Invisalign August Promotion — Team Playbook

Daily Reference

Morning Huddle Card

Print this. Clip it to the schedule. 30-second read every morning in August.

August Invisalign — Daily Focus

August 1–31 only · Offer ends August 31, no exceptions

💰
The deal: Up to $1,000 off pay-in-full / $750 off payment plan. Hard deadline August 31.
🎯
Who to mention it to: Any adult patient (20+) — check-in, chair, checkout. Especially recall patients not seen in 6+ months.
💬
The line that works: "We have our biggest Invisalign discount of the year right now — have you ever thought about it?" That's it. Let them react.
⚡
If they say yes or maybe: Get the TC involved immediately, today. Don't let them leave without a next step.
📋
Scan follow-up: 10 minutes between patients? Pull the DI list and send one text. One text a day from the whole team adds up fast.

Conversations

Patient Scripts

Natural, non-pushy. These aren't sales scripts — they're conversation starters. Read them once and make them your own.

Front Desk — Check-In or Checkout

"Before you head out — did you see we're running a special on Invisalign this month? Up to a thousand dollars off, August only. If you've ever been curious about it, this is honestly the best time we've had in a while. Want me to grab you a quick scan while you're here?"

Works at either touchpoint. The scan offer gives them a low-commitment next step.

Hygiene Chair — During or After Cleaning

"Your teeth look great — have you ever thought about straightening them? We do a free scan right here, takes about five minutes, no commitment. We have a summer special running through the end of August. A lot of patients do it this time of year — kind of a 'now that the kids are back in school, it's my turn' thing. I can ask [TC name] to pop in if you're curious."

The seasonal framing ("kids are back in school") makes it feel timely, not pushy. Handoff to TC is low-pressure.

Treatment Coordinator — After Hygiene Handoff

"So [hygienist] mentioned you might be open to hearing about Invisalign — totally no pressure. We have our biggest discount of the year right now, up to a thousand off through August 31st. I can show you what treatment would look like and give you a real number in about ten minutes. Does that work today or would you rather come back for a dedicated consult?"

Acknowledges the handoff warmly. Gives them two paths — both keep the conversation open.

Patient Asks: "Is There Ever a Good Time to Start?"

"Honestly? August is the best time we've had. We're doing up to a thousand off this month. It usually doesn't come up again until the holidays — and even then it's not this much. If you want to take a look, I can get you scanned today. No obligation."

Patient-initiated — respond with urgency but no pressure.

Outreach Scripts

Scan Follow-Up & DI Outreach

Phone — Warm Prospect (Scan Done, No Tx Started)

"Hi [Name], this is [Staff] from [Practice Name]. Quick call — you came in for an Invisalign scan a while back and I know you didn't move forward at the time. I just wanted to let you know we're running our best discount of the year through August 31st, up to a thousand dollars off. If the timing or the cost was the hesitation before, this might be worth a second look. No pressure at all — I can answer questions over the phone or get you in for a short consult. What works best for you?"

Lead with the scan — it establishes they already showed interest. Removes the "cold call" feeling.

DI Text Template

"Hi [Name] — [Practice Name] here. We're offering up to $1,000 off Invisalign this August only. If you've been thinking about it, now's the time. Call or text us at [number] to grab a spot before the month fills up. — [Staff Name]"

Send text first (higher open rate). If no response after 48 hrs, follow with the phone script above.

Re-Engagement

Warm List Sequence

Pull from Dental Intelligence: patients scanned in the last 18 months with no active Invisalign treatment. Three touchpoints, starting July 14.

July 14

Email via Dental Intelligence

Subject line: "Your Invisalign scan is still on file — and August just got interesting"

Body (3 sentences)

You had a scan done with us — which means you're already closer than you think to a straighter smile. This August only, we're offering up to $1,000 off for patients who move forward. Reply to this email or call us to hold your spot.

July 28

Text Message

Short, direct. Creates urgency before August 1 launch.

"Hi [Name], this is [Practice Name]. Our August Invisalign special ($1,000 off, ends Aug 31) has limited spots — your scan results are already on file. Want us to reach out to schedule a quick consult? Reply YES."

