Projected $640K annual lift across an 8-location DSO
Pacific Dental's central team couldn't tell which locations had retention problems from its existing reporting. Each office ran its own recall process with no consolidated view. Once location benchmarking was in place, the regional operations team could see Location #4 had 45% hygiene recall while Location #1 had 78% — and coach accordingly. Roll-out plan projects $640K annualized revenue lift across all 8 locations at steady state.
"I couldn't have a coaching conversation with Location #4's manager before this. I had no data — just a feeling. Now I have a dashboard that shows her team's recall rate against Location #1's. The conversation writes itself."— Representative DSO regional operations director · illustrative quote
Same brand, same training, wildly different retention
Pacific Dental's 8 locations all ran Dentrix, all followed the same SOP, and yet their hygiene recall rates ranged from 45% to 78%. The regional team had P&L reports but no retention-specific benchmarking. The variance was invisible and the root causes were unaddressed.
Pilot at Location #4 (worst performer) · then systematic rollout
Location #4 pilot — 3,100 patients imported. Baseline measurement: 45% recall rate, $180K annualized leak.
Retention IQ deployed at Location #4 only. Multi-channel recall campaign. End-of-month: recall rate lifted to 68%, $22K recovered.
Pilot results presented to regional ops team. Location-by-location benchmarking dashboard built showing each office's recall rate, dormancy, average ticket, and provider scorecards.
Systematic rollout — Locations #2, #5, #7 onboarded. Each takes about 10 days from CSV upload to first campaign live.
Remaining four locations onboarded. Cross-location benchmarking now showing real variance — Location #1 still leads at 78%, Location #3 catches up to 74%.
Steady state. Monthly ops review includes retention scorecard per location. Coaching conversations with underperforming location managers grounded in data.
What actually happened.
How other service businesses run the same playbook.
$47,000 recovered in 90 days — how a 3-doctor dental practice turned dormant patients into booked chairs
Hygiene recall compliance went from 58% to 82% in one quarter.
A solo-injector med spa recovered $28,000 in 60 days — and fixed its Tuesday problem
Botox rebook cadence locked in, peak-hour utilization lifted from 67% to 84%.
A 4-therapist massage studio tripled its monthly-wellness clients in 6 months
Converted 'treat' clients into monthly regulars — $34,000 recovered in the first quarter.
See what numbers like these would look like for your practice.
15-minute demo. Zero commitment. We'll show you the product running on sample data, then walk through what your numbers could look like.