LESSON 10. AI, AUTOMATION, AND YOUR 90-DAY GROWTH PLAN
– Where AI can create practical value in dental marketing—and where it introduces unnecessary complexity or risk;
– Why processes, CRM statuses, routing rules, and data must be standardized before they are automated;
– How to use AI to develop advertising copy, creative concepts, content plans, and video scripts while preserving human review and brand consistency;
– How AI can summarize calls and messages, identify recurring patient objections, and reveal communication or service-quality issues;
– How to automate lead routing, appointment reminders, no-show recovery, and long-term follow-up sequences within your CRM;
– How to use chatbots for rapid initial responses, basic information collection, and lead qualification—without replacing meaningful human communication;
– How to create dashboards and automated reports that reveal bottlenecks, trends, and priorities instead of producing more data noise;
– A practical framework for designing every automation: trigger, input, action, responsible person, exception path, and success metric;
– What should not be automated: clinical decisions, complex complaints, sensitive conversations, and managerial judgment;
– How to protect personal and medical data through data minimization, controlled access, approved systems, and human oversight;
– How to divide responsibilities among the clinic owner, director, marketer, administrators, and external contractors;
– The weekly marketing-control routine for reviewing performance, automation failures, patient feedback, and active experiments;
– How to build a 90-day implementation roadmap: establish the baseline and identify the primary bottleneck, launch a controlled pilot, measure the results, and standardize what works.
PRACTICAL OUTCOME
You will create a prioritized AI and automation backlog and a complete 90-day implementation plan defining your clinic’s primary bottleneck, selected workflows, responsible owners, deadlines, safeguards, success metrics, and weekly review schedule.
LESSON DURATION:55 MINUTES