EXTERNAL
The leads are only worth what your team does with them.
We do not hand a practice leads and walk away. We train the people who answer the phone, sit the consult, and ask for the referral.
You can double the inquiries and see no change in starts.
The phone rings four times before someone picks up. The parent who called at lunch never gets a call back. The consult ends without anyone asking for the case. The family who said they would think about it is never contacted again.
None of that is a marketing problem, and no amount of additional spend fixes it. Every practice we have worked with since 1995 has had at least one of these leaks.
The marketing gets a family to raise their hand. What happens in the next ten minutes decides whether they start.
HOW IT WORKS
Four steps, in this order.
1
Listen and observe
Real recorded calls and a review of how the consult actually runs.
2
Train the team
Front desk and treatment coordinators, separately, because the jobs are different.
3
Give them the tools
Scripts, checklists, and the tracking that shows what is working.
4
Review monthly
Against started cases, alongside the marketing.
WHAT IS INCLUDED
Everything in this list, and more.
Front desk phone training
The first ten seconds of the call, and the follow-up that usually never happens.
Treatment coordinator training
Running a consult that ends with a decision.
Referral conversation training
How to ask without it feeling like a sales pitch.
Call review
Real recordings, reviewed with the team, not a generic workshop.
Scripts and checklists
So the process does not depend on who is working that day.
PracticeROI tools
The tracking the team uses day to day.
QUESTIONS
The things practices actually ask.
Is the training live or recorded?
[PLACEHOLDER: confirm delivery format]
Is it included or an add-on?
[PLACEHOLDER: confirm whether training is bundled into Marketing Partner]
How often do you train?
[PLACEHOLDER: confirm cadence]
Our team has been through training before and nothing changed.
Most training is a one-day event with no follow-up and no measurement. This runs alongside the marketing and gets reviewed monthly against started cases, which is the part that makes it stick.
Do you work with our existing consultant?
Usually yes. [PLACEHOLDER: confirm how this fits alongside an existing practice consultant.]
Works well with
Video Production
Doctor introductions, patient stories, treatment explainers, and social cutdowns, produced in one day and used across every channel for the next two years
Marketing Partner
Everything below, managed as one engagement, reported monthly on a call with a person who knows your practice
Website Design
Most orthodontic sites describe the practice
Find out what your marketing is actually returning.
We audit your website, your paid channels, your referral flow, and your AI visibility, then hand you a written plan. No cost, no obligation.