August 4–7

Personal Phone Call

One call per patient. Leave a voicemail if no answer. Do not call twice.

"Hi [Name], this is [Name] from [Practice]. I'm calling because we have a special running this month and your iTero scan came up — it literally takes 10 minutes to pick up where you left off. I wanted to make sure you heard about it before we get too far into August."

In-Office

5 Tactics That Don't Require Selling

These work passively — patients ask, staff respond. No pitching required.

📋

Check-In Trigger

Add one question to the check-in clipboard: "Have you ever been curious about Invisalign?" Yes/No checkbox. Patients opt themselves in — staff don't have to bring it up.

🃏

Operatory Card

4×6 card on every chair: "Thinking about a straighter smile? Ask us about our August special." Patients ask. Staff respond. Zero proactive effort.

🪟

Window / Door Cling

One line: "August Only: Up to $1,000 Off Invisalign." Patients see it before they walk in. Sets the expectation before a word is spoken.

📺

Waiting Room Loop

Run Align's patient-facing before/after content on any TV or iPad in the waiting area. Align provides this free. Builds intent passively while patients wait.

🦷

Hygiene Handoff Line

Train hygienists on one sentence: "I noticed you had a scan done — did you ever get a chance to look at that?" Natural follow-up, not a pitch.

Event Option

Aligner Day Structure

Offices can opt into a dedicated Aligner Day within the month. The Align rep covers costs — you just need to run the logistics.

What to Ask the Rep to Cover

✓ Food + drinks for team and patients
✓ Table signage and decorations
✓ Branded giveaways (lip balm, smile kits)
✓ Co-branded patient handouts
✓ Digital assets (social graphics, email headers) via regional marketing contact
✓ Co-pay / deposit waiver for same-day starts (ask explicitly)

Day Structure

1 Pre-schedule 15–20 patients from warm scan list — don't rely on walk-ins
2 Rep runs 10-min morning huddle — product refresh + patient convo tips
3 Designate one staff member as day coordinator — keeps patients moving
4 Rep handles all consultations — removes pressure from clinical staff entirely
5 Goal: 50 scans in August = rep covers team lunch. Post this number on Day 1.

Team Culture

The Smile Wall

No cash contests. No leaderboards. Something that makes the team proud without feeling like a sales push.

Make the month visible.

Every time a patient starts Invisalign in August, they take a photo at the front desk holding a small sign: "I said yes to my smile." Photos go on a wall — or a shared team group chat for smaller offices.

By end of August the wall tells the story. At month's end, the team votes on one "favorite smile story." That patient gets a small gift (Align reps often provide these). The team gets to be proud of something tangible.

This reframes the month as a patient outcome project, not a revenue push. Works especially well for office managers who don't love "sales."

😁

Team votes on
the best smile story
at month end

Social Media

Content Calendar

One post per week per practice, deployable via Gen4 Social. Pre-launch teaser starts July 28.

Week 1 — Launch Aug 4–8

Offer Announcement

Static Image

Bold offer graphic with lifestyle photo (adult 25–45). Offer callout. Practice logo. No Invisalign logo until brand approval clears. See caption variations below.

"August just got a whole lot straighter. Up to $1,000 off Invisalign, one month only. The kids are back in school. Your calendar just opened up. Link in bio. Offer ends August 31."

Week 2 — Relatability Aug 11–15

Social Proof

Story (Phone Only)

"Before and After the Summer" — Two-panel story. Left: chaotic summer photo. Right: calm adult in the dental chair, smiling. Text overlay: "You survived their summer. Treat yourself."

Feed caption: "August is officially yours. Up to $1,000 off Invisalign this month — because summer was a lot, and your smile deserves the reward. Consult is free. Link in bio."

Week 3 — Education Aug 18–22

Dispel Objections

Carousel or Static

"3 things you didn't know about Invisalign" — counters the "that's for teenagers" objection without saying it directly.

Slides: (1) Most adults finish in 12–18 months. (2) They come out for meals, coffee, and first dates. (3) August is the best time to start — offer ends 8/31. · Caption: "Questions? DM us or call."

