Orthodontic Email Marketing
Turn Your Pending List into Signed Contracts with Orthodontic Email Marketing
Automate patient follow-up, keep your observation pool engaged, and increase case acceptance rates without adding work to your Treatment Coordinator.
OUR ORTHODONTIC EMAIL MARKETING SOLUTION
Skylift’s approach to email marketing is research-first, intent-driven, and measurement-obsessed. Many Treatment Coordinators (TCs) are overwhelmed with new exams and struggle to follow up with the “Maybe” or “Let me think about it” patients from last month. We solve this by automating the follow-up process. We utilize a Conversion Rate Optimization (CRO) mindset to send the right message at the right time—whether it is an educational email about the benefits of Invisalign for adults or a fun “Happy Birthday” note to a 9-year-old in your observation club.
Here is why our outcome-framed approach works for your practice:
- Convert Pending Consults
We build automated “drip” sequences that nurture patients who had an exam but didn’t start. We address common objections (cost, time, aesthetics) and keep your practice top-of-mind until they are ready to sign.
- Observation Program Retention
The “7 & Up” observation list is your future revenue pipeline. We keep these families engaged with age-appropriate content so that when the child is ready for Phase 1 or Phase 2, they wouldn’t dream of going anywhere else.
- Maximize End-of-Year Starts
We deploy strategic campaigns in Q4 reminding patients to use their Flexible Spending Account (FSA) or Health Savings Account (HSA) dollars before they expire, driving a surge of starts in November and December.
- Reduce No-Shows
We send automated pre-appointment educational emails that build value before the consult. When a patient understands the transformation you offer, they are less likely to skip the appointment.
- Generate Referrals & Reviews
The moment braces come off is the moment satisfaction is highest. We trigger automated emails post-debond to request Google reviews and encourage patients to refer friends and family.
- Educational Authority
We position you as the expert against DIY aligner companies. By sending content that explains the importance of doctor-supervised treatment, we innoculate your list against choosing cheaper, inferior options.
How Our Process Works
Discovery & Integration
We audit your current email list and investigate how it syncs with your practice management software (Dolphin, Ortho2, Cloud9, etc.). We clean the list to remove invalid addresses and protect your sender reputation.
Step 01
Strategy & Segmentation
We segment your audience into distinct buckets: New Leads, Pending Consults, Active Patients, Observation, and Retention (Debonded). This ensures a 40-year-old active patient doesn't receive a "Welcome to the Kid's Club" email.
Step 02
Launch & Calibration
We launch campaigns across Google and Meta (Facebook/Instagram). We test different headlines and images to see which specific demographic responds best to which creative.
Step 03
Copywriting & Design
We write persuasive, conversion-focused copy and design mobile-responsive templates that match your practice's branding. We focus on visual storytelling—showing beautiful smiles and happy patients.
Step 04
Launch & Automation
We activate the automated workflows. The "Pending" sequence begins nurturing leads immediately. We also launch your monthly newsletter to the general list.
Step 05
Clients
Seen On
What You Get
Every Dentist Marketig project includes comprehensive solutions tailored to drive real business growth:
List Hygiene & Audit
- Feature: Professional cleaning of your database.
- Benefit: Ensures your emails land in the inbox, not the spam folder.
- Business Result: Higher engagement rates and better deliverability.
"Pending-to-Start" Automation
- Feature: A 6-8 email sequence designed to close the deal with hesitant patients.
- Benefit: Automates the follow-up process so your TC can focus on new exams.
- Result: Increased conversion rate from Exam to Start.
Observation / Growth Guidance Flows
- Feature: Quarterly check-in emails for kids not yet ready for treatment.
- Benefit: Prevents families from drifting away to competitors while waiting.
- Result: A guaranteed pipeline of future starts.
Seasonal & FSA Campaigns
- Feature:Timely blasts regarding insurance resets, back-to-school, and summer break.
- Benefit: Creates urgency to start treatment during specific windows.
- Result: Smoother revenue flow and huge Q4 production.
Referral Generation Sequence
- Feature: Emails triggered after debonding inviting patients to refer friends.
- Benefit: Leverages your happiest patients to grow your practice for free.
- Result: Lower Customer Acquisition Cost (CAC).
Patient Education Newsletters
- Feature: Monthly content covering topics like "Invisalign vs. Braces" or "Hygiene with Braces."
- Benefit: Keeps your practice top-of-mind and educates patients on compliance.
- Result: Better compliant patients and fewer emergency visits.
Reporting & Dashboard Access
- Feature: Clear metrics on campaign performance.
- Benefit: You know exactly which emails are driving action.
- Result: Data-driven marketing decisions.
Proof of Results
Real businesses. Real results. Real growth:
From Average to Viral: A Systematic Content & Conversion Strategy
Transformed a fitness brand from 20k-35k reel views to millions. Implemented a full-stack funnel including quiz, email automation (Klaviyo), and ManyChat DM automation. Achieved +928% growth in YouTube subscribers within 90 days.
From Unknown to Bestseller: How The Flipside Won in 28 Days – [Cloned #5306] – [Cloned #5363]
Former F-16 fighter pilot turned speaker and author. Executed a 3-month book launch strategy for ‘The Flipside,’ achieving USA Today Bestseller status and massive growth across Instagram and LinkedIn. Generated 5,000+ pre-launch sales.
Building a Content-to-Revenue Machine for a Licensed Psychologist
Transformed a 45-year clinical experience into a viral social media presence. Built a unified content engine across 6 platforms, generating 77M+ views and scaling a paid membership program with $570K-$600K estimated revenue.
Frequently Asked Questions
Still have questions about which plan fits you best? Whether you want to see results from your industry, understand how our guarantees work, or simply talk through your goals — we’re here to help.
Is this HIPAA compliant?
Yes. We strictly adhere to HIPAA guidelines. We never include sensitive Personal Health Information (PHI) or specific diagnosis details in mass marketing emails. We use secure platforms and general messaging.
Does this replace my Treatment Coordinator's follow-up?
No, it empowers them. Personal phone calls and texts from the TC are still vital. Our emails run in the background to provide “air cover,” keeping the patient warm so that when the TC calls, the patient is more receptive.
Can you integrate with Dolphin, Cloud9, or Ortho2?
Direct integration varies by software version. Often we use third-party tools or export/import protocols to ensure lists are up to date. We handle the technical data management so you don’t have to.
What do you send to the "Observation" list?
We send fun, low-pressure content. Birthday emails, “What to expect as you grow” guides, and reminders about the importance of timing treatment correctly. The goal is relationship maintenance, not hard selling.
How often should we email pending patients?
For pending consults, we recommend a higher frequency early on (e.g., 1 day after, 3 days after, 7 days after) to capitalize on the momentum of the exam. For general patient lists, once a month is standard.
What if I want to cancel?
We offer month-to-month flexibility. You can cancel anytime after the first 30 days. You own the email list and the templates we created for you.
How do you handle adults vs. kids?
We segment the list. Adults interested in Invisalign receive content about aesthetics, speed, and financing. Parents of teens receive content about confidence, sports guards, and durability.
Does email marketing help with DIY aligner competition?
Yes. We use email to educate patients on the risks of unsupervised treatment. By explaining the value of your board certification and oversight, we help patients understand why your fee is higher and safer.
Can we send emails about local events?
Absolutely. If your practice sponsors a baseball team or is hosting an ice cream truck day, email is the best way to drive attendance and show community involvement.
Do you help write the content?
Yes. We handle all the copywriting. We know the difference between Phase 1 and Phase 2, and we know how to sell the benefits of treatment. You just review and approve.
Ready to join the 300+ transformed brands?
Let’s work together
