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Sample dashboard · fictional business & data
Monthly executive briefing · June 2026

What your customers told you this month

Juniper Bend Family Dental · Dr. Elena Marsh · Prepared by Haute Digital Marketing

Estimated revenue opportunity
$38,000–$46,000

Conservative estimate of revenue currently left on the table, based on the four opportunities below.

Reactivate 87 inactive patients (12% rate × $1,760 avg. treatment value)~$18,400
Financing messaging on treatment pages (14 stalled cases × est. 25% recovery)~$12,700
Recovery-expectation content (booking lift on 3 highest-intent pages)~$10,900
Family block appointments (26 requests unanswered this quarter)~$4,000

Estimates, not guarantees. Ranges reflect conservative to expected conversion assumptions.

AI visibility score
82

Up 6 points since May. This practice is becoming easier for AI to recommend.

ChatGPTRecommends for cosmetic dentistry
Google AIDoesn't mention financing options
PerplexityA competitor appears more often
If you only do one thing this month

Publish a "What to expect at your first visit" guide. Patients said 31 times they delayed treatment because they didn't understand the process.

This month we analyzed 127 Google reviews 43 Facebook reviews 18 new-patient surveys 32 contact form inquiries 15 phone call transcripts 21 community conversations

What patients love most

The themes appearing most often in this month's reviews and surveys, ranked by mentions.

Love themes · by mentions
Dr. Marsh's bedside manner48 mentions
Friendly office staff37 mentions
Clear explanations29 mentions
Modern technology21 mentions
Smooth recovery experience18 mentions
"She walked me through every step before touching a single instrument. I've never felt that comfortable at a dentist." Google review · June (fictional sample)
What to do about it

Turn trust into demand

  • Feature "clear explanations" and bedside manner in ads and on the homepage Marketing
  • Turn the five strongest patient quotes into social posts Marketing
  • Ask for reviews right after appointments that showcase these strengths Front desk
  • Train the team to name these differentiators when patients compare providers Sales

What's creating friction

Objections and concerns rising this month. Each one is a place where a ready patient hesitated.

Friction themes · by mentions
Cost uncertainty34 mentions · ↑ 21% vs May
"What happens during treatment?"31 mentions · new theme
Insurance questions26 mentions
Recovery time concerns19 mentions
Appointment availability12 mentions
"I almost didn't book because I had no idea what it would cost and didn't want a surprise bill." New-patient survey · June (fictional sample)
Recommended actions

Answer the hesitation before it happens

  • Add a pricing & financing FAQ to every treatment page Marketing
  • Publish a plain-language insurance guide Marketing
  • Create a recovery timeline patients can see before booking Product
  • Prep the front desk with answers to the top 5 rising questions Sales
  • Add online scheduling to reduce availability friction Operations

Where new revenue is hiding

Demand signals patients are already sending: services they're asking about that the practice isn't promoting yet.

Top revenue opportunities · estimated
Reactivate 87 inactive patients with a "we've missed you" campaign+$18,400
Add financing messaging to treatment pages & proposals+$12,700
Publish recovery-expectation content on high-intent pages+$10,900
Offer family block appointments (26 unanswered requests)+$4,000

Estimates use conservative conversion assumptions.

What patients are asking for

Emerging demand this month

  • Preventive treatment plans: 14 inquiries Product
  • Cosmetic options: 11 inquiries, up from 6 in May Product
  • Financing / payment plans: 9 direct asks Leadership
  • Family appointments: parents want same-visit scheduling Operations
"Do you ever see both kids in one visit? Getting two separate appointments is why we left our last dentist." Contact form inquiry · June (fictional sample)

Competitor watch

What nearby practices are winning with, where they're weak, and the position to own.

Where they're winning
  • More before-and-after photos
  • Better educational videos
  • Stronger Google Business Profiles
Where they're weak
  • Patient education is thin and generic
  • No personal stories or founder presence
  • FAQ content barely exists
The position to own

The most educational practice in the area

Patients already praise Dr. Marsh's clear explanations 29 times a month. Competitors can't copy that. Scale it into content and own the education position before anyone notices it's available.

This month's content recommendations

Generated directly from what patients asked this month. Every piece answers a real question, in the practice's own voice.

Highest-impact pieces
  • Video — "What happens during your first visit?" (answers the #1 new friction theme)
  • Blog — "How long does recovery really take?" (19 mentions of recovery concern)
  • Email — "What most patients wish they knew before treatment"
  • Instagram reel — office tour with Dr. Marsh narrating
  • FAQ page — pricing, insurance, and financing in plain language
Why these five

Every piece maps to a signal

Each recommendation traces back to a counted theme in this month's data. No guessing, no content-for-content's-sake. The first-visit video alone addresses 31 mentions of process uncertainty, the single biggest reason patients said they delayed booking.

The goal isn't more content. The goal is more patients.

Growth priorities & scorecard

Ranked by estimated impact. Do the top three and this month's briefing pays for the quarter.

This month's priorities
01
Publish the "what to expect" first-visit guide + video
Addresses the #1 booking blocker
High
02
Launch the inactive-patient reactivation email
87 patients · ~$18,400 est. opportunity
High
03
Add financing messaging to treatment pages
Also fixes the Google AI visibility gap
High
04
Update Google Business Profile with new photos & FAQs
Medium
05
Add patient quotes to treatment pages
Medium
06
Refresh the team page bios
Low
Growth areaStatus
Customer trustStrong
ReputationExcellent
Content productionAutomated
Lead generationHealthy
AI visibilityImproving
Competitive positionOpportunity
CEO snapshot

This month the practice learned: patients trust the expertise deeply, pricing transparency is the biggest opportunity, and no competitor is educating the way this practice could. The top three priorities alone represent an estimated $42,000 in recoverable revenue.

Imagine always knowing what to do next.

This sample uses a fictional dental practice. Yours would be built from your real reviews, calls, and conversations, delivered with an executive briefing that tells you exactly where the revenue is.

Book a Discovery Call → Or start with your free AI Visibility Audit →