The end-to-end step-by-step system for delivering every service in every plan — from signing a client to running a fully automated dental growth machine. Built for operators with zero prior experience.
Before you deliver any service, you need exactly two accounts set up. Everything — websites, CRM, lead alerts, reputation, SMS, email — runs from one single platform. This is the foundation of Aug8 Agency.
GoHighLevel costs $297/month and replaces $2,000+/month in individual software. It is purpose-built for agencies exactly like Aug8. Every client gets their own "sub-account" inside your GHL — completely white-labeled under your brand.
ClickFunnels ($197/mo) · Calendly ($16/mo) · HubSpot CRM ($400/mo) · Mailchimp ($100/mo) · Twilio ($50/mo) · BirdEye Reviews ($300/mo) · CallRail ($45/mo) · ActiveCampaign ($149/mo) · Podium ($289/mo) · WordPress hosting ($30/mo) · Mindbody ($129/mo)
Choose the "Agency Pro" plan at $297/month. This gives you unlimited sub-accounts (one per client), white-labeling, SaaS mode, and every feature you need. Start with the 14-day free trial. No credit card needed immediately.
→ gohighlevel.com Agency Pro Plan $297/moGo to Agency Settings → White Labeling. Upload the Aug8 Agency logo, set your brand colors (blue + white), and enter your custom domain (app.aug8agency.com). Clients will log in and see "Aug8 Agency" — not GoHighLevel.
Sign up at twilio.com (free account). In GHL → Settings → Phone → Connect Twilio. Buy one US phone number ($1/month). This powers your 5-minute lead alert calls and SMS follow-ups. Cost: approximately $0.01 per SMS, $0.02 per call minute.
→ twilio.com ~$1-5/mo per clientSign up at mailgun.com (free for first 1,000 emails/month). In GHL → Settings → Email Services → Connect Mailgun. This powers all automated email sequences, review requests, and appointment reminders.
→ mailgun.com Free up to 1k emailsA "Snapshot" is a pre-built template inside GHL containing everything: CRM pipeline, automations, website template, review request sequences, and the 5-min lead alert workflow. Build it once for your first client, then 1-click deploy it to every new dental client in seconds. This is what scales your agency without extra work.
With just 5 clients on your lowest plan ($1,997/mo each), you're generating $9,985/month. Your entire tool stack costs under $500/month. That's over $9,000 profit before ad management costs. GoHighLevel is the engine that makes this possible.
For brand-new dental practices that need their entire digital foundation built from scratch. You are building their online presence, their first ad campaign, and activating the lead alert system.
The dentist has no website or an outdated one. Your job is to deliver a professional, mobile-first, appointment-focused dental website within 7–10 business days. Here is the exact process:
Send the client an onboarding form (built in GHL). Ask for: Practice name, address, phone, services offered (general, cosmetic, pediatric, etc.), any existing logo files, photos of the practice/team, insurance accepted, hours of operation, and their Google Business Profile link if they have one.
Inside GoHighLevel → go to Sites → Websites → Templates. Search "Dental" in the template library. Pick a clean, professional template. Customize it with the client's info: logo, colors, services, team photos, address, and booking form. GHL's drag-and-drop editor requires zero coding knowledge.
GHL → Sites → Websites → New WebsiteBuild these 6 pages: Home (hero + services + booking form + reviews), About Us (doctor bio + team + office photos), Services (list all treatments with descriptions), New Patients (insurance, what to expect, new patient form), Contact (map + hours + phone + form), Book Appointment (GHL calendar embed for online scheduling).
The client either already has a domain (e.g., on GoDaddy) or you buy one for them (~$12/year on Namecheap). In GHL → Sites → Domains → Add Domain → follow DNS instructions. Site is live in 24–48 hours after DNS propagation.
→ namecheap.com ~$12/year for domainFor clients who want something more custom, post a job on upwork.com: "WordPress dental website — 6 pages, appointment booking, SEO-ready." Budget: $300–$600. Timeline: 5–7 days. Always tell the freelancer it's for your agency client — never give them the client's contact directly.
