Devyn Grillo
Founder & CEO
Built and exited a 7-figure dental marketing agency. 150+ practices.
DONE-FOR-YOU PATIENT REACTIVATION
We win back your overdue patients
and unscheduled treatment.
Your front desk does nothing.
Before we start
Agenda for this call.
1
20 minutes to respect your time.
2
A few questions first so I show you what's relevant.
3
Pricing and our ROI guarantee at the end.
4
I'll ask you for a decision. A no is completely fine.
Tell me about your practice
Let's get your real numbers on the table.
✓Captured
Walking out per year
The team behind CaseLift
Built by people who've run real dental offices.
Dr. Greg Grillo, DDS
Clinical Advisor
30 years chairside. Knows what a real consult sounds like.
Laura Calle
Treatment Coordinator
Closed millions in treatment as a 7-figure TC.
150+practices served
$10M+treatment closed
4.8/5average rating
The hidden leak
Patients say yes on touch 4 to 10.
Your office quits after 1 to 3.
The Opportunity
Patients move forward based on number of follow-ups
50%
book after 4 to 10 follow-ups
The Reality
% of practices that keep following up
44%
stop after just one attempt
92%
have stopped entirely by the 4th attempt
You quit right where patients start saying yes. That's the back door, and it's wide open.
Source: Salesforce · Velocify · industry recall benchmarks
Before we jump in
This is what CaseLift is doing for dentists.
Live account · practice redacted · the first 30 days
Appointments booked · first 30 days
25
CaseLift-assisted production
$19.8k
Blended ROI
16.3x
Real Results
What our clients say.
23 hygiene patients in 45 daysDr. Perry, Perry Family Dentistry
A $22k implant case, rebookedPilot practice
In their words
Dentists on camera.
[VIDEO_EMBED_1]
mp4 or YouTube embed, 30-60 sec
“[One-line pull quote]”VERIFY
[VIDEO_EMBED_2]
mp4 or YouTube embed, 30-60 sec
“[One-line pull quote]”VERIFY
Add up to 4. Never play them live unless asked, the quotes carry the slide.
It's not just one practice
Practices running CaseLift right now.
Dentrix
Open Dental
Curve
Eaglesoft
Dentrix
Open Dental
Dentrix
Eaglesoft
Eaglesoft
Curve
Dentrix
Denticon
Open Dental
PracticeWorks
Dentrix
Same PMS systems. Same overdue lists. Same playbook you're about to see.
A real CaseLift practice · Perry Family Dentistry
Meet Dr. Perry.
He paid for recall reminder software.
But it was just blasting patients with more generic texts.
And his front desk and treatment
coordinator were maxed out.
He admitted patients were slipping through the cracks.
This is a common story we hear.
So we connected CaseLift to his PMS…
Underneath it all: nearly 500 overdue patients
and over $3M worth of unscheduled treatment sitting.
Patients they paid to acquire but had let walk…
The fork in the road
a. Keep paying for software
that doesn't proactively book anyone.
b. Hire another front desk person for ~$45K/yr
who will need training and managing.
Straight from his own PMS data
He saw how serious this issue actually was…
He chose option c.
He started both of our Recovery Engines,
which included a CaseLift Coordinator
who started working his unscheduled patients.
Both lines turned around.
From the numbers you just gave me
Production walking out the back door of your practice.
We'll pull your real numbers.
Connect your PMS today, no charge. We bring your actual overdue list and unscheduled treatment dollars to a 15-minute call this week. No industry averages, no guesses.
Your three options
Software reminds. CaseLift books.
Reminder software
More work and cost
- Sends generic reminders
- Puts more work on your team
- Doesn't work if nobody runs it
- No guarantee of an ROI
A front desk hire
~$45K/yr + benefits
- Calls when they have time
- Inconsistent, needs managing/training
- No attribution or clear ROI
- Can call in sick/quit anytime
The CaseLift Solution
Done for you, guaranteed
- We reliably work every unscheduled patient
- Covers text, email, voicemail, and live calls
- Includes tools to help you convert patients
- Tracked to production. ROI guaranteed.
How it works
The CaseLift Recovery Engine™
Three steps. Zero work for your team.
1 · We find the patients
2 · We follow up with them
3 · We book & track ROI
Step 1 of 3 · real accounts
1 · We find the patients
The PMS sync surfaces every overdue hygiene patient and every unscheduled treatment plan, automatically, every day.
Hygiene Engine™
Treatment Engine™
Step 2 of 3 · real accounts
2 · We follow up with them
A trained coordinator texts, calls, and answers every single reply, branded as your practice.
Hygiene Engine™
Treatment Engine™
Step 3 of 3 · real accounts
3 · We book & track ROI
Appointments land directly in your PMS, tied to the production they created.
