Automation Audit Report
Client: Northside Dental Studio
Website: https://example-dental.com
Primary contact: Dr. Patel
Best email: hello@example-dental.com
Date: 2026-05-17
Prepared by: Your Name
Executive summary
Northside Dental Studio can likely improve conversion on new patient consultations by reducing the friction around new patient appointment request. The recommended first move is: Add a short request form that captures patient intent, preferred times, and contact details before staff follow-up.
Business context
Highest-value service: new patient consultations
Desired prospect action: request a new patient appointment
Lead sources:
- website
- Google Business Profile
- referrals
Tools in use:
- website contact page
- shared inbox
- phone
Current workflow
| Step | Owner | Tool | Delay or friction | Notes |
| --- | --- | --- | --- | --- |
| Inquiry received | Front desk | Phone or shared inbox | Website asks new patients to call instead of offering a structured request path. | After-hours visitors may leave without a clear next step. |
| Lead qualified | Front desk | Manual questions | Insurance, preferred date, and reason for visit are gathered manually. | Repeated questions slow down first response. |
| Appointment booked | Front desk | Calendar | No automatic confirmation or missing-info reminder. | Follow-up depends on staff availability. |
Bottleneck score
| Bottleneck | Revenue impact | Effort | Confidence | Priority score | Recommendation |
| --- | ---: | ---: | ---: | ---: | --- |
| New patient appointment request | 5 | 2 | 4 | 18 | Add a short request form that captures patient intent, preferred times, and contact details before staff follow-up. |
| Missing information follow-up | 4 | 2 | 4 | 14 | Use a reusable response template and a simple next-action tracker. |
Prototype
Prototype name: New patient request tracker
What it does: Captures inquiry details in a shared sheet and gives staff a standard follow-up message.
Tools used: Form, spreadsheet, email template
How to test: Submit one test inquiry, confirm the row appears, and send the draft response to an internal email.
Known limitations: Does not connect directly to the practice management system.
Recommended next step
Use the prototype for one week with manually reviewed submissions, then decide whether to connect it to scheduling.
Implementation estimate
Scope: Production form, staff notification, response templates, and handoff notes.
Timeline: 3 to 5 business days
Price: $950
Client inputs needed:
- approved intake questions
- notification email
- brand wording
- privacy disclaimer