→ upwork.com Budget: $300–$600For Plan 1, you run one Facebook/Instagram lead generation campaign targeting new patients in the practice's local area. The goal: get appointment requests. Here is the setup from start to finish:
Ask the client to go to business.facebook.com, create a Business Manager account (if they don't have one), then go to Business Settings → People → Add People → enter your email address → assign "Admin" access. This gives you control to run their ads.
In their Business Manager → Ad Accounts → Create New Ad Account (named "Dentist Name – Aug8"). Then go to Events Manager → Create Pixel → copy the pixel code → paste into the website's header (GHL has a dedicated field for this in Site Settings). The pixel tracks who visits the site for future retargeting.
Go to ads.facebook.com → Ads Manager → Create. Select Campaign Objective: Leads. Name it: "Aug8 – [Practice Name] – New Patient – [Month]". Budget type: Daily Budget. Set to $33/day (= $1,000/month).
Location: Enter the practice's city + set radius to 10 miles. Age: 25–65. Gender: All. Detailed Targeting: Add interests like "Dental care", "Oral hygiene", "Teeth whitening", "Family health". Also add "Recently moved" behavior (people who just moved are actively looking for a new dentist). Leave Advantage+ Audience ON.
Use Canva.com to design the ad image (1080x1080px). Use a clean before/after smile photo or a professional photo of the dental office. The ad copy formula that works:
Headline: "New Patient Special — [City] Dentist 🦷"
Body: "Accepting new patients now! Get a [Offer: $79 cleaning + exam / Free whitening / etc.] when you book before [Date]. Limited spots available."
CTA Button: Select "Get Quote" or "Sign Up".
In the ad setup, choose Instant Form (not website landing page — this converts 2–3x better for Plan 1). Fields to collect: Full Name, Phone Number, Email, Preferred Appointment Date. Add a HIPAA-friendly disclaimer. Publish. This form data flows directly into GHL via the native Meta integration.
In GHL → Settings → Integrations → Facebook → Connect your Facebook account → Select the client's Ad Account and Lead Form. Now every lead that submits the Facebook form automatically appears in GHL's CRM within seconds. This also triggers your 5-min alert automation (see Section 07).
$79 New Patient Special (cleaning + exam + X-rays) · Free Consultation for cosmetic/implants · Free Teeth Whitening with new patient exam · Same-Day Emergency Appointment · Free Invisalign Consultation. Always use a time-limited offer. "Book before [date]" doubles conversion rates.
This is Aug8's signature feature. The moment a lead submits the Facebook form, an automated call goes to the dental practice's front desk within 5 minutes. Here is how to set this up in GHL:
Trigger type: "Form Submitted" or "Facebook Lead Form Submitted". When any new contact is created from the Meta lead form — this workflow fires immediately.
TriggerAction type: "Send Internal Notification → Call". Set "To Number" = dental practice's front desk phone number. Set "Message" = "You have a new patient lead! Name: {{contact.name}}, Phone: {{contact.phone}}, Email: {{contact.email}}. Call them back right now." GHL's Twilio integration dials this call within 60–90 seconds.
Action: Call AlertAction type: "Send SMS". To: {{contact.phone}}. Message: "Hi {{contact.firstName}}! Thanks for your interest in [Practice Name]. One of our team members will call you within the next few minutes to schedule your appointment. — [Practice Name] Team"
Action: SMS to LeadAction type: "Send Email". To: practice manager email. Subject: "🚨 New Patient Lead — [Contact Name]". Body: All lead details, phone, email, time received, and the ad they came from. This creates a paper trail.
Action: Email AlertIf the lead has not been contacted yet (opportunity status still = "New"), wait 2 hours then trigger follow-up sequence.
Wait: 2 HoursSMS: "Hi {{contact.firstName}}, we haven't been able to reach you yet! Please call us at [Practice Phone] or reply to this text to schedule your appointment. We have openings this week! 😊"
Action: Follow-up SMSAction type: "Move Opportunity to Stage → Contacted". The CRM pipeline now shows the lead has been followed up with. This keeps the practice's CRM clean and organized.
Action: Update CRMEverything in Plan 1, PLUS reputation management, 2 Meta campaigns, call tracking, SMS automation, and ongoing website maintenance. This is the plan for established practices ready for consistent monthly growth.
