$31,000 of commission is stuck on two deals with no signed offer. Two buyer inquiries have waited 11 hours.
Show meThe big picture
Daily Personal Briefing
This constraint keeps you, your team and Toni focused on the same thing. Need help with this? Get Toni to do a live scan now. Toni will look for constraints across the business and help you prioritize the most important.
Growth, marketing & sales
Seller leads from Google were 9 of them and half the potential commission.
Toni's take. Shift a third of the rental ad budget to seller ads. One extra listing a month pays for it many times over.
Both are waiting on a counter-offer you said you would send.
Toni's take. Send both counters today. I can draft them from the last offers for you to check.
Two showings are from cash buyers.
Toni's take. Looks like Elm Street is priced right. Take the cash buyers' showings yourself.
Your messages
Replies to all four are drafted and waiting for Sam to send.
Toni's take. Call the two cash buyers rather than text. At that price they expect to hear a voice.
From your team chat and Slack.
Toni's take. The addendum is the urgent one, it holds up Thursday's closing. The open houses can wait until Friday.
If it goes today, Thursday's closing holds.
Toni's take. Sign it today and I'll send it to the lender straight away.
Nothing needed you.
Toni's take. Quiet night. Nothing slipped.
Your kit is installed and your AI team is waiting. They cannot do anything yet because they cannot see anything yet.
Daily Personal Briefing
No briefing yet
The first one lands the morning after you connect your email and calendar. Until your team can see something, there is nothing honest to put in here.
This one works today. It is yours, not ours, so it needs nothing connected.
Daily Business Briefing
Nothing connected to watch
Money, marketing and the schedule come from your own systems. Connect one and this fills in overnight. We would rather show you nothing than show you a guess.
Hired and waiting. None of them has done anything, because none of them can see anything.
Each one has a name, a job and only the skills you give them. You talk to Toni. Your team talks to Tristan. They run the rest.
Everything you ask goes to Toni and he decides who does it. Your team cannot see this conversation and cannot message him, so you can say what you actually think.
- Answers anything you ask about the practice, from any tab, at any hour
- Hands work to the right one of your team instead of you having to know who
- Takes the real jobs: "did the new practice manager accept? If so send the welcome email and book a 30 minute onboarding call"
- Thinks it through with you: "we interviewed six candidates, who fits best and why?"
- Builds the automations that lift manual work off your team
- Nobody else can see this conversation or message him
That is the whole choice. You are picking an assistant, not browsing a voice library.
Need a quick task sorted? Ask Toni. Need something automated to save the practice money? Ask Toni.
Your staff message Tristan, not Toni. He answers what they ask, keeps them on track and chases what has slipped. Toni tells him what matters; he never repeats what you said.
- Answers your team from your own procedures: "what do we do when this happens?"
- Finds things instantly: "has this patient paid their invoice?"
- Shows how fast each treatment coordinator answered new inquiries this week, and in how many touches
- Chases what has slipped, twice, then brings it to you
- Tells them what the practice is focusing on so they can judge their own work
- Never repeats a word of what you said to Toni
- Talks to your team only. Never a patient, never a supplier.
- Chases twice, then it comes to you instead of nagging.
- Never repeats anything you said to Toni.
Try: chase anything two days late before it reaches me.
Email, SMS, the website form, social messages and the notes from missed calls, all in one place. Alex reads every one and can draft or respond proactively, depending on your preferences.
- Answers a new inquiry in minutes at any hour, which is where most practices lose the patient
- Reads email, SMS, social messages, the website form and missed call notes in one place
- Writes the reply in your words and hands it to Sam to send
- Flags the ones worth a phone call instead of a message
- Works any hour. Replies are written overnight and wait for Sam.
- Drafts or sends, whichever you set. Currently draft only.
- Skips anyone on the do not contact list (14 people).
Try: when it is an implant inquiry, tell me as well as Sam.
Ruth can build and run your campaigns, or be your eyes and ears on whoever does your marketing now, so you can make your own informed calls. No more spray and pray spend.
- Shows where every pound of marketing went and what it booked
- Builds and runs campaigns, or checks your agency's work in plain English
- Suggests offline ideas off local trends, like a care home toothbrush campaign that opens denture and implant consults
- Tells you when spend is not turning into patients, before the month is out
- Never changes a budget without your yes.
- Currently reporting only.
Try: what did we spend on implant ads last month, and how many consults did it book?
Emily sends or drafts, whichever you choose. Twice a day she reports on your inbox, answers the simple things, archives the spam and forwards inquiries the moment they land. The hours you spend on email come back.
- Morning and afternoon inbox report: what matters and what she already handled
- Answers simple emails in your voice
- Archives spam and the newsletters you never read
- Forwards new patient inquiries instantly, then follows them up
- Drafts or sends, whichever you set. Currently draft only.
- Never answers a complaint or a clinical question. Those come to you.
Try: anything from the lab goes straight to Sam, not me.
David knows your growth targets and checks the numbers against them every day. He tells you early when something is drifting, and suggests what to change in your projections and spend.
- Revenue against target, by clinician and by treatment, whenever you ask
- A weekly finance review without waiting for the accountant
- Proactive suggestions on projections and spend
- Answers "can we afford it?" with your actual numbers
- Read only. He never moves money or pays anything.
Try: if we hire another hygienist in January, when does it pay for itself?
Upload your clinic photos and tell her how you sound. Sally builds a content calendar for you to review, writes the posts, schedules them on every platform and replies to Facebook and Instagram comments.
