Post-visit follow-up

A structured 75-day follow-up for every single appointment

Fires five emails across 75 days after every completed appointment: a warm thank-you, an interesting fact, a soft review ask, a future anchor, and a warm pre-recall message — so every visit gets a relationship, not just the overdue ones.

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What it does

The nurture sequence fires five emails across 75 days after every completed appointment: Day 1 (a warm, human thank-you), Day 4 (an interesting oral-health fact), Day 14 (a soft ask for a Google review), Day 30 (plants the idea of the next appointment), and Day 75 (a warm pre-recall message that runs just before the formal 180-day recall trigger would otherwise fire cold).

Capability it provides

Every single visit — not just the overdue ones — gets a structured follow-up arc, so the relationship is being built continuously rather than only when something is wrong.

Outcome it creates

Reviews get asked for at a moment of positive recency rather than never; the eventual recall email at day 180 lands on a patient who was warmed up 105 days earlier, not cold.

One completed appointment → silence until the next booking (or none)One completed appointment → five structured touchpoints across the following ten weeks, ending in a soft handoff into the recall engine

How it works

1

Day 1 — the warm exit

A human, no-pitch thank-you the day after the visit, sealing a positive memory of the appointment itself.

2

Day 4 — the curiosity plant

An interesting, genuinely surprising oral-health fact — the kind of content patients screenshot or forward, not a sales pitch.

3

Day 14 — the soft review ask

A gentle, pressure-free invitation to leave a Google review, timed while the visit is still fresh.

4

Day 30 — the future anchor

Plants the idea of the next appointment without demanding action yet.

5

Day 75 — the pre-recall warm-up

A warm message that runs just before the 180-day recall trigger, so that email never lands cold.

Questions

Does every patient get the nurture sequence, or only overdue ones?

Every single visit — not just overdue ones — triggers the full five-touch, 75-day sequence automatically.

Why ask for a review at day 14 specifically?

It's close enough to the visit that the experience is still fresh (positive recency), but far enough past that it doesn't feel like an immediate upsell.

What happens after day 75?

The day-75 message is a warm pre-recall touchpoint, so the eventual day-180 recall email lands on a patient who was already warmed up 105 days earlier, not cold.

The other 8 systems

Spin & loyalty engine Recall engine Milestone engine AI newsletter AI assistant Schedule filler Treatment plan closer Membership
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