Growth services

Scale your membership plan with expert-led growth strategies.

Stop guessing and start scaling. From self-guided playbooks to a dedicated growth specialist, the team behind thousands of practices and hundreds of dental groups helps you drive predictable, recurring revenue.

Pulse Report · March
Member growth vs benchmark▲ 2x
Your plan +18%
Benchmark +9%
This month's playsFrom your growth team
Renewal outreach: 12 members dueQueued
Add a perio tier for heavy recareSuggested
Front-desk refresher: Clerri UniversityBooked
Used by thousands of practices and hundreds of dental groups
Proof

Trusted. Proven. Measured.

Our customers consistently report high satisfaction with every interaction, which earns Clerri a top-percentile ranking in customer advocacy and long-term trust.

85%Customer satisfaction (CSAT), measured January 2026
77Net Promoter Score (NPS), measured January 2026
Top 1%Ranking in customer advocacy
Your performance partner

A team that designs, launches, and scales your plan

Strategy over guesswork. Our team partners with you to design, launch, and scale a high-performing membership plan, from performance audits to proactive growth coaching, so your goals stay on track. Available services vary by plan option.

Implementation

  • Custom plan consultation, design, and pricing
  • Data migration and PMS setup expertise
  • Specialized team training for a high-impact launch

Customer success

  • Dedicated account management and proactive guidance
  • More office visits and higher treatment acceptance
  • Long-term patient loyalty and plan value

Customer support

  • Bilingual support in English and Spanish
  • Help for your front office and your members
  • Billing support by phone, email, or chat
The growth toolkit

Resources working behind every plan

Beyond the people, a set of always-on tools keeps your plan trained, monitored, and marketed.

Clerri University

An on-demand learning system that helps new team members sell more memberships, with foundational courses and quick how-to guides.

Pulse Reports

While you focus on patients, we monitor your plan against trends and benchmarks, then send a curated brief of painless, actionable recommendations.

Practice Analytics

We track your performance against benchmarks and automatically flag when your plan needs support to keep growing.

Patient and member marketing

Timely, personalized campaigns connect treatment to savings, turning upcoming appointments into enrollments and renewals.

Why it works

Unlock sustainable growth in visits, production, revenue, and loyalty

Many practices struggle with stagnating revenue and patient churn. Growth services tackle both, transforming your financial health and your patient relationships.

Attract and retain new patients

Only 40% of new patients typically return after their first visit. A membership plan can lift retention to nearly 100%.

Reactivate dormant patients

With 1,500 dormant patients, reactivating just 10% through a membership plan could add $100,000 or more in annual revenue.

Control your fee schedule

Grow outside of insurance so you control your own fee schedule, especially when costs are rising.

Improve patient engagement

Convert cash-paying and underinsured patients into loyal members who are far more likely to accept treatment.

Create recurring revenue

A membership plan is steady subscription revenue, an annuity that helps cover rent, equipment, and recurring bills.

Build a loyal patient base

A large base of loyal, cash-paying members gives you the flexibility to drop unprofitable insurance plans.

Independence

Regain independence from insurance.

Insurance reimbursements are often low and fail to keep pace with inflation, squeezing your margins. More practices are taking back control of their pricing and operations, with a growth team behind them.

Questions

Growth services FAQs

What are Clerri growth services?

Growth services are the people and programs behind your plan: implementation, customer success, and support, plus Clerri University, pulse reports, practice analytics, and patient marketing. A growth specialist helps you design, launch, and scale, and the available services vary by plan option.

Do growth services cost extra?

Getting started is free, and every plan includes a core set of growth services. The full range of services scales with your plan option, so you only invest in the level of support that fits your practice.

What does implementation include?

Custom plan consultation and design, data migration, PMS setup expertise, and specialized team training, so your launch secures sign-ups and accelerates membership adoption from day one.

How do you help my plan keep growing after launch?

Your customer success team monitors performance against benchmarks with pulse reports and practice analytics, then reaches out with curated, actionable recommendations. Clerri University keeps your team trained, and patient marketing turns appointments into enrollments and renewals.

Predictable revenue. Loyal patients. Zero hassle.

Attract and retain patients, drive loyalty, and grow cash production with the membership platform built for dentistry.

Request a 15-minute walkthrough
Expert-led implementationDedicated success managerBilingual member support

Figures are illustrative and not a guarantee of results. Membership plans are not insurance.