penster
WhatsApp Reactivation — Strategy

Turning 1,500 existing patients into booked iTero / Invisalign scans

What we send, how often, and why — on the clinic's own WhatsApp number.

Audience
1,500 patients
Hook
Free iTero scan
Goal
Booked consults
Channel
Clinic WhatsApp

Creatives — what we send

Three assets, each with one job. Image opens; video closes.

AssetWhenWhy
Before / after
still image
Message 1
(opener)
Loads instantly on any connection, cheap, no friction. Its only job is to earn the tap — a video here loads slower and kills opens.
Smile-simulation
video (15–30s)
After they reply The real iTero before/after morph — the persuasion asset. Sent free inside the reply window, and only to people who already raised their hand, so it actually gets watched.
Patient-result
image
Message 2 / 3
(follow-ups)
Social proof from a real, local patient (with consent). More credible than a stock render for this audience.
Offer inside the creative

Free 3D smile preview → free consult + scan → Invisalign on EMI. The scan is the lead magnet — it's valuable to the patient and costs the clinic nothing extra because the iTero is already paid for.

Frequency — and why it's capped

Maximum 3 marketing messages per patient. Follow-ups only go to non-responders.

Day 0

Opener

Personal message + free-scan offer + button.

Day 3–4

Follow-up 1

Non-responders only. Social-proof angle.

Day 8–10

Follow-up 2

Non-responders only. Light urgency — slots this month.

Why cap at 3

WhatsApp allows a user only ~2 marketing messages/day across all businesses, and block/report rate must stay under ~0.5% or the number's quality — and delivery — drops. Every extra unanswered message costs money and raises ban risk. Three touches over ~10 days is the point where response is highest and risk stays low.

Ramp, don't blast

We never send all 1,500 on day one. A number starts limited (~250/day) and earns higher limits on good behaviour. We send most-recent patients first in small batches, watch the health signals, and scale over the first week. Protects the number and gets stronger early replies.

Lead lifecycle

Each patient sits in one state. The state decides what happens next.

StateTriggerWhat we do
ContactedMessage sentIn the 3-touch sequence.
ColdNo reply after 3 touchesStop. Rest 60–90 days, then maybe one seasonal touch. No more marketing.
WarmReplied, didn't bookFollow up conversationally inside the free 24h window, then one utility nudge. No marketing templates burned.
BookedSlot confirmedConfirmation + auto reminders 24h and 2h before.
No-showBooked, didn't attendSeparate 1–2 touch win-back. Not mixed with the cold list.

Booking — inside the chat

Button-driven, no app, no form, under two minutes.

  1. Patient taps the button in the message.
  2. Picks branch, date, and time in the chat.
  3. Confirms — appointment lands on the front desk.
  4. Auto reminders fire 24h and 2h before (biggest no-show cut).
  5. Any question hands off to staff without breaking the flow.

What we measure

One clean line from list to case. No vanity metrics.

Contacted Replied Booked Attended Case started