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  • The brief
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  • This week · 6
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  • Big bets · 3
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Generated Oct 18, 2026
  1. Programmable
  2. Playbooks
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growth playbook · Oct 18, 2026

archy.com (opens in a new tab)

Archy growth playbook

Diagnosis

Archy has 11 open roles after a $50M Series C, and the go-to-market hires say how it plans to grow: an onsite outbound team in Dallas with its own manager, an AE, and a Partnerships Manager to win practices through the people dentists already trust (IT companies, supply reps, advisors and coaches).

Two migration roles show that moving practices off legacy systems is both the product promise and the bottleneck. This playbook gives the partner channel terms worth acting on, gives the SDRs dated triggers and better follow-up, turns migration speed into something sales can promise, and adds proof from Archy's own data.

Growth Score

7/10

Biggest Opportunity

Turn the people who influence a dentist's software choice (dental IT companies, supply reps, advisors, office managers) into paid referrers, and back them with a promised go-live date.

Biggest Risk

Migration fear and long-tenure loyalty to Dentrix and Eaglesoft keep practices on legacy systems, and any rushed migration that mishandles patient data would damage trust under HIPAA.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    A dental IT referral program with a published fee and a "retire the server" bundle

    Call the five listed IT partners this week and ask what fee and what share of the cutover work would make them recommend Archy.

    High impact First result in 4-6 weeks
  2. 2

    An outbound play for practices still running a server: "Windows 10 support ended, your patient data didn't"

    Write the three-touch sequence and the 30-second call opener and test it with two SDRs for a week.

    High impact First result in 2 weeks
  3. 3

    A pricing FAQ that answers what switching costs, how long it takes and what happens to the data

    Pull the five most common objections from lost deals in HubSpot.

    High impact First result in 2 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    2 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 5Fill-ins · 6Reconsider · 7
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Dental IT companies are the people a practice asks before changing software, and they lose server-maintenance work when a practice moves to the cloud. Archy lists five IT partners but publishes no terms, so an IT owner has no reason to send a practice.

    High impactLow effort First result in 4-6 weeks Partnerships Manager

    First action

    Call the five listed IT partners this week and ask what fee and what share of the cutover work would make them recommend Archy.

    How to measure it

    Demos from IT partners

    Now
    –
    Target
    15 a month
    By
    90 days

    Steps

    1. 1

      Ask the five IT partners

      What they earn on servers today and what would replace it.

      Partnerships Manager 1 week

    2. 2

      Set the terms

      Fee per signed location plus paid cutover tasks, on a standard agreement.

      CEO 2 days

    3. 3

      Write the page

      Who it is for, what they earn, what Archy does, how to refer.

      Partnerships Manager 1 day

    4. 4

      Fix the directory

      The partner list shows "0 of 100"; make it list every partner.

      CTO 2 hours

    5. 5

      Set up Referral Rock

      Unique links, tracking, payouts, routed to the territory AE.

      Partnerships Manager 1 day

    6. 6

      Build the target list

      Forty dental IT companies across Archy's 45 states.

      Partnerships Manager 2 days

    7. 7

      Weekly scorecard

      Meetings, partners signed, referred demos, wins.

      Partnerships Manager 30 minutes a week

    First result
    4 to 6 weeks
    Cost
    Referral fees from signed revenue only
    Owner
    Partnerships Manager

    Smallest test

    Offer the terms by phone to the five listed IT partners and count referrals in 30 days.

    Run this outreach. The sequence sent for you: addresses found and verified, replies routed to your CRM. Usually live within days.

    Book a working session

    Why it works

    Publish a one-page program for dental IT companies: a referral fee per signed location, a recurring share for managing the cutover (network, imaging sensors, phones), co-branded "retire the server" migration with Archy's CX IT team, and a partner portal in Referral Rock. Fix the partner directory so it shows the partners.

    The Partnerships Manager must sign 10 partners who each send a practice in 90 days. Giving IT companies paid work in the migration turns the people who lose from the cloud into the people who sell it.

    Ready to use

    EmailIT company outreach

    Subject: Paid work when your dental clients move to the cloud
    
    Hi {first name},
    
    When a practice you look after replaces its server with cloud software, you usually lose the maintenance. With Archy you keep the work: we pay a referral fee per location and contract you for the cutover (network, imaging sensors, phones) alongside our migration team.
    
    {Partner name} already works with us. Worth 15 minutes to see the terms?
    
    {name}, Partnerships, Archy

    Risks and how to handle them

    • Fees read as kickbacks

      Pay for referrals of the software only, disclose the arrangement to practices, and keep it outside anything billed to patients or insurers.

    • IT partners oversell timelines

      Give them the migration checklist and a named CX IT contact.

    Evidence

    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
    • Your websitePartners page: 25 partners in 12 categories, including five IT companies (F1iT, IT Harbor, Kaizen, Legend Networking, Techspedient), Pearl, Vyne, DoseSpot and four dental office manager and dentist communities. No referral terms or payouts are published, and the list reads "Showing 0 of 100" with a "No partners found" message.Source
    • HiringMigration roles: a Migration Automation Software Engineer builds automated migrations "from legacy software packages" with direct impact on "customer onboarding velocity"; a Manager, Customer Experience IT leads the specialists who handle data migrations, imaging and sensor setup and phone/DNS cutovers before go-live, with weekend coverage for live cutovers.Source
    • Your websiteHomepage: "One software powering your entire dental practice"; claims 80 hours saved per practice per month, $8,000 yearly savings, 5.2M+ patients served, 35,000+ active users and 20% fewer no-shows from reminders. Dr. Thomas DeChellis moved from Dentrix after 30 years and reports about $45,000 saved versus a server setup for 20 computers.Source
  • 02

    Many practices on on-premise systems still run office PCs or servers that stopped getting security updates in October 2025. That is a compliance and cost decision they must make anyway, and Archy's best testimonial is a practice that saved about $45,000 by dropping its server.

    High impactLow effort First result in 2 weeks Sales Development Manager

    First action

    Write the three-touch sequence and the 30-second call opener and test it with two SDRs for a week.

    How to measure it

    Demo rate on the server play

    Now
    –
    Target
    2x the team average
    By
    4 weeks

    Steps

    1. 1

      Build the list

      Practices whose sites, job posts or reviews mention server-based systems.

