Consulting
Ideal for: Practices needing diagnosis, clarity, and targeted fixes.
Duration: 6–9 months
Price Range: $ + tax
Includes:
- Full practice audit (systems, scheduling, finances, HR, operations)
- Revenue & profitability forecast
- Team evaluation + role clarity
- Initial scheduling optimization
- Basic case acceptance improvement
- Policy gap analysis
- A/R review & recommendations
- 2 days per month on-site + virtual support
Outcome: Clear roadmap, diagnosis of major issues, and immediate improvements in key areas.
Our Most Popular Package
Ideal for: Practices needing hands-on training, system building, and accountability.
Duration: 6–9 months
Price Range: $ + tax
Includes:
- Full scheduling restructure for all appointment types
- Staff coaching, mentoring & accountability support
- Verbiage coaching + role-playing sessions
- Customized operational systems & workflows
- Case acceptance and new-patient flow improvements
- KPI dashboard setup + monthly reviews
- A/R system development and staff training
- Hiring support and role optimization
- Weekly virtual check-ins + 3–4 days per month on-site
Outcome: A fully functional, trained, and aligned team operating under consistent systems.
Ideal for: Practices ready for deep, long-term change with full implementation.
Duration: 6–12 months
Price Range: $ + tax
Includes:
- Full practice reorganization & culture rebuilding
- Complete handbook/policies + customized SOP library
- Practice reputation, patient experience & retention systems
- Full case acceptance program + customized scripts
- Ongoing HR support (evaluations, contracts, warnings)
- Marketing plan development with specialists
- Transition support if preparing for sale or growth
- Hygiene mentorship & revenue expansion
- On-site presence 4–6 days per month + unlimited virtual support
- Quarterly deep-dive reviews with owners/doctors
Outcome: A fully transformed practice with mature systems, strong leadership, and consistent performance.
(Premium Option for Multi-location or High-Growth Practices)
Duration: 12 months
Price Range: $ + tax
Includes:
- Everything in SUCCEED
- Support across multiple locations
- Monthly leadership development program
- Talent acquisition & onboarding
- Long-term scalability planning
- Annual financial & operational forecast
- Disaster/system breakdown recovery support (on-call)
Outcome: Continuous improvement, long-term stability, and growth strategy for multi-doctor or multi-clinic organizations.
Perfect for practices who want continued accountability and expert access after on-site work is complete. We provide consistent virtual support to keep systems strong, communication clear, and performance improving — without requiring regular in-person visits.
Includes:
Monthly virtual coaching and performance check-ins
- KPI monitoring with targeted recommendations
- Ongoing staff mentorship and accountability systems
- Leadership alignment and communication support
- Scheduling performance review and optimization
- Case acceptance tracking + conversion refinement
- A/R review and corrective guidance when needed
- Operational troubleshooting as challenges arise
Outcome: Sustained momentum, continuous improvement, and a team that remains engaged, supported, and aligned — long after implementation.
- A/R Overhaul (6-week intensive)
- Phone Skills & Verbiage Bootcamp
- Treatment Coordinator Certification Program
- Hygiene Department Optimization
- Practice Sale Preparation Audit
- Marketing & Patient Attraction Plan
- HR Bundle: Job Descriptions + Contracts + Evaluations