Put your refund toward your smile

8%

Conversion rate

3.3%

Click-through rate

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How can a practice win patients who plan treatment around their tax refund?

Send an email in tax season that frames a consultation as the first step. Patients who've been saving for treatment are deciding how to spend a refund. This template invites them to start with a conversation, not a commitment.

On this template: 8% conversion rate and 3.3% click-through rate.

Campaign brief and overview

The tax refund season: a natural moment to plan treatment. The email frames a consultation as a first step and mentions payment options without promising any. Promote from February.

Why this email works

  • Rides a moment when money is on people's minds
  • Frames a consultation as a first step
  • Myth and fact eases cost worries
  • A number to call as well as a button

The strategy behind it

  • Banner: question-style, with a personA confident face for a decision moment.
  • Body copy: with ticksThree steps to a plan.
  • Value text: myth and factYou don't always pay upfront.
  • Final CTA: rule and phoneA quiet close.