      Sales Development Representative 2 days

    2. 2

      Write the opener

      End of Windows 10 support, server cost, one question.

      Sales Development Manager 2 hours

    3. 3

      Write three emails

      The trigger, the DeChellis story, the free migration review.

      Sales Development Manager 2 hours

    4. 4

      Train the team

      Role-play objections about switching mid-year.

      Sales Development Manager 1 hour

    5. 5

      Route to AEs

      Booked demos carry the practice's current system and server age.

      Sales Development Representative ongoing

    6. 6

      Compare weekly

      Demo rate against the standard cadence.

      Sales Development Manager 30 minutes a week

    First result
    2 weeks
    Cost
    $0
    Owner
    Sales Development Manager

    Smallest test

    Run the opener for 200 dials and compare demos with the usual script.

    Why it works

    Give the Dallas SDR team a sequence for practices on server-based systems (Dentrix, Eaglesoft, Open Dental): the end of support, what replacing the server costs, the DeChellis story, and an offer of a free migration review. Pair it with the IT partner program so the practice's IT company is part of the conversation.

    The SDR framework already exists and the team runs high-volume calls. A concrete, dated trigger gives every call a reason that is about the practice, not the software.

    Risks and how to handle them

    • Reads as fear selling

      State the fact once and lead with the savings and the migration help.

    • Calling practices that already upgraded

      Ask one qualifying question before pitching.

    Evidence

    • Search resultsMicrosoft ended support for Windows 10 on October 14, 2025: no more security updates for the many office PCs and servers still running it.Source
    • Your websiteHomepage: "One software powering your entire dental practice"; claims 80 hours saved per practice per month, $8,000 yearly savings, 5.2M+ patients served, 35,000+ active users and 20% fewer no-shows from reminders. Dr. Thomas DeChellis moved from Dentrix after 30 years and reports about $45,000 saved versus a server setup for 20 computers.Source
    • HiringSales Development Representative (onsite, Dallas): high-volume outbound dialing to doctors and office managers, plus phone and email follow-up "with dental practices that have received marketing packages, collateral, and gifts". The Sales Development Manager will lead the onsite SDR team in Dallas on "an established SDR framework" and own pipeline targets.Source
    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
  • 03

    The pricing page is clear on $899 per location with unlimited users, but says nothing about conversion fees, contract length, data ownership or the BAA. Those are the questions a dentist asks before a demo, and unanswered they slow every deal.

    High impactLow effort First result in 2 weeks Account Executive

    First action

    Pull the five most common objections from lost deals in HubSpot.

    How to measure it

    Pricing to demo rate

    Now
    –
    Target
    +20% relative
    By
    6 weeks

    Steps

    1. 1

      Mine HubSpot

      Objections logged on lost deals in the last two quarters.

      Account Executive 2 hours

    2. 2

      Agree the answers

      Migration time and fees, contract terms, data ownership.

      CEO 2 hours

    3. 3

      Write the FAQ

      One or two sentences each, linking the trust center.

      Account Executive 2 hours

    4. 4

      Add suite ranges

      "Most practices add X to Y" rather than "Get Pricing" only.

      CEO 1 hour

    5. 5

      Add FAQ schema

      So answers can show in search and AI answers.

      CTO 1 hour

    6. 6

      Track it

      Demo bookings after an FAQ open.

      Account Executive 1 hour

    First result
    2 weeks
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Send the draft FAQ to ten open deals and ask which answer mattered.

    Why it works

    Add eight answers under the plans: what conversion costs, how long a typical migration takes, what data comes across, contract length and cancellation, who owns the data, HIPAA and the BAA, what the suites cost roughly, and how the new-practice price works.

    AEs work inbound and outbound in HubSpot; a page that removes the first four objections shortens every call and gives SDRs a link to send.

    Risks and how to handle them

    • Publishing suite ranges anchors negotiations

      Give ranges, not list prices.

    Evidence

    • Your websitePricing: Archy Platform $899/month per location with unlimited users, providers, claims, eligibility checks and texting ("No seat-based pricing"); New-Practice Special $400/month per location until 400 patients or 1 year. Clinical, Front Office and Marketing suites and add-ons are "Get Pricing" only. The page mentions a 4-step conversion process but no fees, contract length or FAQ.Source
    • HiringAccount Executive: drive revenue "through proactive outbound efforts and managing inbound leads", overcome objections and manage deal stages in HubSpot.Source
    • programmable.infoOver the past year the starting price shown moved from $535 to $400 a month. The site scores D on the security-header check (Mozilla Observatory B) while selling HIPAA compliance through a trust center. Recent news for "Archy" includes an unrelated McDonald's automated-employee story.Source
  • 04

    Archy sells HIPAA-compliant cloud software, and the IT companies it wants as partners are exactly the people who run a quick security scan. The marketing site scores D on security headers.

    Medium impactLow effort First result in 1 week CTO

    First action

    Run the Mozilla Observatory scan and list the missing headers.

    How to measure it

    Observatory and header grade

    Now
    –
    Target
    A
    By
    1 week

    Steps

    1. 1

      Scan

      List missing headers and their impact.

      CTO 1 hour

    2. 2

      Add headers

      CSP in report-only first, then enforce.

      CTO 1 day

    3. 3

      Re-scan

      Confirm the grade.

      CTO 30 minutes

    4. 4

      Write the section

      Encryption, BAA, hosting, audits, with the trust center link.

      CTO 2 hours

    5. 5

      Place it

      Pricing and partner pages.

      CTO 1 hour

    6. 6

      Tell partners

      One line in partner onboarding.

      Partnerships Manager 15 minutes

    First result
    1 week
    Cost
    $0
    Owner
    CTO

    Smallest test

    Add the two simplest headers today and re-scan.

    Why it works

    Add the missing headers (content security policy, framing and referrer policies), re-run the scan, and add a short "How Archy protects patient data" section to the pricing and partner pages that links the trust center.

    A poor grade is a cheap objection for a skeptical IT partner; fixing it takes days and removes it from every deal.

    Risks and how to handle them

    • A strict CSP breaks the booking widget

      Ship in report-only mode first.

