Intelligence Layer

Real-time visibility into every engine running inside your practice.

You see exactly how many leads came in,where they came from, how many converted to appointments, how many showed, and what revenue wasgenerated. Full funnel visibility, in real time, without needing to ask anyone.

How we work

Moves that build
your patient engine.

Every step is executed for you. No guesswork, no agency handoffs — one team handles it all, end to end.

Full-Funnel Attribution

We track every lead from first ad click to booked appointment to completed treatment — so you know not just which campaigns generated leads, but which generated revenue. Cost per booked appointment. Cost per treatment dollar. ROI per channel, per campaign, per ad.
CRM attribution

Monthly Strategy Review Call

Every month, your account lead runs a 45-minutelive strategy review — walking through the dashboard, explaining what's working, what we're changing, and what the next 30 days look like.Y ou're never in the dark about where your nvestment is going.
Google Meet
Zoom

Budget & ROI Tracking

We track your total system investment —management fee plus ad spend — against revenue generated, giving you a running ROI figure that updates monthly. If a campaign isn't performing, you see it before we do. We'd rather flag underperformance proactively than wait for you tonotice.
Revenue attribution
Budget pacing alerts

Growth Opportunity Identification

Beyond reporting, the intelligence layer is designedto surface growth opportunities — underperforming services, untapped search demand, seasonal patterns, competitor moves. Monthly insights give your practice a strategic advantage most competitors don't have
Market intelligence
Competitor monitoring

"Since working with Peak Practice, our new patient numbers have grown consistently every month. We couldn't be happier with the results."

Patrick Melford

Head Dentist
The best partnerships are the ones you don't have to worry about. We deliver the kind of technical execution and
reliability that builds long-term trust. It's why clients consistently praise our work quality and performance.

Join dental clinics growing with Peak Practice

Stack and Tools

The tools powering
your acquisition.

Best-in-class platforms, all managed by our team

Latest posts

Untitled blog

Interviews, tips, guides, industry best practices, and news.
Office setting
Design
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UX review presentations

How do you create compelling presentations that wow your colleagues and impress your managers?
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Man working at desk
Product
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Migrating to Linear 101

Linear helps streamline software projects, sprints, tasks, and bug tracking. Here’s how to get started.
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Building your API Stack

The rise of RESTful APIs has been met by a rise in tools for creating, testing, and managing them.
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Support

Frequently asked questions

Everything you need to know about Peak Practice

Is ad spend included in the monthly fee, or is that separate?

Ad spend is separate. The monthly fee covers everything we do — strategy, creative, campaign management, CRM, automation, and (on the Full System plan) your dedicated appointment setter. Ad spend goes directly to Meta and Google. You control the budget, and every dollar is visible in your dashboard.

Can I keep my current CRM or do I have to switch to GoHighLevel?

We build the system on GoHighLevel because it gives us the automation, pipeline tracking, and follow-up capabilities needed to run the full conversion engine. If you’re using another CRM like Dentrix, Eaglesoft, or Open Dental for practice management, that stays in place — GoHighLevel runs alongside it, handling the marketing and lead conversion side without disrupting your clinical workflows.

What if I only need one piece of the marketing system — like ads but not SEO?

PeakPractice is designed as an integrated system, and every component works together to drive the best results. That said, we understand that some clinics already have certain pieces covered — maybe you’ve got SEO handled in-house or content being produced by another team. During onboarding, we’ll assess what you already have in place and focus our efforts on the gaps that will have the biggest impact on your patient flow.

How much of my time does this require once it’s running?

Very little. After onboarding, the system runs on its own. You’ll have a monthly strategy review with your dedicated team and you can check your performance dashboard anytime. But the day-to-day execution, follow-ups, and appointment setting are handled entirely by us. Most clinic owners tell us it’s the first time they’ve had a growth system that doesn’t create more work for them.

Who owns the ad accounts, content, and patient data?

You do. Your ad accounts are set up under your business name. All creative assets, landing pages, and patient data belong to your clinic. If you ever part ways with us, everything transfers to you — no hostage situations, no locked accounts. We believe you should never be dependent on a vendor to access your own assets.

How do I know my ad spend isn’t being wasted?

Because you can see exactly where every dollar goes. Your performance dashboard tracks every inquiry, every lead, every booked appointment, and every dollar of revenue influenced — in real time. On top of that, your dedicated team walks you through the numbers in monthly strategy reviews. If something isn’t working, we adjust. There’s no guessing and no hiding behind vanity metrics.

Is there a minimum commitment?

We ask for a 6 month commitment. The first phase is focused on testing — building your campaigns, dialing in the targeting, setting up automation, and establishing a baseline for what’s working. Once we have the data, we move into the scaling phase where we optimize and increase volume. Most clinics start seeing meaningful traction within the first 60–90 days, and by month 4–6 the system is running at full capacity. We structure it this way because real, sustainable growth takes time to build — and we want to set the right expectation upfront.

What happens to my system and data if I decide to cancel?

Everything stays yours. We hand over your ad accounts, creative assets, CRM data, landing pages, and any automations we’ve built. We’ll wrap up active campaigns, export your data, and make sure your team has everything they need to continue on their own or with another provider. Nothing gets deleted, nothing gets held back.

Can’t find the answer you’re looking for? Book a call with our team

Stop guessing. Start measuring.

Book a free growth assessment and we'll show you exactly what your practice's intelligence layer would look like.