HIGHEST IMPACT
Referral lever missing
Fans already exist on Google — no path to send a friend.
80/100
GAP SCORE
Custom retention blueprint for Bright Smile Dental
Turn Bright Smile Dental's First-Time Customers into Lifetime Regulars.
Activate Wallefy's Apple & Google Wallet advantage and Aura AI automation to boost customer retention and revenue.
BS
Bright Smile Dental
Membership Card
4 of 8 visits
50%
Growth Opportunity
69
/ 100
Recoverable ownership upside
Revenue at Risk
$61K–$121K/yr
Modeled for Bright Smile Dental · not guaranteed
Clinical retention diagnosis
3 ownership gaps the engine flagged for Bright Smile Dental.
Each gap is gated on a public signal we matched. Score is the engine's confidence this gap is recoverable in 90 days.
HIGH IMPACT
No loyalty engine
Your POS sees repeat customers — nothing reaches back to them.
63/100
GAP SCORE
STRATEGIC
Reviews lag sales
Quiet visits leave no public proof for the next prospect to find.
58/100
GAP SCORE
The cost of doing nothing
What happens if nothing changes?
At your current pace, this is the patient lifetime value slipping away from missed recalls over 12 months.
02 The customer journey
Today they slip away. With Wallefy, every visit compounds.
Today · renting
Find youFirst visitThey leaveGone
Slipped recalls — patients who quietly switch providers. One-time visits; recalls slip — and you pay to reach them again, every single time.
If your recall-reminder vendor dropped your appointment list tomorrow, who brings your patients back on schedule?
With Wallefy · owning
First visitJoin Bright Smile Dental's cardFree auto-pushThey returnThey refer
Every customer lives on Bright Smile Dental's branded card in Apple & Google Wallet — Patients who come back on schedule and refer, for $0 a message, forever.
Refine your estimates · optional
These are estimated from public signals (Google, POS, web). Adjust any value if you have better data — the leak figure updates live.
Revenue at risk / yr (live)
$61K–$121K
$5K–$10K/mo · every month they slip
Modeled, not guaranteed
03 Your growth engine
Every channel feeds one card you own — then it brings them back, free, forever.
Google Search
Local SEO
Meta Ads
QR Codes
Local Partnerships
Your wallet card
Repeat customers
Acquire
Win new customers
Turn strangers into first-time customers
GoogleMeta AdsQR CodesGift Card
Retain & Activate
Keep them coming back
Turn first-timers into regulars — for free, on auto-pilot
Wallet PushEmailLocal SEOMembership
Your lead
Expand & Refer
Grow value per customer
Turn regulars into advocates who refer + win back lapsed
Local PartnersWallet PushGift Card
Your primary offerBuy 5, get a free Cleaning & Exam— the same offer runs across every channel below, tracked per source
Capture them once · then own a free channel to them forever
Bright Smile Dental near me
AdBright Smile DentalPerformance Max
Bright Smile Dental — book today
★★★★★4.9· Open now
Free Cleaning & Exam on your 1st visit
brightsmiledental · Google Maps
Bright Smile Dental — 4.9 ★ (213 reviews)
Google Search
Google Search
Paid
Free Cleaning & Exam on your 1st visit
✦ Exactly what they searched + a reason to act now
30% of budget · Cost per acquisition
Bright Smile Dental near me
AdBright Smile DentalPerformance Max
Bright Smile Dental — book today
★★★★★4.9· Open now
Free Cleaning & Exam on your 1st visit
brightsmiledental · Google Maps
Bright Smile Dental — 4.9 ★ (213 reviews)
Local SEO
Local SEO
Owned
Free Cleaning & Exam on your 1st visit
✦ High-intent landing page leading with reviews/credentials, offer as th…
30% of budget · Open & redemption rate
BS···
Free Cleaning & Exam on your 1st visit
Learn More
LIMITED TIME Meta Ads
Meta Ads
Paid
Free Cleaning & Exam on your 1st visit
✦ Limited-time first-visit deal + striking photo
30% of budget · Cost per acquisition
TABLE TENT
Buy 5, get a free Cleaning & Exam
QR Codes
QR Codes
Cross-channel
Buy 5, get a free Cleaning & Exam
✦ Scan now to start earning / claim today's reward at point of consumption
15% of budget · Scan→signup rate
Local partner pick
Free Invisalign Consult on your 1st visit
TRUST TRANSFER
Local Partnerships
Word-of-mouth
Free Invisalign Consult on your 1st visit
✦ Co-branded members/employees/neighbors-get-X perk via per-partner QR
25% of budget · Referral rate
Always-on free channels
No ad spend — consistent presence that compounds over time
Bright Smile Denta near me
Bright Smile Denta
Buy 5, get a free Cleaning & Exam
DirectionsCallSave offer ↓
Google Business
Free
Scans to Wallet Pass · Free local discovery
Join Bright Smile Denta Rewards
Buy 5, get a free Cleaning & Exam
Website / Page
Free
Scans to Wallet Pass · Your 24/7 capture page
B
@brightsmiled
🎁 Buy 5, get a free Cleaning & Exam
📍 Find us
⭐ Leave a review
Link in Bio
Free
Tap to Wallet Pass · Instagram, TikTok, any bio
Organic Social
Free
Scans to Wallet Pass · Posts, stories, reels
Wallet Push
FREE · UNLIMITED
$0 · unlimited
Free + unlimited, native to the wallet card, on Aura-AI auto-pilot — scales with your list at zero marginal cost.