    Evidence

    • programmable.infoOver the past year the starting price shown moved from $535 to $400 a month. The site scores D on the security-header check (Mozilla Observatory B) while selling HIPAA compliance through a trust center. Recent news for "Archy" includes an unrelated McDonald's automated-employee story.Source
    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
    • Your websitePartners page: 25 partners in 12 categories, including five IT companies (F1iT, IT Harbor, Kaizen, Legend Networking, Techspedient), Pearl, Vyne, DoseSpot and four dental office manager and dentist communities. No referral terms or payouts are published, and the list reads "Showing 0 of 100" with a "No partners found" message.Source
  • 05

    Archy runs dinners for dentists in about ten cities and sends packages and gifts, and SDRs already follow up on mailed campaigns. Dinners are the warmest contact a practice has with Archy and should have the tightest follow-up.

    Medium impactLow effort First result in 2 weeks Sales Development Manager

    First action

    Pull attendee lists from the last three dinners and check how many booked a demo.

    How to measure it

    Demos within 14 days of an event

    Now
    –
    Target
    30% of practices attending
    By
    2 months

    Steps

    1. 1

      Baseline

      Demos and wins from the last three events.

      Sales Development Manager 2 hours

    2. 2

      Write the follow-up

      Call script and recap email.

      Event Marketer 2 hours

    3. 3

      Assign an SDR

      One SDR owns each event's list.

      Sales Development Manager 15 minutes per event

    4. 4

      Call in 48 hours

      While the dinner is fresh.

      Sales Development Representative ongoing

    5. 5

      Tag in HubSpot

      Event as the source on every deal.

      Sales Development Representative ongoing

    6. 6

      Rank cities

      Monthly demos and wins per event.

      Event Marketer monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Sales Development Manager

    Smallest test

    Apply the follow-up to the next event only and compare.

    Why it works

    For each event: SDR calls attendees within 48 hours, a recap email with a photo and the speaker's slide, and an offer of a migration review for their current system. Measure demos and wins per event so the event marketer knows which cities to repeat.

    The Partnerships Manager is asked to work toward one event a week; without a follow-up standard, that budget is hard to judge.

    Risks and how to handle them

    • Attendees feel pressured

      One call, one email, one offer.

    Evidence

    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
    • HiringSales Development Representative (onsite, Dallas): high-volume outbound dialing to doctors and office managers, plus phone and email follow-up "with dental practices that have received marketing packages, collateral, and gifts". The Sales Development Manager will lead the onsite SDR team in Dallas on "an established SDR framework" and own pipeline targets.Source
    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
  • 06

    The strongest proof on the site is a practice that left Dentrix after 30 years and saved about $45,000 against a 20-computer server setup, and it sits as a quote. Long-time Dentrix users are the largest group Archy wants to move.

    Medium impactLow effort First result in 4 weeks Event Marketer

    First action

    Ask Dr. DeChellis for a 30-minute interview and permission to film.

    How to measure it

    Demos citing the story

    Now
    –
    Target
    20
    By
    2 months

    Steps

    1. 1

      Interview

      The decision, the migration, the numbers.

      Event Marketer 1 hour

    2. 2

      Film

      A short office visit.

      Event Marketer 1 day

    3. 3

      Write the page

      One page with the numbers.

      Event Marketer 1 day

    4. 4

      Put it on the Dentrix page

      Above the feature table.

      Event Marketer 1 hour

    5. 5

      Add to sequences

      SDR email two.

      Sales Development Manager 30 minutes

    6. 6

      Show it at dinners

      Two minutes before dessert.

      Event Marketer ongoing

    First result
    4 weeks
    Cost
    $1,000 to $3,000 for filming
    Owner
    Event Marketer

    Smallest test

    Publish the written story first and add video later.

    Why it works

    Film a three-minute visit and write a one-page story: why they waited 30 years, how the conversion went, what it cost and saved, and what the team says now. Use it on the Dentrix compare page, in SDR sequences and at dinners.

    Switching fear is the main objection for long-tenure practices; a peer who did it after 30 years answers it better than any feature list.

    Risks and how to handle them

    • Patient data in footage

      Film no screens or charts; get written consent from staff on camera.

    Evidence

    • Your websiteHomepage: "One software powering your entire dental practice"; claims 80 hours saved per practice per month, $8,000 yearly savings, 5.2M+ patients served, 35,000+ active users and 20% fewer no-shows from reminders. Dr. Thomas DeChellis moved from Dentrix after 30 years and reports about $45,000 saved versus a server setup for 20 computers.Source
    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
    • HiringSales Development Representative (onsite, Dallas): high-volume outbound dialing to doctors and office managers, plus phone and email follow-up "with dental practices that have received marketing packages, collateral, and gifts". The Sales Development Manager will lead the onsite SDR team in Dallas on "an established SDR framework" and own pipeline targets.Source

This quarter 9

The core plays for the next three months.

  • 07

    Supply and aligner reps visit practices every month and are trusted; the Partnerships Manager is asked to have a field-rep pilot live in 90 days.

    High impactMedium effort First result in 6 weeks Partnerships Manager

    First action

    List three supply or aligner companies with reps in Archy's densest territories and request meetings.

    How to measure it

    Demos from field reps

    Now
    –
    Target
    20 a month
    By
    end of quarter

    Steps

    1. 1

      Pick the partner

      One company with reps where Archy already sells.

      Partnerships Manager 2 weeks

    2. 2

      Agree rewards

      Per demo and per signing, approved by their compliance.

      Partnerships Manager 1 week

    3. 3

      Make the card

      One line, a QR link, the rep's code.

      Event Marketer 2 days

    4. 4

      Train reps

      A 20-minute session and the demo.

      Partnerships Manager 1 day

    5. 5

      Route referrals

      To the territory AE within a day.

      Account Executive ongoing

    6. 6

      Report monthly

      To the partner's regional managers.

      Partnerships Manager monthly

    First result
    6 weeks
    Cost
    Rewards from signed revenue
    Owner
    Partnerships Manager

    Smallest test

    Pilot with five reps in one city.

    Why it works

    Pick one supply or aligner company, train 20 reps with a one-minute pitch and a leave-behind card with a tracked link, pay a per-demo and per-signing reward through Referral Rock, and report results to their regional managers monthly.

    Reps are already in the building; a simple reward and a card make Archy part of a visit they were making anyway.

    Risks and how to handle them

    • Partner compliance blocks rewards

      Offer rewards to the partner company instead of reps.

