Dental Discovery Questionnaire

To be completed during the discovery call with the client

Customer Information

Customer Name *

First

Last

Customer Contact No. *

Customer Email Address *

Account / Project Manager *

Who will be managing this project internally

Practice Information

What is your practice Name? *

Tell us about your practice *

How long have you been established?

What’s the set-up? How many surgeries?

Do you have a TCO? (treatment co-ordinator)

Yes
No
Unsure

How is the TCOs conversion currently?

Do you work closely with your TM from Invisalign?

They will be able to plug in and help you with training / look at the workflows / Scanner training – this will be crucial for conversion.

What’s your current split between NHS / Private?

What’s other private treatments do you offer?

Are you planning to slowly decrease your NHS contract?

Heading towards more private treatments?

Do you have an iTero?

This is another crucial factor to help convert patients.

How many Invisalign providers do you have at the practice?

Are you GO providers or COMPREHENSIVE?

Invisalign GO
Invisalign COMPREHENSIVE
Both

How many cases as a practice are you doing on average a year?

Ok so that gives us a great overview of the set up / numbers. So, on a marketing front…

What are your company's aims? *

How do you currently advertise? *

How long ago did you get your website done? *

How many leads Invisalign leads are you getting per month? *

What would you say is your conversion rate currently? *

Are you looking for Invisalign only advertising or are you looking to advertise for all private treatments? *

Invisalign Only
Invisalign & Other Treatments

Treatments including dental crowns, bonding or aesthetics etc...

What’s your current AD spend? *

Completed By

Discovery Call Form Completed By *

Date *

Web Design

Branding

Apps & Software

Marketing

Dental Marketing

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