In-Office Trainings

Best Practice. 
Guaranteed.

All our trainings are designed to produce outcomes that help you achieve your best practice. We target measurable increases in these four areas in all our curriculum. Invest in the most valuable resource your practice has, your people.

Patient satisfaction

Your patients will have a better experience which benefits both them and you. Satisfied patients trust you, buy more, and refer their network to your practice. This is the least expensive marketing tool available to you. 

Office Morale

When you invest in your team, they become more engaged with your vision and goals.  They feel valued and are more likely to stay with your practice.  Lower turnover and higher productivity will save you time, money, and stress.

Sales Revenue

Increase your sales revenue without adding more time to your schedule. Teaching your team to effectively communicate product benefits will increase sales. Maximize patient consults and book more appointments.

Practice Productivity

Practicing essential skills will allow your team to become more efficient by eliminating unproductive behaviors. Your staff will be less stressed and see more results. The front and back office will become a team. 

Get Your Team Involved !!motivated !!Prepared !!Energized !!Trained !!

Profitable Phone Skills Training

First impressions matter, but somehow many businesses put little effort or thought into answering the phone and it is crushing their reputation. The customer’s experience on the phone determines how they feel about the entire organization. Your reputation is on the line!  

After being in over 100+ doctor offices, I have found that the front desk team is the most overlooked area of the practice. It is a game changer for practice growth and profitability! The purpose of the phone call is not just to answer questions and hang up… the purpose of the phone call is to book appointments and create an efficient and profitable schedule. It’s the first step for setting up the doctor and the practice for success.  

You are literally throwing marketing dollars out the window if you don’t train your team on how to best handle incoming calls. Poorly handled phone calls will cost your practice hundreds of thousands of dollars in missed opportunities. Don’t forget this important piece of your puzzle, invest in training your phone team.

Retention and Referral Training

Learn how to stand out among the competition and create a memorable patient experience that will retain your top clients and compel them to make referrals. Quality medical care alone is not enough to make you a leader in your industry. We live in the “experience economy” where every step of your patient’s visit matters…so it needs to matter to you!  

Do you know how your patients are being treated every step of their visit? Have you ever stopped to think about how many people your patients interact with before YOU see them? YOU might be great, but by the time they get in your chair, they have likely already formed a strong opinion about your practice. You may think that its only your clinical skill that matters to your patient, but it’s much more than that. Let’s create the “wow” patient experience from beginning to end!  


Outstanding service compels your patients to talk about your practice, providing free advertising through personal testimony. This makes a substantial impact to your bottom line because…

Referred patients have a higher lifetime value.
Retaining a patient is less expensive than acquiring a new patient.
Loyal patients are more likely to trust your advice and buy products and services.

Retention and Referral Training

Learn how to stand out among the competition and create a memorable patient experience that will retain your top clients and compel them to make referrals. Quality medical care alone is not enough to make you a leader in your industry. We live in the “experience economy” where every step of your patient’s visit matters…so it needs to matter to you!  

Do you know how your patients are being treated every step of their visit? Have you ever stopped to think about how many people your patients interact with before YOU see them? YOU might be great, but by the time they get in your chair, they have likely already formed a strong opinion about your practice. You may think that it’s only your clinical skill that matters to your patient, but its much more than that. Let’s create the “wow” patient experience from beginning to end!  


Outstanding service compels your patients to talk about your practice, providing free advertising through personal testimony. This makes a substantial impact to your bottom line because…

Referred patients have a higher lifetime value.
Retaining a patient is less expensive than acquiring a new patient.
Loyal patients are more likely to trust your advice and buy products and services.

“Consultative” Sales Training

The word “sales” might make you a little queasy. Sales gets a bad reputation. You might think of someone that is aggressive, forcing people to buy products they will regret. That’s not what sales was meant to be and certainly not what we teach in our trainings. Sales is about helping people get what they need or desire. Y ou’re the expert and patients need our input. Unfortunately, you or someone on your team may be afraid of sounding “salesly” and fail to help patients make smart buying decisions.

It is time for a mindset shift. We teach your team how to present products and services in ways that are helpful and consultative as well as how to overcome any unnecessary fears or objections. Let’s help patients choose the care that they really want or need.  
Instead of becoming a pushy salesperson, learn how to become a trusted advisor to the patient.

We teach your staff to create a patient-focused communication style:

Determine what results and benefits patients desire and can realistically achieve. 
Understand what motivates your patient, and learn how to speak their language.
Tactfully and respectfully overcome patient objections without compromising trust.

If you truly believe you are the best practice to serve your patients, then you should guide your patients to better decision making. Help them better navigate the misinformation and endless number of choices. With your new consultative selling approach both the practice and the patient wins!

Marketing Training

What is your brand image and how are you attracting new patients? Do your advertisements, newsletters, and social media posts use the correct messaging to attract the “right” patients? Do your events and promotions actually provide a return on investment ? Are you tracking what is working and what’s not? Do you have a marketing calendar for the quarter or the year so that you can budget, plan, and train your team to promote different services at different times? There are so many things that go into creating a marketing plan that it can be overwhelming. This training will simplify the process and help your team create a marketing plan for the next six months. We teach them best practices and give them the tools to successfully market your practice, services, and products. This training is typically done with your team members responsible for marketing.

Marketing Training

What is your brand image and how are you attracting new patients? Do your advertisements, newsletters, and social media posts use the correct messaging to attract the “right” patients? Do your events and promotions actually provide a return on investment ? Are you tracking what is working and what’s not? Do you have a marketing calendar for the quarter or the year so that you can budget, plan, and train your team to promote different services at different times? There are so many things that go into creating a marketing plan that it can be overwhelming. This training will simplify the process and help your team create a marketing plan for the next six months. We teach them best practices and give them the tools to successfully market your practice, services, and products. This training is typically done with your team members responsible for marketing.

Your Journey starts Here

Our Guarantee: We believe in overdelivering to all of our clients and want this investment to be one of the best ones you have ever made for your practice. If we miss the mark in any way, you will get a100% refund and the contract will be voided. Why would we do that? Due to the limited number of clients we take on, we want every relationship to be a win-win. So, if at any time it is not a win for you (or us), we will not continue. We are confident that we can help your team get closer to reaching their potential!


Team JumpStart  

  • 3 In-Office Trainings
  • 3 Implementation Virtual Calls
  • 3 Months Phone Auditing
  • 3 Months 1:1 Coaching
$ 1,499 $ 1,399/Month

Team Accelerator

  • 4 In-Office Trainings
  • 4 Implementation Virtual Calls
  • 3 Months Phone Auditing
  • 3 Months 1:1 Phone Coaching
  • 6 Months Access to Phone Online Course
$ 2,099 $ 1,833/Month

All In

  • 4 In Office Trainings
  • 4 Implementation Virtual Calls
  • 12 Months Phone Auditing
  • 3 Months 1:1 Phone Coaching
  • Unlimited Access to Online Phone Course
  • 4 Leadership In-Office Trainings
  • No Cost Customization Upgrades
$ 4,331 $ 3,499/Month

Get Your Team Involved !!motivated !!Prepared !!Energized !!Trained !!