Intern
What you actually do
Run steps 01 and 02 this week. Do not add a feature. Required. No next date means it is not in the system.
Library / Guides / Recare is a journey, not a postcard
Dental, vet, hygiene, chiropractic — the money is often already in the chair history, not in a new Facebook lead. A 'we miss you' mail merge once a year is not recare. Recare is a next-date on the contact, a reminder spine, and a different path from unscheduled treatment. Interns keep the dates clean. CEOs stop buying new-patient ads before the book of unscheduled work is a system.
Every patient or client has a next-service date. If it lives in a card box, it is not in the system.
Every patient or client has a next-service date. If it lives in a card box, it is not in the system.
Unscheduled treatment is a separate journey from routine recare. One blast for both cheapens both.
Reminders are two-way. A postcard cannot rebook.
Intern
Run steps 01 and 02 this week. Do not add a feature. Required. No next date means it is not in the system.
Operator
Protect the sequence. Unscheduled treatment is a separate journey from routine recare. One blast for both cheapens both.
CEO
Do not fund more traffic or more seats until the scoreboard in this lesson is a number you will defend. Reminders are two-way. A postcard cannot rebook.
Required. No next date means it is not in the system.
Why: Memory is not a recall system.
Done when: A sample of 20 charts matches the CRM.
Recare vs unscheduled vs new.
Why: Mixing them is how you sound like a bill collector to loyal patients.
Done when: Tags or pipelines that a VA can follow.
60 / 30 / 7 or whatever matches the clock.
Why: Once-a-year merge is how they book the office that texted.
Done when: A timeline on paper.
SMS or a link that writes the appointment back.
Why: A postcard cannot close the loop.
Done when: A rebook updates the contact.
Open capacity vs overdue recare.
Why: Holes you cannot name are a recare failure, not a 'slow week'.
Done when: A weekly list of overdue.
Before you buy another new-patient campaign, ask how many overdue recare contacts have a next date in the CRM. That number is the cheaper growth plan.
Because you cannot tell who is overdue, who unscheduled, and who already booked — so you mail everyone and train them to ignore you.
The book of unscheduled work lives in a card box.
Open the playbook ↗Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system.