First Step : Let’s meet for a Complimentary Consultation

I like to start with an in-depth consultation to assess your current situation, challenges, and goals. We will talk about you systems, what softwares you use and your specific practice dynamics. You may want to include your office manager or your entire team so we can all get to know each other. As a reminder, my goal is to make any change as painless as possible.

Once our initial consultation is complete, I will put together a proposal with a tailored and transparent plan to meet the unique needs of the practice and your team. By working collaboratively and openly, it allows me to create a plan to ensure we are always moving towards success in growing your dental practice.

A bonus to partnering with me is I will ensure that your information remains confidential, shielding you from those pesky sales calls minimizing intrusive interruptions for both you and your team.

After the Consultation

You will receive a proposal with a customized plan within 2-3 business days. This proposal will include different levels of involvement where I see opportunity to improve efficiency in your practice.

Fees will also be thoroughly outlined, including details on any required deposits for the next phase.

Please, always feel free to ask any questions, especially any you may have regarding the financial aspects of your treatment plan.

Once you choose which customized plan is the best fit for you and your team, I will hone in on the specific steps, timeline, and deliverables. This transparent approach ensures that you have full visibility into the strategies being implemented and the progress being made.

GO TIME : Customized Execution & Implementation

I believe that leading a team to success requires clear direction, effective communication, and unwavering support. I will help set specific goals, provide necessary resources, and empower the team members so together we can achieve exceptional results.

I will offer guidance, encouragement, and constructive feedback throughout the journey, acknowledging not only successes but also learning opportunities from setbacks.

When you choose to work with me, you will see me demonstrating genuine care for each team member's professional growth and well-being to foster a positive and productive work environment, ultimately leading to collective successful software transition.

BONUS* I also understand the importance of personalized assistance and on-site guidance for optimal implementation. In-person support will be an option on your proposal as my bottom line goal is to ensure smooth implementation and a positive experience for you and your team.