Theme: Business Development
Organization: Private Dental Practice
Deliverables: PowerPoint Deck, Implementation Guide
Tools: PowerPoint, Photoshop
Audience: Dentists in private practice
Seat Time: 1 hour
The Problem
A practice owner knew exactly what type of patients they wanted to attract, but the front-desk staff didn’t know how to reflect that in everyday phone calls and intake forms. The owner’s ideas were stuck in clinical marketing theory. The team was confused about what to do differently on Monday morning.
What I Did
I translated complex clinical marketing concepts into plain-English staff steps. The presentation introduces patient avatars in language that actually works in practice and ties them directly to everyday decisions. [Presentation deck sample]
The real work happened after the hour was over. I built an implementation guide using a simple checklist, a focused worksheet, and a front-desk reminder card designed for day-to-day use. Without a usable job aid anchoring them after the session, people leave with good intentions and forget everything by Tuesday. [Job aid sample]
What Happened
The staff left the workshop knowing their exact daily role instead of forgetting everything by Tuesday. The practice owner got a consistent front-desk intake process without having to micromanage daily calls.
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