We look at the whole path: the ad, the reply, the call, the confirmation, the visit. The weakest step usually costs the most, so that is where we start.
Budget follows what shows up in your own system. When a channel books people who attend, it gets more. When it does not, it gets fixed or cut.
How we approach it
Start from the visit
Every plan is judged by attended appointments, counted in your own system.
Read the market you are in
Competitors, search and the channels your buyers use today.
Choose fewer things
A short list of moves, in order, beats a long list done halfway.
Review on a rhythm
We meet, check the numbers in your system and adjust.
How it usually unfolds
- Discovery
Interviews, data access and a look at the market.
- Plan
Written strategy with priorities and owners.
- Ongoing
Reviews, adjustments and the next set of moves.
Every practice moves at its own pace, so we do not attach dates to these phases.
What we track
- Booked and attended visits by channel
- Cost per attended visit
- Response time to new inquiries
- Share of inquiries by service
What we need from you
- Access to booking and ad data
- A decision maker in the room
- Your capacity by service and location
- Honest notes on what has failed before
A common mistake
Judging channels by cost per lead instead of by who actually shows up.
How we compare
Monarchy vs a standard agency
| Topic | Monarchy | Standard agency |
|---|---|---|
| Speed to launch | Agents and playbooks are already built, so setup is short and work starts on what you have. | Long discovery and onboarding before anything goes live. |
| Cost structure | Specialist agents handle the repeatable work. You pay for senior attention and outcomes, not hours. | Billed by hours and headcount, so cost grows with every task. |
| Integrated team | Marketing, creative and a call center staffed by people, working with our agentic systems in one team. | Usually one discipline. Calls, creative and automation go to other vendors. |
| Results tracking | Booked and attended appointments, counted in your own system. | Clicks, impressions and leads. |
| Track record | A long record of booked and attended appointments, reported in our clients’ own systems. | Often reported as reach or traffic. |
| Phones | Calls are answered by people today. Voice agents are coming as an option. | Calls often go to voicemail or an outside answering service. |
| Supervision and guardrails | Agentic systems follow the rules and guardrails we set. We supervise production in many areas, and you supervise the areas you manage. | AI use is often ad hoc or not disclosed. |
What Monarchy can do
- We run thousands of AI agents across many functions.
- A fully equipped call center, integrated with AI and run in a compliant way.
- Our staff are trained on HIPAA requirements, and our systems are built to meet HIPAA requirements.
- Marketing, lead generation and B2B strategy projects that perform.
- We run major surveys and develop acquisition strategies.
Questions we hear
What numbers do you use?
Bookings and attendance from your own system.
Is strategy sold on its own?
Yes, or together with execution. Scope is set on the first call.
Do you work outside dental?
Yes. We also work with medical practices and brands, like Wanted Fertility.
Tell us what you are building.
Pricing and scope are set on the first call.