Orthodontist lead generation: consult requests by call or form

For an orthodontic practice, lead generation has a narrow meaning: a parent or an adult asks for a consult, by phone or on a form, and the request might become a case start. We build the listings, pages and ads that lead to that ask, and we count each one by office. What happens after the call is the practice's own business.

What lead generation means for an orthodontic practice's consult calendar

Consult slots are the practice's inventory. Some weeks the calendar sits empty, and some weeks it is jammed. Lead generation cannot fill a calendar on command, and we do not say it can. What we can do is make each office easy to find, make each page end in a call or a form, and count every request that arrives.

Counting comes first, in the way a wire goes on before the first monthly adjustment. Call and form tracking is set up before any new page goes live, so a request always has a known source: the Maps listing of an office, a town page, an ad, a referring dentist's link.

The practice answers the phone, replies to the form and runs the consult. How soon it calls back is a choice only the practice makes, and we promise nothing about answering. We keep the count and report it beside the changes we made, which is how the next visit knows what to adjust. Ads for this work are described under paid ads management.

Where an orthodontic practice's consult requests come from, and what we count

One row per source, because each office needs its own tally.
Source of a consult requestHow a parent or an adult arrivesWhat we count for that office
The Maps listing of the officeA search such as near me orthodontist, then a tap to callCalls that start on the listing, per location
A page for one town or one service lineA longer search, or an answer from an assistant, then the pageForms sent and calls placed from that page
A Google Ads campaign for one officeA search such as braces near me, then the adCalls and forms tied to that campaign
A campaign on Bing Ads (Microsoft Advertising)A search on Microsoft's engines, then the adCalls and forms tied to that campaign
A campaign on Meta Ads (Facebook and Instagram)A parent or an adult scrolling, shown the nearest officeCalls and forms tied to that campaign
A referring dentist's link to the practiceA family sent over, who checks the practice page before callingForms and calls that begin on the referral page

Six parts of lead generation for an orthodontic practice

Put together, they give each office a clear path from a search to a call or a form.
  • Landing

    A consult request page for each office

    One page per location, with the town, the hours and one plain way to ask for a consult. A click from an ad lands here, never on a general page.

  • Forms

    A form for the practice that asks only for contact details

    A name, a way to reach the family and a preferred office. Nothing about a person's health is asked for, and the form carries no patient names or photos.

  • Calls

    Call counts for every office

    Each office gets its own count, so a group sees which location is busy and which is quiet. We count calls and make no promise about who answers them.

  • Screening

    Negative keywords that keep other searches out

    Job seekers, school searches and product searches are screened out of the ad accounts, and the lists are read again each month.

  • Spend

    Ad spend watched beside consult requests

    The platform bill stays between the practice and the platform, and our monthly note sets that spend beside the requests it brought.

  • Calendar

    A monthly talk about empty and jammed consult weeks

    The practice tells us which weeks are hard to fill, and we change one thing in the next month to address them. See also the review request routine.

Keeping other searches out of an orthodontic practice's consult requests

Not every search near an orthodontic office comes from a prospect. Some come from people looking for jobs or courses, some from shoppers for products to use at home, some from people already wearing braces who want a question about wax or food answered, and some from people looking for supports for a knee or a wrist. They fill the report and do nothing for the calendar.

In paid accounts, negative keywords hold these searches back. In organic work, clear wording on each page does the same job, so the practice's town and office name are the first things a visitor sees. Real searches differ widely: orthodontist appointment near me reads very differently from a job search, and the monthly read of the search terms keeps the two apart.

Around the calendar there are two swings, an early-summer rush and a back-to-school rush, and the holiday weeks are slower. We plan the opening month around whichever comes next, using office-by-office Maps work as the first lever.

How a month of lead generation runs for an orthodontic practice

A single adjustment each visit, and then a look at what the next month shows.
  1. Pick the offices and towns for the opening month

    The first call settles which locations lead, so the first work lands where the practice wants new consult requests.

  2. Set the call and form count before anything is live

    Every page and every ad has a counter attached. A request without a known source is a gap in the report.

  3. Build the page a parent or an adult lands on

    One consult request page per office, with the hours, the town and a short form.

  4. Open one source and leave the rest alone

    A Maps listing update, a town page or a single campaign. We turn one screw at a time so the cause of any change stays clear.

  5. Read the search terms beside the consult requests

    Terms that bring in non-prospects get added to the negative list. Terms that bring in calls move up the list.

  6. Take one change into the next month

    The report sets the requests beside the changes made. The next visit then adjusts the wording, the page or the ad that looks weakest.

What the orthodontic practice owner answers so consult requests can be counted

A handful of decisions that belong to the practice.
  • Who answers the phone at each office, and which hours the practice offers consults
  • Where the consult form goes, and who at the practice reads it each day
  • Which office takes which towns, so a request reaches the right location
  • Which weeks the practice finds hardest to fill on the consult calendar
  • How the practice tells us a request became a case start, as a count and never a name
  • Which referring dentists' offices the practice wants a page or a link for

A form asks for a name and a way to reach the family, never a person's health details. Privacy law and platform advertising rules for dental and medical ads are for the owner to read; we do not interpret them.

Questions practices ask about lead generation

What does lead generation mean for an orthodontic practice?
A call or a form from a parent or an adult asking for a consult. We build and count the paths that lead to one, and the practice handles everything that follows.
Do you promise a number of consult requests?
No. We promise steady monthly work and a report. Families decide whether to call, and no agency can say how many will.
Do you answer the calls for the practice?
No. Answering, call-back timing and the consult itself are the practice's own. We count calls and forms and show the totals by office.
Who sees the ads and the forms?
Parents and adult patients. Platform rules about age and audiences are for the practice to read before any campaign goes live.
Do you charge for each consult request?
No. Plans are a flat monthly fee. Ad spend is paid to the platforms on their own invoices, apart from ours.
Does lead generation need ads?
No. Listings and local pages produce requests, and ads add to them. The practice can use either one or both.

Bring the office with the emptiest consult week to the first call

Our CEO will ask which office, which weeks and which source you want counted first. A quote follows the call, set against the plans that fit the practice.

Which office should carry the next full consult calendar?

Name the offices, the towns around them, whether parents or adult patients are the group you want more of, and any referring dentists whose families should land on a page of their own. A few loose lines are plenty, and nothing about an individual patient belongs here.

Tell us about your offices and your consult calendar

List the offices, the months that run thin or full and the towns each one draws from, in as many lines as you like. A person reads every note. Patient names, photos and health details stay out of it.

Pick a day and a time, and our CEO, Ross Cohen, will phone you then to talk about marketing for the practice.

Choose when to be called

Choose a time slot and the details of your call appear here.

Weekday calls only, shown in the time zone selected above.

Ready to string the first wire?

The first call with our CEO sorts out which offices, which towns and which service lines lead the opening month.

The case drawn below is an illustration and nothing more.