The Delivering WOW Dental Podcast

Latest Episodes:

200 Teaching Your Dental Staff How to Get Your Patients to Come Back Apr 12, 2021

Show notes

Hi, everyone, and welcome to another episode of The delivering while dental podcast. I'm your host, Dr. Anissa Holmes. And today we're talking about teaching your dental team, how to get your patients to come back. Now, this is one of those topics that I absolutely love. Because a lot of times, as many of you guys know, we're focusing so much on what's happening day to day, we're focusing on marketing, and we have a huge back door problem. Patients are not necessarily making their recall visits, they're coming in or setting treatment plans, they're not scheduling. And so this is a topic that's really extremely important for us to consider.

So as we start looking at having our patients coming back, creating a process for that, the one thing that we want to look at is do we have a system to actually track what happens with our patients week to week, how many patients do we have that came in last week, that actually left without an appointment? Now what you're going to want to get to, you're going to want to develop a system, that now your team can actually come to you in a weekly meeting and a weekly meeting. And they will say, Doc, letting you know, last week, we had 10 patients who were unscheduled, and this is why they were unscheduled, this patient went to see the endodontist, this patient didn't have any additional restorative treatment, this patient is going to go ahead and apply for financing. I'm going to follow back up with them next week, Monday, right, you want to get to that place.

So as we start looking at getting patients to come back, the first thing that we actually want to do is see how many patients are actually leaving out of the back door. Right? Really, really important.

So obviously, that's one of those things that we want to look at, as we're looking at building out our systems, we also want to look at as well, what is our AR looking like week to week, right? Is it going up? Is it going down? I actually had a call yesterday with a doctor who was looking at coaching, and she was saying that they had a huge accounts receivable issue. In fact, statements had not been sent out in over a year and she had no clue. And so that's another system, as many as well as many other systems that you're going to want to put in place that you're tracking week to week. But as we're getting back to getting your patients to come back, once you have that system in place to just see where you are, then now you can actually go ahead and create processes to improve. So as we're looking again, as how we're going to train a team, one thing that I hear a lot of and I see it a lot in Facebook groups are people saying let's have a morning huddle and see which patient that comes in that we can ask for a referral.

Okay, now, that's all great and fine, where we're actually having that discussion and asking for referrals. But the first thing that we want to do just to kind of push it back a little bit, is to actually think about why would somebody want to refer? Right? What is our what is our culture and our practice look like? What sort of experiences are we providing for our patients. And one thing that you're going to want to make sure that you put in place is a system, again, a way to be able to make sure that you're giving consistent, great experiences to your patients.

And so definitely those different touch points I've spoken about in the past, having coffee table culture books, where patients are coming in, they see how you're serving the community, they see what you're doing, in terms of taking care of your team doctors, they see that you're doing continuing education they're seeing before and after pictures of the great work that you're doing. Perhaps you're offering complimentary coffee, tea, perhaps you have, you have a toy box where kids actually go to the toy box first, right? That can be an experience for the kids. you're offering a tour.

You've got your core values on the wall, perhaps you're offering a warm peppermint sentence, how at the end, right? What experiences are you having with your patients because at the end of that process, what you can actually do is now when the doctor comes into the room, the doctor can say, how was your experience today? There are so many people that are afraid to go to the dentist that we want to make sure that you have an amazing experience, right? How was that warm peppermint-scented towel?

So you have our dental assistants who have been trained in hand and arm massage. And so they're able to actually offer that service to patients, right? So we can ask, you know, how was that? How was your experience?

Did you enjoy the Did you get a cup of hot chocolate or the freshly brewed Blue Mountain coffee, right? So we can ask those questions. So as we're planting seeds in our patient's heads, reminding them of the great experience, how was the tour right? Then now what we can do is as they're going to the front desk, now we can have that extroverted team member to ask that patient again, how was your experience today, and when that patient says it was great, it was amazing, then now they can say, wonderful, we would love if you'd be willing to share that experience.

There are so many people that are afraid to go to the dentist, it just might change someone's life, that now we're able to get that video testimonial that now we can add to our website, or now we can upload to Google My Business or now we can upload to Facebook. And we can actually create some ads so that now we have not only hundreds but 1000s of people hearing about that patients experience. Okay, so as we start looking at how can we get our patients to come back? Number one, we have to think about what are the experiences that we're actually providing for them.

Okay, the other thing that we want to look at in terms of how we're going to get our patients to come back, is to really think about what's the real issue in terms of why patients are actually not coming back. And a lot of times, so what it really is, is that we don't yet have the training, we don't yet have the skill set to actually be able to have conversations that will lead our patients to actually go ahead and get started with treatment. And a lot of times, honestly, is that we have this fear of being objection blocked, right? So we have spoken about procedures to a patient and the past. They've said, does my insurance cover it?

