Data Source:
csv+redis
DB ID: DQ2CBC89
Lead ID: b8e24811-944f-41a3-83e4-7530de48ceec
Rose Magno
Owner, Dentist
Emeryville Dental Care
Lead Type: Dentist
Segment: Leader
3.3 stars from 86+ reviews
Call: 15105951900
SMS
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Call: 15107081800
SMS
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Call Timing Analysis
π Current time: Thursday, July 17, 2025 02:43 PM PDT
Available numbers: 15105951900 ? , 15107081800 ?
Office Manager
π Contact office during business hours
Dentist Direct
π± Direct contact with dentist
π‘ Tips: Office managers are best reached after lunch during business hours. Dentists prefer calls within 3 hours after closing.
CRM Data
Last updated: 2025-07-16 08:52:41
Lead Owner:
Rick Steel
Audio Analysis & AI Tools
Pain & Opportunity Analysis
Contact Log
Add Contact Entry
Contact History
Rick Steel
|
2025-07-15T22:52:41.398676+00:00
Email
Voicemail
Hi Dr. Magno,
Thank you for sending over the 16 protocol documents, those will be extremely helpful as we put the collections program together.
For our call (via Zoom or your cell, whichever is easiest for you), hereβs the draft agenda Iβd like to cover. Feel free to adjust or add anything:
1. DynaQuest AI Receptionist β Agreement & Kick-Off
Confirm that the service agreement is in place
Walk through the implementation timeline (2- to 4-week rollout)
Review payment terms and billing schedule
Establish success benchmarks and reporting cadence
2. Collections Program β Protocol Review & Implementation Plan
High-level walk-through of the attached documents:
Patient onboarding & consent: NP Registration, Medical History, Welcome Packet, Arbitration Agreement, Promissory Note, Crown/Denture Delivery Consent, Disclosure Agreement
Collections workflows & verbiage (all dated 5-10-25):
Collection, Billing, Dental Insurance, Scheduler, Statement, Text/Call, Treatment Plan, Delta/Medicare NPI language
Define my role in learning, training staff, implementing, and managing each protocol
Discuss any updates or customization youβd like before rollout
3. Integration Points
How DynaQuest AIβs after-hours coverage and payment-plan prompts will feed into the new collections workflows
Coordination with your PMS and current front-office processes
4. Timeline, Responsibilities & Next Steps
Assign owners for tasks (training sessions, template updates, go-live checkpoints)
Set tentative milestone dates
Address any open questions
Let me know if this agenda looks good or if thereβs anything else youβd like to add. Iβm happy to adjust to make the best use of your time.
Please tell me which day and time later this week works best for you, and whether you prefer Zoom or a direct phone call. Iβll accommodate whatever is most convenient. I am available tonight as well.
Looking forward to our conversation and to getting your collections program and AI receptionist up and running smoothly.
Warm regards,
Rick Steel
Business Development | DynaQuest.AI
π 954-625-4175
βοΈ rsteel@dqtsi.com
π www.dynaquest.ai
Rick Steel
|
2025-07-15T22:51:52.531823+00:00
Call
Voicemail
tel:15105951900- Text sent
Rick Steel
|
2025-07-15T22:51:45.254291+00:00
Call
Voicemail
tel:15105951900- VM
Rick Steel
|
2025-07-15T22:51:23.539361+00:00
Call
Voicemail
tel:15107081800- VM
Rick Steel
|
2025-07-11T01:15:55.406128+00:00
Call
Spoke to lead
tel:15105951900- VM
Rick Steel
|
2025-07-11T01:14:11.271061+00:00
Call
Spoke to lead
tel:15107081800= VM
Rick Steel
|
2025-07-10T00:27:24.807030+00:00
Call
Spoke to lead
Dr. Magno did indeed call me back and I explained to her that we will be sending the contract over by end of business Thursday.
Rick Steel
|
2025-07-09T23:05:59.716872+00:00
Call
Spoke to lead
tel:15105951900- Main Line- Dr. Magno answered the phone miraculously and said she will call me back on a different line.
Rick Steel
|
2025-07-09T23:04:22.210862+00:00
Call
Voicemail
tel:15107081800- VM
Rick Steel
|
2025-07-08T23:06:24.463880+00:00
Call
Voicemail
tel:15107081800- I called the 2nd line on file and I got the VM
Rick Steel
|
2025-07-08T22:54:44.295242+00:00
Call
Follow-up required
I left detailed VM letting them know we are ready to move forward with the agreement
Rick Steel
|
2025-07-08T22:54:17.443593+00:00
Text/SMS
Sent message
texted client for update
Rick Steel
|
2025-07-07T23:26:24.375792+00:00
Text/SMS
Sent message
I sent text to Kris letting her know we will be sending the agreement over, but before that I would like to clarify a couple things. Waiting on reply
Rick Steel
|
2025-07-07T23:25:18.819186+00:00
Call
Voicemail
I called Kris earlier but got a VM
Rick Steel
|
2025-07-03T22:59:26.701910+00:00
Call
Voicemail
I called and left a detailed voicemail
Rick Steel
|
2025-07-03T22:59:12.196967+00:00
Text/SMS
Sent message
I sent her a follow up text today, letting her know I need to speak with her regarding the agreement so we can finalize and move forward.
