Ortho Pursuit Academy
PACE Nationally Approved CE Credits

Marketing Conversion: Turning Marketing Results into Booked Appointments

Close the loop between campaigns, inquiries, and confirmed new-patient visits

Marketing Conversion: Turning Marketing Results into Booked Appointments

Course Description & Objectives

Marketing spend without conversion discipline wastes budget. Learn how to track leads from Google, social media, referrals, and community events through to booked appointments, and optimize scripts, landing pages, and staff response times that determine ROI.

This marketing operations course connects clinical brand promises with front-desk execution. Teams audit response times, call tracking, online chat handoffs, and nurture campaigns that respect CASL and patient privacy.

Key Curriculum Highlights

  • Marketing conversion funnel worksheet from impression to start
  • Sample nurture email series for orthodontic consult pending patients
  • Front-desk grading rubric for inbound call quality
  • 90-day experiment template to test one channel and one script change

Detailed Syllabus & Sessions

Day 1

Lead Capture & Speed-to-Lead

  • Mapping every entry point: phone, web forms, Instagram DMs, and referral cards
  • Speed-to-lead standards: responding within minutes during business hours
  • Call tracking numbers, UTM parameters, and simple CRM stages
  • Qualifying questions that protect chair time while maximizing conversion opportunity
Day 2

Nurture, Re-Activation & ROI Review

  • Email and text nurture for leads who attended consult but have not started
  • Reactivation campaigns for incomplete records or lapsed interest
  • Calculating cost per booked appointment and cost per start by channel
  • Monthly marketing meeting agenda tying creative results to front-desk outcomes
Tuition & Registration
Tuition + 13% HST
Duration2-Day Marketing Operations Lab
FormatIn-Person + Digital Audit Worksheets
InstructorSamantha Watkins & Dr. Ramesh Agrawal
EligibilityPractice Owners, Marketing Leads, Office Managers, Treatment Coordinators
Register for This ProgramInquire with Admissions Team
*Cancellation refunds issued if received in writing 2 weeks prior to start date. Payment instructions sent upon registration confirmation.
Dr. Ramesh Agrawal

Dr. Ramesh Agrawal

BDS, MDS, NDEB Certified

Registered general dentist with RCDSO offering case-based clinical orthodontic guidance and evidence-informed decision-making.