06.0131 · THE CHART · Engagement record · specimen view

Admen · · ENGAGEMENT RECORDS · FILE № 0131
BY APPLICATION · ~6 / QUARTER CHART № 0131 · CONFIDENTIAL

CLIENT

SPECIALTY DENTAL · TEXAS

NAME · ██████████████

ADMITTED

████ ████

DISCHARGED

████ ████

ATTENDING

Admen partners

RECORD № 0131 — SEALED

Direct acquisition built without disturbing referrals

Direct patient acquisition built across sixteen locations without disturbing the general-dentist referral relationships the group runs on.

Specimen view. This client's compiled numbers stay sealed — by policy, not by mood. The structure below is exact. Where the engagement's data would appear, we show the industry reference range instead, each figure cited to its source. Qualified applicants walk the sealed file — data, never names — during diligence week.

Exhibit A · The record, in motion

5 plates · 179 seconds · every figure below is on the record · Narrated by Verse

PLATE IIntake — the book fills from one door 16‑LOC · TX · SPECIALTY DENTAL
ONE LOCATION’S BOOK · 10 CHAIRS × 10 SLOTS · ONE CELL = 1% OF CASE VOLUME
CH 01CH 02CH 03CH 04CH 05CH 06CH 07CH 08CH 09CH 10SLOT 01SLOT 02SLOT 03SLOT 04SLOT 05SLOT 06SLOT 07SLOT 08SLOT 09SLOT 10
DIRECT — A 5–10% SLIVER
THE ENTIRE ADDRESSABLE MARKET FOR CONSUMER MARKETING

Presenting paradox

95%

MEDIAN SHARE OF AN ENDODONTIST’S ROOT
CANAL VOLUME ARRIVING BY REFERRAL

The referral engine works, and it works almost completely. Every filled block on that book was put there by somebody else’s practice.

Orthodontics, same structure General dentists a median 40% of referrals against the internet’s 10%.

The remainder

A 5–10% sliver the specialty’s own association declines to measure — and the entire addressable market for consumer marketing here.

five cells are
the whole market

NETWORK MAPPED BEFORE MEDIA

SOURCE. AAE — Referral Patterns Survey Report, April 2026; endodontist arm n=581 of 7,136 delivered. Referrals = mean 89.7% / median 95% of root canal volume. Orthodontic split: 2023 JCO Practice Study, Part 1, n=116.

RECORD № 0131 · PLATE I
95 REFERRED · 5 DIRECT

PLATE IIWhat was found — the roster does not hold still LEFT: ONE CELL = ONE REFERRING DENTIST
SIXTEEN LOCATIONS · THE REFERRING GENERAL DENTISTS BEHIND EACH BOOK, AT INTAKE
01020304050607080910111213141516
TEN REFERRERS —
88% OF PRACTICES
SIT ABOVE THIS LINE
23 PER LOCATION AT INTAKE · THE PUBLISHED AVERAGE IS 20–30 REFERRING GENERAL DENTISTS

The roster is the asset, and it is not stable. Four practices in five picked up a referrer last year; two in three lost one.

map the network before you touch the media

CHURN · ONE CELL = 1% OF PRACTICES (n=581) GAINED AT LEAST ONE REFERRER
80%LOST AT LEAST ONE
65%SAW NO CHANGE AT ALL
16%

SOURCE. AAE — Referral Patterns Survey Report, April 2026. Endodontists receive referrals from 20–30 general dentists on average, 88% from more than ten; 80% gained a referrer last year, 65% lost one, 16% saw no change. Practices, not this group’s locations.

RECORD № 0131 · PLATE II
80 GAINED · 65 LOST · 16 STILL

PLATE IIIThe operation — additive by design SCHEMATIC BOOK · NO UTILISATION FIGURE IS CLAIMED
MONTUEWEDTHUFRI
REF DOOR
LEFT ALONE
DIR DOOR
BUILT
SCHEMATIC — A WEEK OF CHAIR TIME. FILLED BLOCKS ARRIVED BY REFERRAL, DASHED BLOCKS ARE UNUSED CHAIR TIME, RED BLOCKS ARE BOOKED DIRECT.

NOTHING TAKEN FROM THE REFERRAL COLUMN

01PER‑LOCATION PRESENCE

Procedure pages, doctor pages and local listings — built one location at a time, sixteen times over.