Rick Steel
|
2025-07-02T22:44:24.246990+00:00
Text/SMS
Sent message
Also, I sent Kris, "Our AI sales agent can close a confirmed booking by accessing your PMS, not just "contact us". Expert on mini implants, selling, closing, and customer service.
Rick Steel
|
2025-07-02T22:39:36.452057+00:00
Text/SMS
Sent message
I sent the Dr. the text Scott sent me.
Rick Steel
|
2025-07-02T22:36:50.949695+00:00
Other
Other
Scott told me the answer would be "Yes, we can answer unlimited calls at once and they're all fresh and unhurried"
Rick Steel
|
2025-07-02T22:35:12.963408+00:00
Text/SMS
Sent message
Kris did not acknowledge my text. she replied "If AI answers the phone and 2 or 3 other callers answers the phone, will AI answer those phones simultaneously as well?
Rick Steel
|
2025-07-02T21:24:37.017088+00:00
Text/SMS
Sent message
After the call I experienced, I messaged Kris and said, "I just called the office number and I spoke to someone that might have been offshore in the Philippines. She was very hard to understand. Please text back when you are available. She did not know who Kris was.
Rick Steel
|
2025-07-02T21:23:05.413063+00:00
Call
Call back later
I called the office number and it sounds like I spoke to a Filipina who I could not completely understand. Bad accent and English skills. She did not know who Kris was.
Rick Steel
|
2025-07-02T21:21:49.938636+00:00
Text/SMS
Sent message
I sent this message to Kris:
"Hello, Please let me know when we can have a call. I need to go over some things with you regarding the agreement we will prepare."
Rick Steel
|
2025-07-01T00:57:31.284044+00:00
Text/SMS
Other
Inbox text details from Kris this past Sunday.
6/29/25 Following up
Others questions and concerns
Features
β’ Ai can forward to our office personnel Hybrid human calls.
β’ 24/7 coverage with robust fallbacks.
β’ Local US phone numbers and number porting.
β’ HIPAA-level compliance (HIPAA masking, SOC2 or equivalent).
β’ Deep PMS & CRM integration: dental-specific (we use Softdent dental program ).
β’ Real-time appointment booking on phone and text.
β’ Spam & robocall filtering.
β’ Lead screening/intake workflows customizable.
β’ Call intelligence: recording, transcription, intelligent summaries & analytics.
β’ Call transfers to staff or on-call dentist.
β’ Multichannel support: SMS, email, web chat, WhatsApp, weave .
β’ Voice quality: natural intonation, customizable tone.
β’ Flexibility: ability to adjust hours, rules, number of intake questions.
Rick Steel
|
2025-07-01T00:55:07.823044+00:00
Email
Sent message
Hi Dr. Magno and Kris,
Thank you again for your thoughtful response and for sharing your enthusiasm about moving forward with DynaQuest AI. Weβve reviewed all of your questions and requests in detail and have prepared the attached document as a comprehensive follow-up.
In this finalized response, youβll find:
Confirmations on included and optional services
Clarifications on customization, integration, and support
Clear breakdowns of pricing and contract terms
An outline of our upcoming AI roadmap, including tools like Sonny (Sales), Mindy (Marketing), and Olivia (Insurance)
Weβre genuinely excited about this partnership and the opportunity to support your practices with a solution that evolves alongside your vision. Many of your requests are already part of our development pipeline, which makes this collaboration even more aligned and promising.
Please review the attached document at your convenience. Weβre happy to walk through it together, answer any remaining questions, and move into the next phase.
Looking forward to working closely with you both.
Warm regards,
Rick Steel
Business Development | DynaQuest.AI
π 954.625.4175
βοΈ rsteel@dqtsi.com
π www.dynaquest.ai
Rick Steel
|
2025-06-20T01:21:21.137768+00:00
Text/SMS
Sent message
Also, I texted Kris and let her know the proposal was sent via email.
Rick Steel
|
2025-06-20T01:20:36.810710+00:00
Email
Sent message
I sent the below email to Kris and Dr. Mango:
Subject: DynaQuest AI Proposal_Emeryville Dental Care
Hi Kris and Dr. Magno,
I hope you're both doing well!
Attached is the DynaQuest proposal for your review. Please feel free to reach out with any questions or feedback. Iβd be happy to discuss any details further. Iβve put a great deal of effort into getting this tailored to your needs, and Iβm excited to share it with you both.
