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Orlando, FL · Working nationwide since 2008
Lead generation · Orthodontic practices

Lead generation for orthodontists, from first contact to a kept consult

An orthodontic inquiry is almost never an emergency, and that is the whole problem. Nobody is calling three offices in a panic, so a request sitting in an inbox overnight never announces itself as lost. It quietly becomes a family who started somewhere else. This page is about that layer: what your forms ask, how calls get answered and routed, how fast the reply goes out, what the follow-up does over the next year, and one dashboard showing which source produced each name.

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Where orthodontic inquiries go missing

When the schedule looks soft, the instinct is to buy more traffic. Often the loss sits further down, after somebody already decided to contact you. Nothing about an orthodontic inquiry looks urgent, which is why it can sit a day unnoticed.

Being found at all is separate work, and it lives on SEO for orthodontists and local SEO for orthodontists. Everything below assumes a family already found you and decided to make contact. The free website report card reads the site side.

What we actually build and manage

None of this is a product. It is a short list of decisions, each cheap to make and expensive to skip.

Custom tools sit on either side of that form: a monthly payment explainer, or a scripted chat like the one we built for a Marco Island boat-tour company, answering questions across roughly 500 pages with owner-approved answers only.

Which channels bring people in is its own argument: organic rankings, the map pack and your Google Business Profile, Google Ads, the AI answers now above both. None of it changes this layer, which works the same whichever channel delivered the visit. The hub version is lead generation.

Who is actually contacting you

The people reaching out are not one audience on one clock, and intake built for their average serves none of them.

Four numbers decide the month, and most practices never separate them: requests received, consults booked, consults kept, cases started. The gap between the middle two is the quietest loss in the building.

Reviews carry unusual weight here, since a parent is choosing who will see their child every few weeks for a year or two. The ask belongs at the end of the chain, prompted rather than remembered, and worded so it never names anybody's treatment. Reviews on their own are reputation management.

The money question, and the follow-up nobody runs

Almost every inquiry carries the same unasked question: what does this cost a month. Practices resist numbers on a website for fair reasons, since a fee depends on a case nobody has seen yet. The workable middle is a range with the things that move it named plainly, case length, complexity, appliance type, alongside how payment plans and lifetime orthodontic benefits usually work.

The calendar matters here for a different reason than it does to an ad budget: it says when to make contact again. Benefit years and flexible spending accounts reset, elections get made at open enrollment in the fall, and families want treatment underway before school starts. So the family that consulted in March and went quiet hears from you in October, when the money is being decided, and again in May. Most follow-up stops after two days, roughly the point at which an orthodontic decision has not begun.

One boundary, stated plainly. The largest list of unstarted cases a practice owns already sits in its practice management software, as consultations presented and never scheduled. That is patient records, not marketing data, so anything sent there runs from your own system, with your team deciding who is appropriate to contact. We build the front door.

What we will not collect, and why

Asking for information is easy. Storing it is where the trouble starts, and with health information the trouble outweighs the convenience. So the intake gets built to a few fixed rules.

None of that is legal advice, and we hold no healthcare compliance credential. It is a design posture, so your own counsel has less to undo later. Where a vendor needs a business associate agreement, that happens first.

What makes Kelly WM different

The usual way this gets sold is four vendors and one invoice: a form widget, a tracking number provider, a chat box, a reminder tool, and a monthly total none of the four can explain. The reporting sits on somebody else's domain, which you notice on one day only: the day you want to leave.

If the site itself is the obstacle, start with websites for orthodontists. Measurement deeper than lead counts is analytics and CRO, and the full picture sits on the orthodontist page.

How this starts, and what it costs

Four steps, in this order.

There is no single price, because this is assembled from parts and no practice needs all of them. Where we build and manage the site, the capture work and the dashboard come with it. A custom-coded build, if the site needs replacing, runs $3,500 to $12,000 or more, one time. Ongoing search work runs $1,500 to $3,500 a month for most practices, and $3,500 to $7,500 a month in competitive metros or for practices running satellite offices. Custom tools start at $600 for a calculator, most workhorse tools run $1,500 to $4,000, and Tool Care is $75 a month per tool. Ads management is priced industry-wide as a flat fee or a percentage of spend. We quote flat after a free consult, and your ad budget goes straight to Google.

Everything ongoing is month to month with no long-term contract, and you own the site, the content, the accounts, and the lead history. How much a website costs and how much SEO costs cover what moves those ranges. Questions first? Text (407) 694-2055 or use the quote form.

Common questions

We already run ads and show up in the map pack. Why is the schedule still soft?

Traffic and capture are two different jobs. Every source ends in the same two places, your phone and your forms, and what happens there decides whether a visit becomes a booked consultation. If requests wait overnight and calls ring out during clinic, more traffic just buys more chances to lose the same family. This is the layer above the channels.

What do you commit to, if not a number of new starts?

Not a patient count, and anybody offering one is guessing. What arrives depends on your market, your fees, your reviews, your schedule, and what happens when somebody picks up the phone. What we will put in writing is narrower: each call and form attributed to a source, a timestamp on how long it waited, and continuous work on the step where families drop out.

Will the forms you build be HIPAA compliant?

We build with HIPAA in mind. That is a posture rather than a certification, and we hold no certification. Day to day it means the consult request asks scheduling questions instead of clinical ones, notifications carry as little detail as possible, and anything resembling a record moves through your practice management software. Where a vendor needs a business associate agreement, that gets settled first.

Most of our new patients come from general dentists. Does any of this apply to us?

Yes, twice over. The referred family still looks you up that evening, and plenty would rather send a request than telephone a stranger. The referring office is a different user: a busy front desk that wants the handoff done in a minute and confirmation the patient was seen. Add one question about who recommended you and referrals stop being invisible next to every other source.

Our consultation no-show rate is the real problem. Does this touch that?

It is part of the same chain, not a separate topic. A free consultation costs a family nothing to skip, so a booking is held together by what happens between the booking and the visit: an immediate confirmation naming the office, the day, and what the visit involves, then a reminder making it easier to move the appointment than to drop it.

Do we own the leads, the tracking numbers, and the data?

Yes. Lead records sit on your own domain and export as a plain file, tracked numbers are registered so they can be ported to another provider, and the site, the content, and the accounts are yours. Everything is month to month with no long-term contract. If you leave, the history goes with you, which is the part most bundled lead systems keep.

Related services and guides

Lead Generation services · Orthodontists: industry overview · SEO for orthodontists · Local SEO for orthodontists · Websites for orthodontists · What should you pay? (free tool)

Find out which step is losing your families

Book a free consult and we will walk the path a family takes from your form to a kept appointment, then tell you plainly where it breaks. Call or text (407) 694-2055, or email [email protected].

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No obligation, this just starts a conversation. Prefer to talk first? Call or text (407) 694-2055. Orlando based, working with local businesses nationwide since 2008.

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Brandon reads every one of these himself. You will hear back shortly with an honest read on what we would do first, what it costs, and whether it is worth it for you.