Skip to main content
Custom-Built Boxes

Crafting Dental and Cosmetic Boxes and their Stages

Updated over 5 months ago

Organise Your Leads

Running a business is busy, and keeping track of inquiries is crucial. Boxly makes organising leads easy with custom Boxes.

Custom Boxes help sort and manage all incoming leads, ensuring nothing gets missed.

Stages in Boxly track each step of communication, from the first contact to booking appointments. This smooth tracking turns inquiries into loyal clients.

Each Box includes a Conversation Stage, where leads turn into sales.
In the Boxes we've built below, we highlight this stage for easy reference:
✨Treatment Started - Conversation Stage

We've split the Boxes into Industries with their industry-specific Boxes and Stages


Industry: Dental

The BoxesπŸ‘‡

😁 General Dentistry

Stages:

  • Incoming

  • In conversation

  • Follow-Up Needed

  • Waiting For decision

  • Consultation Booked

  • Consultation Attended

  • ✨Treatment Started - Conversation Stage

  • Lost/No Response

🦷 Restorative Dentistry

Stages:

  • Incoming

  • In Conversation

  • Follow-Up Needed

  • Consultation Booked

  • Consultation Attended

  • ✨ Treatment Starting - Conversation Stage

  • Lost/No Response

πŸ˜ƒ Cosmetic Dentistry

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Consultation

  • Custom Plan Sent

  • Waiting For decision

  • Treatment Started

  • Lost

  • ✨ Won/Booked - Conversation Stage

πŸš‘ Emergency Dental

Stages:

  • Incoming

  • Triage

  • Immediate Action

  • Treatment

  • Post-Treatment

  • Follow-Up

  • Lost

  • ✨ Won/Booked - Conversation Stage

πŸ€“ Orthodontics

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Waiting For decision

  • Treatment Started

  • Consultation Complete

  • Treatment Plan Sent

  • Lost

  • ✨ Won/Booked - Conversation Stage

πŸ’‰ Facial Aesthetics

Stages:

  • Incoming

  • Follow Up

  • Initial Consultation

  • Treatment Plan sent

  • Decision Pending

  • ✨ Won/Booked - Conversation Stage

  • Lost

🦷 Invisalign Treatment

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Waiting For decision

  • Treatment Started

  • Consultation Complete

  • Treatment Plan Sent

  • Lost

  • ✨ Won/Booked - Conversation Stage

πŸ’Ž Dental Implant

Stages:

  • Incoming

  • Follow Up

  • Initial Consultation

  • Treatment Plan sent

  • Decision Pending

  • ✨ Won/Booked - Conversation Stage

  • Lost


Industry: Cosmetic and Aesthetics Clinic

The BoxesπŸ‘‡

πŸ’†β€β™€οΈ Facial Rejuvenation

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Waiting For decision

  • Treatment Started

  • Consultation Complete

  • Treatment Plan Sent

  • Lost

  • ✨ Won/Booked - Conversation Stage

πŸ‘„ Lip Augmentation

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Waiting For decision

  • Treatment Started

  • Consultation Complete

  • Treatment Plan Sent

  • Lost

  • ✨ Won/Booked - Conversation Stage

πŸ‘οΈβ€πŸ—¨οΈ Eye Rejuvenation

Stages:

  • Incoming

  • Consultation

  • Treatment Planning

  • Procedure

  • Aftercare

  • Follow-Up

  • Lost

  • ✨ Won/Booked - Conversation Stage

🩸 Body Contouring

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Waiting For decision

  • Treatment Started

  • Consultation Complete

  • Treatment Plan Sent

  • Lost

  • ✨ Won/Booked - Conversation Stage

πŸ‘ƒ Rhinoplasty

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Waiting For decision

  • Treatment Started

  • Consultation Complete

  • Treatment Plan Sent

  • Lost

  • ✨ Won/Booked - Conversation Stage

🌟 Skin Rejuvenation

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Waiting For decision

  • Treatment Started

  • Consultation Complete

  • Treatment Plan Sent

  • Lost

  • ✨ Won/Booked - Conversation Stage

πŸ’‰ Injectable Treatments

Stages:

  • Incoming

  • Follow-Up

  • In Conversation

  • Waiting For decision

  • Treatment Started

  • Consultation Complete

  • Treatment Plan Sent

  • Lost

  • ✨ Won/Booked - Conversation Stage


Default stages

  • Incoming

  • In conversation

  • Follow up needed

  • Discovery Call

  • Waiting for decision

  • Lost

  • ✨Won - Conversation Stage

Did this answer your question?