Email
OWNED DELIVERY
free to send
Owned delivery for lifecycle flows, newsletters, and RFM-segmented offers.
SMS
SUPPLEMENTAL
per message
~95% open for time-sensitive nudges (rebook, flash, reward-expiry) — layer in where it counts.
Your Aura AI runs these automatically
Next-visit reminderBirthday rewardFeedback requestReferral kickoffWin-back lapsed+ 1 per RFM segment (9)
+ geo-push within ~100m
Aura AI auto-segments every customer (RFM) and fires the right free push from built-in templates the moment they move segment — auto-pilot you can fine-tune. · see all 9 segments
NewWelcome + nudge to the 2nd visit
GrowingNudge toward the next tier / reward
ChampionsVIP perk + a referral ask
Loyal regularsTier perks + a timely upsell
MediumKeep-warm offer to lift frequency
Needs attentionReactivation nudge before they slip
At-riskStrong win-back — high value, slipping
DoubtfulMild win-back offer
SleepingLow-cost reactivation, then rest
TrackNew-client bookingsRebook rateReferral rate
Print Your print kit · branded to you, ready to deploy
Every physical touchpoint becomes a wallet enrollment.
Each piece carries one dynamic QR that auto-enrolls every scan into Bright Smile Dental card on Apple & Google Wallet — then tracks installs, redemptions & revenue by surface.
Print-to-Digital Conversion Flow
1. Print Asset
with QR
with QR
2. Add to Wallet
(8 Mechanics)
(8 Mechanics)
3. AI-Triggered
Push Notification
Push Notification
Industry-tuned · Healthcare
9 ROI-proven assets, branded to Bright Smile Dental
Acquire
5
Direct-mail postcard
Acquire
Scans to EDDM Coupon
$5.62 ROI per piece (USPS EDDM)
Mailbox-direct, every household, every time
Business card
Acquire
Scans to B2B Referral Pass
Lingers in wallet — top of mind for referrals
In every partner wallet — premium and personal
Staff name badge
Acquire
Scans to VIP Pass
Staff = walking billboards in-store + out
Every staff interaction is a touchpoint
Window cling
Acquire
Scans to Review or Loyalty Pass
~1–5% scan, every passerby reached
Catches everyone walking past — free
Poster
Acquire
Scans to First-visit Offer
2–7% scan, hardest-working square inch
One wall, one ask, all day
Retain
3
Counter card
Retain
Scans to Loyalty Pass
8–18% scan, captive moment at register
They're already paying — ask now
Appointment card
Retain
Scans to Next-Visit Reminder
15–30% scan, hand-off at end of visit
Handed at the door — never forgotten
Fridge magnet
Retain
Scans to Priority Service Pass
~5–12% scan, months on the fridge
On their fridge for months — top-of-mind on day zero
Grow
1
Bag insert
Refer
Scans to Refer-a-Friend Pass
~3–8% scan, free reach with every order
Every bag a referral channel
You never design a thing.
Auto-generated kitevery planBranded flyers, table toppers, window & mail designs with your card QR baked in — one click under any card.
