What's the minimum followup infrastructure a dental practice actually needs? A phone slip and a separate Excel spreadsheet. That is it. Every inbound inquiry call about complex services gets recorded on a paper or digital phone slip with the patient's name, contact information, and the specific question or service they called about. The slip data feeds into an Excel database kept separate from the patient-management software. From the database, you run periodic followup touches. No expensive CRM required. No marketing automation platform. The friction is not the technology, it is the discipline of capturing every call and acting on the list. [...]

What's the minimum followup infrastructure a dental practice actually needs? A phone slip and a separate Excel spreadsheet. That is it. Every inbound inquiry call about complex services gets recorded on a paper or digital phone slip with the patient's name, contact information, and the specific question or service they called about. The slip data feeds into an Excel database kept separate from the patient-management software. From the database, you run periodic followup touches. No expensive CRM required. No marketing automation platform. The friction is not the technology, it is the discipline of capturing every call and acting on the list. [...]

What's the minimum followup infrastructure a dental practice actually needs? A phone slip and a separate Excel spreadsheet. That is it. Every inbound inquiry call about complex services gets recorded on a paper or digital phone slip with the patient's name, contact information, and the specific question or service they called about. The slip data feeds into an Excel database kept separate from the patient-management software. From the database, you run periodic followup touches. No expensive CRM required. No marketing automation platform. The friction is not the technology, it is the discipline of capturing every call and acting on the list. [...]