Fledge help
Getting started
- Open your link. Your workspace is already set up for what you sell and your territory. You'll see new practices with names hidden.
- Unlock leads. Click Unlock on any lead to see the owner/contact name, title, phone numbers and address. Your first 3 unlocks need nothing; after that, confirm your work email to get the rest of your 15 free unlocks (14-day trial).
- Work the lead. Open a lead to see why it scored well, suggested opening lines, and to set a pipeline stage and notes.
- Subscribe when your free unlocks run out to unlock every lead in your plan.
Where the data comes from
- Federal NPI registry (NPPES) — every healthcare practice that will bill insurance registers here, usually weeks to months before or around opening. We pull the new registrations every week.
- Full registry comparison (monthly) — we compare each new registration with every existing Florida provider to tell a genuinely new practice from an ownership change or a re-registration.
- U.S. Census — county and map location from the practice ZIP code.
- New leads arrive every Monday. The Feed shows the last 90 days; the Archive holds practices registered 3–12 months ago.
What the labels mean
| Label | Meaning |
|---|---|
| New opening | A new independent practice at an office where no earlier practice of the same type was registered. The best leads. |
| Ownership change | A new practice registered at an office where a different practice/owner was registered before — the office changed hands. New owners usually re-choose vendors. |
| New location | A new registration by an owner who also has other locations. |
| New provider – owner | An individual dentist/chiropractor/therapist linked to a newly registered practice (usually its owner). |
| New provider – associate | A newly registered individual provider not linked to a new practice (typically a new hire or new graduate). All-Access only. |
| Group / DSO | Practices registered by a group or corporate operator (one contact on several new practices, or a corporate title). Hidden by default — they buy centrally. |
| Re-registered | An existing practice/owner that registered a new legal entity at the same office. Few new vendor decisions. Hidden by default. |
How leads are scored (0–100)
Every lead gets five sub-scores, shown as bars when you open it:
| Part | Max | How it's earned |
|---|---|---|
| Newness | 30 | Registered ≤7 days ago: 30 · ≤14 days: 26 · ≤30: 20 · ≤60: 12 · ≤90: 8 · ≤180: 4 · older: 0 |
| Independence | 25 | New opening 25 · Ownership change 20 · New provider – owner 20 · New location 18 · Re-registered 10 · New provider – associate 8 · Group/DSO 0 |
| Verification | 15 | Active registry record 8 · practice street address on file 4 · mailing address in Florida 3 |
| Contactability | 20 | Valid practice phone 8 · a separate valid direct phone for the contact 6 · a named contact person 6 |
| Ownership | 10 | The registered contact is the owner (owner/president/doctor title, or the provider is the practice's owner) 10 · otherwise 3 |
Tiers
- A — score 75+ and registered within 60 days and a genuinely new or changed-hands practice (or its owner). Act this week.
- B — score 55+ (also any high-scoring lead that's older than 60 days, a re-registration, a group or an associate).
- C — everything else.
Signals are short facts behind the score, e.g. "NPI issued 6 days ago", "Owner is the registered contact", "New owner: previously Coastal Wellness Center at this office (since 2009)", "Lists 2 other locations".
Verification checklist — "NPI active" is checked for every lead. Items marked Pending (Google listing, state license, business filing) aren't checked yet.
The tabs
- Feed — new practices from the last 90 days that match your settings. Filter by niche, label, tier, county, newness; search by city or specialty; sort by newest or score. The "N new" badge shows leads added since your last visit.
- Archive — practices registered 3–12 months ago. Still worth a call for marketing, software and switching offers.
- Map — every lead on a map of Florida, colored by label. Click a county to filter; click a dot to open the lead.
- Pipeline — your unlocked leads as cards. Drag between stages (e.g. New → Contacted → Meeting → Won) and keep notes.
- Settings — everything below.
Settings, section by section
- Lead filters — which niches (and dental specialties), which labels, minimum score and tiers, how to treat groups/DSOs (hide / show / only), how new (7–90 days), contact requirements (must have a practice phone, a direct phone, or the owner as contact), and exclusions (name keywords, cities). The line at the top shows roughly how many leads per week your settings match.
- Territory — choose Florida counties (grouped by metro) or ZIP codes. Counts next to each county show available leads.
- Your profile — what you sell, your one-line offer (used to write the suggested opening lines on each lead), ideal customer, company name and brand color.
- Saved views — save a set of filters (e.g. "Tampa pediatric, A-tier") and choose which one opens by default.
- Export & integrations — download your unlocked leads as CSV (choose and order the columns) or copy them as a table for Google Sheets. Integration tiles (HubSpot, Salesforce, Pipedrive, GoHighLevel, Slack, Zapier, webhook) send us a setup request; we connect it for you.
- Pipeline — rename, add, remove and reorder stages; auto-archive inactive leads; hide leads you've already exported.
- Lead quality — leads you've reported as bad and any credits you received.
- Plan & billing — your plan, price, renewal date, Manage billing (card, invoices) and Cancel membership.
- Account — the email that owns this workspace, sign out, and when you accepted the Terms and Privacy Policy.
Some settings may show a lock — "Managed by Fledge" — when your account manager has set them for you.
Plans
- Free trial — 15 unlocks within 14 days, no card.
- Pro — $199/month — one niche you choose (Dental, Chiropractic or Physical Therapy), all of Florida: every new practice and its owner unlocked, CSV export, pipeline, 1 seat.
- All-Access — $399/month — Dental, Chiropractic and Physical Therapy: practices, owners and associate providers, everything unlocked, 3 seats.
- Exclusive — from $1,200/month — request it from the plan picker and we'll contact you personally.
- Founding members (first 10 customers) get 30% off for as long as they stay subscribed.
- To keep leads valuable, only 3 companies of each type (e.g. marketing agencies) can subscribe to each niche.
Billing, cancelling and signing in
- Cancel anytime: Settings → Plan & billing → Cancel membership. You keep access until the end of the paid period, then leads lock again (anything you already unlocked stays visible).
- Failed payment: you keep access for 5 days while you update your card.
- Lost your link? Go to /login and sign in with the email you used — you'll be taken back to your workspace.
- Bad lead? Open it and click Report a bad lead — we review it and credit you where appropriate.
Using leads responsibly
Leads are business records from public sources. You're responsible for following the CAN-SPAM Act, the TCPA and Do-Not-Call rules when you contact them, and for not reselling the data. Practices can ask to be removed by emailing fledgeleads@gmail.com.
Contact
Questions: fledgeleads@gmail.com · Krish Patel, d/b/a Fledge · 6 Treasure Ln, Treasure Island, FL 33706