DaySmart Partner Guide
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DaySmart Partner Guide Β· Veterinary Practices

Every Missed Call Is
a Missed Appointment.

Pet owners call 3 clinics before they book. Peerlogic makes sure your clients are the one that answers β€” and converts. Everything DaySmart reps need to identify, pitch, and hand off Peerlogic opportunities.

The Offer: Free 30-Day Performance Audit β€” a clear baseline of phone conversion and missed opportunities, proving ROI before they ever pay a dime. This is your door-opener with every practice.

62%
of missed vet calls never call back
$100K+
new revenue recovered in 90 days
24/7
Aimee AI captures leads after hours
What Is Peerlogic

The Product, Simply Put

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Peerlogic is an AI-powered phone and revenue intelligence platform for healthcare practices. It captures missed leads, automates scheduling, and shows exactly which marketing channels are filling the calendar.

πŸ€–
Aimee AI β€” The Digital Front Desk
Answers calls, responds to texts, and books appointments 24/7 β€” natively inside the practice's software. When the desk is slammed or closed, Aimee keeps capturing.
Voice Β· SMS Β· Webchat
πŸ“Š
Marketing Analytics
Connects every ad, campaign, and channel directly to a booked appointment. The practice finally knows which marketing is filling the schedule.
ROI Visibility
πŸ“ž
Call Recording & AI Summaries
Every patient call recorded, transcribed, and summarized by AI. Find coaching moments in seconds β€” no digging through audio.
Staff Accountability
⚑
Call Pop & VoIP
A smart phone system that surfaces patient history and notes the moment a call comes in. Every call is personalized before it's even answered.
Front Desk Intelligence
Peerlogic Product Overview
Product overview β€” shareable with clientsView full size β†—
Strategic Alignment

Why This Partnership Works

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DaySmart runs the practice. Peerlogic makes sure every call that comes in turns into a booked patient. Together you move owners from "I think we're doing well" to "I can prove it."

DaySmart
The Practice Platform
Scheduling, records, payments, client communication. The operational backbone β€” you already have their trust.
Peerlogic
The Revenue Intelligence Layer
AI that turns every call, missed lead, and marketing dollar into data. Answers the question every owner has: "Is this actually working?"
"DaySmart runs your practice. Peerlogic makes sure every call that comes in turns into a booked patient."
πŸ“ˆ
Stronger Client Value
When clients see Peerlogic working, it deepens your position as their strategic partner β€” not just their software.
πŸ”’
Client Retention
A practice booking more patients and seeing clear data is a satisfied, long-term DaySmart client.
🧠
Expert Positioning
You're introducing agentic AI β€” positioning DaySmart as a forward-thinking advisor, not just a platform.
Reference

Key Terms to Know

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NP (New Patient)
A first-time caller seeking to become a new client at the practice.
Conversion Rate
The % of new patient calls that result in a booked appointment.
Revenue Leakage
Production lost due to missed calls or unbooked new patient opportunities.
Aimee AI
Peerlogic's automated assistant β€” captures missed leads via SMS, voice, and webchat 24/7.
Call Pop
Real-time patient data surfaced to the front desk the moment a call comes in.
NP Conversion Dashboard
Live view of booked vs. unbooked new patient calls β€” the core performance metric.
Voice AI
AI that answers the phone and schedules appointments natively in the practice's software.
SMS AI
Instantly texts back missed calls to capture the lead before they call a competitor.
When to Sell

Listen for These Signals

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When a DaySmart client says one of these things, they're describing a Peerlogic problem. Each maps directly to a solution.

πŸ“‰
"We're running Google Ads but new client numbers aren't moving."
β†’ Marketing Analytics
πŸ“ž
"We're short-staffed β€” the phones are chaos at peak hours."
β†’ Voice AI + Aimee
πŸ’¬
"Our website gets traffic but the schedule isn't full."
β†’ Webchat AI
πŸ”
"I have no idea how my front desk is actually performing."
β†’ Call Transcripts + AI Summaries
πŸ’°
"Leads are calling β€” we just can't seem to convert them."
β†’ NP Conversion Dashboard
πŸ“Š
"Patient volume has plateaued even with ads running."
β†’ Full 30-Day Audit
How to Talk About Peerlogic

Talk Tracks

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Pick the angle that matches the pain you're hearing. Conversational β€” not scripts to read verbatim.

Option A Β· Revenue Recovery
When they're frustrated calls aren't converting
"Doctor, your DaySmart data shows solid appointment volume β€” but Peerlogic data shows 25% of your new client calls are hitting voicemail during lunch and after hours. We need to activate Aimee AI to capture those leads automatically, before they call the vet clinic down the street."
Option B Β· Invisible Front Desk
When they lack visibility into staff performance
"It's physically impossible for you to hear every call your team takes. Right now you're making coaching decisions based on gut feel. Peerlogic gives you AI summaries of every patient interaction β€” so you can find real coaching moments from this week's actual calls, not hypothetical scripts."
Option C Β· Marketing ROI
When they're spending on ads without clarity
"Right now you're investing in marketing but flying blind on what's working. Peerlogic shows you exactly which channels are driving new client calls and which are actually scheduling. Stop wasting budget and double down where it's filling the calendar."
Quick Reference

Goals β†’ Features Map

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Map the practice's goal to the right Peerlogic feature before you get on the call.