- Builds a month of content for your review, inside the rules you set
- Posts your real photos with your words, on every platform
- Reads and replies to Facebook and Instagram comments
- Passes anything that looks like an inquiry straight to Alex
- Only ever posts your own photos. No AI images of patients or results.
- Nothing goes out until you approve the calendar.
Try: one post a week about implants, and never show a patient's face.
Reads the recall list against the schedule and works out who to bring back and when. Holding 19 patients because they have an open complaint, and waiting on you to confirm that is right.
- Finds the patients who are overdue and the sessions going out empty, and matches them
- Rings the list in the order most likely to book, not alphabetically
- Stops on anyone mid complaint and asks you rather than guessing
- Reports what it recovered, so you can see whether it paid for itself
- May contact patients 09:00 to 17:00, Monday to Saturday.
- At most 30 a day, so a mistake cannot run away.
- Stops on an open complaint. Holding 19 right now.
Try: keep holding them, and tell me the day a complaint closes.
Ready to hire. Already trained, nothing to set up:
Skills you can train your AI team on. Take one from our library, or write your own in a sentence.
Rules you set once for everyone. Every agent follows them, and a rule beats anything a skill or an SOP says.
No agent ever messages a patient. Drafts go to Sam and a person sends them.
Never contact a patient who has an open complaint.
Talk about treatment the way we do in the chair. No jargon, no pressure, no scarcity.
Nothing is read until you connect it.
What your AI team knows about you. Answered once, and read by every one of them before they write a word in your name. This is the difference between a draft you send and a draft you rewrite.
Harbour Realty, two surgeries in Gloucester. General and implant dentistry, private for adults, NHS for under 18s where a parent is registered.
Want more of: implants and full arch. Want less of: single visit whitening.
You travel from: a 25 minute radius, further for implants.
Try: add that we are opening a third surgery in January.
Sam, front desk, sends everything patient facing.
Two associates, general. One hygienist, three sessions a week.
You do every implant case and sign off anything clinical.
Nothing goes to a patient without Sam, and nothing clinical without you.
Try: the new hygienist starts in October, she covers Tuesdays and Thursdays.
Implant from $2,400, full arch from $14,000, hygiene $75, new patient exam $95.
You quote a range on the phone and a firm figure only after a consultation. You never discount, you offer finance. Nobody quotes a full arch without you.
Try: hygiene goes to $85 from October, do not quote the old price.
Target 85% hygiene utilisation, currently 62%.
Treatment plan acceptance target 70%, currently 58%.
New patient inquiry cost under $50, currently $41.
First reply to a new inquiry under 1 hour, currently 5h 51m.
Try: I want first reply under twenty minutes, not an hour.
Nobody told them any of this. They noticed it doing the work, and it shows where it came from. Bin anything that is wrong and they will not use it again.
Implant inquiries almost never book on the first call. They book on the second, about eleven days later.
From 34 implant inquiries since MayTry: let's do something about this, what would you suggest?
You never say "cheap" or "offer". When cost comes up you move to finance within a sentence.
From 60 messages Sam sentTry: let's do something about this, what would you suggest?
Nobody in the practice answers anything between 12:30 and 14:00.
From reply times across 6 weeksTry: let's do something about this, what would you suggest?
Your team moulds around you and how you want things presented. Everyone who speaks for you, human or not, has to seem like one team with one style.
How you run things
Your procedures, the scripts Sam uses on the phone, any process video you have already recorded walking through a job, and how you decide who sees which patient.
How you actually talk to patients
Twenty recent texts and emails your team has sent, and two or three call recordings you would be happy for a new receptionist to copy.
What you charge
Your fee guide, your plan terms, and a few recent treatment plans including the ones that were never taken up.
What you have to comply with
GDC registration numbers, who may be called a specialist, your advertising constraints, and anything your indemnity provider insists appears on patient facing work.
The number one thing you want to work on this quarter.
Ask: if we could only work on one thing for the next 90 days, and it doubled the business, what would it be? Not two. One. If you cannot answer, answering it is the constraint.
- No offer people actually want.
- Not enough people asking.
- They ask, and you cannot close them.
- You cannot deliver without doing it all yourself.
- Wrong people in the roles that matter.
- The systems will not take any more volume.
Set this each quarter and you and Toni stay pointed the same way. Everything your AI team does gets weighed against it. This is what keeps your human team and your AI team aiming at the same target.
Toni is constantly reviewing your business for anything you are missing that would help it grow. What he has found is below.
Try: make this Sam's job every Monday and show me what it recovers.
Try: have Alex write the reply within five minutes so Sam only sends it.
Try: model the move and bring it to me before anything changes.
Conversion. Enough people are asking. Too many say yes and never get a date in the schedule. Set by Dana. Everyone can see it.
Your Morning Briefing
The nine are routine: opening hours, parking, two hygiene rebookings. The implant pair have both been quoted before, so Alex has put their history at the top of each draft. Nothing goes out until you send it.
Try: which of these can wait until this afternoon?
What the practice needs from you
Alex has written the replies. They sit until you read and send them.
The October rota and the complaint procedure review. Tristan has asked about both.
Your first reply to a new patient is down to 40 minutes from nearly six hours. That is the single biggest change in the practice this month.
Yours to adjust. Everyone else's stays theirs.
Reads email, SMS, social messages, the website form and missed call notes, then writes what you would have written. Tell him when he gets the tone wrong and he keeps it.
Try: keep them shorter, I sound stiff on the phone follow ups.
How things are done here. Read them, and record a new one when you work something out.
No agent ever messages a patient. Drafts come to you and you send them.
Never contact a patient who has an open complaint.