Walnut Creek Dentists Case Study: 800%+ ROI With Smarter Systems and Better Patient Experience
See how Walnut Creek Dentists used Trackable, AI receptionist support, and a hospitality-first patient experience to turn more new patient opportunities into scheduled appointments and production.
- 800%+ ROI
- AI receptionist booked 12 out of 13 missed new patient calls
- Answered call rate improved from roughly 45% to 70%+
- Walnut Creek, CA
Meet Walnut Creek Dentists
Walnut Creek Dentists is a long-standing private practice in Walnut Creek, California that has served the community since 1954.
Led by Dr. Jonathan Geleris and Dr. Ben Geleris, the practice already had a strong reputation, loyal patients, and a team committed to exceptional care. But like many growing practices, they needed better visibility into marketing performance and stronger systems to make sure new patient opportunities were not slipping through the cracks.
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Challenges
Walnut Creek Dentists had worked with marketing companies before, but it was not always clear what was actually driving results.
They needed a better way to track ROI, evaluate lead quality, improve phone performance, and support their front desk team as new patient demand increased.
Key challenges included:
- Unclear marketing attribution from previous vendors
- Missed calls creating lost new patient opportunities
- Front desk workload during high-volume periods
- Inconsistent call answering during staffing challenges
- Desire to scale without losing their high-touch patient experience
Solutions
SMC partnered with Walnut Creek Dentists to strengthen the systems behind their growth and help the practice convert more opportunities into scheduled patients and production.
- Implemented Trackable reporting and call analytics to show ROI, lead quality, and phone performance
- Reviewed calls to identify coaching opportunities and conversion gaps
- Added SMC’s AI Receptionist to capture missed and after-hours new patient calls
- Helped improve answered call rates from roughly 45% to 70%+
- Supported systems that allowed the team to scale more efficiently
Results
Walnut Creek Dentists did not just generate more leads. They built a stronger system for converting those opportunities into real growth.
With better tracking, stronger phone coverage, and a team committed to exceptional patient experience, the practice achieved:
- 800%+ ROI
- Up to 97 leads in one month
- Roughly 60+ new patients per month
- Improved answered call rate from about 45% to 70%+
“One of the things that sold us on SMC initially, and that I think has continued to sell us, is the Trackable platform… It shows you what’s working. You don’t have to go digging to find that answer. That’s what we’ve really appreciated about working with you guys.”
Dr. Jonathan GelerisWalnut Creek Dentists
Ready to See What’s Really Working in Your Marketing?
SMC helps dental practices generate more new patients, improve conversion, and track the numbers that actually matter.
Book a free strategic marketing consult to:
- Review your current marketing performance
- Find missed opportunities in your funnel
- Evaluate phone conversion and lead quality
- Identify where your practice has room to grow