Because we were able to enter you into our system as a referral, we had some flexibility on pricing. Typically, this service is priced at $699/month with a one-time setup fee of $500.
However, since your use case includes the programming of your AI agent to handle inbound calls from the infomercial in a sales capacity, this would usually place the service in our higher-tier package at $899/month. That higher rate reflects the added value of 24/7 sales functionality which is a feature not included in our standard offering.
That said, as a valued referral partner, your introductory investment is just $499/month, and weβve also waived the one-time setup fee, a savings of $500.
Youβll find the details and terms outlined clearly as you scroll through the proposal. I look forward to your thoughts and hopefully moving forward together soon.
Rick Steel
Business Development | DynaQuest.AI
π 954.625.4175
βοΈ rsteel@dqtsi.com
π www.dynaquest.ai
Rick Steel
|
2025-06-17T22:10:13.465570+00:00
Call
Voicemail
I left a Voicemail
Rick Steel
|
2025-06-17T22:10:01.302625+00:00
Text/SMS
Sent message
sent text to Kris to see if she a couple minutes to talk
Rick Steel
|
2025-06-17T01:20:50.148925+00:00
Text/SMS
Sent message
Kris replied with what questions do you have? I sent her a list of questions.
Rick Steel
|
2025-06-17T01:07:11.046700+00:00
Text/SMS
Sent message
Sent to text to 2nd Number
Rick Steel
|
2025-06-17T01:03:51.760696+00:00
Call
Voicemail
left detailed voicemail for Kris
Rick Steel
|
2025-06-13T21:13:53.184357+00:00
Call
Voicemail
Rick Steel
|
2025-06-13T01:57:59.581140+00:00
Call
Demo Results- Follow up
Verbal sale but lets call it a follow up for now.
Rick Steel
|
2025-06-13T01:56:53.305016+00:00
Call
Spoke to lead
The demo with Dr. Magno went very well. I began with the initial part of my process to better understand the practiceβs pain points, but the doctor was already sold on the concept based on her prior conversation with her assistant, Kris, whom I had spoken with for nearly an hour the day before.
Throughout the call, Dr. Magno asked a number of detailed questions, which I believe I answered effectively for the most part. I explained that our pricing ranges from $399 to $999, depending on the number of locations, usage volume, and the services required. She shared that she intends to have the service active 24/7βduring both office and after-hours.
She did have a few specific requests that will need to be incorporated into our proposal:
A transcript of each AI-handled call
A customized text message to each client after a booking or reschedule
Ensuring all of their daily and weekly updates are integrated into our service
Dr. Magno also mentioned that she currently uses Weave, and they informed her about their recent acquisition of TrueLark, which will soon offer AI receptionist capabilities. Because of this, she prefers to start on a month-to-month basis to compare the value and ensure our pricing is competitive with what TrueLark may offer.
She asked if her pricing would fall on the higher end due to 24/7 usage. I confirmed that it likely would, but reassured her that Iβll do my best to offer a competitive rate to kick off the partnership on a positive note.
By the end of the conversation, we had built a solid rapport and were even discussing some personal topics. I told her I would put together a tailored proposal and get it back to her within two business days.
Rick Steel
|
2025-06-12T01:46:22.672461+00:00
Email
Sent message
Confirmed: Zoom Call with Emeryville Dental Care β June 12 at 2:00 PM PST/5:00 PM EST
ο
Rick Steel
β
minidentalcoach@gmail.com
β
β
emeryvilledentalcare@yahoo.com
β
β+5 others
β
β
β
β
β
Hi Dr. Magno,
I hope you're having a great day. I had the pleasure of speaking with your Coach Manager, Kris, earlier today. She was fantastic to speak with and very insightful, professional, and truly gave me a deeper understanding of your practice and the incredible work youβre doing, particularly with mini dental implants.
As discussed, weβre scheduled for a Zoom call tomorrow at 5:00 PM EST / 2:00 PM PST to walk through a short demo and discuss how we can help streamline and support your patient communication β especially after hours.
Below are the Zoom details for our meeting:
Rick Steel is inviting you to a scheduled Zoom meeting.
Topic: Demo call with Dr. Rose Magno 2pm PST/ 5pm EST
Time: Jun 12, 2025 05:00 PM Eastern Time (US and Canada)
Join Zoom Meeting
https://us06web.zoom.us/j/87269954616
Meeting ID: 872 6995 4616
Rick Steel
|
2025-06-12T01:05:25.571770+00:00
Call
Booked Demo
Call Summary β Kris (Coach Manager)
Duration: 47 minutes
Overview:
Had a productive call with Kris, the Coach Manager.
She shared their newly updated website, which now emphasizes mini dental implants: https://www.sfeastbayminis.com.