For Plan 2 clients, you deliver all Plan 1 services (website + 1 ad campaign + 5-min alert) AND add the following three services. Use the same GHL sub-account — everything is already connected.
92% of patients read reviews before choosing a dentist. Your job is to build an automated system that consistently generates 5-star Google reviews from happy patients — without anyone on the dental team having to manually ask.
In GHL → Settings → Integrations → Google My Business → Connect the client's Google account. GHL will now pull in all existing reviews and allow you to respond to them from the GHL dashboard. If the client doesn't have a Google Business Profile, create one at business.google.com (free, takes 1 week to verify by postcard).
Go to GHL → Automation → Create Workflow. Set trigger: "Appointment Status Changed to Completed" (this connects to their GHL calendar). Then: Wait 2 hours after appointment → Send SMS: "Hi {{contact.firstName}}, thank you for visiting [Practice]! We'd love to hear about your experience. Could you leave us a quick review? It takes just 1 minute: [Google Review Link]". Send to every patient after every visit. Target: 15–30 new reviews per month.
In GHL → Reputation → Settings → Enable "Alert on New Review Under 3 Stars". You (or the client) receive an instant email whenever a bad review comes in. Respond within 24 hours with a professional apology and offer to make it right. This shows Google (and future patients) that the practice is responsive and professional.
GHL automatically generates a Reputation Report showing total reviews, average star rating, new reviews this month, and review sources. Export as PDF. Email to client as part of your monthly report. Takes 2 minutes.
92% of patients read reviews before booking · Practices with 50+ Google reviews get 3x more clicks · Moving from 3.5 to 4.5 stars increases patient inquiries by 67% · Responding to reviews improves search ranking · A single new 5-star review brings an average of $1,200 in lifetime patient revenue.
Call tracking lets you prove to the client which ads and pages are generating phone calls — without this, they have no idea if your work is driving results. In GHL, this is built in:
GHL → Phone Numbers → Buy Number → Choose a local area code for the client's city. Cost: $1–2/month. Place this number on the website, Facebook ad, and Google Business Profile instead of their real number.
In GHL → Phone Settings → Call Forwarding → Enter the dental practice's real phone number. Every call goes through — the client doesn't notice any difference. But GHL records the call, tracks which source it came from, and stores it in the CRM.
GHL tracks: total calls received, call duration, missed calls, and the source (Facebook ad, Google, website). This data is GOLD for showing the client ROI. "You received 47 calls from your ads this month" is a very powerful retention tool.
The second campaign in Plan 2 is a website retargeting campaign. It targets people who visited the website but didn't book. This audience is highly warm — they already know the practice exists and are considering it.
In Meta Ads Manager → Audiences → Create Audience → Custom Audience → Website → "All website visitors in the last 30 days". This requires the Meta Pixel to have been installed (done in Plan 1 website setup). Minimum 100 visitors needed before this audience activates.
New campaign → Objective: Leads. Ad Set target: the Custom Audience from step 1. Budget: $15/day ($450/month — the remainder of $1,500 budget goes to Campaign 1). Ad copy: "Still looking for a dentist in [City]? We're accepting new patients this week! Book your $79 New Patient Special today →". Add social proof: "★★★★★ Rated by 200+ patients."
Retargeted ads show to people who already visited the website — they already know the practice. The average retargeting CTR is 10x higher than cold audience ads, and the cost per lead drops by up to 70%. This is why Plan 2 clients often see dramatically better lead quality than Plan 1.
Beyond the 5-min alert, Plan 2 includes a full 7-day SMS nurture sequence for leads who haven't booked yet. Many leads need 2–4 follow-up touches before they commit. This sequence runs fully on autopilot in GHL:
Fires when a new lead comes in and no appointment is scheduled yet.
Trigger: New Lead"Hi {{firstName}}! We got your request at [Practice Name]. Ready to schedule? Call us at [number] or reply BOOK and we'll set you up! 😊"
Day 0"Did you know? Your first visit at [Practice] includes a full exam + X-rays. We accept most insurance. Book online: [booking link]"
Day 1"[Practice] has 180+ 5-star reviews on Google! ⭐⭐⭐⭐⭐ Patients love our gentle, stress-free approach. Claim your new patient special: [link]"
Day 3"Hi {{firstName}}, this is our last reminder about your $79 new patient special at [Practice]. This offer expires [date]. Reply STOP to opt out."
