The Veterinary Recall Playbook

A working manual for turning the client list you already have into booked appointments — no new software, no new staff, no new data.

What you get

The Playbook (PDF, ~20 pages) — the six recall rules, the four-touch cadence, twelve ready-to-send message templates, and the 30-day rollout plan.
Recall tracking sheet (Excel + CSV) — one row per pet, with the four numbers to measure: contacted → replied → booked → attended.
Expirables calendar (Excel + CSV) — the business-side due dates practices forget: licences, DEA, board certification, CAQH, payer revalidation. 90/60/30-day flags built in.
Message template library (CSV) — the twelve templates in one file, ready to paste into your own systems.
Compliance one-pager — opt-out handling, quiet hours, frequency caps, and what to hand any vendor (and what never to hand them).

Pricing

Option	Price	Includes
Playbook bundle — one-time	$99	Everything above, delivered by download, yours to keep and use inside your practice. Includes free updates to Edition 1.x.
Playbook bundle + monthly update	$19 / month	The same bundle, plus new templates, updated revalidation guidance and the quarterly metrics worksheet. Cancel any time.

Payment is processed by our merchant of record. Cancel any time; see Refunds for the money-back terms.

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Who it is for

Any small-animal practice where one person (owner, practice manager, or front desk) carries the recall list between everything else. If you have a PIMS export and no dedicated marketing staff, this is written for you.

What it is not

It is not veterinary advice and it is not a medical device. It is an operations manual: rules, cadences, templates and measurements. Clinical decisions remain with your licensed veterinarians.

Why it exists

We build software that does this work from your own export. Many practices are not ready to hand a client list to anyone yet — so we wrote the manual first. Run it yourself, or use it to judge whether the software is worth it.

Non-clinical operations material. Not veterinary advice. Figures in the Playbook are illustrative arithmetic from stated assumptions, not forecasts or guarantees. Client data is never required to use the Playbook.