Free design helpBusiness planOur designers create additional custom print pieces for you — included free on Business.
Custom designsdone-for-youBespoke design for any print product in the catalog.
QR plug-and-playevery planYour dynamic card QR drops into anything you already print — tracked + auto-enrolling.
See your complete print system — 13 pieces across 4 capture points
In-storewaiting-room dwell time is ideal for enroll
Poster Frames / Lobby SignsCounter Displays / Countertop CardsAppointment CardsPosters
Direct mailnew-patient acquisition by neighborhood
PostcardsNew-Resident / Welcome KitsEDDM Mailers
Handout & partnerleave-behind recall and referrals
Promotional MagnetsReferral CardsBrochuresBusiness Cards
Storefrontsignal the practice to passersby
Window DecalsDoor Hangers
04 Your system
The 4-card system built for Bright Smile Dental
Built to patients who come back on schedule and refer — Membership leads, with Loyalty Punch + Gift Card + Rewards compounding it across the lifecycle.
Wallet
BS
Bright Smile Dental
Membership card
Membership tier
Gold
Your plan
$79/mo
RETAIN
Membership card · Recommended for dental
Membership tier. The highest-LTV play.
Tier-based commitment + visit tracking. The highest-LTV play for service businesses.
01 The lead card
Membership
Tier-based commitment + visit tracking — the highest-LTV play.
- Mechanic
- Member · $79/mo
- Proven by
- gym/subscription / Amazon-Prime-style recurring
- Live in
- ~4 days
Lock-screen visibility
24/7 brand presence, every time they unlock their phone.
Free push notifications
Zero cost per message, unlike SMS at $0.03 each.
One install, lifetime presence
Persistent, not rented. They keep the pass forever.
02 Your customer ownership system
3 cards, one system — covering Bright Smile Dental's full funnel.
win first visits (Gift Card) · keep them coming back (Membership, Loyalty Punch)
RETAIN
Stamp card
Frequency loop. Earn-toward-reward.
BS
Bright Smile Dental
Stamp card
Visit reward
Free Teeth Whitening
Frequency loop for dental. Visible progress on every visit drives the next one.
ACQUIRE
Gift card
Send to a friend. They install it instantly.
BS
Bright Smile Dental
Gift card
Gift card balance
$200.00
From
Sam
Buyer bonus
+$20
Pre-loaded balance + gifting mechanic. Turns one customer into a viral acquisition channel.
03 5 more cards available
Mix and match. Every card branded for Bright Smile Dental.
Each one is a real Apple + Google Wallet pass. Swipe to browse the full library; each card scans to install on its own.
Reward points
Points + tier ladder. Climb status as you spend.
BS
Bright Smile Dental
Reward card
Points balance
500
Til next reward
Free Veneers · 100 pts
Tier
Gold
Coupon
First-visit acquisition. One-tap install.
BS
Bright Smile Dental
Coupon
First-visit offer
Free Cleaning & Exam
Expires
Dec 31, 2099
Cashback
5% back, every purchase. Auto-tracked.
BS
Bright Smile Dental
Cashback card
Cashback balance
$42.18
Cashback status
Bronze
Earning rate
5% back
Discount
Member-only price. Always live.
BS
Bright Smile Dental
Discount card
Member discount
15% off
Status
Gold
Subscription
Recurring billing. Auto-renew, auto-rebill.
BS
Bright Smile Dental
Multipass
Visits remaining
7 of 10
Pack value
$150 (saves $30)
↳Built around your signature picks — Cleaning & Exam, Teeth Whitening, Invisalign Consult — so your Membership rewards the services people already come back for.
See how each card actually works ▾
Membership
Member · $79/mo
Loyalty Punch
5 stamps → Teeth Whitening
Gift Card
Give $200, get $20
Rewards
10 pts per visit → reward at 100
05 Your campaign calendar next 3 months · modeled, not guaranteed
Your year, already planned
Bright Smile Dental's season-by-season rhythm — each month's highest-leverage play, auto-scheduled to your wallet base. No blank-calendar guesswork.
JulyThis month
Slow — fill it
Independence Day & summer
Win-back wave
Fill the lull — stronger win-back offer (×1.2 incentive) to your owned base.