Booked, in your PMS
Proven, to the dollar
Plus, to help you increase case acceptance,
you get the CaseLift Conversion Suite
Included with the Treatment Engine and CaseLift Complete.
The CaseLift Conversion Suite™
Four tools that lift case acceptance.
Bonus 01
Every unscheduled plan becomes a plan the patient can open on their phone: what was diagnosed, what it costs, what insurance covers, and financing.
- Sent by text, no login, no portal
- Financing shown before they have to ask
- The second they open it, they surface as a warm lead
riversidedental.com/your-plan
RDRiverside Dental
Your treatment summary
Prepared for Aaron Bell
A closer look at your implant plan
Take your time with this. Share it with whoever helps you decide. Nothing here asks you to commit to anything.
Call us to talk it through
Your estimated portion$2,980
Financed, with approved creditAs low as $128/mo
Before insurance$4,600
Procedures3
Teeth involved1
Assumes your full annual insurance benefit is still available.
What your dentist recommended
The same plan that was written up at your visit, line for line.
Riverside Dental
Treatment plan
PresentedAug 4, 2026
| Code | Procedure | Tooth | Fee |
|---|---|---|---|
| D6010 | Implant placement | 30 | $2,800 |
| D6058 | Abutment + crown | 30 | $1,650 |
| D0367 | 3D imaging (CBCT) | $150 |
Treatment total$4,600
Estimated insurance−$1,620
Your estimated portion$2,980
Paying for it
Most patients spread this over time
As low as$128a month
That is where balances around this size can start when financed, with approved credit. It is a starting point, not a quote.
CareCreditPromotional financing availableCheck my options →
sunbitSee your options in about 30 secondsCheck my options →
Applications are handled by the lender, not by us. Checking your options takes a few minutes and does not commit you to anything.
Why your dentist recommended this
Replacing this tooth now keeps the neighboring teeth from shifting and protects your bite. Waiting usually means bone loss and a bigger procedure later.
New smiles created at Riverside Dental
Before
After
Implant and crown, tooth replaced in two visits
Shared with each patient's permission. Every mouth is different, and these are someone else's results, not a prediction of yours.
Have a question, or ready to start?
I'm ready to startI have a question
Open now · (555) 210-4400
Bonus 02
Record the consult once. The note writes itself into the PMS, and every case presentation gets scored.
- Clinical notes written and sent to the chart
- The real objection named, follow-up built around it
- A coaching rep for your treatment coordinator, every time
Recorded consult21 min · denture eval
PMS note · written from the transcript
Phone f/u re tx options, root canal therapy w/ post and core discussed, two fee options quoted. Discussed Cherry financing, pre-approval link sent. Phone f/u on the 11th for next steps and financing.
Captured by CaseLift✓ Sent to the chart
Consult score92
Rapport100
Discovery100
Financing100
Closing66
Primary objection
Price. Wants the emailed plan before choosing between the implant and the root canal.
Bonus 03 · $9,600/yr
The 48-module Case Acceptance Academy, included for your whole team. The same training our own coordinators run on.
- Case presentation, objections, financing conversations
- Short modules your team can run between patients
- New hires get up to speed without you teaching it
Case Acceptance Academy48 modules · whole team
01
Framing the case before the price
6 min02
Presenting fees without flinching
8 min03
“I need to think about it”
7 min04
Financing as a yes, not a discount
9 minYour team’s progress, tracked
Bonus 04
The Fee Optimizer puts your fee schedule next to your market, code by code, and shows exactly where you're priced below it.
- Your fees vs. your market, by CDT code
- Underpriced procedures flagged with the gap
- Reprice with data, not guesswork
Fee OptimizerYour fees vs. your market · sample
CodeProcedureYour feeMarket
D2740Crown, porcelain/ceramic$1,150$1,320$170 under
D7140Extraction, erupted tooth$195$240$45 under
D1110Prophylaxis, adult$98$112$14 under
D0120Periodic exam$62$60At market
Every code on your schedule, compared the same way.
3 cases closed and 3 more hot, in two days
Oscar · two days after we sent him the framework
Also included, either engine
CaseLift Analytics™
included free.
$299/mo
as a standalone product · $0 with your engine
- Synced live from your PMS, no reports to run
- Unscheduled treatment, aged by how long it's sat
- Overdue hygiene, tracked month over month
- Every booking attributed to real production
Case study
PMS
Eaglesoft
Days live
34
Patients worked
114
Hours saved
17 hours
Appointments booked
25
Production rebooked
$37,800
ROI multiple
25.2X
“
With how busy our front office is I am over the moon to take a revenue generating task off their plate and get better results with CaseLift.
Dr. Perry, Perry Family Dentistry
Our Triple Your Investment Guarantee
3X ROI in 90 days
or it's free until you do.
