{{contact.first_name}} resolves to the manager, never prefix with "Dr." The doctor's name lives in {{contact.all_doctors}} and may be empty for some rows. The Gatekeeper sequence (track 02) addresses the doctor by name; everything else greets the office manager. GHL Conditional Content handles the fallback when a doctor name is missing — full setup in the reference section.
Feeder channel that runs alongside Isaac's network. Fires on the lead - cc tag when a lead is uploaded but hasn't been dialed yet. Positive replies hand off to Clear Source for dialing. Runs on separate sending domains to protect eve.co reputation.
Proposed 5 emails are drafted (HappySleep-Email-1 through 5). Decision pending Ike: launch as primary channel, secondary alongside Isaac's network, or hold and run Isaac-only first.
Hi {{contact.first_name}},
Quick question. Is {{contact.practice_name}} currently accepting new patients?
Asking because Happy Sleep — a 50-state telehealth medical group — is sending dental scan referrals to local practices in {{contact.state}}. The pay is $150 per completed scan. About 75% of the patients don't have a regular dentist, so the office tends to keep them.
Want the details?
— The Happy Sleep Team
Hi {{contact.first_name}},
Quick math.
Happy Sleep is a 50-state telehealth medical group. Sleep apnea gets diagnosed online, then patients need a local dentist to do a quick intraoral scan so they can get an oral appliance instead of a CPAP.
Per scan: $150 paid to the office. 5 to 10 minutes of chair time. Happy Sleep handles diagnosis, billing, appliance fabrication, follow-up. Office scans, office gets paid.
One scan a week is $7,800 a year. Most partner offices land 3 to 5 a week.
Want the breakdown for offices in {{contact.state}}?
— The Happy Sleep Team
Hi {{contact.first_name}},
One of the partner practices in the {{contact.state}} area added $4,200/month in scanning revenue inside the first 90 days. Same staff, same chairs, no marketing spend.
Their words: "I thought it would disrupt our schedule. It didn't. The scan slots into a normal hygiene visit and the patients usually book a cleaning while they're here."
That last part matters. About 75% of Happy Sleep's patients don't have a regular dentist. So scanning isn't just the $150. It's an acquisition channel.
Worth a 15-minute call to see if it fits {{contact.practice_name}}?
— The Happy Sleep Team
Hi {{contact.first_name}},
Reached out a couple of times about the Happy Sleep Scanning Network and didn't hear back. Should we close the file or keep this on your radar?
One word reply works:
Either way, no follow-up unless you say so.
— The Happy Sleep Team
Hi {{contact.first_name}},
Light touch. No pitch. One update from the dental sleep space worth knowing.
The shift: the American Academy of Dental Sleep Medicine's latest guidance puts oral appliance therapy on equal footing with CPAP for mild and moderate sleep apnea. CPAP compliance runs around 50%. Oral appliance compliance is closer to 90%. Insurance is following the data.
For dental practices, that means more patients getting referred for scans, not fewer. The funnel widened.
If that changes the calculus on the Happy Sleep partnership, we're here. If not, file it under "good to know."
— The Happy Sleep Team
Fires the moment an agent logs No Answer or Voicemail Left. Keeps the lead warm in the inbox between dial attempts and surfaces interest before the agent burns another call.
Hi {{contact.first_name}},
Tried calling {{contact.practice_name}} earlier and left a voicemail.
Quick context: Happy Sleep is a 50-state medical group looking for a partner office in {{contact.city}} to handle intraoral scans for diagnosed sleep patients. $150 per scan, 5-10 minutes of chair time. Happy Sleep handles billing, appliance, follow-up.
Reply with a good time to reconnect, or pick a 15-minute slot:
— The Happy Sleep Team
Hi {{contact.first_name}},
Following up. Here's the math on what the Happy Sleep partnership pays a typical office:
That's just the scan revenue. About 75% of these patients don't have a regular dentist, so they tend to convert to your hygiene schedule. The acquisition value compounds.
Worth 15 minutes to see if it fits?
— The Happy Sleep Team
Hi {{contact.first_name}},
Three ways partner practices use the program:
1. Scan-only revenue
The simplest path. Scan referred patients, get $150 each. No sleep training required, no clinical liability for the diagnosis.
2. New patient acquisition
About 75% of Happy Sleep's patients don't have a regular dentist. They show up for the scan, the office does a 3-question dental candidacy check, a chunk of them book hygiene visits.
