DEFINE Package — Foundation & Assessment
Ideal for: Practices needing diagnosis, clarity, and targeted fixes.
Duration: 3 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.
DEVELOP Package — Systems, Training & Performance
(Most Popular)
Ideal for: Practices needing hands-on training, system building, and accountability.
Duration: 6–9 months
Price Range: $ + tax
Includes everything in DEFINE, plus:
• 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.
SUCCEED Package — Full Operational Transformation
Ideal for: Practices ready for deep, long-term change with full implementation.
Duration: 9–12 months
Price Range: $ + tax
Includes everything in DEVELOP, plus:
• 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.
ELITE PARTNERSHIP PROGRAM (Hybrid Retainer + On-Site)
(Premium Option for Multi-location or High-Growth Practices)
Duration: 12 months
Price: $ + 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.
Remote Consulting/follow up care
Remote Consulting & Continued Support
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.