Dentolize · Churned Leads Rejoin Renewal — Walkthrough
On this pageThe honest headlineWhy the confusion is likely, and how to avoid repeating itWhat you can take from thisIf you are asked to write something anywayRelated reading

For Marketing

The honest headline

There isn't one. This is internal plumbing. No customer sees a new screen, a new button, or a new capability. Nothing here belongs in a release note, a changelog, a feature announcement, or a social post.

If you have landed on this page because the PR title sounded like a feature — "Move leads to renewal even if they are churned" — the word "leads" refers to Dentolize's own sales pipeline, not to the lead-management module that clinics use. This change is Dentolize improving how it tracks its own customers. It is a company-operations improvement, not a product improvement.

The right marketing action for this PR is: no action.

Why the confusion is likely, and how to avoid repeating it

Dentolize dogfoods its own CRM. Every clinic that buys the product is mirrored as a lead card inside Dentolize's own tenant. So the codebase contains a "leads" feature that clinics use to track their prospective patients, and separately uses that same feature internally to track its customers.

A PR that says "leads" could mean either. This one means the internal use. A quick test: if the change is in packages/server/src/cronJobs/companies/, it is about Dentolize's customers. If it is in packages/server/src/resolvers/mutations/actions/leads/, it is about the customer-facing feature.

What you can take from this

Not for external copy — for your own understanding of how retention works here, and as raw material for future messaging that is genuinely about the product.

The product measures its own usage across seventeen modules

The automation checks whether a clinic has, in the last five days, created a patient, booked an appointment, recorded an operation, raised an invoice, taken a payment, logged an expense, posted a transaction, ordered inventory, recorded a medical value, run a clinical test, logged a patient encounter, placed a lab order, sent a communication, exchanged a conversation message, used support chat, set a patient reminder, or created a lead.

That list is a decent map of what "using Dentolize properly" means. If you are ever writing about breadth of the platform, that is seventeen concrete, shipped capabilities — verified in code at packages/server/src/cronJobs/companies/companyLeadCron.js:92-142, not aspirational.

Worth internalising: earning the internal Working tag requires eleven of those seventeen. That is a high bar, and it tells you something real about how the company thinks about adoption depth versus mere activity.

Renewal outreach is triggered roughly a month ahead

The automation flags a subscription for renewal follow-up when it expires before the end of the month that falls about 26 days out — in practice between four and eight weeks of lead time, depending on where in the calendar month the job runs. Annual plans only; monthly subscribers are never auto-flagged.

If marketing ever runs renewal campaigns, that is the window the sales team is already working to. Aligning to it avoids double-touching accounts.

If you are asked to write something anyway

Some organisations do publish internal-tooling notes. If that is the ask, the accurate framing is:

We improved our internal customer-health automation so that accounts previously marked as churned are re-evaluated on the same schedule as everyone else. Customers who lapsed but continued using the product, or whose subscription is still live, are no longer invisible to our renewal process.

Do not say:

  • ❌ "New churn recovery feature" — there is no feature; an exclusion was deleted.
  • ❌ "Now available to customers" — nothing ships to customers, and this is unreleased.
  • ❌ "Automatically wins back churned customers" — it moves a card on an internal board so a

human can decide to call someone.

  • ❌ "AI-powered" / "predictive" — the score is a count of seventeen boolean checks.

And be aware that whether churned cards actually move to Renewal depends on how the internal board's pipelines are configured, which is not settled in code. Do not state it as fact until the team confirms it. See For Quality.