Retainer subscriptions that pay every month.  Turn every debond into recurring revenue — the coordinator role, the workflow, the numbers.

Touch-ups: your highest value per visit.  Limited treatment delivers the highest value per visit you can bill — if you know exactly where "limited" ends. We draw that line for you.

What's Included: Retainer Subscription Calculator · Coordinator Guide · Subscription Brochure · Retainer Subscription Terms & Conditions · Touch-Up & Limited Treatment Guide · Limited Treatment Terms & Conditions

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.

Curriculum

5 Chapters · 22 Lessons

  1. 1
    1. (Included in full purchase)

      Introduction to the Retain Foundation (5 min)

  2. 2
    1. (Included in full purchase)

      Introduction to Key 1 (2 min)

    2. (Included in full purchase)

      Why Vivera™ Outperforms Others (7 min)

    3. (Included in full purchase)

      Clinical Consistency and Patient Trust with Vivera™ (8 min)

  3. 3
    1. (Included in full purchase)

      Introduction to Key 2 (2 min)

    2. (Included in full purchase)

      Subscription Strategy and Revenue Model (8 min)

    3. (Included in full purchase)

      Vivera™ Retainer Subscription Workflow and VRS Coordinator (9 min)

    4. (Included in full purchase)

      Vivera™ Retainer Subscription Growth Projections (4 min)

    5. (Included in full purchase)

      Edit and Print with Canva: Vivera™ Retainer Subscription Brochure

    6. (Included in full purchase)

      Vivera™ Retainer Subscription Coordinator Guide

    7. (Included in full purchase)

      Vivera™ Retainer Subscription Calculator

    8. (Included in full purchase)

      Edit and Print with Canva: Vivera™ Post Card

    9. (Included in full purchase)

      Vivera™ Retainer Subscription Terms and Conditions

    10. (Included in full purchase)

      Vivera™ Retainer Subscription Team Trouble Shooting Guide

  4. 4
    1. (Included in full purchase)

      Introduction to Key 3 (2 min)

    2. (Included in full purchase)

      Touch-Up Solutions That Bring Patients Back (11 min)

    3. (Included in full purchase)

      Marketing Events That Build Loyalty and Buzz (11 min)

    4. (Included in full purchase)

      Customizable Limited Treatment Terms and Conditions

    5. (Included in full purchase)

      Have you defined what 3-6 months or 6-8 months really means?

    6. (Included in full purchase)

      Touch-Up and Limited Treatment Guide

  5. 5
    1. (Included in full purchase)

      Before You Go — Stay Current

    2. (Included in full purchase)

      This was one foundation. The system has six.

Retention & Referrals — $475 Self-paced. Team-ready. Yours to keep.

Recurring monthly revenue · Higher value per visit · Growth without more marketing spend · Fewer empty slots in slow months

$475.00

Enroll now