August
Peak season
Back-to-school
New-offer launch blitz
Capture peak demand — gift-cards & premiums over blanket discounts.
September
Peak season
Labor Day & back-to-routine
New-offer launch blitz
Capture peak demand — gift-cards & premiums over blanket discounts.
06 Projected outcomes modeled, not guaranteed
Repeat-visit rate
Loyalty members come back more often than one-time guests — the compounding base of revenue.
Higher service spend
Returning customers spend more per visit once they trust the brand and the offer.
Monthly revenue from repeat customers
Small repeat-rate lifts move the whole base — recovered revenue compounds month over month.
5 min Live by this weekend
- 1Confirm your card details
- 2Connect your scheduling system
- 3Activate the template
- 4Print/share the QR + save-to-wallet link
Your way · fully customizable
Smart start, infinitely yours.
This blueprint is a starting point, not a contract. Every wallet card, offer, design, channel, and campaign month is yours to swap, tune, scrap, or add — in seconds, with or without our designers.
- Wallet cards & mechanics
- Offers & rewards
- Print designs
- Channels & ads
- Campaign calendar
- Aura push schedule
Need help? Free design help on Business · custom designs on demand · cancel anytime.
90-day growth roadmap
From day one to day ninety — the exact sequence.
Three phases built from your engine output: launch the system, capture the first wave, compound the wins. Each phase carries the metric that proves it's working.
Launch
Stand up the system
- Launch your membership on Apple & Google Wallet
- Put your QR on front desk / rack-cards — every scan auto-enrolls a customer you own
- Switch on free welcome + next-visit push (no per-message cost, ever)
Capture
Bring new customers in
- Google/SEO high-intent -> new-patient offer -> recall membership
- Add QR Codes so walk-ins enroll on the spot
- Aura AI auto-push: next-visit reminder + birthday reward
Compound
Retain, refer & win back
- recall membership -> SMS appointment reminders -> RFM lapsed winback
- patient referral via rack-card QR + provider cross-referrals
- Win back lapsed customers with RFM auto-push; watch installs, redemptions & revenue per channel
Why it works · what you risk
Why a wallet card out-earns email & SMS — and what it costs you to try
Wallet push
Free · unlimited
Lands on the lock screen, native to the card — no per-message cost, ever.
Email
~20% opened
Most lifecycle email never gets seen — and inboxes keep tightening.
SMS
~$0.03 / text
Great reach, but it adds up fast once you message your whole base.
No app for your customers to downloadWorks with Dentrix, Eaglesoft, Open Dental & moreCancel anytimeNo third-party tracking pixel — lives in Apple & Google Wallet
Industry benchmarks (Mailchimp 2024 · Twilio list pricing) — not Wallefy guarantees.
See the full growth playbook
Your growth playbook
⚡ Day-one quick win
Day-one quick win: reactivate the customers you already have
Import your existing list, enroll them on the wallet card, and fire a free win-back push — revenue before you spend a dollar on new acquisition.
Win-back wave → at-risk + lapsed customers (free push)VIP re-engage → dormant high-value customersReferral revival → past-happy customers bring a friendEnroll-to-wallet → re-engaged customers onto the loyalty card
💤
Dormant
90+ days silent
→
🔔
Aura AI fires
Win-back push
→
🔁
They return
Offer redeemed
→
⭐
Re-activated
Back in loyalty loop
Ready-to-run campaigns
Holiday gift-card driveSeasonalWin-back waveMonthlyReferral revivalAnytimeNew-offer launch blitzOn launchBirthday clubAlways-on
Borrow local trust
Borrow trust + reach from local institutions and creators — the lowest-CAC, most durable acquisition.
schoolsgymsemployersapartment communitiesrealtorsmedical networkslocal nano/micro collabsgifted experiences for UGCgive/get affiliate codes
Make this even sharper
Answer 3 quick questions about how your business actually runs — we’ll retune the whole plan to match.
Ready to own Bright Smile Dental's customer relationships?
Built for practices that own the patient relationship, not lose them to quiet provider switches. Connect your PMS — about 5 minutes.
Activate Bright Smile Dental's customer ownership system
No app for your customers to download · Works with Dentrix, Eaglesoft, Open Dental & more · Cancel anytime · No third-party tracking pixel — lives in Apple & Google Wallet