Lead Text Scripts

Tap Copy, fill in the highlighted brackets, and send.

WhoAppointment coordinator
SpeedText within 5 minutes
Time10-15 min a day

The 5 rules

  1. Text from your own cell. Real texts from real people get answered.
  2. Text every new lead within 5 minutes. Overnight leads get texted first thing next morning.
  3. Never talk price over text. Price is for Dr. Natalie on the consult.
  4. Never answer medical questions. Use the "medical question" reply below.
  5. You move the cards. After every text, drag the lead to the right stage in the GoHighLevel pipeline. It takes 10 seconds.

The stages

You move the cards in GoHighLevel. Drag a lead into a stage when the right side says so.

New LeadA new lead just came in and you have not texted yet. They land here by themselves.
First Text SentYou sent the first text.
Consult BookedThey picked a time.
Consult HeldThe consult happened.
Closed WonThey said yes to treatment.
Closed LostThey said no, or they stopped replying after the consult.
NurtureYou sent three texts and they never booked.

Part 1: First contact

Get the lead to say yes to a time.

1

The first text

Send: Within 5 minutes of a new lead.

Hi [First Name], this is [Your Name] from Cosmetic Dentistry of San Antonio. You just requested a free virtual smile consult, I'm so glad you did! Dr. Natalie personally reviews every consult. I have a couple spots open this week, want me to grab one for you before they fill?
RememberDo not explain veneers. Book first.
Move the cardFirst Text Sent
2

They said yes

Send: Any reply that is not a no.

Perfect! Dr. Natalie does the consults by video so you can do it from your couch. She'll review your photos and send you a video with her recommendation and the cost. I have [Day] at [Time] or [Day] at [Time]. Which works better?
RememberAlways offer two times. Never ask "when are you free?"
Move the cardConsult Booked, as soon as they pick a time. Then send the confirm text.
3

No reply

Send: The next day, once.

Hi [First Name], [Your Name] from Cosmetic Dentistry of San Antonio again. No pressure at all, just want to make sure you saw your consult request went through. If you'd rather just ask a question first, I'm happy to help. Either way, hope you have a great week!
RememberSend one more text in a week. Three texts total, then stop.
Move the cardNurture, after the third text with no booking.

Part 2: Their questions

Short answers that move them back to booking.

4

They ask the price

Send: "How much is it?"

Great question, and I want to make sure you get a real number, not a guess. Every smile is different, which is exactly why Dr. Natalie does the free consult. She looks at your photos and gives you your actual cost and financing options. Most patients are surprised it's more affordable than they expected, especially monthly. Want me to grab you a spot so you can get your number?
RememberNever give a number or a range over text.
5

Just researching

Send: "I'm just looking right now."

Totally understandable, everyone starts there. Here's the best part though: the consult is free and there's no commitment, you'll just get Dr. Natalie's professional opinion on your smile and what it would take. Worst case, you walk away knowing exactly what your options are. Want me to grab you a spot while she has openings this week?
No problem at all! I'll send you some of Dr. Natalie's recent transformations so you can see her work. Reach out anytime.
RememberSend the second text only if they still say no. Then send one before-and-after and leave them alone.
Move the cardNurture, if they keep saying no.
6

Medical question

Send: "Do I need a bone graft?" "Can you fix my crown?"

That's exactly what Dr. Natalie covers on the consult, and she can answer it better than I can. Want me to grab you a spot?

Part 3: After they book

Confirm, remind, rebook.

7

Booked: confirm

Send: Same day they book.

You're all set for your free virtual consult with Dr. Natalie on [Day] at [Time]! Here's what to do: take 2-3 photos of your smile, one straight on and one from the side, good lighting. Dr. Natalie reviews them before your call. Anything you want her to know about your smile beforehand, just reply here. See you [Day]!
RememberPhotos in before the consult mean Dr. Natalie starts prepared.
8

Reminders

Send: Two texts: the day before, and 2 hours before.

Hi [First Name], quick reminder about your free virtual consult with Dr. Natalie tomorrow at [Time]! Remember to send your smile photos if you haven't yet. Reply 1 to confirm, or reply here if you need to move it.
See you in 2 hours for your consult with Dr. Natalie! Here's the video link: [link]. Have your smile photos ready. Reply here if anything comes up.
9

No-show

Send: Within 1 hour of the missed time.

Hi [First Name], we missed you today! No worries, life happens. Dr. Natalie had your photos ready to review, want me to grab you another spot this week? I have [Day] at [Time] or [Day] at [Time].
RememberNo guilt, no lecture. If no reply, one last text in 3 days, then Nurture.
Move the cardStay in Consult Booked until they rebook. If they never reply, move to Nurture.

Your day

MorningOpen the GoHighLevel pipeline. Text every overnight lead sitting in New Lead with the first text.
All dayNew lead comes in, first text within 5 minutes, log it.
End of dayEvery lead is in the right stage. Nothing sitting in New Lead.