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The New & Improved

Ultimate Tracking and Marketing Insurance Tool

Available exclusively to Scheduling Institute Members

Do you Know…

How Many Potential New Patients Call Are Going Unanswered?

CALL TRACKER shows you exactly how many calls are not being answered by your staff and who those callers are. You can use this information to follow up on the calls you missed and salvage the opportunities to schedule an appointment.

Do you Know…

Which Team Members Are Closing The Most Appointment Opportunities?

CALL TRACKER tells you who is scheduling the most appointments and who is your top performer. With this information, you can keep your best player on the field and sit your lower performers out for time to train. Let the Scheduling Institute do the training for you! Your team can use your Program Advisor for coaching or join in the Live Role Play Hotline for real-time practice with the pros.

Do you Know…

What Marketing Is Generating Calls… And What Marketing Isn’t?

CALL TRACKER shows you exactly what’s working and what’s not by capturing how many calls are coming from each marketing activity. With this information, you’ll know where to keep spending marketing dollars. Always do more of what works! Take the money you are spending on marketing that’s missing its target and reallocate it to something new. Remember, testing your marketing is an essential step of the process. You can’t test your pieces without an accurate tracking tool.

Do you Know…

How Your Real Patient Calls Are Being Handled?

CALL TRACKER captures live patient calls so you get to hear your staff in an actual call-handling situation. For your convenience, all the calls are recorded and you can listen to them anywhere 24/7, giving you a second chance to capitalize on missed opportunities!

Here’s How It Works

STEP 1 : Our team will set up your Call Tracker Dashboard, set up accounts for you and any team members enrolled in 5-Star Certification. No new equipment or phone lines required on your end.

STEP 2 : We will designate tracking numbers local to your practice for you. Seamlessly routing them right to your front desk.

STEP 3 : You and/or your designated Call Tracker Coordinator will join a Call Tracker Specialist on a full demo of the new tools and resources available to you 24/7. The Call Tracker Coordinator will go through an on-boarding checklist.

STEP 4 : You and/or your Call Tracker Coordinator will assign tracking numbers to your marketing and start enjoying the power of Call Tracker in your practice!

STEP 5 : We recommend setting up regular data reviews with your Call Tracker Coordinator and team to make sure you are using the powerful data provided by Call Tracker. Our team will be here to help all along the way!

“We have been using Call Tracker since 2007! The best asset of Call Tracker is the ability to know immediately which one of our pieces have been the most successful in our neighbourhood. Having that information allows me to spend our marketing money in the most efficient way and makes me accountable on how it is being spent!”

Office Manager, Rauchberg Dental Group

“We love Call Tracker! It really is easy to see the results and honestly so easy to use. When we would do marketing in the past it was hard to track results, but now with Call Tracker we can see what our top referral sources are. I stick a Call Tracker number on everything now. Using Call Tracker also helps us keep tabs on the phones and make sure that the team members are using the 5-Star system. We often sit in team meetings and listen to past calls to hear what a 5-star call sounds like and what a 1-star call sounds like. It’s also such a great tool to get the team excited about giving 100%. Last month we ran an internal contest where the team would all get $150 if no phone calls were missed for the entire month. Every team member checked our stats daily! Call Tracker is a must for any office that is serious about the money they are spending on their marketing, the 5-Star phone system, and getting results! Thank you SI for giving us another great tool!”

from Dr. James Powell DDS

“With Call Tracker we have the ability to listen to New Patient and existing patient phone calls. This allows us to review our strengths and weaknesses and train our team. This has proven to be incredibly valuable. Not only has our front office team improved tremendously with retaining existing patient appointments, they have also retained a 95% scheduling of New Patient calls! Without Call Tracker we were unaware of our mistakes and where we could improve.”

Marketing Director, Dr. Rajul Patel DDS

“Being able to review calls really helps keep the staff accountable. We’ve used real calls recorded from our office in training to better identify what makes a 5-star call and practice that. With two offices, we’re also really able to compare results and have even begun to see a trend in who has better conversion rates so we can better address areas that need improvement. Overall, Call Tracker has really given our doctors much greater confidence in moving forward or changing marketing plans and the additional staff accountability benefits are just icing on the cake.”

Marketing Director, Hunsaker Dental

“Now, by using a Call Tracker number on each marketing source I can see how many calls are from that source, how many of those callers were New Patients AND how many of those New Patient opportunities were scheduled. It’s amazing how many of those sources the staff used to say weren’t working are actually doing really well! The biggest benefit of having Call Tracker is having accurate data. With accurate data you can confidently make marketing decisions that otherwise would be based on guesswork!”

