What you receive, before you pay
Two examples: the 7-day plan from the £7 diagnosis and the written report from the £600 Operational Audit. Same structure and depth as the real deliverables.
Demo, not a client. Example Dental Practice (fictional) does not exist. Names and numbers are illustrative; your report uses your own answers and data.
Lead Leak Recovery Engine
Generated by the same engine as the paid report, from these answers: enquiries arrive but do not book; people go quiet after asking the price; moderate monthly volume; average sale £150–500.
Summary
Your business is generating customer interest, but a significant percentage of potential revenue is evaporating due to response latency and lack of a systematic 7-day follow-up protocol.
Where it breaks
Unstructured First Contact & Follow-up Decay
Research shows that leads contacted within 5 minutes are 21x more likely to qualify than those contacted after 30 minutes. When enquiries arrive across multiple channels (WhatsApp, DMs, Forms) without automated triage, prospects cold-off or reach out to competitors.
Estimated cost
£360 to £780 leaking every month (6 to 13 lost deals). Most businesses assume they need more marketing ad spend, when fixing lead decay recaptures 20-40% more sales with zero extra ad budget.
7-day plan
- Days 1 – 2
Deploy 60-Second Instant Response Auto-Qualifier
Stop letting enquiries sit unanswered. Configure an immediate automated response that doesn't just say 'hello', but asks the single qualifying question needed to route them.
- Set up instant WhatsApp/DM auto-greeting with 1 triage question.
- Tag enquiries by urgency (Hot / Researching / Price-Check).
- Ensure notification pushes to mobile within 3 minutes for Hot leads.
- Days 3 – 4
Implement the 5-Touch Follow-Up Cadence
Over 70% of sales happen after the 2nd contact, yet most businesses give up after 1 unanswered message. Implement our non-intrusive re-engagement cadence.
- Send Touch 2 at 24 hours (The helpful context hook).
- Send Touch 3 at 72 hours (The 9-word short question).
- Send Touch 4 at Day 5 (Case study / quick proof).
- Days 5 – 7
Pipeline Staging & Re-engagement Automation
Centralize all incoming leads into a single lightweight pipeline so no prospect ever gets lost in chat history.
- Connect WhatsApp leads to a centralized tracker via webhook.
- Run weekly review of ghosted leads with the soft reactivation script.
- Track lead response speed and conversion percentage weekly.
Ready-to-use messages
The 9-Word WhatsApp Re-engagement Script
Use this when someone asked for details or pricing and went silent for 48+ hours.
Hi {Name}, are you still looking to solve {specific problem} this week?The 'No-Pressure' Decision Question
Breaks through ghosting by giving the prospect an easy, dignified out.
Hi {Name}, usually when people go quiet it means the timing isn't right or priorities changed. Should I close your enquiry for now, or is this still on your radar?Automation fit: 75/100
Automate instant 24/7 qualification and calendar booking so leads never wait.
Suggested tools: WhatsApp Cloud API, Make.com / Webhooks, TypeSafe AI Concierge
The real report is built from your 4 answers. Take the free diagnosis (40 sec)
Operational Audit: Example Dental Practice
Fictional practice with 3 dentists and 2 receptionists, about 420 enquiries a month. Abridged version of the written report.
1. Process diagnosis
- About 230 calls a month; 31% go unanswered, mostly 12:30–14:00 and after 17:30. There is no text-back or callback list, so most of those callers are never contacted again.
- Website form enquiries wait a median 6h40 for a first reply. Replies come from a shared inbox and nobody owns it on busy days.
- Reception spends around 9 hours a week on reminder calls and retyping form data into the practice management system.
- Treatment plans that patients do not accept on the day go into a spreadsheet. No one follows up after the first week.
2. Systems map
Phone line
No missed-call log anyone checks; voicemail is rarely listened to the same day.
Website form → shared inbox
Data is copied by hand into the practice system. Typos in phone numbers found in 4 of 20 sampled records.
Practice management system
Holds the diary and patient records. Has an SMS reminder module that is switched off.
Treatment-plan spreadsheet
Not linked to the diary, so a patient who books later is still listed as pending.
3. Automation and AI opportunities
| Opportunity | Effort | Impact | Priority |
|---|---|---|---|
| Missed-call text-back + callback list | Low (2 days) | High | P1 |
| Instant reply to web forms + entry straight into the practice system | Low–medium (3 days) | High | P1 |
| Turn on 48h/2h reminders with confirm or reschedule | Low (1 day) | Medium (no-shows) | P2 |
| Follow-up sequence for unaccepted treatment plans | Medium (3 days) | Medium | P2 |
| AI assistant answering common questions on WhatsApp | High (2 weeks) | Medium | P3 |
4. Plan and return estimate
- Phase 1 · weeks 1–2
Priority 1 items, built in one 7-business-day Sprint (£990). Measure missed-call recovery and form reply time for 30 days.
- Phase 2 · weeks 5–6
Reminders and treatment-plan follow-up, only if phase 1 numbers hold. Reminders can be done in-house using the existing module.
- Phase 3 · reassess
WhatsApp assistant. Not recommended until phases 1–2 run for 30 days; most of the loss is fixable without AI.
- Not recommended now
Replacing the practice management system. The problems found are in the steps around it, not in the system itself.
Return estimate (illustrative)
About 70 missed calls a month. Recovering 20 of them at £85 per first visit is roughly £1,700 a month, before any treatment that follows. Phase 1 pays for itself if it recovers 12 first visits in its first month.
What you can do this week without hiring anyone
- Switch on the SMS reminder module you already pay for.
- Name one person who owns the shared inbox each day.
- Check the missed-call log at 14:00 and 18:00 and call back.
Your audit is based on a 45-minute call and the tools you choose to share. Book the Operational Audit (£600)