And we say, No, insurance doesn't cover this, or it doesn't cover all of it. And so the patient says, Well, let me think about it. And we say, okay, and why do we say okay, because that is the skill set of where we are. So what we want to start focusing on in order to be able to get our patients to come back is investing in training for you and your team. So that now you can be able to have the conversations that when you're presenting a treatment plan, you can say something, for example, here's the thing, insurance is not going to cover all of this. But why are patients choose to do this anyway, is number one, they know that it doesn't take a lot of time, or it's going to save them time, or it's going to save them money or it's not going to cost that much money. And it's going to give you that peace of mind. Right.

So there are some verbal skills, definitely want to look into training. So that now you can get you and your team to the point where now you don't have patients leaving because you have not yet developed the verbal skills for case acceptance. So that's definitely something else that you're going to want to look at as you're looking at creating a process to make sure that you don't have a back door issue. Okay. So again, the three things that you're going to want to look at is, do you know how many patients are leaving out of the back door, the second thing that you're going to want to look at is of all of the patients that are coming in, are you providing a great experience so that they will actually want to come back and not just so that they want to come back so that they will actually tell their friends and their families. And they will actually be able to provide things like video testimonials, that now you can again, utilize in your marketing so that you can attract more amazing patients just like them. T

he third thing 100% you're going to want to focus on verbal skills, and case acceptance that is extremely, extremely powerful. We've actually worked with hundreds and hundreds of practices, helping them to be able to grow to be able to scale to be able to put in systems to be able to fix these backdoor issues. And again, one of the things that we definitely want to look at is are you getting your team trained, right?

And as the doctor you may have an understanding, or you may think you have an understanding, you may say well, yeah, I think case acceptance is pretty good. And then I say okay, well what is your case acceptance percentage rate doctor, so that we can now go ahead and create opportunities to be able to train and get that hire a lot of times, practice owners just don't know. Right? So we definitely want to start looking at where do we need to focus.

Again, as doctors, we are the C II O's. We are the owners of our businesses. And as we're looking at growing businesses that are healthy businesses that allow us to continue to grow and serve people, we want to make sure that we're focusing on providing those great experiences, focus on training our team and focus on again, creating those experiences that will last and we'll allow our patients to share.

Alright guys, so hopefully, this was super helpful. If you have any questions about growing your practice, about setting up these systems, feel free to reach out to me, DM me on Facebook, go to our website delivering well.com we'd love to be able to help you to be able to grow your practice. But again, thank you so much for listening to another episode of The delivering wall dental podcast. I look forward to seeing you guys in our next episode.

199 Treatment Plan Presentation Dos and Dont's Apr 05, 2021

Show notes

Hi guys, and welcome to another episode of The Delivering WOW dental podcast. Today, we're here talking all about treatment plans do's and don'ts and how can we increase our case acceptance rate? How can we present treatment plans in a more concise way. Things that we definitely need to consider. And things that we don't want to do with our treatment plans. And so, so excited to be sharing this episode with you. So as we start looking at treatment plans, some things that we want to start thinking about is number one, do we have a way to be able to communicate so that our patients are doing as much treatment in one visit? I'm not sure if you've ever thought about that but think about it. If you had to go to the dentists five times or seven times to be able to get your work done, would that be easy for you, or would that be hard for you?

I can tell you, for me as a business owner it would be really hard to be able to pull away from my business. If I were working for a company, it would be really difficult as well to have to keep saying, "I'm so sorry I have to go to the dentist. I have to go to the dentist." So, as we start thinking about treatment plans and presenting treatment plans, one thing that I want you to think about is how can we make it easy for our patients to actually complete treatment? And that has a lot to do with the verbal skills that we're actually saying so that our patients will understand that we can actually get all of their treatment done within one visit and how we're able to do that.

And to share a little pearl one thing that we coach practices to do within our mastermind and what we're also doing inside of my practice is as we're presenting treatment plans, we're actually asking the patients, "Would you like to do this in many, many visits, maybe five or six visits, or would it be easier for you to actually get this done in one or two visits?"

We find that most of our patients either work for a company or they're self-employed, and it's a lot easier for them. So what we have actually done is we've created longer time blocks in our schedules, listening to what works better for our patients so that we're able to go ahead and book everything in one or two visits. Would that be easy for you, or would you prefer to do that? Now, as we're doing that we know that we do have patients who will ask a question, for example, "How much is that going to cost? I'm not sure if I can afford to do everything in one visit." So as we start having that conversation, we already know that that's going to come up and so we are prepared. So now we can say something like, "Most of our patients are just like you. They're not able to fit everything out of pocket in one visit. But here's how they're able to get everything done in one visit anyway."

Number one, they have a credit card. So they will use a zero-interest credit card or a credit card that they have so that they can go ahead and get their treatment done and they can pay it off over time. What other patients may do is that they may want to go ahead and get everything done in one visit and they can actually pay it off over time with low monthly payments. So that's another option that works extremely well for a lot of our patients. And number three, what a lot of our patients do is we can actually go ahead today and see all of what needs to be done. And we can actually go ahead and pre-book all of your appointments so that you now know your budget for every visit. And you can go ahead and block the time so that now you have a way to go ahead and get everything in place.