“One of the biggest benefits of Call Tracker is that it breaks down the referral sources with a “whisper”, which makes the tracking so much easier. It shows us what is working and what is not working. We receive a daily report, weekly report, calls booked report, and most importantly calls not booked report. Also, you can log into your account and it will show you where your calls are originating from, time trends, and breakdowns of marketing strategies. If you don’t have call tracker yet you need to call the Scheduling Institute ASAP and get it!”

Putnam Dental Associates

Official Rules and Regulations

TERMS AND CONDITIONS These Terms and Conditions (“Terms”) apply to the Category of One Strategies Book (“Promotion”). By making a Submission, you agree to these Terms. Jay Geier’s Scheduling Institute (“Sponsor”) reserves the right to modify, suspend or discontinue the Promotion at any time. This Promotion is not open to the general public. Promotion is open to qualifying members located in the United States that are in good standing and financially and operationally compliant with the membership terms and conditions (“Qualifying Members”). Through July 31, 2018, Qualifying Members can submit samples of original marketing pieces to Sponsor via email to (each a “Submission”). Be sure to include the business name, phone number, address and e-mail address along with the Submission. Only Submissions made via e-mail will be accepted. All components of a Submission must be the entrant’s original creation. Modifying, enhancing, or altering a third party's preexisting work does not qualify as an original creation. Submissions must not have been submitted in any other promotion, in whole or in part. By making a Submission, each entrant represents and warrants that entrant owns all right, title and interest in the Submission, and has the authority to grant to Sponsor the rights provided in these Terms. Each entrant irrevocably consents to the use and publication of the Submission as provided in these Terms and acknowledges that the Submission will be viewed, used, reproduced and distributed by Sponsor, members and other third parties. There is no expectation of privacy or confidentiality with respect to a Submission. Submissions must not: (i) contain any copyrighted works without permission of the copyright owner, (ii) contain any false or defamatory statements, (iii) contain any third party trademarks that suggest affiliation with any trademark owner without permission of such owner, (iv) contain the likeness of any person from whom entrant has not obtained proper consent, (v) infringe any third-party proprietary or personal rights, or (vi) be inappropriate, indecent, harmful, discriminatory or obscene or violate applicable laws. Rights in and Use of Submissions: Each entrant hereby grants to Sponsor (and those acting pursuant to the direction of Sponsor) the perpetual, irrevocable, worldwide, fully-transferable, royalty-free right and license (with right to sublicense to others, including recipients of the The Category of One Strategies Book (the “Book”)) to use, modify, reproduce, display, publish, and prepare derivative works of the Submission for advertising, trade and promotional purposes in any media or manner worldwide. The rights of Sponsor include the right to reproduce and publish each Submission in the Book and to publish, distribute, offer for sale and sell the Book including the Submissions. Sponsor reserves the right to modify or edit any Submission, in whole or in part, for content, clarity or any other reason, and each entrant waives any and all “moral rights” in and to the Submission. Sponsor further reserves the right to decline to use the Submission for any reason, in its sole discretion. EACH ENTRANT acknowledges that Sponsor has not promised any compensation OR ACKNOWLEDGEMENT for Submissions or use of Submissions, and Sponsor is not obligated in any way to make any use of A Submission or to provide any materials for approval prior to use of A Submission. In consideration for a Submission, Sponsor will provide (at no cost, while supplies last) a copy of the Category of One Strategies Book produced by Sponsor to each entrant that registers for and is in attendance at Category of One Event in Orlando, FL on September 20-21, 2018. ENTRANTS MUST BE PRESENT AT EVENT TO RECEIVE THE BOOK. The Book is provided “AS IS” and “with all faults” on the date of delivery and Sponsor does not make any representations about any results arising from use of the Submissions in the Book, including, without limitation, any increased business or financial performance. Entrants understand that Sponsor is not obligated to produce the Book, and Sponsor will have no liability to entrants in the event a Book is not produced from the Submissions. BY MAKING A SUBMISSION, EACH ENTRANT AGREES TO INDEMNIFY, RELEASE AND HOLD HARMLESS SPONSOR AND ITS PARENT, AFFILIATE SUBSIDIARY COMPANIES, AGENTS, ADVERTISING AND PROMOTIONAL AGENCIES, AND ALL THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, REPRESENTATIVES AND AGENTS FROM AND AGAINST ANY CLAIMS, SUITS, DEMANDS, LIABILITY, DAMAGES, LOSSES OR INJURY RESULTING IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, FROM (I) BREACH BY ENTRANT OF ANY OF THESE TERMS; OR (II) ENTRANT'S PARTICIPATION IN THE PROMOTION AND/OR SPONSOR’S USE OF THE SUBMISSION AS SET FORTH IN THESE TERMS.

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