Prepared for Dr. Namgu Kim

One Smile Orthodontics

A working session on the 43 leads, the unknowns underneath them, and what real measurement would reveal.
Date: April 2026 Format: Working session, 30–45 min Status: Confidential
The Question on the Table
One number changes everything we can recommend. Until we know it, every strategy conversation is theoretical. So let's start here.
The question
"Of those 43 leads from last month, how many became booked consults — and how many turned into signed contracts?"

Why this is the right question. 43 leads is a top-of-funnel number. It tells us your ads are doing their job at the click and the form fill. But it tells us nothing about what happens after the lead becomes a person — whether they answer the phone, whether they show up, whether they say yes. That's where the actual revenue lives, and it's where every recommendation has to start.

What we're trying to do in the next 30 minutes. Walk the funnel together. Surface the numbers you have. Be honest about the numbers you don't. Then design what would change if those unknowns became knowns.

What We Know vs. What We Don't
Confirmed numbers from your Meta account and our April 1 audit on the left. The numbers that determine whether the spend is actually working on the right.
✓ What we already know
Average case value
$5,000
Total leads (last 30 days)
43
Phone calls vs. form fills
34 / 9
Meta spend (last 30 days)
$1,275
Best demo CPL (35–44 cohort)
$20
Best-performing creative
Ad #2
Ad #2 video completion rate
8.4%
? What we cannot answer yet — fill in live
Of 43 leads, how many got a callback within 24 hours?
How many booked a consult?
How many showed up to the consult?
How many were quoted a treatment plan?
How many signed a contract?
Real cost per signed contract
?
Which ad source produced the actual revenue?
Live Calculations
These update automatically as the numbers above are filled in. Stage rates compute from each preceding stage. Money math uses the $5,000 case value and $1,275 of confirmed Meta spend.
Overall conversion: leads → signed contracts
Callback rate (leads → 24h callback)
Booking rate (leads → consult)
Show rate (booked → showed)
Quote rate (showed → quoted)
Close rate (quoted → signed)
Real cost per signed contract
Revenue captured (signed × $5K)
Real ROAS (revenue ÷ spend)

The right side of this ledger is the entire question. Every dollar you spend on Meta until those gray cells turn into white cells is a dollar spent against an unknown denominator.

The Funnel by Stage
Every patient who eventually books with One Smile passes through six stages. Two of them you can currently see. Four of them you cannot.
01

Click

Patient sees an ad, clicks through to the landing page or initiates a call.

VisibleMeta sees
02

Lead

The click becomes a real human contact: a phone call to the office or a form submission.

Visible43 last month
03

Booked

Front desk reaches the lead, qualifies them, and books a consult on the calendar.

Blind?
04

Showed

Patient actually arrives for the consult. Many booked consults never show.

Blind?
05

Quoted

The doctor evaluates and presents a treatment plan with a price.

Blind?
06

Signed

Patient says yes, signs the contract, becomes paid revenue.

Blind?

If the leak is between Stage 2 and Stage 3, the problem is front-desk responsiveness or lead quality. If it's between Stage 3 and Stage 4, it's appointment-reminder discipline or scheduling friction. If it's between Stage 5 and Stage 6, it's pricing, financing, or close. Each leak is a completely different fix. Without visibility, the fix is a guess.

Why Asking "Where Did You Hear About Us" Doesn't Work
Every practice does some version of this — front-desk asks the patient at intake. It feels like a system. It isn't. Here's why, and it has nothing to do with the team being good or bad at their job.
Failure mode 01

Recency bias

The patient remembers the last touchpoint — usually a Google search — and forgets the first one. The Reel they saw three weeks ago that put One Smile in their head is invisible. Last-touch buries first-touch.

Example: Patient says "Google." The actual decision started 21 days earlier when they paused on a Reel and made a mental note.

Failure mode 02

Conflation

The patient credits a friend's recommendation — but the friend recommended One Smile after the patient was already primed by the ad. The ad created the receptivity. The friend gets the credit.

Example: "My sister told me about you" — six weeks after the patient screenshot a Reel and showed it to her sister.

Failure mode 03

Social desirability

"A friend told me" sounds more flattering than "I clicked an Instagram ad." Patients unconsciously upgrade their answer to whatever feels socially better for the practice. The data drifts toward warmth and away from accuracy.

Example: A 38-year-old paying $5,000 for braces would rather feel chosen by a community than targeted by an algorithm.

Failure mode 04

The patients you never see

The biggest one. Front-desk attribution can only count the patients who walked through the door. Every lead who clicked, called, didn't book, didn't show, or walked away from a quote is completely invisible. And that's where most of the leak lives.

Example: 43 leads in. If 8 became patients, the front desk knows about those 8. The story of the other 35 — where they fell out, why, what could have caught them — is the conversation that's never happened.

What 30 Days of Real Measurement Would Reveal
A modest install — a tracked phone number, a pixel on the landing page, and a weekly intake-to-signed reconciliation — produces a different kind of clarity within one billing cycle.

What you would know — not guess — by Day 30

  • The exact number of the 43 leads who got a callback within 24 hours
  • The exact percentage of leads who became booked consults — your real top-of-funnel conversion rate
  • The exact percentage of booked consults who actually showed up
  • The exact percentage of consults who got quoted, and the percentage who signed
  • The real cost per signed contract — not cost per click, not cost per lead, the number that pays the bills
  • Which of your two ads produces leads that actually become patients vs. leads that look good in Meta but go nowhere
  • Whether your 35–44 cohort really is your gold demo, or just your cheap one
  • Where in the funnel the biggest single fix lives — and what it would be worth in dollars to plug it

None of this replaces your front desk. None of it replaces the clinical work, the consult, the chair-side conversion. It tells you which part of your business is actually broken before you spend another month doubling down on the part that isn't.

Right now, every Meta ad dollar is being measured against a number nobody can see. Real attribution makes that number visible. Once it's visible, the next 30 days of decisions are made on facts instead of feel. That's the entire shift.