Practice GoalPeerlogic FeatureWhat It Does
Increase new client appointmentsNP Conversion DashboardTrack booked vs. unbooked new client calls in real time
Never miss a leadAimee AI (Voice + SMS + Webchat)Automatically engages missed callers across all channels, 24/7
Front desk accountabilityCall Recording & TranscriptsObjective performance data on every patient interaction
Prove marketing ROIMarketing AnalyticsDirect line from ad or source to a booked appointment
Coach the team on real callsAI Call SummariesFind coaching moments in seconds β€” no digging through audio
Personalized patient callsCall Pop + VoIPPatient history surfaced the moment the phone rings
Outreach

Email Templates

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Four templates for different entry points. Personalize the first line before sending.

1
The Warm Intro
First time introducing Peerlogic as a DaySmart partner benefit
To[Practice Owner / Office Manager]
SubjectSomething your DaySmart setup is missing (and it's costing you clients)

Hi [Name],

Working with your team on DaySmart, I wanted to flag something we're seeing across a lot of vet practices right now.

Most practices are losing new clients not because they're doing anything wrong β€” but because calls go unanswered during lunch, after hours, or when the desk is slammed. Pet owners don't leave voicemails. They call the next clinic.

We've partnered with Peerlogic to solve exactly this. Their AI captures missed calls via instant text-back, books appointments from your website 24/7, and shows you exactly which marketing is actually filling your schedule.

They're offering DaySmart practices a free 30-day audit β€” no commitment, just a clear picture of what's slipping through the cracks today.

Worth a 10-minute conversation? I can make the intro.

[Your Name] Β· DaySmart Β· [Title] Β· [Phone]
Rep Tip
Add a specific stat β€” "practices like yours miss 20–30% of new client calls during peak hours." Specificity gets responses.
2
The Marketing ROI Hook
Client mentioned Google Ads or "not knowing what's working"
To[Practice Owner]
SubjectQuick question about your Google Ads spend

Hi [Name],

You mentioned you're running Google Ads β€” quick question: do you know which of those ads are actually resulting in booked appointments, not just calls?

Most practices can tell you their click-through rate. Very few can tell you which campaign drove the appointment that showed up on Tuesday.

A tool called Peerlogic closes that gap. It connects your marketing channels directly to booked appointments β€” so instead of spending on gut feel, you're reallocating budget to what's actually filling the schedule.

They offer a free 30-day audit for DaySmart practices. Happy to make the intro β€” just say the word.

[Your Name] Β· DaySmart Β· [Title]
Rep Tip
Best when you know they're running paid ads. If unsure, lead with Template 1.
3
The Staffing Pain Angle
Client mentioned being short-staffed or front desk overwhelm
To[Practice Owner / Office Manager]
SubjectA second set of hands for your front desk (no hiring required)

Hi [Name],

Given what you mentioned about being short-staffed, I wanted to share something that's been a game-changer for a few practices we work with.

Peerlogic's AI β€” called Aimee β€” acts as an always-on digital front desk. It answers calls, responds to texts, handles FAQs, and books appointments in your system when your team can't get to the phone. No hiring. No training. No coverage gaps.

One practice recovered 15% of previously lost opportunities in the first month β€” just by making sure every missed call got an immediate text back before the pet owner called someone else.

They're offering a free 30-day audit for DaySmart practices. Want me to connect you?

[Your Name] Β· DaySmart Β· [Title]
Rep Tip
The "15% of lost opportunities" stat is tangible and speaks directly to the staffing pain.
4
The Follow-Up Nudge
You've introduced Peerlogic before but haven't heard back
To[Practice Owner]
SubjectRe: [Previous subject line]

Hi [Name],

Circling back on Peerlogic β€” wanted to make the next step as easy as possible.

The ask is just 10 minutes and a free 30-day audit. No cost, no contract. At the end you'd know exactly how many new client calls you're missing, what it's costing you, and what the fix looks like.

If timing's not right, no problem β€” I'll follow up next quarter. But if there's a slow week coming up, this is a quick win worth having.

[Your Name] Β· DaySmart Β· [Title]
Rep Tip
"If timing's not right" reduces friction and often gets a response either way. Keep it short.
Proof Points

Results & Case Studies

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Use these when a practice owner asks "has this actually worked?" Pull the full PDF from the sidebar for client-facing conversations.

Case Study Β· 30 Days
Grand Central Smiles β€” Arizona
Drowning in missed calls with no way to prioritize follow-ups. Peerlogic identified the highest-intent patients and gave the front desk a focused callback list β€” transforming how they spent their time.
39β†’58%
New patient conversion rate
15%
Lost opportunities recovered
$1,308
Revenue in month one
Case Study Β· 90 Days
Dental Design Studios β€” Florida (6 locations)
Growing fast β€” the front desk couldn't keep up with patient inquiries across locations. Peerlogic unified call data and highlighted ready-to-book patients across all six offices.
311
Booked appointments
1,484
Engaged patients
$100K+
In new revenue
πŸ“„Download full case study PDFClient-shareable version↓
Brand Assets

Logos & Brand Colors

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Use these when co-branding materials, building presentations, or creating partner content. Download directly from the sidebar or below.

Brand Colors

Teal (Primary)
#00C4B3
Navy (Dark)
#0D1F2D
White
#FFFFFF
The Close

The Hand-off Line

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Use this when you're ready to hand off to Peerlogic or book the intro call.

Say This
"I'm working with Peerlogic to help DaySmart practices automate their scheduling and track their marketing ROI from call to booked appointment. They offer a free 30-day audit that shows exactly where you're losing revenue today β€” no cost, no commitment. Would you be open to a 10-minute demo?"
Ready to Book?

Book a Demo for Your Patients

Schedule a Peerlogic demo for a practice you're working with. The Peerlogic team handles the rest β€” you get the credit for the introduction.

DaySmart + Peerlogic Partner Webpage