Free audit first · no software pitch first

Prepared by Dr. Blane Jackson, DDS, MBA — practicing dentist and multi-practice owner/operator

Find the first 2-3 leaks before you buy another app or marketing retainer.

The Dental AI Savings Audit diagnoses documentation burden, supply overspend, missed or emergency leads, website, GBP, SEO, and review leaks, follow-up gaps, and operations bottlenecks first. No software pitch first — only the simplest next step if the leak is real.

Who it is for

Built for owners who suspect marketing is leaking patients, but do not know which lever to pull first.

This is not a generic agency discovery call. The free audit identifies the first measurable leak; the paid report is reserved for practices that need deeper documentation before committing to implementation.

Good fit if you are asking:

  • Why are competitors showing up above us on Google?
  • Are calls, forms, or emergency leads falling through the cracks?
  • What would I fix in the first 30 days if I only had one budget?
  • Is the next move SEO, ads, GBP, reviews, landing pages, follow-up, or implementation support?

What the paid deep-dive can include

Optional follow-on after the free Dental AI Savings Audit. Fixed scope, clear deliverables, no retainer required.

100-point revenue leak score

A scored audit across seven categories so the owner sees where patient demand is leaking before buying another retainer.

20-30 page PDF report

Screenshots, findings, priority ratings, and plain-English recommendations a practice owner can hand to the team.

Top 3 leaks with dollar ranges

Directional lost-opportunity estimates tied to calls, forms, reviews, ranking, follow-up, or conversion bottlenecks.

30-day action plan + strategy call

Week-by-week plan and a 30-minute walkthrough to decide whether to fix it DIY, through Avant, or through DrSupport execution support.

7-category diagnostic

What gets scored

The audit starts with patient-acquisition fundamentals, then identifies where AI or automation can remove friction without pretending software fixes a broken offer.

1

Google Business Profile and local-pack visibility

2

Website conversion path for calls, forms, and booked consults

3

Review velocity, reputation gaps, and request workflow

4

Paid traffic / landing-page leakage, if ads are running

5

Missed-call, speed-to-lead, and follow-up workflow

6

AI-search / content authority opportunities

7

Competitor benchmark against the top 3 visible local practices

Audit routing map

Route the audit into the simplest paid next step.

The Dental AI Savings Audit is the front door. The output should preserve the leak type, route the lead to the right portfolio offer, and avoid selling a broad retainer when a focused implementation can prove ROI faster.

Documentation burden

AIDoctorNotes implementation

Use when the Dental AI Savings Audit finds charting backlog, note-quality inconsistency, provider adoption risk, or documentation handoff problems.

Supply overspend

Practice Stock Wise rollout

Use when the fastest ROI is inventory setup, reorder accountability, vendor comparison, and dental supply savings execution.

Missed or emergency leads

TeleToothache / DrSupport intake workflow

Use when after-hours pain calls, urgent symptom traffic, contact forms, or speed-to-lead gaps need triage and follow-up workflow support.

Operations and follow-up leak

DrSupport workflow implementation

Use when intake routing, missed calls, patient follow-up, admin handoffs, or modular practice workflows need assisted implementation.

Seller-side exit or DSO leak

DentalExitStrategy valuation snapshot

Use when the owner is considering a sale, DSO conversation, partner buyout, or recapitalization and needs valuation triage first.

Website, GBP, SEO, and review leaks

Dental Visibility Autopilot

Use when SEO, GBP, reviews, landing pages, paid traffic, and speed-to-lead are the first measurable patient-acquisition constraints. If the owner needs broader support instead of Dental Visibility Autopilot, preserve the legacy /retainer-intake?package=growth source path for attribution.

Audit to implementation ladder

The free audit chooses the first priority; the paid work implements it.

After the audit, you can request a deeper written assessment, ask Avant to run the marketing fixes, or use DrSupport-backed rollout support for workflow implementation.

$999

Optional deep-dive report

$1.5k+/mo

Implementation support

$1.5k-$4.5k/mo

Growth retainer

Process

What happens after you request the audit.

  1. 1

    Submit practice basics, website, GBP URL, target city, and main acquisition concern.

  2. 2

    Avant reviews your digital presence and top local competitors.

  3. 3

    You receive the audit report and top three revenue leaks.

  4. 4

    We review the findings and decide whether the next move is DIY, implementation, or retainer support.

Start with the free audit

Send the basics. We will qualify fit and next step.

Include your practice name, website, Google Business Profile URL, target city, current marketing spend if known, and the issue that worries you most. We will route you to the free audit first, then recommend a paid report or implementation path only if it is the clearest next step.

We look for visible leaks before recommending paid work.
Competitor benchmarks are local-market specific.
The goal is a 30-day action stack, not a vague strategy deck.

Dental AI Savings Audit request

Free first-step audit. Paid deep-dive available only when useful.

This helps us prioritize the 20-minute audit around the fastest ROI opportunity.

We'll review and reply within 2 business days.