Todd Dental Operations LLC
Service Proposal
Date:
Proposal #: TDO-
Valid: 30 days
From: Jason Todd, Todd Dental Operations LLC  ·  (910) 818-1345  ·  [email protected]  ·  todd.dental
Prepared for
Dr. [Name] & [Practice Name]
[City, State]  ·  [PMS Software]

What We Found

Based on our conversation, your practice has significant revenue sitting in three lists that are currently not being worked systematically:

$120K+
Est. unscheduled treatment value in PMS
8–12/wk
No-shows per week with no recovery system
18+ mo
Average overdue recall age in most PMS systems
$0
Revenue most practices recover from these lists

This is not a marketing problem. It is a systems failure. The patients exist. The treatment is diagnosed. The hygiene is overdue. No one is calling.

How We Fix It

1
PMS Integration — View-Only Access
We connect directly to your Open Dental, Dentrix, or Eaglesoft instance. Read-only. No IT department needed. No data leaves your system. HIPAA BAA signed before access is granted.
2
Patient Segmentation
Every patient classified by category: unscheduled treatment, overdue recall (6/12/18 months), missed recall, no-show recovery, inactive 18+ months. Prioritized by revenue value and days elapsed.
3
Structured Outreach
Professional scripted outreach by SMS and phone. Scripts reviewed and approved by you before anything sends. Not blasts — structured arcs per patient type. Your practice's name, your tone.
4
Track, Book, Report
Every patient tracked from first contact to booked appointment. Daily summaries. Weekly reports. Full P&L-style monthly review delivered by the 5th of the following month.

The Math

Conservative Month 1 Scenario — Starter Program
$3,500
Monthly program fee
3×
Break-even point ($10,500 recovered)
$24K
Average Month 1 recovery (our clients)

If we recover $10,500 in Month 1 — three times the fee — you are profitable on day one. Based on what you described, that is a conservative target.

Service Options

⭐ Recommended
Starter
$3,500 / month
PMS integration (view-only)
Unscheduled treatment outreach
No-show recovery (same-day)
Overdue hygiene recall (6–18 months)
Daily summaries + weekly reports
Monthly P&L review by the 5th
HIPAA BAA — signed before access
Onboarding in 5 business days
Growth
Growth
$5,500 / month
Everything in Starter
Inactive patient reactivation (18+ months)
Post-appointment follow-up sequences
Quarterly review call with Jason Todd
Priority response SLA (<4 hours)
Custom script development

Terms

Setup fee$500 one-time · covers PMS integration, access configuration, script development, kickoff call
Monthly fee$3,500 (Starter) or $5,500 (Growth) · billed first of month
Contract termMonth-to-month · cancel with 30 days written notice
BAAHIPAA Business Associate Agreement executed before any access to patient data
PMS accessView-only credentials · revocable at any time · no data stored externally
Outreach approvalAll scripts reviewed and approved by practice before first contact
Payment methodACH or card via Stripe · invoice sent first of month
Governing lawCommonwealth of Pennsylvania

Next Steps

To proceed: Reply to this proposal with your preferred tier. I will send the Master Service Agreement and HIPAA BAA — both are two pages, plain language. Once signed and first month processed, we schedule onboarding and begin within five business days.

Call me directly at (910) 818-1345 or book time at todd.dental/15min if you have questions before deciding.

Jason Todd · Todd Dental Operations LLC
Authorized Representative
Dr. ___________________________
Practice Representative · Date: ___________
Todd Dental Operations LLC · 223 Pineview Drive, Palmyra, PA 17078 · (910) 818-1345 · [email protected]
todd.dental