    Builds on

    Evidence

    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
    • Your websitePartners page: 25 partners in 12 categories, including five IT companies (F1iT, IT Harbor, Kaizen, Legend Networking, Techspedient), Pearl, Vyne, DoseSpot and four dental office manager and dentist communities. No referral terms or payouts are published, and the list reads "Showing 0 of 100" with a "No partners found" message.Source
  • 08

    Archy prices new practices at $400 a month until 400 patients or a year, and the Partnerships Manager owns advisors, installers and lenders who help dentists open practices. New practices have no legacy system, so there is nothing to migrate.

    High impactMedium effort First result in 2 months Partnerships Manager

    First action

    Interview five startup advisors about how their clients choose software today.

    How to measure it

    New practices signed via advisors

    Now
    –
    Target
    15
    By
    end of quarter

    Steps

    1. 1

      Interview advisors

      Who decides and when.

      Partnerships Manager 1 week

    2. 2

      Write the kit

      Offer, checklist, timeline.

      Partnerships Manager 3 days

    3. 3

      Recruit ten advisors

      With the kit and referral terms.

      Partnerships Manager 4 weeks

    4. 4

      Host a workshop

      Co-hosted with two advisors and a lender.

      Event Marketer 1 evening

    5. 5

      Track starts

      Advisor code on every signup.

      Partnerships Manager ongoing

    6. 6

      Convert at 400 patients

      A planned move to full pricing with notice.

      Account Executive ongoing

    First result
    2 months
    Cost
    $2,000 a workshop
    Owner
    Partnerships Manager

    Smallest test

    Sign three advisors and count referrals in 60 days.

    Why it works

    Build a kit advisors hand to every client opening a practice: the $400 offer, a launch checklist (software, phones, imaging, website), and a co-hosted "opening your practice" workshop every quarter.

    A dentist opening a practice chooses software once and keeps it for years; reaching them through the advisors they already pay wins the account before any competitor calls.

    Risks and how to handle them

    • Low revenue until practices grow

      Track conversion to full price at month 12.

    Evidence

    • Your websitePricing: Archy Platform $899/month per location with unlimited users, providers, claims, eligibility checks and texting ("No seat-based pricing"); New-Practice Special $400/month per location until 400 patients or 1 year. Clinical, Front Office and Marketing suites and add-ons are "Get Pricing" only. The page mentions a 4-step conversion process but no fees, contract length or FAQ.Source
    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
  • 09

    Archy is hiring a Migration Automation Engineer and a CX IT manager to speed up migrations from legacy systems. Fear of a messy conversion is the main reason practices stay on old software.

    High impactMedium effort First result in 2 months Manager

    First action

    Pull signature and go-live dates for the last 100 practices and compute the median by source system.

    How to measure it

    Median days to go-live

    Now
    –
    Target
    -25%
    By
    end of quarter

    Steps

    1. 1

      Measure

      Days to go-live by source system.

      Manager, Customer Experience IT 2 days

    2. 2

      Pick the systems

      Where automation makes dates reliable.

      Migration Automation Software Engineer 1 week

    3. 3

      Write the promise

      Date, conditions, what happens if Archy misses.

      CEO 2 days

    4. 4

      Publish

      On each compare page and the conversion page.

      Account Executive 1 day

    5. 5

      Train AEs

      When to commit a date.

      Account Executive 1 hour

    6. 6

      Report weekly

      Promised dates against actual.

      Manager, Customer Experience IT 30 minutes a week

    First result
    2 months
    Cost
    $0 beyond the roles being hired
    Owner
    Manager, Customer Experience IT

    Smallest test

    Publish the median for Dentrix only.

    Why it works

    Measure median days from signature to go-live by source system, publish it on each compare page, and let AEs commit a go-live date in the contract once a system is automated. Report weekly so the migration team sees the number sales is promising.

    A committed date turns the migration team's work into a sales asset and gives AEs an answer to "how long will this take".

    Risks and how to handle them

    • Missed dates

      Commit only for automated systems and keep a buffer.

    • Patient data errors in a rushed migration

      Keep validation steps and HIPAA logging in every automated run.

    Evidence

    • HiringMigration roles: a Migration Automation Software Engineer builds automated migrations "from legacy software packages" with direct impact on "customer onboarding velocity"; a Manager, Customer Experience IT leads the specialists who handle data migrations, imaging and sensor setup and phone/DNS cutovers before go-live, with weekend coverage for live cutovers.Source
    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
    • HiringAccount Executive: drive revenue "through proactive outbound efforts and managing inbound leads", overcome objections and manage deal stages in HubSpot.Source
  • 10

    The Partnerships Manager is asked to build a KOL program and hold events near-weekly. A local dentist people already follow fills a room in a way a vendor cannot.

    Medium impactMedium effort First result in 6 weeks Partnerships Manager

    First action

    Ask AEs for the 20 happiest customers who speak at study clubs.

    How to measure it

    Demos per KOL dinner

    Now
    –
    Target
    6
    By
    end of quarter

    Steps

    1. 1

      Shortlist

      Twenty respected customers.

      Partnerships Manager 1 week

    2. 2

      Agree terms

      Honorarium and disclosure.

      Partnerships Manager 1 week

    3. 3

      Prepare the talk

      Fifteen minutes on running the practice.

      Event Marketer 1 week

    4. 4

      Host

      One dinner per KOL per quarter.

      Event Marketer ongoing

    5. 5

      Follow up

      The 48-hour SDR play.

      Sales Development Representative ongoing

    6. 6

      Review

      Demos and wins per host.

      Partnerships Manager quarterly

    First result
    6 weeks
    Cost
    $1,500 to $3,000 per dinner
    Owner
    Partnerships Manager

    Smallest test

    Run one KOL-hosted dinner in Dallas.

    Why it works

    Recruit ten dentists who already use Archy and are respected locally, pay an honorarium to host a dinner in their city each quarter, and give them a short talk on how they run the practice with Archy.

    Dentists choose on peer advice; hosts who use the product make the dinner a recommendation, not a pitch.

    Risks and how to handle them

    • Paid endorsements

      Disclose the relationship at events and in materials.

    Builds on

    Evidence

    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
  • 11

    Archy has compare pages for six systems and a savings calculator, but the compare pages do not let a practice enter its own numbers. Unlimited users at a per-location price is easiest to see with the practice's own headcount.