Kris confirmed that Dr. [Name] is available for a demo tomorrow at 2:00 PM PST / 5:00 PM EST.
Their current phone system is VOIP - Weave.
Key Takeaways:
Kris screens all calls before they reach the doctor. She mentioned that I passed her screening process and confirmed that she will inform the doctor that this is an important call.
She has tentatively scheduled the demo for tomorrow at 5:00 PM EST based on the doctorβs availability.
Kris will be the decision-maker regarding pricing and finalizing the deal following the demo.
Rick Steel
|
2025-06-12T00:02:59.681994+00:00
Call
Voicemail
left this revised voicemail script I just made which I feel will be effective.
minidentalcoach@gmail.com- Kris - Coach Manager
Rick Steel
|
2025-06-11T23:46:14.846066+00:00
Call
Voicemail
tel:15105951900- I called the business line during office hours and received the VM which informs clients to cancel via text using the same number called and if they are calling about insurance questions to email at..... I did receive a text message giving me these options as well. There is no patient care hear because the patients voice could not be heard live and most importantly have their concerns address immediately.
Carl
|
2025-06-11T21:31:03.607621+00:00
Call
Voicemail
Rick discussed the voicemail system for patient care, focusing on what patients hear when they call the practice.
Recap
Rick Steel inquired about the voicemail system and its effectiveness in communicating with patients during after hours.
Tasks
None
Carl
|
2025-05-30T21:56:16.312350+00:00
Call
Voicemail
Carl
|
2025-05-29T21:27:31.752485+00:00
Call
Spoke to lead
called and dialed - 156107081800 - disconnected
called the other num 5105951900 emergency num and left VM
Carl
|
2025-05-29T21:11:45.864166+00:00
Call
Sent message
Carl
|
2025-05-29T21:11:30.488113+00:00
Call
Sent message
called and got VM left VM Hello This is Carl with Dynaquest.AI
Im trying to get in touch with you to talk about helping your clinic putting up with an AI support services. if you can give us a call back at 9546254175
Carl
|
2025-05-22T23:12:39.981002+00:00
Text/SMS
Sent message
Hi Rose, it's Carl. Hope you're having a good week at Emeryville Dental Care.
I was thinking about how busy your front desk must get, especially with all the calls coming in and voicemails piling up. It's tough to give patients in the chair your full attention when the phone's constantly ringing, or to chase down after-hours calls.
Many practices in Emeryville are finding new ways to handle those calls so their team can focus on patient care. How are you currently managing your phone lines, especially during those super busy times or after hours?
Contact Information
Social Profiles
Company Information
Industry
Office of Dentists
Revenue
0-1M
Employees
01-Oct
Specialization
Primary Type
Dentist
Specialized Services
Dentist
Cosmetic dentist
Dental implants provider
Oral surgeon
Orthodontist
Teeth whitening service
Market Segment
Leader
Opening Hours
Google Places Data
Monday
9β―AMβ6β―PM
Tuesday
9β―AMβ6β―PM
Wednesday
9β―AMβ6β―PM
Thursday
9β―AMβ6β―PM
Friday
9β―AMβ6β―PM
Saturday
8β―AMβ2β―PM
Sunday
Closed
{"Thursday": "9β―AMβ6β―PM", "Friday": "9β―AMβ6β―PM", "Saturday": "8β―AMβ2β―PM", "Sunday": "Closed", "Monday": "9β―AMβ6β―PM", "Tuesday": "9β―AMβ6β―PM", "Wednesday": "9β―AMβ6β―PM"}
Hours display improved - no JSON parsing required
Competitor Information
| Name | Rating | Reviews | Revised Name |
|---|---|---|---|
| SF East Bay Mini Dental Implants | 5.0 | 1 | SF East Bay Mini Implants |
| SF East Bay Mini Dental Implants | 5.0 | 1 | SF East Bay Mini Implants |
| Dr Rose Magno, DDS, FAACD | 3.2 | 18 | Dr Rose Magno, DDS, FAACD |
Email Campaign Status
Last Contact
2025-06-12T23:55:22.687Z
Interest Level
Low
Email Opens
10
Last:
2025-06-12T22:19:45.829Z
Email Replies
2
Last:
2025-06-21T00:27:07.957Z
Email Clicks
0
Campaign Status:
3Notification History
| Time | Event Type | Details |
|---|---|---|
| email_reply_count |
{'email_reply_count': (1, 2)}
|
|
| email_reply_count |
{'email_reply_count': (0, 1)}
|
|
| status |
{'status': (1, 3)}
|
|
| email_open_count |
{'email_open_count': (7, 10)}
|
|
| email_open_count |
{'email_open_count': (6, 7)}
|
|
| email_open_count |
{'email_open_count': (5, 6)}
|