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We help small businesses succeed.
2013 Presentation Template
and Layout Guides
We help small businesses succeed.
**Use this template for non-Infusionsoft parties
who don’t have access to our brand fonts. This
template uses the Calibri font which comes
standard on all Macs and PCs.**
We help small businesses succeed.
Watch the live replay now while
you view these slides!
http://www.infusionsoft.com/webinars/burles
on-orthodontics
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Learn how to:
• Attract new customers on Facebook and
Google
• Capture data online and offline with
automated follow-up
• Create lead generation content magnets
• Nurture prospects who “aren't ready”
• Keep your customers and employees
delighted
We help small businesses succeed.
@Infusionsoft
@BurlesonOrtho
#drburleson
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
Dr. Dustin
Burleson, D.D.
S.
We help small businesses succeed.
9
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
9
293@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
15 Million
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
February 16, 2009
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.We help small businesses succeed.
0 7,500
1 35
600%@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Our Story
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Staff Productivity
Time to Give Back
Referrals
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Staff
Productivity
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
1134
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Immediately Remove from lead sequences
Day 1 E-mail, Welcome to the Practice
Day 3 Letter, Diagnostic Summary to Dentist
Day 5 Custom Gift Card for Ice Cream Treat
Day 7 Phone Call, TLC Check-in with patient
Day 10 Letter, Invite a Friend Referral Request
Day 10 Voice Broadcast, Dr. Burleson
Day 20 Letter, Oral hygiene reminder to patient
Day 30 Fulfillment List, Insurance Payment Received
Day 35 Letter, Invite a Friend Referral Contest
Day 40 E-mail, Practice Survey Request
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Day 60 Add to Monthly Nurture Newsletter
Day 90 Reminder to See Dentist Regularly
Day 120 Video Content Reminder
Day 150 Referral Contest Reminder
Day 180 Reminder to See Dentist Regularly
Auto Birthday Card with Free Cupcake
Nurture Monthly Contests and Offers
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Immediately New employee email setup instructions
Day 1 E-mail, new employee paperwork
Day 2 E-mail, new employee orientation
Day 3 E-mail, Training Module #1
Day 4 E-mail, Training Module #2
Day 5 E-mail, Training Module #3
Day 6 E-mail, Training Module #4
Day 7 Fulfillment, Supervisor Review Reminder
Day 8 Voice Broadcast, Dr. Burleson
Day 9 Email, Training Module #5
Day 10 Email, Training Module #6
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Day 11 E-mail, Training Module #7
Day 12 E-mail, Training Module #8
Day 13 Fulfillment List, Mail Book with Review
Day 14 Fulfillment List, Supervisor Review Reminder
Nurture Weekly patient reviews
Nurture Weekly Before & After Photos
Day 30 Monthly Review with Supervisor
Day 90 90 Day Review Paperwork Sent
Monthly Team Report and Review of Goals
Quarterly Quarterly Goals Review with Supervisor
Annually Anniversaries and Birthday Celebrations
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
www.BurlesonOrtho.com
@Infusionsoft @BurlesonOrtho #drburleson
We help small businesses succeed.
Want a free 30-minute Lifecycle
Marketing consultation?
• Marketing for Service Providers E-book
• Lifecycle Marketing Worksheet
• Lifecycle Marketing Planner
An expert will walk you through the entire
method you learned today. Just click the
yellow “Get in touch” button below!
@Infusionsoft @BurlesonOrtho #drburleson

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Reasons to Smile: How an Orthodontist Grew Revenue from 1.5M to 4.2M

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