Week 4 — Urgency Aug 25–29

Last Call

Countdown Static + Stories

Simple countdown graphic. "Days left: X." Stories: staff holds up fingers — 7 days, 5 days, 3 days. Film once, schedule three stories. 5 minutes of effort total.

"Last week of August. Last week of $1,000 off. This isn't a soft deadline — offer ends August 31. Free consult. Link in bio."

Week 1 Launch

3 Caption Variations — Pick One

Match the tone to the practice's voice.

A — Direct

August just got a whole lot straighter.

For the entire month of August, we're offering up to $1,000 off Invisalign — or $750 off if you prefer a payment plan.

The kids are back in school. Your calendar just opened up. Your Invisalign consult is free.

Call us or book online — link in bio. Offer ends August 31.

B — Aspirational

Every September, something shifts.

School starts. Schedules settle. The chaos of summer gives way to something that finally feels like yours.

This August, a lot of our patients are starting Invisalign — not for a reunion, not for a wedding. Just because they decided it was time.

Up to $1,000 off this month. Consult is free, no commitment. Link in bio.

C — The Poem

The lunches are packed. The backpacks are bought. The carpools are scheduled (more than you thought). You've smiled through it all while barely keeping cool. So here's a thought, friend — what if this August was finally about you? Up to $1,000 off Invisalign. All month long. Free consult. No commitment. Just your turn. 📍 Link in bio. Offer ends 8/31. (We'll rhyme it for you. You just have to call.)

Phone-Only Content

Easy Content Ideas for Offices

No videographer. No editing. Authentic content that social algorithms reward over polished graphics.

Idea 1 · 15 min

The Consult Reveal — 60-Second Reel

TC or front desk films themselves at the desk: "If you've been thinking about Invisalign and haven't called yet — I want to tell you what the process actually looks like, because it's not what most people expect." Then 3 bullets, one take, no editing. Send raw file to social manager.

Face toward the window (natural light)
Phone horizontal or propped against monitor
Record one take — imperfect is authentic
Send raw file to social manager. Done.

⏱ 15 minutes including setup

Idea 2 · 5 min

The Tray Photo — Still Image

Photo of a single Invisalign tray on a clean white surface, shot from above, natural light. No patient needed. No releases. No Invisalign branding in the image — just the product.

Use any display kit tray the practice has
Natural light near a window
Top-down, clean white surface
Brightness bump in native photo editor

"This little piece of plastic is going to change a lot of lives this August. Up to $1,000 off Invisalign all month — free consult to start. DM us or link in bio."

⏱ 5 minutes

Master Schedule

Execution Timeline

Who does what and when. Marketing and Ops lanes.

Now — Jul 3

Pull warm scan list from DI (last 18 mo)
Confirm Aligner Day date with Align rep
Order window clings / door signage
Lock discount ($750 vs $1,000) — Dallas + Paul
Confirm West opt-in process

Jul 9–13

Campaign flyer for approval (Jul 9)
Final flyer delivered (Jul 13)
Email assets delivered (Jul 13)
Social assets delivered (Jul 13)
West opt-in form sent (Jul 10)

Jul 14–28

Warm list Email — Touchpoint 1 (Jul 14)
Pre-launch teaser Stories begin (Jul 28)
Warm list Text — Touchpoint 2 (Jul 28)
Feed post: "Something's coming" (Jul 31)

Jul 24

Website landing page delivered
Ops FAQ + team training sent to offices
T-shirts shipped (if confirmed)

Jul 27

Offices start promoting (signage up, DI ready)
Front desk check-in trigger active
Operatory cards + waiting room loop live

Aug 1–31

Promotion LIVE — full month
Warm list calls — Touchpoint 3 (Aug 4–7)
Aligner Day event (TBD date)
Weekly social posts per calendar
Track cases started every Monday

⚠ Invisalign Logo Compliance: Do not use the Invisalign wordmark or logo on any creative until brand approval is confirmed. Use "Invisalign" as a product name in copy only. Flag to Creative by July 10 to clear before the July 13 asset deadline. Contact your Align rep's regional marketing contact for pre-approved assets.