Day 7Move to "Cold Lead" pipeline stage. Keep in database for future reactivation campaigns (holiday specials, etc.).
ArchiveEverything in Plans 1 & 2, PLUS 4 campaigns, video ad creatives, competitor conquest ads, advanced SEO, bi-weekly strategy calls, and priority lead alerts. This is your premium growth engine plan.
At $2,500/month in ad spend, you run 4 campaigns simultaneously — each targeting a different audience and funnel stage. Here is exactly how the $2,500 budget is split:
In Meta Ads Manager → Audiences → Create Lookalike Audience. Source: Upload current patient email list from the dental practice (CSV file). Target country: USA. Audience size: 1% (closest match). Meta finds people in the area who look exactly like current patients. These are the highest-quality cold leads possible. Budget: $700/month.
Target people who follow or have interacted with competitor dental practices in the area. In Meta's Detailed Targeting → search the names of 3–5 competing dental practices in the client's city. Some practices have pages with followings you can target. Ad copy: "Looking for a better dental experience in [City]? [Practice Name] is now accepting new patients — with 5-star care and same-week appointments." Budget: $300/month.
Video ads get 3x more engagement than image ads on Facebook/Instagram. For Plan 3, you include one video ad creative per month. You do NOT need to be a videographer. Here are 3 ways to do this:
SEO brings free, organic patient traffic that compounds over time. For Plan 3, you include a monthly local SEO effort. You are NOT doing full technical SEO — you are doing the 3 things that move the needle most for local dental practices:
Post 2–4 times per month on the GBP profile (like social media, but for Google). Post types: new patient specials, treatment spotlights, staff photos, before/after photos. Use Canva to design the images. Write posts using keywords like "dentist in [City]", "teeth whitening [City]", etc. GHL's Social Planner can schedule GBP posts automatically.
A "citation" is any online listing of the dental practice (Yelp, Healthgrades, ZocDoc, WebMD, etc.) with consistent NAP (Name, Address, Phone). Use BrightLocal.com ($29/month) to scan for existing citations, find missing ones, and build new ones. Goal: 50+ consistent citations. This directly boosts Google Maps ranking for "dentist near me" searches.
→ brightlocal.com $29/mo — bill to client or absorbWrite a 600–800 word blog post targeting a local keyword. Examples: "Best Dentist in [City] for Teeth Whitening", "What to Expect at Your First Dental Appointment in [City]", "Affordable Invisalign in [City] — What You Need to Know". Use Claude.ai or ChatGPT to draft the post in 5 minutes. Publish on the website through GHL or WordPress.
Plan 3 clients get 2 strategy calls per month. These calls are essential for client retention and upselling. Use Google Meet or Zoom (both free). Here is the exact agenda for every call:
0–5 min: Review last 2 weeks' results (leads received, cost per lead, call tracking data, new reviews)
5–15 min: What's working and what needs adjustment (ad creative, targeting, offer)
15–20 min: Action items for next 2 weeks (new ad creative, seasonal offer, GBP posts)
20–25 min: Ask about the practice — any upcoming events, specials, new services? (Content ideas)
25–30 min: Address any concerns or questions from the client
The full-service, maximum exposure package for practices ready to dominate their entire local market. Unlimited campaigns, Google Ads (PPC), multi-location support, a dedicated account manager, and full CRM automation.
Google Ads targets people who are actively searching right now for "dentist near me" or "emergency dentist [city]." These are the hottest possible leads — they already have intent. At Plan 4 budget, you allocate $1,000–$1,500/month of the $4,000 ad spend to Google Ads.
Go to ads.google.com. Create an account for the client (use their business email). Enable Smart Campaigns or manually create Search campaigns. Link to their Google Analytics 4 account and Google Business Profile for complete tracking.