3. Night guard pricing
Partner practices order night guards at $59 lab fee. Other labs run $100+ with 4-6 week turnaround. Happy Sleep does it in 1 week, 3D-printed nylon, 2-year warranty.
Want a walkthrough on which fits {{contact.practice_name}} best?
— The Happy Sleep Team
Fires when the front desk intercepts the call. Two-email sequence designed to land in the decision maker's inbox — and get forwarded by the person who blocked it.
Hi {{contact.first_name}},
Spoke with the front desk this morning. Asked them to pass this along to Dr. {{contact.all_doctors}} or whoever owns new partnership decisions.
Happy Sleep is a 50-state telehealth medical group placing intraoral scan referrals with dental practices. $150 per completed scan, 5-10 minutes per patient, no medical billing on your end.
If it's a fit, here's a 15-minute slot:
If not, no follow-up. Just wanted to make sure the offer reached the right person.
— The Happy Sleep Team
{{contact.all_doctors}} may be empty. Use GHL conditional content to branch the subject and body. If all_doctors exists: "For Dr. [name] — re: scan referral revenue". If empty: "For the team at {{contact.practice_name}} — re: scan referral revenue" + body opens "Asked the front desk to pass this along to whoever owns new partnership decisions at {{contact.practice_name}}."Hi {{contact.first_name}},
One follow-up. Dr. Kyle Triggs in Anchorage signed on with Happy Sleep last month. His office is averaging 4 scans a week. That's $24,000 a year in scan revenue with no schedule disruption.
15 minutes to see if it's the same kind of fit for {{contact.practice_name}}?
— The Happy Sleep Team
Fires when the agent logs Connected - Send Info. The decision maker asked for details. Delivers the pitch, builds belief across a week, and pushes to a booked demo.
Hi {{contact.first_name}},
Thanks for the call. Here's everything we mentioned, plus the partnership one-pager.
The 90-second version:
Bonus: partner practices also get $59 night guard pricing with 1-week turnaround through Happy Sleep's lab.
Want to see it live? Here's a 20-minute walkthrough slot:
Or reply with questions. Whichever's easier.
— The Happy Sleep Team
Hi {{contact.first_name}},
Wanted to get specific about what changes for {{contact.practice_name}} if you join the network.
What you get
What stays the same
Your schedule. Your hygiene flow. Your billing relationships. Your patient base.
Ready to see the workflow live?
— The Happy Sleep Team
Hi {{contact.first_name}},
Real number from a partner practice that joined 90 days ago. Mid-size general practice, 4 hygienists, no sleep program before.
Before: standard hygiene + restorative practice. Zero scan referrals. Zero sleep workflow. Zero medical billing complexity (and they wanted to keep it that way).
After 90 days:
Practice owner's words: "I expected this to disrupt the schedule. It didn't. It slots into a regular hygiene visit and the patients come back for cleanings."
If that kind of result would matter to {{contact.practice_name}}, let's get you on a demo:
— The Happy Sleep Team
Hi {{contact.first_name}},
Last note from this thread.
If the info feels like a fit for {{contact.practice_name}}, the next step is a 20-minute demo. Screen-share the partner portal, walk through how a referral lands, show how scans get submitted and how the office gets paid.
Three slots open this week:
If now isn't the right window, reply with a better one and we'll send options.
— The Happy Sleep Team
Webinar track is deferred. No webinar tooling, recurring date, or replay flow is being built for Phase 1.
No recurring weekly webinar is on the calendar yet, and the asset set (Zoom room, replay host, agenda script) isn't built. Rather than ship empty templates, the Connected - Webinar disposition is being routed into Track 03 (Send-Info) for launch — the DM still gets the partnership package and a demo invitation, just no webinar registration arm.
Re-enable later When the webinar is live, swap the disposition routing back, fill in the cadence (T-7d → T-2d → T-1d → T+1d replay), and add custom values for join link, replay link, date/time string.
Fires when the agent logs Connected - Callback. The DM agreed to a specific follow-up time and Clear Source owns the re-dial. No Badmouth digital sequence runs by default — flagged below as a known gap.
Clear Source Callback scheduling and the actual re-dial happen in Amazon Connect. The agent sets the callback date/time, the dialer requeues, the same agent calls back.
Badmouth No automation fires by default — the contact stays "warm" but quiet until the next call disposition.
+15 min that names the scheduled time, plus a T-2 hours reminder email. Reduces callback no-show rate. Needs Ike sign-off on whether to layer this on top of Clear Source's existing callback handling, or leave Clear Source to own it end-to-end. Listed under Open Items #7 in the original brief.
