Answers before you take the next step.
Learn how IntakeIQ helps dental practices manage patient opportunities, improve Google Business Profile visibility, choose the right plan, and determine whether a deeper growth partnership makes sense.
What this page covers
Use this page as a practical guide to the platform, plans, setup process, assessment, and growth services.
- How IntakeIQ works for the front desk
- What one-click dashboard texting means
- How Google Business Growth fits in
- Which plan is right for your practice
- What happens after the Growth Strategy Assessment
Platform questions
IntakeIQ gives your practice one place to manage patient opportunities, follow-up, source tracking, appointments, and front desk accountability.
What is IntakeIQ?
IntakeIQ is a patient opportunity management platform for dental practices. It helps your team organize inquiries, track sources, manage follow-up, and see what turns into scheduled appointments.
Is IntakeIQ a practice management system?
No. IntakeIQ does not replace your PMS. It sits in front of it as a growth and follow-up layer so your team can manage new patient opportunities before they become appointments.
Who uses IntakeIQ inside the practice?
IntakeIQ is built primarily for front desk and management teams. The goal is to make daily follow-up easier while giving owners and managers clearer visibility into patient opportunities.
What problems does it solve?
It helps reduce missed inquiries, scattered notes, unclear lead sources, weak callback tracking, and follow-up gaps that can prevent patient opportunities from becoming scheduled visits.
Dashboard texting questions
One-click dashboard texting is one of IntakeIQ's biggest advantages because fast communication can turn more inquiries into scheduled patients.
What is one-click dashboard texting?
It means your team can message a patient opportunity directly from the IntakeIQ workflow, without jumping between systems or digging through individual records first.
Why is dashboard texting important?
Speed matters. When someone contacts a dental practice, fast follow-up can make the difference between a scheduled patient and a missed opportunity.
Can the front desk control the messages?
Yes. IntakeIQ is designed to keep the front desk in control. The goal is faster communication while preserving visibility into what is being sent and what happens next.
Does texting replace phone follow-up?
No. Texting supports the follow-up process. Phone calls, notes, status updates, callbacks, and appointment outcomes can all remain part of the workflow.
Google Business Growth questions
Premium and Growth add Google Business Profile growth so your practice can become easier to find locally and better prepared to respond when new opportunities come in.
What is Google Business Growth?
Google Business Growth is the visibility layer of IntakeIQ Premium. It focuses on helping your practice compete in Google Maps and local search while IntakeIQ helps manage the opportunities that visibility creates.
Is this the same as local SEO?
It overlaps with local SEO, but the focus is more specific: Google Business Profile optimization, visibility signals, reviews, reporting, and the connection between local visibility and patient opportunity tracking.
Why is Premium the most popular plan?
Premium combines Google Business Growth with IntakeIQ's dashboard, so your practice can attract more local patients and respond faster with one-click dashboard texting.
Do you provide visibility reporting?
Yes. Premium and Growth include visibility-focused reporting, including local ranking and heatmap-style insights where appropriate.
Pricing questions
The plans are structured around what the practice needs now: better opportunity management, stronger local visibility, or deeper strategic growth leadership.
What are the IntakeIQ plans?
Pro is $299/month, Premium is $499/month, and Growth is $1,999/month.
Which plan should most practices choose?
Premium is the best fit for many practices because it combines Google Business Growth with the IntakeIQ platform and one-click dashboard texting.
Can I start with Pro and upgrade later?
Yes. Pro is a strong starting point if your immediate need is better tracking, faster follow-up, and front desk organization. You can upgrade as visibility or strategy needs grow.
Is there a long-term contract?
No. IntakeIQ is designed to be easy to start, with white-glove setup support and no long-term contract requirement.
Assessment and setup questions
The Growth Strategy Assessment is the first step when you want guidance beyond choosing a software plan. It helps us understand your practice before recommending a conversation, demo, or growth engagement.
What is the Growth Strategy Assessment?
It is a short, focused assessment covering your practice, current marketing, growth goals, internal resources, and the obstacles getting in the way. It gives us enough context to make the next conversation useful.
Do I book a demo before taking the assessment?
No. Start with the assessment. I personally review the answers and determine the most useful next step. When there is a clear fit, that may include a focused strategy conversation and a demonstration of the relevant parts of IntakeIQ.
What happens after I submit it?
Your responses are reviewed personally. You will receive a recommendation for the right next step, whether that is choosing an IntakeIQ plan, discussing Google Business Growth, or exploring a deeper Fractional CMO engagement.
How does software setup work?
Once you choose an IntakeIQ plan, we help configure the account around your real patient opportunity workflow. The goal is to get your team using the system quickly without turning implementation into another major project.
Growth Leadership questions
Growth Leadership is for practices that need more than software or a single marketing service. It adds senior strategy, accountability, attribution, and hands-on direction.
What is Growth Leadership?
Growth Leadership is the Fractional CMO layer behind the Growth plan. It adds senior strategy, marketing accountability, paid media support, competitor monitoring, and monthly decision-making.
How is Growth different from Premium?
Premium gives you IntakeIQ plus Google Business Growth. Growth adds hands-on marketing leadership, Google Ads and Meta Ads support, attribution, and Fractional CMO guidance.
Is Growth an agency service?
Not in the traditional sense. Growth is meant to provide leadership over the growth system, not just another vendor producing isolated reports.
Who is Growth best for?
Growth is best for practices that want IntakeIQ Premium plus deeper strategy, paid media direction, vendor accountability, and senior-level growth guidance.
Not sure which path makes sense?
Start with the Growth Strategy Assessment. It gives us the context to recommend the right IntakeIQ plan, a Google Business Growth conversation, or a deeper leadership engagement.