gains usually land between month 6 and month 12. Practices that stay past month 12 typically see the ratio of organic booked patients to paid booked patients flip in favor of organic, which drops blended cost per new patient sharply and leaves room to reinvest media budget into higher-margin service lines.

Yes. Dentrix, Eaglesoft, Open Dental, Curve Dental, and Denticon integrations are supported. Wiring covers new-patient lead push from web forms into the PMS and revenue attribution flow from the PMS back into Google Ads via offline conversion imports. That lets ad platforms bid on booked patient revenue instead of raw form fills. Practices on the setup typically cut cost per new patient by 30 to 50% inside the first 90 days on Ads. The dental marketing retainer includes the PMS wiring in the Foundation tier and up. If your PMS is not on the supported list, we build the integration inside week 1 of the retainer as part of the audit baseline. No extra setup fee. Practices that book by phone get call tracking wired the same week, so calls that turn into booked appointments feed the same reporting stack. The PMS wiring is the single biggest lever on cost per patient, which is why it happens week one every time.

Yes. Growth and Scale dental marketing retainers include Google Ads management wired to booked appointments as the primary conversion event. That covers Local Service Ads for eligible practice types, Search for direct service queries, and Performance Max for branded and map coverage. Enhanced Conversions and offline conversion imports push booked patient revenue from the PMS back to Google, so the platform bids on real revenue and not form fills. Foundation tier does not include Google Ads management, but adding a Google Ads scope on top of Foundation is available for $999/mo, priced separately from ad spend. Ad spend always passes through at cost, never marked up. Weekly test cycles cover ad copy, keywords, landing page CVR, and negative keyword lists, with two new ad copy variants per campaign per month and losing creative rotated off within 14 days of first data. Every budget shift between campaigns is signed off in the monthly report.

Yes. Every retainer covers Google Business Profile posts weekly, review generation flows tied to visit completion in the PMS, review response inside 24 hours, and local SEO with per-service and per-location landing pages where relevant. Reviews are the single biggest local pack ranking factor after proximity, so the PMS-triggered review request cadence usually adds 40+ verified Google reviews in the first 90 days on retainer. Local SEO covers on-page work, schema (LocalBusiness and Service), citation cleanup across the top 40 dental directories, and per-neighborhood landing pages where the search volume supports one. GBP category, service list, and Q&A are audited monthly. Location-level response management keeps the response voice matched to the practice tone. For DSOs and dental groups, per-location GBP and review programs run under one rollup dashboard so the CEO sees group-level pack coverage while each practice manager sees their own location detail. Review disputes and takedown requests are handled by the dental lead.

Yes. Multi-location and DSO practices typically start a dental marketing retainer on the $3,999 Scale tier and move to custom Enterprise scope starting at $6,000/mo for 5 or more practices. Per-location Google Ads, per-location Google Business Profile management, location-level review programs, and consolidated rollup dashboards for regional or central ops are all covered by the retainer. A dedicated dental lead handles every location under one plan with one point of contact. Multi-location work uses a rollup dashboard so the CEO sees group-level performance while regional managers see per-location detail. Onboarding for a second or third location takes 2 weeks instead of the standard 3, because the reporting stack is already live. DSO retainer reporting rolls booked patients, production revenue, cost per new patient, and cost per booked appointment up to group level, with drill-down to any single location. Regional pods stay consistent, not rotated, so ops leads talk to the same dental lead every week.

Yes. Moving from Foundation to Growth, or Growth to Scale, on the dental marketing retainer takes effect on the next billing cycle. There is no re-onboarding fee and no scope reset. Practices typically upgrade in month 3 or month 4 once Google Ads volume clears the Foundation tier ceiling, or when a second service line like clear aligners or implants goes into the growth plan. Downgrades follow the same 30-day notice rule as cancellation. The dental lead who runs the retainer stays the same on tier changes, so no context is lost across the account. Every tier change is written up in the monthly report and signed off before the billing cycle switches. Practices that grow past Scale into multi-location territory move to Enterprise pricing after a scoping call that covers per-location media budget, chair capacity, and hygienist bandwidth per week. The move is designed to feel like an internal handoff, not a re-onboarding.
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