Case Study: Smile Exchange Generates $191,592 in Recurring Revenue with Kleer Membership Plans

Smile Exchange Generates $191,592 of Recurring Revenue in 8 Months

Smile Exchange, a 6-location group dental practice, needed a better way to manage its long-running membership plan. Their paper-based system created heavy administrative work for office teams, made renewals difficult to track, and led to a 75% non-renewal rate. Patients disliked the paperwork, and staff spent too much time on manual calls, spreadsheets, and follow-up.

Smile Exchange chose Kleer’s membership plan platform to modernize the process with online self-serve enrollment, automated payments, renewal automation, and group-practice management tools. After launching in January 2018, Smile Exchange sold 727 memberships in 8 months, generating $191,592 in recurring subscription revenue and $761,505 in additional treatment revenue. The plan also drove 72% more visits, twice the treatment acceptance, and 265% more revenue from membership patients, while reducing the time teams spent managing the program.

Smile Exchange

Andy McKinley

Chief Executive Officer