    Medium impactMedium effort First result in 6 weeks Account Executive

    First action

    Collect typical costs for Dentrix, Eaglesoft and Open Dental setups from closed deals.

    How to measure it

    Compare page to demo rate

    Now
    –
    Target
    +30% relative
    By
    8 weeks

    Steps

    1. 1

      Collect costs

      From closed deals, by system.

      Account Executive 1 week

    2. 2

      Build the calculator

      Embedded on each compare page.

      CTO 2 weeks

    3. 3

      Add migration time

      From the go-live data.

      Manager, Customer Experience IT 1 day

    4. 4

      Capture the result

      Optional email to receive the comparison.

      CTO 1 day

    5. 5

      Send to AEs

      Results attach to the HubSpot record.

      Account Executive 1 day

    6. 6

      Measure

      Completions and demos.

      Account Executive weekly

    First result
    6 weeks
    Cost
    About two weeks of engineering
    Owner
    Account Executive

    Smallest test

    A spreadsheet version AEs send by email.

    Why it works

    Add a short calculator to each compare page: locations, providers, staff, current software, server costs; out comes current cost against Archy, with the migration timeline for that system.

    AEs handle the cost objection on every call; a calculator does it before the call and gives SDRs a number to send.

    Risks and how to handle them

    • Inaccurate competitor costs

      Show ranges and let the practice edit them.

    Evidence

    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
    • Your websitePricing: Archy Platform $899/month per location with unlimited users, providers, claims, eligibility checks and texting ("No seat-based pricing"); New-Practice Special $400/month per location until 400 patients or 1 year. Clinical, Front Office and Marketing suites and add-ons are "Get Pricing" only. The page mentions a 4-step conversion process but no fees, contract length or FAQ.Source
    • Your websiteHomepage: "One software powering your entire dental practice"; claims 80 hours saved per practice per month, $8,000 yearly savings, 5.2M+ patients served, 35,000+ active users and 20% fewer no-shows from reminders. Dr. Thomas DeChellis moved from Dentrix after 30 years and reports about $45,000 saved versus a server setup for 20 computers.Source
  • 12

    Archy runs reminders, review requests and payments for 1,000+ practices and says reminders cut no-shows 20%. Aggregated, that is a benchmark dentists and dental press would cite.

    Medium impactMedium effort First result in 2 months CEO

    First action

    Ask the data team which four measures can be computed reliably across practices.

    How to measure it

    Press and newsletter citations

    Now
    –
    Target
    5
    By
    first two editions

    Steps

    1. 1

      Pick four measures

      Ones the platform records reliably.

      CEO 1 week

    2. 2

      De-identify

      Aggregate with minimum group sizes; no patient-level data.

      CTO 2 weeks

    3. 3

      Write the report

      One page, four charts.

      Event Marketer 1 week

    4. 4

      Pitch dental press

      Dental trade titles and office manager groups.

      Event Marketer 1 week

    5. 5

      Add in-app

      Each practice against the benchmark.

      Senior Product Manager, Clinical Products 2 weeks

    6. 6

      Repeat quarterly

      Same measures, new quarter.

      CEO quarterly

    First result
    2 months
    Cost
    $0 to $2,000
    Owner
    CEO

    Smallest test

    Publish one measure (no-show rate) as a blog post.

    Why it works

    Publish a quarterly benchmark with aggregate, de-identified figures: no-show rate, review growth after enabling requests, days to collect, share paid by text. Give each customer their own position against it in-app.

    Original data earns coverage and links that compare pages cannot, and gives AEs proof drawn from 1,000 practices instead of three quotes.

    Risks and how to handle them

    • HIPAA and patient privacy

      Only aggregate, de-identified figures with minimum group sizes; legal review before publishing.

    Evidence

    • Search resultsSeries C: $50M led by JMI Equity (September 2026) with TCV, Bessemer, CRV and others; more than 1,000 practices in 45 states, $300M+ in payments a year, $97M raised in total; funds go mainly to AI agents and automation.Source
    • Your websiteHomepage: "One software powering your entire dental practice"; claims 80 hours saved per practice per month, $8,000 yearly savings, 5.2M+ patients served, 35,000+ active users and 20% fewer no-shows from reminders. Dr. Thomas DeChellis moved from Dentrix after 30 years and reports about $45,000 saved versus a server setup for 20 computers.Source
    • Your websiteProduct: AI agents Archy Revenue (claim matching, payment posting), Archy Scribe (clinical notes, hands-free perio charting) and Archy Intelligence, with Verify and Connect "coming soon"; Pearl AI imaging; built-in websites with online booking and review requests; text-to-pay.Source
  • 13

    Archy's partners include two dental office manager communities. Office managers feel legacy software pain every day and influence the switch.

    Medium impactMedium effort First result in 6 weeks Partnerships Manager

    First action

    Ask both office manager communities to co-host one session next month.

    How to measure it

    Demos referred by office managers

    Now
    –
    Target
    10 a month
    By
    end of quarter

    Steps

    1. 1

      Co-host a session

      With each community.

      Partnerships Manager 2 weeks

    2. 2

      Pick monthly topics

      Insurance, scheduling, collections.

      Event Marketer 1 day

    3. 3

      Build the certification

      Short course and badge.

      Senior Product Manager, Clinical Products 3 weeks

    4. 4

      Set the reward

      For referred practices that sign.

      Partnerships Manager 1 day

    5. 5

      Track

      Community source in HubSpot.

      Partnerships Manager ongoing

    6. 6

      Repeat monthly

      Same slot each month.

      Event Marketer monthly

    First result
    6 weeks
    Cost
    $500 a month
    Owner
    Partnerships Manager

    Smallest test

    One session with one community.

    Why it works

    Run a monthly "office manager hour" with those communities (a working session on insurance, scheduling or collections), a free certification on Archy for office managers, and a referral reward when an office manager brings their practice.

    It gives the person who suffers most a reason and a route to push for change, and grows a pool of managers who know Archy when they change jobs.

    Risks and how to handle them

    • Employers object to staff rewards

      Offer rewards as training credits or gift the practice instead.