→ ads.google.comUse Google's Keyword Planner (free in Google Ads) to find local dental keywords. High-priority keywords:
"dentist near me" "emergency dentist [city]" "teeth whitening [city]" "family dentist [city]" "dental implants [city]" "Invisalign [city]"Always use phrase match or exact match — never broad match (wastes budget on irrelevant searches). Add negative keywords: "dental school", "free dental clinic", "dental assistant jobs".
Google Ads has a steeper learning curve than Meta. For Plan 4 clients, post on upwork.com: "Google Ads specialist for dental practice — local PPC". Budget: $400–$700/month. This keeps your margin healthy while delivering premium service. Always review their work weekly and present results to client yourself.
Upwork: $400–700/mo outsource cost You charge $1,000+ valueSome Plan 4 clients have 2–3 dental locations. In GHL, you can manage all locations from a single agency account. Each location gets its own sub-account with its own campaigns, lead alerts, CRM, and phone number — but you manage everything from one dashboard.
Plan 4 includes a complete patient lifecycle automation — from the moment a lead submits an ad to their 1-year follow-up appointment reminder. This runs entirely on autopilot in GHL. Here are all the automations you build once and they run forever:
Once built in GHL (takes about 6–8 hours the first time), this entire automation system runs forever without any manual work. For Plan 4 clients, this is the #1 reason they never want to leave — they would lose their entire patient communication system if they cancel. This creates maximum client retention for you.
Plan 4 clients pay your highest rate and expect premium service. "Dedicated account manager" means they have a single point of contact who knows their practice inside-out. At first, you are the account manager. As you scale past 10 clients, you can hire a Virtual Assistant to handle day-to-day account management.
Platform: OnlineJobs.ph (best for Filipino VAs) or Upwork. Role: "Marketing Agency Client Success VA — GHL experience preferred." Pay: $5–$12/hour. Tasks: Monitor campaigns daily, respond to client WhatsApp messages, pull weekly reports, post GBP content, and flag issues to you for review. With a VA handling daily tasks, you can manage 15–20 clients yourself.
Everything you need to know about running Facebook and Instagram ads for dental practices — from complying with Meta's healthcare policies to the best ad creative formats that convert cold audiences into booked patients.
Meta has specific rules for healthcare advertising. Violating these will get the ad account suspended. Here is what you must never do:
✗ Never use "before/after" photos that imply guaranteed results (say "possible results" instead)
✗ Never claim "best dentist" or "#1 dentist" without verifiable proof
✗ Never target people based on health conditions (e.g., "people with dental anxiety")
✗ Never collect sensitive health data in lead forms without proper disclaimers
✗ Never use real patient photos without explicit written consent (HIPAA)
✗ Never make guarantees ("your pain will be gone in 1 visit")
✓ "Accepting new patients in [City]!"
✓ "New patient special — $79 cleaning + exam + X-rays"
✓ "5-star rated dental care in [City]"
✓ "Gentle, stress-free dental care for the whole family"
✓ "Same-week appointments available"
✓ "Most insurance accepted — book today"
Search: "Ben Heath dental Facebook ads" · Best teacher on YouTube for Meta ads
Search: "Jordan Platten dental niche Facebook ads" · Agency operations + ads
Search: "Charlie Morgan lead generation dental" · Lead form optimization
YouTube: "GoHighLevel Tutorial 2025" · Learn GHL workflows, CRM, automations
Search: "Frankie Fihn dental marketing" · Dental-specific marketing strategies
Search: "On The Map Facebook ads dentists" · Step-by-step dental campaign setup
| Plan | Total Ad Budget/Mo | Campaign 1 (Cold) | Campaign 2 (Retarget) | Campaign 3 (Lookalike) | Campaign 4 (Conquest) |
|---|---|---|---|---|---|
| 🌱 Plan 1 — Launch | $1,000 | $1,000 | — | — | — |
| ⚙️ Plan 2 — Essentials | $1,500 | $1,050 | $450 | — | — |
| 🚀 Plan 3 — Builder | $2,500 | $1,000 | $500 | $700 | $300 |
| 👑 Plan 4 — Dominator | $4,000 | $1,500 | $800 | $1,000 | $700 |
The complete end-to-end guide to building a 5-star reputation system that runs on autopilot inside GoHighLevel.
