Uniform Teeth

Specialists that prescribe tech-enabled orthodontic treatments

eCommerce
Health and Wellness
D2C

Uniform Teeth, a tech company offering affordable, modern orthodontic care, was experiencing a drop in conversions due to their current sales system. The company sought a partner to help upgrade their lifecycle management system to include segmentation and personalization, as well as eliminate their reliance on manually managing current leads using Google Sheets.

Services

design_services
Lifecycle Marketing
design_services
CRM

Approach:

  • Migrated their system into a modern CRM platform with complete functionality 
  • Identified segmentation and lead approaches by stage
  • Grouped types of leads for personalization and sales efficiency
  • Created automated sequences to develop consistency in follow-ups task-oriented
  • Streamlined task oriented processes 
  • Developed a reporting system for efficiency

Impact:

  • Management of over $3.7M in active leads at an average of 6K leads (rolling 90 days)
  • Ability to hit sales goals of $120K per month
  • Enabled identification of leads by stage for predicted revenue and promotions
  • Increased responsiveness from leads through personalization and segmentation

Results

45
%
Increase in lifecycle attributed sales
20
%
Increase in lead database