Retention & Referrals
Beyond the Finish Line
Turn retention into lasting value and touch-up opportunities.
These figures come from one practice running the program. Your results depend on your office, volume and fees. The included calculator models your own numbers.
Turn every debond into recurring revenue — the coordinator role, the workflow, the numbers.
Limited treatment delivers the highest value per visit you can bill — if you know exactly where “limited” ends. We draw that line for you.
01 — What you’ll set up
Two revenue streams, running on one subscription.
- Make Vivera™ the default finish for every debond
- Define exactly what qualifies as a touch-up
- Match your inventory tier to your debond volume
- Price both, and forecast the margin
- Hand a coordinator the workflow and the bonus structure
- Fill the funnel with campaigns that already worked
02 — How it’s taught
Five chapters, 25 lessons, about 70 minutes. Watch it in an afternoon. Launch in about four weeks.
03 — The done-for-you system
Start from proven documents instead of a blank page. Self-paced, team-ready, yours to keep.
04 — We’ve been there, so you don’t have to
SMARTA was built by Dr. Marta Baird and Dr. Sam Lee — two practicing orthodontists who kept meeting the same problem from both the clinical and the practice side. We have families and lives too. We built the systems and put them in one place so you can skip ahead.
Choose how you want to learn
Take this course on its own, or get it as part of SMARTA All Access.
Retention & Referrals
This course on its own
$475
One time
- 70 minutes of video
- Ten downloadable tools for your team
- Yours to keep
SMARTA All Access
Treatment planning, education and ongoing support in one membership
$3,495
Your first year is included. $595/year thereafter.
- Retention & Referrals
- The SMARTA Comprehensive Template added to your Invisalign® account
- SMARTA Staging Protocols
- Every SMARTA Online course
- New online courses as they are released
- Monthly live webinars with Marta and Sam beginning January 2027
- A private WhatsApp community for All Access doctors
- For orthodontists only
05 — Questions
How is this different from the free Launch Roadmap?
The roadmap is the what. The course is the how — the working calculator, the coordinator guide, the Terms & Conditions templates, and the real campaigns with their results, all walked on live practice numbers.
Do I need to be on the Doctor Subscription Program already?
No. The course covers what DSP is, how it bills, and how to match your allotment tier to your actual debond volume — so you capture the demand without paying for inventory you never use. If you’re already enrolled, chapters 3 and 4 are where the value sits.
How long does it take to launch?
About four weeks. Week 1 is your package and revenue model, week 2 is clinical endpoints, team workflow and Terms & Conditions, weeks 3–4 are the invite protocol and marketing. Most of that work belongs to your team, not to you.
Who on my team actually runs this?
One person — a DSP or retainer lead who owns enrollments, renewals and bonuses. The coordinator guide gives them the role description, the three-step debond checklist, and a tiered commission structure with a per-enrollment bonus, so the job is defined before you hand it over.
Who are the touch-up patients?
Adults 18–54 — relapse cases and cosmetic refreshes, most of them already in your files. The course draws the clinical boundary so you can confidently say yes to the right cases and route the rest to comprehensive treatment.
What if the patient says no at debond?
Most of them do, the first time. The course covers the full invite cycle — the chairside conversation, a 30-day invite window with structured follow-up, the re-offer at the first retainer check, and a final re-offer at four months — so a declined enrollment isn’t a lost one.
Will this add chair time?
Very little. Retainers deliver same-day off a Smart Debond scan, and touch-up cases are short by definition. The added work is enrollment and follow-up, which sits with your coordinator.
Is my practice big enough for this?
It scales to whatever your debond volume is. The whole model is built on the number of patients finishing treatment each month, and the included calculator sizes the program — and the subscription tier — against your own figures before you commit to anything.
Can my team use the materials?
Yes. Every download is yours to keep and to put in front of your team — the coordinator guide, the troubleshooting guide and the brochure are written for them rather than for you.
Is this the full SMARTA Online Course?
No. This is one course in the SMARTA online learning library. It stands on its own, so you don’t need the other courses to implement it. SMARTA All Access includes this course and the rest of the library.
This is one course in the SMARTA online learning library.
See SMARTA All Access