Fires when the agent logs Connected - Interested and the DM books a demo slot. From here the agent owns the close. No Badmouth nurture runs in this stage — flagged below as a known gap.
Clear Source Agent owns the close. Runs the demo, walks the partner through enrollment, hands signed agreements to Eve.
Eve Term sheet, DocuSign, Stripe, onboarding kickoff.
Badmouth No automation. Once they're on the calendar, the digital channel goes quiet until either the deal closes or the disposition flips back to No Longer Interested.
+30 min confirmation, T-1 day "what to expect on the demo" email, T-2 hours reminder email. Adds show-up rate without stepping on Clear Source's close motion. Tabled until Ike confirms whether show-rate is currently a problem.
Fires when the stage flips to No Longer Interested. High-touch year-long nurture. We stay present with proof, product drops, and industry context until something on their side shifts and they raise a hand again. Most offices that say no the first time say yes 6-12 months later.
Hi {{contact.first_name}},
Got the no on Happy Sleep. That's totally fine.
Here's what to expect from this list, so you can decide if you want to stay on it:
Most offices that say no the first time say yes 6 to 12 months later, usually because something changed in their patient base. So we keep you in the loop until you tell us to stop.
Sound fair?
— The Happy Sleep Team
Hi {{contact.first_name}},
Story from a partner office that turned us down twice before signing on.
First call (March): "We don't do sleep, not interested."
Second call (May): "We tried something like this before, didn't work."
Third call (August): "OK, what's actually different?"
They signed in September. 90 days later: $4,200/month in scan revenue, 11 new hygiene patients.
What changed wasn't the offer. The offer was identical all three calls. What changed was their patient base. They started seeing more sleep-symptom patients walking in, and didn't have a referral path for them.
If your patient mix shifts, the math on this can flip fast. That's why we stay in touch.
— The Happy Sleep Team
Hi {{contact.first_name}},
Pure math, no ask.
Per scan: $150 paid to the office. 5-10 minutes of chair time. Happy Sleep handles diagnosis, billing, appliance fabrication, all medical coordination.
What that adds up to over a year, by volume:
That's just scan pay. Doesn't include hygiene conversions from the ~75% of patients who don't have a regular dentist, or night guard lab savings ($59 vs $100+ elsewhere).
File it under "good to know."
— The Happy Sleep Team
Hi {{contact.first_name}},
Quick market update, not a pitch.
Two things moving in patient financing right now that affect dental practices:
1. CareCredit alternatives
Approval rates on traditional patient financing have tightened. Practices are running second-look programs (Eve Financial, Sunbit, others) to catch the patients getting denied.
2. Sleep apnea coverage
More commercial plans are now covering oral appliance therapy at parity with CPAP. Practices in network for sleep get paid faster on the medical side, dental side stays on dental.
Both of these widen the funnel for offices doing scan partnerships. Worth tracking.
— The Happy Sleep Team
Hi {{contact.first_name}},
Most common reason offices pass on Happy Sleep:
"We've tried sleep programs / referral networks / partnership deals before. They didn't stick."
Fair. Here's what's usually different about the ones that didn't stick versus this one.
Programs that fail: require you to build a sleep program, take on diagnosis, manage CPAP titration, deal with medical insurance. Real work, real liability, marginal return.
Happy Sleep: you do the scan. That's it. No sleep training. No diagnosis. No medical billing. No CPAP. No clinical liability for OSA outcomes.
The reason this one is different is structural, not motivational. The work is small enough that it doesn't disrupt your day, and the pay is fixed enough that you don't need to chase it.
If past programs burned you, this isn't one of those.
— The Happy Sleep Team
Hi {{contact.first_name}},
Quick product drop. Happy Sleep partner offices now have access to a night-guard financing program through Eve Financial.
What it does: patients who can't pay for a night guard upfront get approved for monthly installments. The practice gets paid in full at the time of fabrication.
For offices already doing scan partnerships, this widens the conversion. The patients who say yes to the scan but bounce on the lab fee plus your fitting now have a financing path.
If {{contact.practice_name}} wants the details, reply and we'll send them.
— The Happy Sleep Team
Hi {{contact.first_name}},
The #1 question offices ask before signing on:
"Where do the referrals actually come from? How do we know there'll be enough?"
Here's the workflow, end to end:
Volume depends on your zip code's patient density and how many partner offices Happy Sleep already has in your area. Territories are sized carefully — most partners get 3 to 5 scans a week within 60-90 days of onboarding.
