Quote pipeline in practice

A simulation of the high-ticket funnel: every quote moves through stages, follow-up happens on a defined cadence, and the clinic can see where value is stalled. Implants, veneers and full-mouth rehabilitation stop depending on memory.

  • Every quote has a stage, an owner and a next step.
  • Follow-up on the right cadence until the patient answers.
  • Visibility of the value stalled at each funnel stage.
  • Patient history gathered for the negotiation.
LOOKADEV // AUTOMAÇÃO ODONTO & ESTÉTICACRM Odonto & Pipeline de Orçamentos · AUTOMATION 04 · HIGH-TICKET SALES PIPELINE
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HIGH-TICKET CLINICAL PIPELINE MANAGEMENT

Dental/Aesthetic CRM & High-Ticket Pipeline

Track every presented quote in real time. Know the exact moment the patient opens the PDF and trigger automated nudges to boost case acceptance by up to 42%.

TOTAL VALUE IN PIPELINE
£ 12,900
CLOSED THIS MONTH
£ 2,400
ACCEPTANCE RATE
48.5% (+16% vs avg)

1. 3D Scan / Evaluation

1
Subtotal: £ 2,200
Rodrigo Vasconcellos£ 2,200

Complete Apex 3D Clear Aligners

Awaiting proposal dispatch

2. Quote Presented

1
Subtotal: £ 4,800
Fernanda Castilho£ 4,800

10 Pure Porcelain Dental Veneers

Opened PDF proposal 3x today

3. Proposal Open / Negotiation

1
Subtotal: £ 3,500
Carlos Eduardo Mendes£ 3,500

All-on-4 Upper Fixed Implant Arch

Viewed proposal 45 mins ago

4. Closed / Treatment Started

1
Subtotal: £ 2,400
Dr. Patricia Queiroz£ 2,400

Full Face Harmonization & Biostimulator

Contract digitally signed