The Investment
Walking out: your annual number
→
vs. a $45K front desk hire
→
3X ROI guaranteed
What you get, every month
Dedicated CaseLift Coordinatorvs. $45K hire
CaseLift Analytics™$299/mo
Case Acceptance Academy$9,600/yr
Digital treatment plansIncluded
Fee OptimizerIncluded
Attribution reportingIncluded
Bought separately$2,197/mo
CaseLift Complete™Founding price
$1,499/mo
- Everything in the stack, both engines
- Founding price locked for life
- 3X ROI in 90 days or it's free
- Month to month, cancel anytime
Founding pricing, while it lasts. Start today and the rate never moves.
Each engine runs standalone.
Hygiene Engine™
$699/mo
Overdue patients back in chairs
- Dedicated coordinator works your overdue list
- CaseLift Analytics™ & attribution reporting
- Month to month, cancel anytime
One leak at a time. Move up whenever you want.
Treatment Engine™
$1,199/mo
Unscheduled treatment booked
- Dedicated coordinator works your unscheduled plans
- Conversion Suite included
- CaseLift Analytics™ & attribution reporting
- Month to month, cancel anytime
One leak at a time. Move up whenever you want.
Together they'd run $1,898/mo. CaseLift Complete™ does both, plus everything in the stack, for $1,499.
What happens next
Live in 7 days.
1
Today
Sign up
2
Same day
PMS integration
3
Day 1-2
Phone registration
4
First week
First bookings
Appendix
“We're short-staffed / hygiene is paused”
You're not short-staffed for this.
We ARE the staff.
Your team touches nothing: no lists, no callbacks, no replies. And while hygiene is paused, the overdue list compounds, which makes working it worth more, not less.
Appendix
“We're booked months out, no capacity”
Booked out today is not
booked out in six weeks.
We book recovered patients into openings your schedule actually has, as far out as it takes. The high-value treatment already sitting on file is what fills your next open chair, without adding a single chair to your day.
Appendix
“We already have SolutionReach / PBN / Adit”
Keep it. Those remind.
We pursue and book.
What's your actual recall rate on it right now? Run CaseLift alongside it for 90 days, and the attribution report shows exactly who booked the patients.
Appendix
“Software is one of my biggest expenses”
This isn't another inbox.
Your team touches nothing.
If we displace a tool you're paying for today, the real cost is the difference. And one recovered case covers the year. Let's do the net math with your numbers.
3X ROI in 90 days, or it's free until you get there. You are not betting on this line item. If it does not pay for itself three times over, you do not pay us.
Appendix
“Will the AI say something wrong to my patient?”
A human coordinator
reviews every message.
Approval mode for your first two weeks: nothing sends until your team okays it. And every message is branded as your practice. Patients never see the word CaseLift.
Appendix
“Does it answer questions or just say 'call us'?”
The coordinator answers.
Then books.
Pre-treatment estimates, financing options, insurance basics: all handled from a playbook your practice approves. The patient gets an answer and an appointment, not a phone number.
Appendix
“Let me talk to my office manager / partner / coach”
Great. Let's book them
15 minutes right now.
We'll run the free PMS sync today and bring your real numbers to that call. Or hold your founding rate with the $100 refundable deposit while you talk it through.
Appendix
“Have you done PracticeWorks / older systems?”
Yes. Three steps,
1 to 3 days, guaranteed.
Our integration partner supports PracticeWorks and the older systems: credentials, sync, verify. And the 90-day guarantee applies either way, so the integration risk is ours, not yours.
Appendix
“My PMS is full of old and duplicate treatment plans”
Filtered by date. One plan
per patient. You approve.
12 to 18 months by default (you can tighten it), most recent or highest-value plan per patient, exploratory plans excluded, and every exclusion you flag is honored before anyone is contacted.
Appendix
“Send me a sandbox / demo login”
Better than a sandbox:
your own data, free.
A demo login full of fake patients tells you nothing. Connect your PMS today at no charge, and on a 15-minute call this week you'll see YOUR overdue list and YOUR unscheduled dollars.
Appendix
“How is this different from what I'm doing now?”
Four things your current setup
doesn't have.
Multi-touch4 to 10+ touches, not 1 to 3 reminders
A live humanevery reply answered, every question handled
Attributionbookings tied to production, not activity
A guarantee3X ROI in 90 days or it's free
Industry recall runs 3–8%VERIFY. CaseLift practices run 12–15%VERIFY.
Appendix
“We don't have enough patients yet / only want new patients”
Then this isn't for you.
Honestly.
CaseLift multiplies an existing patient base. If yours is still small, spend on acquisition first and come back. Who do you know sitting on a big overdue list?
Appendix
“Can it do per-provider net production / insurance-adjusted / claim aging?”
Customizable, and included.
But it's not what you're buying.
The dashboards flex to how your practice reports. They come free with either engine. What you're buying is booked patients, so let's get back to that.
