brea-helloannie

Brea Sorrells

📊 Annie Quarterly Business Review

We'll take a deep dive into each office's performance using your Tracking Sheet and review key metrics, trends, and opportunities for optimization.

  • 30m

⭐️ Annie Recare

  • 30m

🏆 One-Month Follow Up | Brea & {OfficeName}

Let's meet to see how Annie is doing after a month! Bring any questions, concerns, or praises!

  • 30m

🔍 One-Week Follow Up | Brea & {OfficeName}

Let's touch base to see how your Annie is doing!

  • 30m

🔄 Lavender Dental Onboarding | Building Your Annie

We're excited to continue your Annie onboarding!

In this session, we'll:

  1. Review your scheduling parameters
  2. Review important office protocols
  3. Build in policies and procedures

If these times don't work for you, feel free to reach out!

  • 60m

🚀 Lavender Dental Onboarding | Introducing Your Annie

We're thrilled to welcome your practice to Annie! In this session, we'll:

  1. Walk through the onboarding process
  2. Learn about you and your office
  3. Identify goals and objectives
  4. Introduce you to your very own Annie

If these times don't work for you, feel free to reach out!

  • 60m

🎉 Lavender Dental Onboarding | Launching Your Annie

Let‘s launch your Annie!

In this session, we'll:

  1. Review your test conversations
  2. Answer any remaining questions
  3. Review your Annie’s go-live

If these times don't work for you, feel free to reach out!

  • 60m

🚀 Annie Onboarding | Introducing Your Annie

We're thrilled to welcome your practice to Annie! In this session, we'll:

  1. Walk through the onboarding process
  2. Learn about you and your office
  3. Identify goals and objectives
  4. Introduce you to your very own Annie

If these times don't work for you, feel free to reach out!

  • 60m

🎉 Annie Onboarding | Launching Your Annie

Let‘s launch your Annie!

In this session, we'll:

  1. Review your test conversations
  2. Answer any remaining questions
  3. Review your Annie’s go-live

If these times don't work for you, feel free to reach out!

  • 60m

🔄 Annie Onboarding | Building Your Annie

We're excited to continue your Annie onboarding!

In this session, we'll:

  1. Review your scheduling parameters
  2. Review important office protocols
  3. Build in policies and procedures

If these times don't work for you, feel free to reach out!

  • 60m

🤝 Annie Agent Review

Schedule time to review your agent with our team!

  • 15m
  • 30m

Annie Support |

  • 30m
  • 45m
  • 60m
Brea Sorrells | Cal.com