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// SAMPLE FILE · representative example, not a claim about a specific business

CASE FILE · CM-001
SAMPLE

SUBJECT

Cedar Park Family Orthodontics

2-location family orthodontics practice · suburban Texas · ~15 staff

FIT SCORE 84 / 100

Verdict: Pursue. High-LTV patients, already spending on ads inefficiently, clear lead-gen gap.

01 · SNAPSHOT

WHAT THEY DO

Invisalign + braces, family-focused, two locations. High per-patient value ($4-7K per case).

MARKETING PRESENCE

Template website (slow, no price transparency), running boosted-post-style Meta ads, 4.7 stars / 200+ reviews.

SIZE SIGNALS

~15 staff across two locations. Growth currently leaning on referrals and walk-ins.

DECISION-MAKER

Owner-orthodontist, with an office manager as the likely gatekeeper.

02 · PAIN SIGNALS

  • Boosted posts, not optimized campaigns, so cost-per-lead is almost certainly high.
  • No lead nurture: form fills likely get one auto-text and die.
  • Generic site, no cost calculator or price transparency (the #1 ortho buyer question).
  • Growth leans on referrals, not a predictable pipeline.

03 · BUYING TRIGGERS

  • Second location needs patient volume to fill chairs.
  • Competitor nearby running aggressive Invisalign offers.
  • New-patient acquisition cost rising across dental.

04 · OBJECTIONS + COUNTERS

"We already run ads."

COUNTER · Boosted posts are not optimized lead gen. A CPL teardown shows the gap in 5 minutes.

"Agencies overpromise."

COUNTER · Start with one paid campaign or audit, not a retainer. Earn the next step.

"We get referrals."

COUNTER · Referrals don't fill a second location on schedule. Predictability is the product.

05 · THE ANGLE

Lead with a free teardown of their current boosted ads plus the proof line: cut dental CPL to about $21 USD against a $35-75 band. Then offer a 30-day lead-gen and nurture install for the second location.

06 · OUTREACH · 3 READY-TO-SEND OPENERS

EMAIL · primary

"Hi Dr. [Name], I looked at your Meta ads, they're running as boosted posts, which usually means you're paying 2-3x more per new-patient lead than you need to. I cut dental cost-per-lead to about $21 USD against a $35-75 industry band. Want a quick teardown of your current setup, free?"

ANGLE · 2nd location

"Filling the new location's chairs on referrals alone is slow. I can show you a 30-day plan to put new-patient flow on a predictable system."

DM · office manager

"Hi [Name], quick one for Dr. [Name]. I put together a short breakdown of where the practice's ads are leaking new-patient leads. Want me to send it over?"

07 · CONFIDENCE + GAPS

Ad approach is inferred from visible posts, not confirmed spend. Verify exact spend in the Meta Ad Library before quoting any number to them. Per-case value is a category estimate, confirm against their actual treatment mix.

VERDICT: PURSUE · FIT 84/100CODINGMASH · HAND-BUILT

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