Go to the practice's Google Business Profile → click "Get more reviews" → copy the direct review link. This is what you include in all review request messages. It opens Google Reviews directly — no searching needed.
Automation → New Workflow → Trigger: "Appointment Completed" → Wait 2 hours → Send SMS with review link → Wait 1 day → If no review (condition) → Send email with review link → End. This sequence delivers 15–30 new 5-star reviews per month for an active practice with 20+ appointments per week.
Important: Yelp prohibits actively asking patients for reviews (their policy). Do NOT send automated Yelp review requests. Instead, list the practice on Yelp, keep the profile complete, and let reviews come naturally. For Healthgrades, you can include it in the post-visit email as an option ("Leave a review on Google, Facebook, or Healthgrades").
The exact checklist to follow every time you sign a new dental client. Complete all items in Week 1 to ensure a fast, professional launch.
Start every client relationship with a 30-minute kickoff Zoom: (1) Review what's happening Week 1 and Week 2. (2) Explain the 5-min lead alert — how it works, what they need to do (answer the phone!). (3) Set expectations: "Ads need 7–14 days to optimize — don't judge results in week 1." (4) Get them excited: "By month 2, you'll have a fully automated patient pipeline running 24/7." (5) Confirm all access has been shared. Make this call count — it sets the tone for the entire relationship.
Here is the complete financial breakdown per plan — what you spend to deliver, what you earn, and your profit margin.
| Cost Item | Plan 1 | Plan 2 | Plan 3 | Plan 4 |
|---|---|---|---|---|
| GoHighLevel (shared across all clients) | ~$30 | ~$30 | ~$30 | ~$30 |
| Twilio (SMS + calls) | ~$8 | ~$12 | ~$18 | ~$25 |
| Website Build (GHL template = free / Upwork = $500 one-time ÷ 3 months) | $0–$167 | $0–$167 | $167 | $200 |
| Media Buyer (outsourced on Upwork — optional) | $0 | $400 | $700 | $1,200 |
| Google Ads Management (outsourced — Plan 4 only) | — | — | — | $500 |
| BrightLocal for SEO citations | — | — | $29 | $29 |
| Video ad creation (Fiverr — optional) | — | — | ~$100 | ~$150 |
| Canva Pro (shared) | ~$3 | ~$3 | ~$3 | ~$3 |
| Total Monthly Cost (Estimate) | ~$211 | ~$612 | ~$1,047 | ~$2,137 |
| Your Monthly Revenue | $1,997 | $2,697 | $3,497 | $4,997 |
| Your Monthly Profit per Client | ~$1,786 | ~$2,085 | ~$2,450 | ~$2,860 |
| Profit Margin | 89% | 77% | 70% | 57% |
5 clients (mix of plans): ~$12,000–$15,000/month revenue · $9,000–$12,000 profit
10 clients: ~$25,000–$35,000/month revenue · Time to hire a VA
20 clients: ~$50,000–$70,000/month revenue · Hire a media buyer full-time
50 clients: $100,000+/month · Full team, multiple account managers
GoHighLevel agencies report average MRR of $10,000–$50,000 within their first year.
Sign up for GoHighLevel ($297/mo) · Connect Twilio + Mailgun · Build your Dental Snapshot · Watch 10 hours of Ben Heath Meta ads on YouTube · Design your agency proposal deck in Canva · Set up your Aug8 Agency website
Reach out to local dental practices via cold email or LinkedIn · Offer a 30-day pilot at a discounted rate · Sign contract · Complete full onboarding checklist · Launch website + ads · Activate 5-min lead alerts
Generate first leads for client 1 · Show them the GHL dashboard + call recordings · Ask for a testimonial · Use those results to close client #2 · Begin hiring a part-time Upwork media buyer to free up your time
With 2 case studies, outreach converts at 20%+ · Close clients 3, 4, and 5 · Hire a VA for daily monitoring tasks · You focus entirely on sales, strategy calls, and oversight · At 5 clients you're generating $10,000–$15,000/month
This is your internal operations playbook. Keep it updated as you learn and scale. Every system here can be improved — document what works for your specific market.