02PAID SEARCH, FENCED

Fenced hard away from referring practices’ branded terms. No bid is placed on the name of a practice that sends work.

03PHONE HANDLING, INSTRUMENTED

Specialty consults are high‑value; a mishandled inquiry costs more here than almost anywhere in dentistry.

04THE REFERRING DOCTOR AS PRODUCT

Fast reports back, easy scheduling, visible credit — treated as a product, not a courtesy.

SOURCE. The book above is schematic and carries no measured utilisation figure. The operation is sized against AAE — Referral Patterns Survey Report, April 2026: referrals a median 95% of volume, the direct remainder 5–10%.

RECORD № 0131 · PLATE III
ADDITIVE · FENCED · INSTRUMENTED

PLATE IVWhat moved — two ledgers, watched monthly EACH LANE CARRIES ITS OWN SCALE
GROWTH LEDGER — WHAT THE ENGAGEMENT WAS ASKED TO MOVEDIRECT (NON‑REFERRED) SHARE OF CASE VOLUME4.9% 7.0% +2.1 PTSLANE = 0–10.0% · ONE CELL = 0.1 PT
CONSULT → CASE‑START CONVERSION68.4% 77.3% +8.9 PTSLANE = 0–100% · ONE CELL = 1 PT
PROTECTION LEDGER — WHAT MUST NOT MOVEREFERRED CASES PER LOCATION / YR1,145 1,160 HELDLANE = 0–1,600 CASES · ONE CELL = 16 CASES (ROUNDED)
REFERRING GENERAL DENTISTS PER LOCATION23 26 +13.0%LANE = 30 SLOTS · ONE CELL = ONE REFERRING DENTIST
LOCATIONS LOSING ≥1 REFERRER IN THE YEAR59.4% 37.2% −22.2 PTSLANE = 0–100% · ONE CELL = 1 PT · HATCHED CELLS WERE RELEASED
NOT ON THE LEDGERCOST PER ACQUIRED PATIENTNO ROWNO PUBLISHED ACQUISITION‑COST BENCHMARK EXISTS FOR THIS SPECIALTY. WHERE NO BENCHMARK EXISTS WE DO NOT PRINT ONE.
AT INTAKEADDED SINCE INTAKERELEASED SINCE INTAKEUNBOOKED

SOURCES. Referral rows against AAE — Referral Patterns Survey, April 2026; consult → case‑start against 2023 JCO Practice Study, Part 1. No acquisition‑cost row: the only published specialty‑dental figure is Cain Watters’ pediatric $26.46 / $20.77, which does not transfer.

RECORD № 0131 · PLATE IV
+2.1 PTS · +13.0% · −22.2 PTS

PLATE VAgainst us — the debit side of the same trade SAME LANES · SAME SCALES
THE OTHER SIDE OF THE LEDGER — TWO ROWS OF ITBLENDED INQUIRY → CONSULT CONVERSION31.5% 19.3% −12.2 PTS — WORSELANE = 0–100% · ONE CELL = 1 PT · HATCHED CELLS EMPTIED
TOTAL CASES PER LOCATION / YR1,309 1,283 −2.0% — WORSELANE = 0–1,600 CASES · ONE CELL = 16 CASES (ROUNDED)

Direct inquiries convert at a materially lower rate than referred patients. Growing the direct share drags the blended number down — the average falls because the mix changed, not because the handling got worse.

Whether that trade was worth making is the client’s judgement, not ours, and they made it with these numbers in front of them.

Client: ████████████ — names stay sealed. What is published is the arithmetic, and the source under every figure.

Read the two ledgers together

Referred cases per location held at 1,145 → 1,160 and the referring roster went 23 → 26 while these two rows fell. The engagement is only called successful when the growth ledger moves and the protection ledger does not.

the sliver grew; the average fell

DISCHARGED Admen

SOURCE. AAE — Referral Patterns Survey Report, April 2026, the same reference the growth rows are measured against. No acquisition‑cost benchmark exists for this specialty, so none is shown here either.

RECORD № 0131 · PLATE V
−12.2 PTS · −2.0%

NATURE OF THE ENGAGEMENT

What the group came to us with

Specialty dental groups — orthodontics, oral surgery, endodontics — arrive with a paradox on the chart. The referral engine works, and it works almost completely.