    Evidence

    • Your websitePartners page: 25 partners in 12 categories, including five IT companies (F1iT, IT Harbor, Kaizen, Legend Networking, Techspedient), Pearl, Vyne, DoseSpot and four dental office manager and dentist communities. No referral terms or payouts are published, and the list reads "Showing 0 of 100" with a "No partners found" message.Source
    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
    • Your websiteProduct: AI agents Archy Revenue (claim matching, payment posting), Archy Scribe (clinical notes, hands-free perio charting) and Archy Intelligence, with Verify and Connect "coming soon"; Pearl AI imaging; built-in websites with online booking and review requests; text-to-pay.Source
  • 14

    Archy's clinical AI (Scribe, voice perio charting, Pearl imaging) is what dentists notice in a demo, but the YouTube channel has 173 subscribers and few clinical videos.

    Medium impactMedium effort First result in 1 month Senior Product Manager

    First action

    Book one filming day in a customer practice.

    How to measure it

    Demos mentioning clinical AI

    Now
    –
    Target
    25%
    By
    end of quarter

    Steps

    1. 1

      Pick six workflows

      The most-asked clinical features.

      Senior Product Manager, Clinical Products 1 day

    2. 2

      Film

      In a customer operatory with consent.

      Senior Product Manager, Clinical Products 1 day

    3. 3

      Edit

      Sixty seconds, captions.

      Event Marketer 1 week

    4. 4

      Publish

      YouTube, compare pages, sequences.

      Event Marketer 1 day

    5. 5

      Use at events

      Before the KOL talk.

      Event Marketer ongoing

    6. 6

      Measure

      Views and demo mentions.

      Senior Product Manager, Clinical Products monthly

    First result
    1 month
    Cost
    $2,000
    Owner
    Senior Product Manager, Clinical Products

    Smallest test

    One voice perio clip in an SDR email.

    Why it works

    Record six 60-second clips in a real operatory: a hygienist charting perio by voice, Scribe drafting a note, Pearl reading an x-ray. Use them in SDR emails, at dinners and in KOL talks.

    The Senior PM for Clinical Products owns the features that differentiate Archy; short proof in the operatory reaches the clinicians who sign off.

    Risks and how to handle them

    • Patient data on screen

      Use a demo patient; no real charts or faces.

    Evidence

    • Your websiteProduct: AI agents Archy Revenue (claim matching, payment posting), Archy Scribe (clinical notes, hands-free perio charting) and Archy Intelligence, with Verify and Connect "coming soon"; Pearl AI imaging; built-in websites with online booking and review requests; text-to-pay.Source
    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
  • 15

    SDRs follow up on practices that received packages, collateral and gifts, but the posts do not say which package works. Mail is expensive, so the winner matters.

    Medium impactLow effort First result in 6 weeks Sales Development Manager

    First action

    Split the next mailing into three equal lists.

    How to measure it

    Demo rate of the best package

    Now
    –
    Target
    2x the worst
    By
    6 weeks

    Steps

    1. 1

      Design three packages

      Gift, guide, invitation.

      Event Marketer 1 week

    2. 2

      Match lists

      Same size, region and system.

      Sales Development Manager 1 day

    3. 3

      Send

      Same week.

      Event Marketer 1 day

    4. 4

      Same follow-up

      Identical cadence for all three.

      Sales Development Representative 2 weeks

    5. 5

      Compare

      Demos and cost per demo.

      Sales Development Manager 1 day

    6. 6

      Keep the winner

      Retire the others.

      Sales Development Manager 15 minutes

    First result
    6 weeks
    Cost
    The cost of one mailing
    Owner
    Sales Development Manager

    Smallest test

    Two variants, 100 practices each.

    Why it works

    Run three package variants (a practical gift for the front desk, a printed switching guide with the practice's own savings estimate, a dinner invitation) to matched lists, each with the same SDR follow-up, and keep only the best.

    The SDR team has a working framework; testing the input it follows up on raises the output of every rep.

    Risks and how to handle them

    • Gifts to practices with government payers

      Keep gifts modest and within dental compliance norms.

    Evidence

    • HiringSales Development Representative (onsite, Dallas): high-volume outbound dialing to doctors and office managers, plus phone and email follow-up "with dental practices that have received marketing packages, collateral, and gifts". The Sales Development Manager will lead the onsite SDR team in Dallas on "an established SDR framework" and own pipeline targets.Source
    • Your websiteHomepage: "One software powering your entire dental practice"; claims 80 hours saved per practice per month, $8,000 yearly savings, 5.2M+ patients served, 35,000+ active users and 20% fewer no-shows from reminders. Dr. Thomas DeChellis moved from Dentrix after 30 years and reports about $45,000 saved versus a server setup for 20 computers.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Per-location pricing with unlimited users is simplest to compare for owners with several offices, and the Series C funds expansion. Multi-location groups buy once for many locations.

    High impactHigh effort First result in 1 quarter CEO

    First action

    List customers with three or more locations and interview two of them.

    How to measure it

    Locations from group deals

    Now
    –
    Target
    100
    By
    2 quarters

    Steps

    1. 1

      Find group customers

      Three or more locations.

      Account Executive 1 week

    2. 2

      Interview

      What made them buy and what was hard.

      CEO 2 weeks

    3. 3

      Build the offer

      Reporting, rollout plan, references.

      CEO 4 weeks

    4. 4

      Name a team

      An AE and a CX IT lead.

      CEO 1 week

    5. 5

      Target list

      Emerging groups of 3 to 30 offices.

      Sales Development Representative 2 weeks

    6. 6

      Review

      Win rate and rollout speed.

      CEO monthly

    First result
    1 quarter
    Cost
    One AE pair and reporting work
    Owner
    CEO

    Smallest test

    Pitch the offer to five groups already in the pipeline.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Build a group offer: cross-location reporting from Archy Intelligence, a migration plan office by office, a dedicated AE pair, and references from existing multi-location customers.

    One signed group equals many single practices, and migration automation makes office-by-office rollouts repeatable.

    Risks and how to handle them

    • Groups need features Archy lacks

      Start with groups that fit today and log the gaps.

