Comprehensive fully customized analysis and business plan includes:

Onsite visit:

1. In-depth discussion with practice owner and office manager to understand challenges and goals.
2. Collect data such as current management systems, schedule, and financial data.
3. Observe team member interactions and evaluate team dynamics and efficiency.
4. Assess office experience from the perspective of a patient.
5. Although the onsite visits are conducted in a non-intrusive manner, clients have the option to decline the onsite visit and the required information can be collected over phone and email instead.

Customized written business plan based on your needs and goals to include:

1. Assessment of current performance
2. Solutions using the proven “Managing by the Numbers” system to increase production, lower overhead, and increase personal and employee satisfaction
3. Strategic plan for implementation and execution

In-person meeting with Peter Lam and Chantelle Warren to discuss customized business plan.

3 month follow-up period which includes weekly 1hr phone calls with Chantelle and monthly 1hr phone calls with Peter.

Beyond 3 months, clients can choose to continue with the consulting and coaching at hourly rates.

1. Includes 6 hours of individualized coaching with Peter to discuss career goals and professional strategies.

2. Being a good dentist is not enough to ensure future success and decisions early on in your career can greatly impact your future success. Understanding the business of dentistry is just as important as clinical skills.

3. Topics discussed can include effective communication strategies, insight on practice buying, finding your niche in dentistry, career direction, clinical tips to improve your skills and productivity and pivotal business strategies and concepts.

Includes weekly 1hr phone calls with Chantelle and monthly 1hr phone calls with Peter.

Hourly and monthly consulting and coaching services are based on client needs and can include: