Call First, Text Second: The Follow-Up Mistake Costing Dental Practices New Patients

Most dental practices invest time and money into getting website leads — but far too many lose those leads before they ever book an appointment.

Why?

Because of how they follow up.

In a recent Dental Growth Hack episode, Chris breaks down one of the most overlooked mistakes dental practices make when responding to new website inquiries: texting first instead of calling.

While texting may feel easier and less intrusive, it’s also far easier for potential patients to ignore — especially when they’re already anxious or hesitant about going to the dentist.

Let’s break down why this happens and what to do instead.


Website Leads Are in Research Mode — Not Decision Mode

When someone fills out a form on your website, they’re usually not fully committed yet.

They’re:

  • Comparing practices

  • Checking reviews

  • Looking at pricing

  • Trying to decide if they trust you

This is what we call research mode.

At this stage, texting feels low-pressure — but that’s exactly the problem. A text message is easy to skim, postpone, or ignore entirely.

A phone call, on the other hand, creates immediate momentum.


Why Texting First Underperforms

Texting has its place in dental communication — but it’s not ideal for first contact with a new lead.

Here’s why texting first often fails:

  • No tone or emotion is conveyed

  • It doesn’t build instant trust

  • It’s easy to ignore or forget

  • It doesn’t allow for real-time objections or questions

“Less intrusive” often ends up meaning less effective.


Why Calling First Works Better

A phone call does what a text can’t:

  • Builds human connection

  • Establishes trust and credibility

  • Allows your team to answer questions immediately

  • Shows the practice is responsive and professional

  • Increases the likelihood of booking on the spot

For higher-value cases and new patient inquiries, this matters — a lot.


The Call-First, Text-Second Strategy

The most effective approach isn’t choosing between calling or texting — it’s using both strategically.

Step 1: Call First

Call the lead promptly while interest is high.
Be friendly, helpful, and human — not salesy.

Your goal:

  • Introduce the practice

  • Answer questions

  • Build comfort

  • Move toward booking

Step 2: Text Second

If you don’t reach them:

  • Send a follow-up text referencing the call

  • Keep it personal and helpful

  • Invite them to respond or schedule

Texting should support the process — not replace it.


When Texting Does Make Sense

Texting works best for:

  • Appointment confirmations

  • Follow-ups after a call

  • Existing patients

  • Simple logistics and reminders

But for new website leads, especially high-value ones, texting alone leaves too much on the table.


Key Takeaway

Calling new website leads first isn’t about being pushy — it’s about being human.

A phone call signals that your practice is real, attentive, and actually cares.
Texting should enhance that experience, not replace it.


Who This Is For

This strategy is ideal for:

  • Dental practice owners

  • Office managers

  • Front desk and new patient coordinators

  • Practices struggling with website lead conversion

  • Teams looking to improve follow-up systems


Final Thought

If you’re generating website leads but not seeing them turn into booked appointments, the issue may not be your marketing — it may be your follow-up.

Small changes in process can create big gains in conversion.

And sometimes, it’s as simple as picking up the phone.

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🛠️ Tools & Tips:

SmartFollow™ – Automated lead follow-up

CallGuard AI™ – Review & coach call performance

PatientLine™ – AI phone assistant for overflow and after-hours

 

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