    Evidence

    • Your websitePricing: Archy Platform $899/month per location with unlimited users, providers, claims, eligibility checks and texting ("No seat-based pricing"); New-Practice Special $400/month per location until 400 patients or 1 year. Clinical, Front Office and Marketing suites and add-ons are "Get Pricing" only. The page mentions a 4-step conversion process but no fees, contract length or FAQ.Source
    • Search resultsSeries C: $50M led by JMI Equity (September 2026) with TCV, Bessemer, CRV and others; more than 1,000 practices in 45 states, $300M+ in payments a year, $97M raised in total; funds go mainly to AI agents and automation.Source
    • Your websiteProduct: AI agents Archy Revenue (claim matching, payment posting), Archy Scribe (clinical notes, hands-free perio charting) and Archy Intelligence, with Verify and Connect "coming soon"; Pearl AI imaging; built-in websites with online booking and review requests; text-to-pay.Source
    • HiringMigration roles: a Migration Automation Software Engineer builds automated migrations "from legacy software packages" with direct impact on "customer onboarding velocity"; a Manager, Customer Experience IT leads the specialists who handle data migrations, imaging and sensor setup and phone/DNS cutovers before go-live, with weekend coverage for live cutovers.Source
  • 17

    Archy Verify and Connect are "coming soon", and insurance verification and patient communication are pains on every system. A practice that uses one Archy agent learns to trust the rest.

    High impactHigh effort First result in 2 quarters CTO

    First action

    Check what Verify needs from the source system and whether it can run beside Dentrix.

    How to measure it

    Standalone to full migration

    Now
    –
    Target
    20% within 6 months
    By
    3 quarters

    Steps

    1. 1

      Scope

      What Verify needs from other systems.

      CTO 2 weeks

    2. 2

      Price it

      A low monthly price with a migration credit.

      CEO 1 week

    3. 3

      Pilot

      Twenty practices on other systems.

      Account Executive 6 weeks

    4. 4

      Measure

      Usage and migration intent.

      Senior Product Manager, Clinical Products monthly

    5. 5

      Launch

      With the IT partners.

      Partnerships Manager 2 weeks

    6. 6

      Convert

      Offer the credit at month six.

      Account Executive ongoing

    First result
    2 quarters
    Cost
    A quarter of product work
    Owner
    CTO

    Smallest test

    Offer manual verification as a service to ten practices.

    Why it works

    Launch the insurance verification agent as a standalone subscription that works alongside Dentrix or Eaglesoft, then offer a credit toward full migration after six months.

    It lowers the first decision from "replace everything" to "try one agent", and builds a list of practices already paying Archy.

    Risks and how to handle them

    • Supports competitors' installs

      Limit to the agent and time-box the credit.

    • HIPAA data flows across systems

      BAA and minimum-necessary data only.

    Evidence

    • Your websiteProduct: AI agents Archy Revenue (claim matching, payment posting), Archy Scribe (clinical notes, hands-free perio charting) and Archy Intelligence, with Verify and Connect "coming soon"; Pearl AI imaging; built-in websites with online booking and review requests; text-to-pay.Source
    • Search resultsSeries C: $50M led by JMI Equity (September 2026) with TCV, Bessemer, CRV and others; more than 1,000 practices in 45 states, $300M+ in payments a year, $97M raised in total; funds go mainly to AI agents and automation.Source
    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
  • 18

    New practices get special pricing, and the dentists who open them were residents a year or two earlier. Software learned in residency is the default later.

    Medium impactHigh effort First result in A year Partnerships Manager

    First action

    Contact three residency directors about a practice-management module.

    How to measure it

    New practices from the program

    Now
    –
    Target
    25 a year
    By
    3 quarters

    Steps

    1. 1

      Find programs

      Residencies and practice-management courses.

      Partnerships Manager 2 weeks

    2. 2

      Build a sandbox

      Demo data only.

      CTO 3 weeks

    3. 3

      Teach a module

      One session per program.

      Senior Product Manager, Clinical Products ongoing

    4. 4

      Track graduates

      Opt-in follow-up.

      Partnerships Manager ongoing

    5. 5

      Offer at opening

      With startup advisors.

      Partnerships Manager ongoing

    6. 6

      Review

      Yearly conversions.

      Partnerships Manager yearly

    First result
    A year
    Cost
    Low
    Owner
    Partnerships Manager

    Smallest test

    One program, one session.

    Why it works

    Offer residency programs and student practice-management courses free Archy sandboxes and teaching material, then hand graduates the new-practice offer when they open.

    It builds future demand at low cost and pairs naturally with the startup advisor channel.

    Risks and how to handle them

    • Long payback

      Keep it cheap and measure sandbox use.

    Builds on

    Evidence

    • Your websitePricing: Archy Platform $899/month per location with unlimited users, providers, claims, eligibility checks and texting ("No seat-based pricing"); New-Practice Special $400/month per location until 400 patients or 1 year. Clinical, Front Office and Marketing suites and add-ons are "Get Pricing" only. The page mentions a 4-step conversion process but no fees, contract length or FAQ.Source
    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    News for "Archy" now includes an unrelated McDonald's story. Dentists hearing about Archy at a dinner will search the name.

    Medium impactLow effort First result in 4 weeks Event Marketer

    First action

    Search the three terms and the AI assistants and note what appears.

    How to measure it

    Archy-owned results for "Archy dental"

    Now
    –
    Target
    8 of 10
    By
    4 weeks

    Steps

    1. 1

      Audit

      Search and AI answers.

      Event Marketer 1 hour

    2. 2

      Add schema

      Organization with sameAs.

      CTO 2 hours

    3. 3

      Align profiles

      G2, Capterra, LinkedIn.

      Event Marketer 1 day

    4. 4

      Brand ads

      Small budget on the terms.

      Event Marketer 1 day

    5. 5

      Review pages

      Link reviews from the site.

      Event Marketer 2 hours

    6. 6

      Recheck monthly

      Same searches.

      Event Marketer monthly

    First result
    4 weeks
    Cost
    $500 a month in ads
    Owner
    Event Marketer

    Smallest test

    Fix schema and profiles only.

    Why it works

    Make sure "Archy dental", "Archy dental software" and "Archy reviews" lead to Archy: organization schema with sameAs links, consistent G2 and Capterra profiles, a clear about page, and a short brand ad campaign on those terms.

    It is cheap insurance for every other channel that sends people to search the name.

    Risks and how to handle them

    • Ad spend on own brand

      Keep it small and stop when organic results hold.

    Evidence

    • programmable.infoOver the past year the starting price shown moved from $535 to $400 a month. The site scores D on the security-header check (Mozilla Observatory B) while selling HIPAA compliance through a trust center. Recent news for "Archy" includes an unrelated McDonald's automated-employee story.Source
    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
  • 20

    A practice with an on-site server loses its schedule and records when power or the building goes; a cloud practice keeps working from anywhere. Archy has already run a webinar on hurricanes and dental practice policies.

