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Below is a real, generated example — the dashboard where transcripts land, and the polished summary, competitive audit, and proposal our AI produces from a single discovery call. No account needed.

1 · Your inbox

PropStar

demo@brightsmile.co

Settings

Inbox

Pending transcripts ready for processing

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Discovery Call — Bright Smile Dental.txt

Client: Bright Smile Dental

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Kickoff — Northside Physio.docx

Client: Northside Physio

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Intro Call — Cedar & Co Law.txt

Client: Cedar & Co Law

2 · The report it generates

Discovery Summary & Proposal

Prepared for Bright Smile Dental

7/10/2026

Participants

  • Dr. Priya Nair — Owner, Bright Smile Dental
  • Marcus Reed — Practice Manager
  • You — Growth Consultant

Key Concerns

  • New-patient bookings have plateaued for three straight quarters
  • Outranked by two newer clinics on "dentist near me"
  • Website feels dated and loads slowly on mobile

Mission Parameters

Goal
Add 25–30 new patients per month within two quarters
Timeline
Launch within 6 weeks; review results at 90 days
Budget
$3,000–$5,000 / month

Action Items

AssigneeTask
YouSend proposal + service agreement by Friday
MarcusShare Google Business Profile admin access
YouRun full technical + local SEO audit
Dr. NairApprove new-patient landing page copy
Generated by PropStarPage 1 of 2

AWeb Presence Audit

AI estimate
7
Est. Local Rank
C+
Site Health
Top Keywords
dentist near meteeth whiteninginvisalign

Competitive Trust Matrix

Bright Smile Dental
Competitors

"Bright Smile has strong clinical reviews but is being outranked by faster, better-optimized competitors. Closing the gap on site speed and local SEO should move it into the map pack within a quarter."

PProposal & Recommendations

Strategy

Bright Smile's goals, timeline, and budget line up cleanly with our Local SEO Accelerator and a conversion-focused website rebuild. Prioritize site speed and GBP optimization first to capture demand that already exists, then compound with content and reviews.

Recommended Services

Local SEO Accelerator

Google Business Profile optimization, local citations, and review generation to win the map pack.

$1,800 / mo

High-Converting Website Rebuild

Fast, mobile-first site with new-patient booking flow and treatment landing pages.

$4,500 one-time

Next Steps

Approve the proposal to reserve your onboarding slot for this month.

Approve Proposal
Generated by PropStarPage 2 of 2

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