B Bowtie AI
Retention infrastructure for dental marketing agencies.

Charge each practice more. Keep them longer. Scale without burning out the team.

You manage hundreds of dental practices. We make sure they stay yours.

12 practices, live
47 booked · overnight
M
Ask MAYA
Your client team copilot · 12 practices
Morning, Sarah. Across your client list overnight:
Crestline 9 booked from the implants campaign. 2 missed (auto-callback queued).
Bright Smile Call volume from Facebook down 38% vs last week. Ping the ads team.
Sunrise 3★ review needs your reply by EOD. Draft ready in your inbox.
Ask a follow-up… ⌘K
Why operational, not relational

Most churn isn't about your work.

Practices leave when an office manager changes. When a competitor agency calls. When budget review hits. When the dentist's spouse starts asking questions. When the owner sells to an associate. Your results stay good and the client churns anyway, for reasons that have nothing to do with you. Each one costs you 12 to 24 months of the relationship's revenue.

What doesn't always save you
  • Strong monthly results
  • Client team check-in calls and quarterly reviews
  • Year-end gift baskets and holiday cards
  • "Strategic partnership" language in the SOW
  • Slack channels and shared Notion boards
What does
  • The phone system that answers their patients
  • The web chat live on every page of their marketing site
  • The review automation running their reputation
  • The analytics dashboard the owner opens every morning
  • The operational habits the practice forgets it has

When the office manager changes, the budget review hits, or the competitor calls, none of it touches what's already running the practice's day-to-day. The new manager inherits your platform. The competitor can't replace it in a week. The budget review keeps you because cutting you means rebuilding.

Two mechanisms, one outcome

We give you the product, then the operator.

The same platform works on both sides of your agency. Your clients use it for their daily operations. That's the lock-in. Your client team uses it to manage the client list. That's the leverage.

The product

White-labeled, sold into every retainer

A platform delivered under your agency's brand. The dashboard, SMS templates, form embeds, chat widget, and patient-facing review pages all carry your identity, not ours. Your clients think it's your product.

  • AI voice receptionist that books appointments, not messages
  • Embedded web chat on every marketing site: same brain as the voice agent
  • Form widgets that capture every lead, attributed to the channel that drove it
  • Full patient communication: appointment reminders, recare, treatment follow-ups, balance notices, birthdays, all branded, scheduled, logged
  • Review automation: automated requests after every visit, with public and private feedback presented equally (FTC-compliant, no gating)
  • Per-campaign FAQs (an implant ad lead gets implant answers)
  • Call analytics: every call transcribed, scored, with a turn-by-turn timeline the owner can review
  • Practice analytics: owner-facing dashboards for appointment volume, channel mix, CAC per practice
  • PMS sync — Open Dental, Dentrix, Eaglesoft, live today

A new high-margin line on every retainer. And once it's running the practice's day-to-day, switching agencies means switching operations. They don't.

The operator

Ask MAYA: the copilot your client team runs on

Built for the way client teams actually work: across dozens of practices, every morning, on a deadline.

  • Reads every practice in your client list overnight, surfaces what matters
  • Drafts the client replies, recap emails, monthly summaries
  • Surfaces churn signals before they break (call volume drops, review queue spikes, ad performance softening)
  • Pulls live data from voice, web chat, forms, ad platforms, PMS: one view
  • Lets one team member cover what used to take five

Stickier clients, a team that scales without breaking, more revenue per retainer, all from the same platform.

Client team leverage per practice
Ask MAYA does the morning brief, the recap emails, and the signal-spotting your team used to do by hand.
4→1
Vendors collapsed into one platform
Patient comms, call tracking, forms, reviews, receptionist — one bill, billed by you.
12–24mo
Of revenue preserved per saved client
What each prevented churn is worth across the average dental agency contract.
What makes the copilot smart

Reads from the tools your team already runs.

Ask MAYA isn't smart from nothing. It pulls live data from every tool your client team already uses every day. The more connected, the sharper the morning brief and the earlier the churn signals.

Practice management CRM & marketing automation Call tracking & ads Analytics Workspace Voice & messaging
Google Business Profile
+ your tool →

Don't see the tool you run? Most sources we don't already pull from can be wired up in a sprint. The more the platform reads, the sharper Ask MAYA gets.

And it works both ways

An API your engineers can build on.

Pull the same data Ask MAYA uses into your own dashboards, your client portals, your internal tooling. REST endpoints for every surface: calls, forms, reviews, appointments, attribution, signals. Webhooks for live updates. OpenAPI spec on request.

GET/api/v1/practices/{id}/morning-brief GET/api/v1/practices/{id}/calls?since=... POST/api/v1/webhooks/configure # Same data Ask MAYA reads. Pull into anything.
What we replace

One platform. Not four.

Your dental clients are already paying for most of what Bowtie does. They're paying four or five separate vendors for it, each one billing them every month. We consolidate the spend, and your agency captures the line item.

What they pay for today
Patient communication
Call tracking + analytics
Online forms + intake
Review automation
Receptionist / answering service
Four or five vendors. Four or five bills. Four or five integrations someone on the practice side has to maintain.
With Bowtie
B Bowtie One platform. One bill.
50 to 60% of the combined cost.
Voice receptionist + web chat + forms + reviews + patient communication + call analytics + practice analytics. One vendor, billed by you, branded as yours.

The budget conversation with the dentist goes from "another tool on top of everything else" to "less than what they pay today, billed by you, branded as yours."

Where we are today

We are dental. We don't try to be anything else.

Most AI platforms claim to work for any business. We picked one vertical and went deep. The voice agent knows insurance. The attribution layer knows what an implant case is worth versus a hygiene visit. The copilot knows what a slow-month signal looks like in dental specifically. Not some generic chatbot bolted onto a generic SaaS.

Insurance terminology pre-loaded across all major carriers
Procedure knowledge: implants, cosmetic, hygiene, full-arch
Dental sales playbook built into the voice agent
PMS sync: Open Dental, Dentrix, Eaglesoft, live today
Campaign-aware FAQs (implant ad lead gets implant answers)
Per-practice rules, FAQs, and voice settings, no code
How we onboard

You own the relationships. We own the migration.

Switching infrastructure across hundreds of practices feels risky. We earn the network out one cohort at a time so it doesn't have to.

1

Start with 5 practices

We migrate them ourselves: number porting, patient data, historical calls, every active campaign. Your client team doesn't touch a thing. Two-week ramp; the dentists notice nothing change except their dashboards.

2

Expand to 25

Once the first cohort is running clean, we onboard the next 20. Same playbook, same hands-off experience for your team. By now your team has watched the dashboards for 60 days and knows what they're delivering.

3

Roll out the network

The remaining practices come online at your pace, in waves of 10 to 20 a month, scheduled around your quarterly review cycle. Nothing happens on a dentist's calendar without you signing off first.

You run the client conversations. We run the technical cutover. If a practice has a rough first 30 days, we eat the migration cost. No recovery fees, no awkward refund paperwork.

If this fits your agency

Tell us about your client list.

Best inquiries describe your scale (how many practices), your top vertical, and what you've tried so far to keep the clients you've signed. We reply within a day. If we're not the right fit, we'll say so.

jason@bowtieai.com