    Medium impactLow effort First result in Next season Sales Development Manager

    First action

    Map Archy's target practices in Gulf and wildfire regions.

    How to measure it

    Demos from storm-region practices

    Now
    –
    Target
    40 a season
    By
    next season

    Steps

    1. 1

      Map regions

      Gulf coast, Florida, wildfire states.

      Sales Development Representative 1 day

    2. 2

      Refresh the webinar

      With an IT partner.

      Event Marketer 1 week

    3. 3

      Write the checklist

      Backups, remote access, phones.

      Manager, Customer Experience IT 2 days

    4. 4

      Invite

      SDR and email.

      Sales Development Representative 2 weeks

    5. 5

      Follow up

      Resilience review offer.

      Sales Development Representative 2 weeks

    6. 6

      Review

      Demos per region.

      Sales Development Manager after season

    First result
    Next season
    Cost
    $0
    Owner
    Sales Development Manager

    Smallest test

    One webinar for Florida practices.

    Why it works

    Before each season, run a "keep your practice running" webinar and checklist for practices in hurricane and wildfire regions, with SDR follow-up and an IT partner offering a resilience review.

    It ties the cloud benefit to a real, dated risk the practice already worries about, without waiting for a disaster.

    Risks and how to handle them

    • Seen as exploiting disasters

      Run it before the season, never right after a storm.

    Evidence

    • programmable.infoSite scan: 7 compare pages (Dentrix, Eaglesoft, Open Dental, Curve, Ascend, CareStack, converting-to-archy), about 32 event pages (mostly "A free night out for <city> dentists"), 8 webinars and 34 blog posts; YouTube has 173 subscribers.Source
    • Your websiteHomepage: "One software powering your entire dental practice"; claims 80 hours saved per practice per month, $8,000 yearly savings, 5.2M+ patients served, 35,000+ active users and 20% fewer no-shows from reminders. Dr. Thomas DeChellis moved from Dentrix after 30 years and reports about $45,000 saved versus a server setup for 20 computers.Source
    • HiringPartnerships Manager: dental practices "choose a lot of their software and services on the advice of people they already trust" (dental IT companies, supply and aligner reps, startup advisors, coaches). 90-day goal: 10 new partners who each sent a practice, 30 partner-sourced demos and a live field-rep referral pilot; by six months, 25 partner demos a month with 5 signing. Also builds a KOL program and partner events "working toward one a week", tracked in HubSpot and Referral Rock.Source
  • 21

    Archy processes more than $300M a year in practice payments, including text-to-pay. How patients pay and how fast is a story dental and fintech press both cover.

    Medium impactMedium effort First result in 1 quarter CEO

    First action

    Ask finance which payment measures are reliable across the year.

    How to measure it

    Press mentions

    Now
    –
    Target
    5
    By
    launch month

    Steps

    1. 1

      Pick measures

      Reliable and interesting.

      CEO 1 week

    2. 2

      Aggregate

      De-identified, minimum group sizes.

      CTO 2 weeks

    3. 3

      Write

      Ten pages, five charts.

      Event Marketer 2 weeks

    4. 4

      Brief press

      Dental and fintech titles.

      Event Marketer 1 week

    5. 5

      Webinar

      For office managers.

      Event Marketer 1 day

    6. 6

      Cut into posts

      A month of content.

      Event Marketer ongoing

    First result
    1 quarter
    Cost
    $3,000 for design
    Owner
    CEO

    Smallest test

    One chart as a post.

    Why it works

    Publish a yearly report on aggregate payment behavior (share paid by text, days to pay, card-on-file use), launched with a webinar for office managers and a press briefing.

    It positions Archy as the modern platform with data to prove it and gives the KOLs and partners something to share.

    Risks and how to handle them

    • Payment and patient data privacy

      Aggregate only, legal review, no patient-level figures.

    Builds on

    Evidence

    • Search resultsSeries C: $50M led by JMI Equity (September 2026) with TCV, Bessemer, CRV and others; more than 1,000 practices in 45 states, $300M+ in payments a year, $97M raised in total; funds go mainly to AI agents and automation.Source
    • Your websiteProduct: AI agents Archy Revenue (claim matching, payment posting), Archy Scribe (clinical notes, hands-free perio charting) and Archy Intelligence, with Verify and Connect "coming soon"; Pearl AI imaging; built-in websites with online booking and review requests; text-to-pay.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

2 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Outreach1The sequence sent for you: addresses found and verified, replies routed to your CRM.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #2 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. Archy did not commission, review or endorse it, and Programmable is not affiliated with Archy. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Archy runs its business.

Something wrong, or do you represent Archy? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 308 ideas

    Launch the IT partner terms, the server-age SDR play, the pricing FAQ, the security fix, event follow-up and the Dentrix story, plus the field-rep pilot and new-practice kit.

    Programmable can ship 1 of these in days.

  2. Days 31 to 608 ideas

    Go-live promise, KOL dinners, compare-page calculators, office manager program, clinical videos and the package test, plus the brand and storm plays.

  3. Days 61 to 905 ideas

    Publish the benchmark and payments report, then commit to the group-practice track, standalone agents and the residency program.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value one system instead of five. The most cited problem: fear of a messy data migration.

  • No server to maintain
  • Server and IT costs of legacy systems
  • In their words: “one software”

Market

Competitive landscape

5 competitors compared: Dentrix (Henry Schein), Eaglesoft (Patterson), Dentrix Ascend, Open Dental and 1 more.

  • Gap to exploit: Paid referral programs for dental IT companies
  • Dentrix (Henry Schein): Server costs and legacy interface
  • Eaglesoft (Patterson): On-premise upkeep

Hiring signals

Archy has 11 open roles after its $50M Series C: Engineering 5, Sales 3, Customer Experience 1, Marketing 1, Product 1.

  • Partnerships Manager: Referral channel through dental IT companies, supply and aligner reps, startup advisors, coaches and KOLs, measured on partner…
  • Sales Development Manager: Scaling an onsite SDR team in Dallas on an established framework. Ideas 2, 5, 15, 20.
  • Sales Development Representative: High-volume outbound plus follow-up on mailed packages and gifts. Ideas 2, 5, 15.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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