— The Happy Sleep Team
Hi {{contact.first_name}},
You've been on this list 30 days. Two questions:
1. Anything shifted? New patient mix, change in referral patterns, anything in the practice that would change your read on Happy Sleep?
2. Want a quick 10-minute call? No pitch. Just to see if anything's worth re-looking at.
If not, we'll taper the cadence to weekly from here.
— The Happy Sleep Team
Hi {{contact.first_name}},
You've been on this list 90 days. Light check-in.
Anything shifted in {{contact.practice_name}} we should know about? New associate, expansion, change in patient mix, anything that would change the read on a scan partnership?
If yes, here's a 10-minute slot:
If not, no problem. Continuing the once-or-twice-a-month cadence.
— The Happy Sleep Team
Hi {{contact.first_name}},
You've been on this list a year. Last formal ask before we taper to quarterly check-ins.
If anything's shifted and Happy Sleep is worth a second look, here's what's on the table:
Want any of those?
If not, no problem. Cadence drops to once a quarter from here.
— The Happy Sleep Team
Deal signs. Office is enrolled in the Happy Sleep Scanning Network and receiving patient referrals. From here, Clear Source owns onboarding and Eve owns the financing expansion. No Badmouth campaigns run.
Phase 4 — Onboarding (Clear Source) Activation directly with the new partner. First referral, dashboard access, pricing walkthrough, support.
Phase 4 — Day 30 active check (Clear Source) Confirms referral activity in GHL and flags the partner for Eve's expansion team.
Phase 5 — Financing upsell (Eve) Patient financing, premium sleep-apnea tier, night-guard financing. All closed through Eve's success team.
Everything the GHL builder needs to wire these flows up. Same merge tags work across every sequence above.
{{contact.first_name}} + {{contact.last_name}} resolve to the manager (e.g., Cena Rose) — never prefix them with "Dr.". The doctor's name lives in a separate field: {{contact.all_doctors}}. Use that whenever copy needs to address or reference the doctor by name (e.g., the Gatekeeper Bypass subjects).
| Use case | Tag | Example output · notes |
|---|---|---|
| Greeting — the contact (usually the office manager) | {{contact.first_name}} | Cena |
| Full name of the contact | {{contact.first_name}} {{contact.last_name}} | Cena Rose · never prefix with "Dr." |
| Practice / office name | {{contact.practice_name}} | Ryan Abbott DDS PC |
| Doctor name(s) — for "For Dr. X" subjects + credibility refs | {{contact.all_doctors}} | Ryan Abbott · may be empty — use conditional content |
| Office manager (if stored separately from contact) | {{contact.office_manager_first_name}} | Cena · usually same as first_name |
| Specialty | {{contact.primary_specialty}} | General Dentist, Prosthodontics |
| City / state | {{contact.city}}, {{contact.state}} | Anchorage, AK |
| Spanish flag (for branching) | {{contact.spanish_enabled}} | Yes / No |
all_doctors value either. For simple fallback on {{contact.first_name}}, set Default Value = "there" in GHL's merge tag picker (it substitutes when empty). For the doctor field — and any other context-dependent copy — use GHL Conditional Content to branch subject + body based on whether all_doctors exists. Do not use {{contact.first_name | "there"}} syntax — that's Liquid spintax and renders literally in GHL.
| Calendar | Live URL · GHL custom value | Used in |
|---|---|---|
| Callback calendar 10-15 min discovery / re-engagement |
link.happysleep.email/widget/booking/p9hcfJolcJcHoLHLDE2E Store in GHL as: {{custom_values.callback_calendar_link}}
|
Track 01 No-Answer / VM (3 emails) Track 02 Gatekeeper (both emails) Track 07 Nurture (Day 28, 90, 365) |
| Scanning network intro / demo calendar 20-min product walkthrough |
link.happysleep.email/widget/booking/uBIMeERrvKUNqwynCTrO Store in GHL as: {{custom_values.demo_calendar_link}}
|
Track 03 Send-Info (4 emails) Track 04 Webinar T+1 replay (1:1 demo CTA) |
callback_calendar_link (set), demo_calendar_link (set). Deferred until later phases: webinar_join_link, webinar_replay_link, webinar_date_time, webinar_time, roi_calculator_link.{{contact.first_name}} in any email, set Default Value = "there" in the GHL picker. Same for {{contact.last_name}} with default = empty string.lead - cc tag. Build first since it's the top of funnel.