Average 30% client growth in 2024Mon–Fri, 9am–5pm EST

Services

Consulting services built around how a practice actually runs.

Patient experience, management, recruiting, goal setting, sales and treatment coordinator training. Every engagement starts with a consultation and ends with a follow up.

Patient Experience

In today's world, patients are buying experiences over things. Most offices don't have standard procedures in place when it comes to customer service/patient experience. Let us give you the capabilities, resources, and tools proven to enhance patient experience performance and make you stand out from the crowd.

  • A documented service standard every team member can follow
  • Scripting for greetings, hand-offs, delays and difficult conversations
  • Consistent touchpoints from first call through to retention

What's included

  • Full patient journey audit, front door to recall
  • Written service protocols tailored to your office
  • Team workshop and role-play sessions
  • Scripting library for every common interaction
  • Follow-up review to confirm the standard held

Management

How many times a day do you get interrupted with issues that are unrelated to treating patients? One of the most important steps of our process is to establish a sound management team that will increase doctor productivity and minimize distractions. We will create a management development plan that gives your team more accountability and incentivizes them to be top producers.

  • A management team that resolves issues without the doctor
  • Clear ownership for every recurring operational decision
  • A development plan that grows managers instead of replacing them

What's included

  • Management structure and responsibility mapping
  • One-to-one coaching for team leads
  • Meeting rhythms that actually resolve things
  • Accountability scorecards per role
  • Incentive plan design and rollout

Recruiting & Training

The most valuable asset in your business is your people. You want a team that is compatible with other team members and committed to your company's vision. Let us help to recruit the best talent that will fit your company's needs and develop a training plan that will minimize turnover, mitigate risk, and maximize success.

  • A hiring profile built on attitude and cultural fit
  • Structured interview process with consistent scoring
  • A 30/60/90 onboarding plan per role

What's included

  • Role profiling and job description rewrite
  • Interview framework and scoring rubric
  • Onboarding curriculum by position
  • Working interview structure and guidance
  • 90-day retention review

Goal Setting & Tracking

Many people fail to meet their goals. The biggest problem is they fail to have a plan - and a goal without a plan is just a dream. Our service will help you create a clear vision for the growth of your business and increase your team's productivity.

  • A clear growth vision the whole team can state out loud
  • Monthly and quarterly targets broken down by role
  • A tracking rhythm that surfaces problems early

What's included

  • Baseline audit of current performance
  • Goal architecture: practice, team and individual
  • KPI selection and tracking setup
  • Monthly review cadence and agenda
  • Quarterly recalibration

Sales

Build lasting, loyal customers with every interaction. Increase sales productivity and revenue. Our sales development training will greatly impact your chances of meeting revenue targets and achieving overall growth.

  • A team confident discussing treatment value, not just cost
  • Repeatable conversation structure for every consult
  • Higher sales productivity per patient interaction

What's included

  • Sales development workshop for the full team
  • Value conversation framework and scripting
  • Objection handling practice sessions
  • Role-play with live feedback
  • Follow-up coaching to lock in the change

Treatment Coordinator

Improve new patient conversion rate and increase production. Treatment coordinators will learn how to overcome barriers to patients starting treatment. Training will include proper flow of a new patient exam, offering additional services, patient/doctor introductions, scripting for same day case acceptance, and a proper follow up system for patients that don't accept treatment.

  • A defined, repeatable new patient exam flow
  • Confident patient and doctor introductions
  • Scripting proven to drive same day case acceptance

What's included

  • Full new patient process design
  • TC-specific scripting library
  • Objection and barrier handling training
  • Additional services conversation framework
  • Follow-up system setup and tracking
“Your smile is your logo, your personality is your business card, how you leave others feeling after an experience with you becomes your trademark.”
— Jay Danzie

Not sure where to start?

Start with the consultation.

Most practices do not need all six services. The consultation identifies which gaps are actually costing you production, and the plan follows from there.

Enquiry

Ask us which service fits

Describe your practice and we will tell you where we would start.

Ready to see what your practice is capable of?

Book a consultation and we will show you exactly where the gaps and the opportunities are.

Chat with us