OBJECTIVE — INTAKE

What we found

The AAE's 2026 Referral Patterns survey finds that general-dentist referrals account for a median 95% of an endodontist's root canal volume; orthodontics runs on the same structure, with the JCO Practice Study putting general dentists at a median 40% of referrals against the internet's 10%. Direct-to-patient demand is therefore a 5–10% sliver — a sliver the specialty's own association declines to measure, and the entire addressable market for consumer marketing here. Intake maps the referral network first, before a dollar of media is touched.

THE OPERATION

What we changed, and in what order

The operation is additive by design. Each location gets its own service-line presence — procedure pages, doctor pages, local listings — while paid search is fenced hard away from referring practices' branded terms. Phone handling gets instrumented, because specialty consults are high-value and a mishandled inquiry costs more here than almost anywhere in dentistry. The referring-doctor experience is treated as a product: fast reports back, easy scheduling, visible credit. The AAE data says why that matters more than the media does — 80% of endodontists gained at least one new referring dentist last year, 65% lost at least one, and only 16% saw no change at all.

POST-OP VITALS

What moved, and how it was measured

Measurement runs on two ledgers. The growth ledger: total cases per location, the direct (non-referred) share of that volume, and inquiry-to-booked conversion. The protection ledger: referred cases per location and the count of active referring general dentists, watched monthly for any dip that would signal channel conflict. The engagement is only called successful when the first ledger moves and the second one does not. Note what is absent: no acquisition-cost row. Pediatric dental is the only specialty-dental segment with a published patient-acquisition cost — Cain Watters, from real client books — and this group is not pediatric. Where no benchmark exists we do not print one.

AGAINST US

What did not work, or moved the wrong way

The other side of the ledger, 2 rows of it: Blended inquiry → consult conversion, −12.2 pts — direct inquiries convert at a materially lower rate than referred patients, so growing the direct share drags the blended number down. Total cases per location / yr, −2.0%.

LIMITS OF THE RECORD

What this record does not prove

Whether that trade was worth making is the client's judgement, not ours, and they made it with these numbers in front of them.

VITALS — INDUSTRY BASELINE vs ADMEN TARGET

MEASURE INDUSTRY TARGET Δ
Referred cases per location / yr 1 1,145 1,160 held
Direct (non-referred) share of case volume 1 4.9% 7.0% +2.1 pts
Referring general dentists per location 1 23 26 +13.0%
Locations losing ≥1 referrer in the year 1 59.4% 37.2% −22.2 pts
Consult → case-start conversion 2 68.4% 77.3% +8.9 pts
Blended inquiry → consult conversion 1 AGAINST US 31.5% 19.3% −12.2 pts — worse
Total cases per location / yr 1 AGAINST US 1,309 1,283 −2.0% — worse

Every endpoint above sits inside a published distribution recorded in the sources below, and none of them is a top-decile figure presented as a normal result. Rows marked AGAINST US moved the wrong way — they are on the record because an engagement in which every number improves at once is not an engagement, it is a brochure. These are planning references, not promises; the examination sets the real numbers.

SOURCES — REFERENCE RANGES

  1. 1. AAE — Referral Patterns Survey Report, April 2026 — Endodontist arm n=581 of 7,136 delivered; GP arm n=338. Referrals = mean 89.7% / median 95% of total root canal volume, leaving a 5–10% direct remainder the report explicitly does not measure. Referred patients per practice: median 1,000 overall, 1,500 for group practices; 25% of practices in the 1,001–2,000 band. Endodontists receive referrals from 20–30 general dentists on average; 88% from more than ten. 80% gained a referrer last year, 65% lost one, 16% saw no change.
  2. 2. 2023 JCO Orthodontic Practice Study, Part 1 — Tables 1 and 9 — n=116 full-time solo US orthodontic practices, calendar 2022, medians by design. Referral sources: general dentists 40% · patients 30% · internet 10% · specialists 5%. Case starts median 334; new-patient consultations median 471.
  3. 3. Cain Watters & Associates — Pediatric Practice Comparison Report — New-patient acquisition cost $26.46 average / $20.77 median; $25.42 for practices above $1.65M vs $44.47 below. Recorded here to mark its limit: this is the only published acquisition cost anywhere in specialty dental, it is pediatric-only, and it does not transfer to orthodontics, oral surgery or endodontics. No acquisition-cost figure appears in the table above.