And now we have a way to hold you accountable for getting everything done. So, as we start having these conversations, one thing that we definitely want to do is we want to let people know the benefits of getting everything done in one day, they will say, "You know what? That really makes sense." And then by using the verbal skills of, "Here's how our patients just like you are able to fit it into one visit." Now they see what's possible. What's really interesting as I've studied communication and neuro-linguistic programming is that we want to make sure that we are letting people know that they're not alone. We want to be able to help people see that there are solutions and giving them multiple solutions that all work for them that now they can find a way to be able to get that done.

So again, [inaudible 00:04:58] my 100% does nothing. Okay? As we start looking at presenting treatment plans really important as well to also have different options in terms of payments. So we've just spoken about that before. And to be honest with you, a lot of patients have not thought about it. They do have a credit card, or they have a zero-interest credit card that they may be able to use to go ahead and finance treatment. And if not, then you want to make sure that you have multiple payment options that are available inside of your practice and also consider having options for prepayments. So definitely want to make sure that you're checking what is possible where you are located. But I can tell you where we're located we actually have prepayment courtesies. So if patients are prepaying for their dental visits, we're able to give them a courtesy where they're able to save 5%.

So we say, "You know what? We want to be able to help you. So we are going to actually reduce the costs by 5% if you pre-pay." Or sometimes we'll say, "Once you're financing, we will actually help you out a little bit with the interest because we want to make this easy for you. So we'll actually reduce the treatment plan by 5%. And from there now you'll have a lower cost. We'll pay some of that interest for you. And now you can go ahead and get that finance." And that is if the patient is paying the interest versus the practice. So that's another thing that you definitely want to consider. The other thing you want to consider when you are doing treatment plans, and what you don't want to do is you don't want to have the patient leave without a good follow-up system.

So one thing that we help practices do within our mastermind is actually utilize a tool such as Asana where any treatment plans, especially treatment plans over a specific dollar amount you're able to now track the patient, and track the conversation, track what's happening. So if they're going out to financing, what's the process? Have they been pre-approved or are they looking for someone to co-sign? What's the follow-up process? Are you supposed to reach out to them on a specific date? And if so, what's possible is going ahead and putting that specific date in so that now you can have a reminder when you're logging in that you have to contact that patient and what the conversation was about. And this is actually a really great software that you can use to be able to not only be able to follow up with unscheduled treatmentbut also to look at communicating about projects, marketing campaigns, being able to facilitate weekly meetings, lots of amazing things that you can use once you start utilizing these tools.

So hopefully that's been super helpful for you. Another thing that we want to look at as we are getting into improving our treatment plans is making sure doctors that you and your team have training on verbal skills and case acceptance. It's so interesting to see how many dental businesses do not focus on sales training, or case acceptance training, or verbal skills training. And if you look at restaurants, if you look at car dealerships, if you look at furniture stores, if you look at Bed Bath and Beyond, right in the mall, they're constantly learning and working on how can we communicate with our customers, in our case our patients, so that they can get to the point of saying, "Yes, I actually want to get started with engaging in that service," or in our case, our dental practice." So that's another thing that you want to 100% definitely want to make sure that you're focusing on as well.

And again, if you need help with that, feel free to reach out. We love helping practices with verbal skills, case acceptance, doing workshops, getting in there, and training you and your team. All right, guys. So pretty much that is it for today. Hopefully, this episode was super helpful and gave you some pearls and some things to think about.

I look forward to seeing you inside of our marketing and practice growth challenge. That's going to be coming up. To learn more and get access to that challenge and to get access for free as a listener of this podcast, you can enter in the code PODCAST and you can go to http:// deliveringwowchallenge.com. All right, guys, that is pretty much it. Chat soon. And I'll see you inside of the next episode.

198 Low Cost Dental Marketing Strategies for New Practices Mar 29, 2021

Show notes

Hi guys, and welcome to another episode of The Delivering WOW Dental Podcast. Super excited to have you here today. Today, we're here talking all about low-cost dental marketing strategies for startups or new practices. So excited to be here today with you talking all about marketing strategies. As many of you guys know, I absolutely love marketing. It is a way that we are able to have all of the people who are there out in our communities who need dentists to actually find us. And so, again, so excited to be talking today about what actually works for startup marketing.

So about four or five years ago, I started working with startups to be able to understand how to be able to bring in new patients before they open the door. And what that looks like is having patients not only scheduled but have patients who know what we're known for so that when they're coming in, they're actually telling their friends and family so that when you're out at the supermarket, at the gym, they're saying, "Aren't you that dentist? Aren't you that dentist that just opened a new practice?" Getting you to a place where you have other businesses that are actually sending patients to you, having people in your community who are sending patients to you, that's the type of marketing that we're talking about.

Now, as we know, there are many types of marketing and as startups are looking to get new patients, and a lot of times what happens is as you're getting your practice loan, the banks are saying, "Well, this loan is contingent upon you actually having a marketing plan, knowing exactly how you're going to be able to get customers," or, in our case, patients into our practices. And so that's the first thing that we want to look at, is creating your marketing plan. How are you going to get patients in? How are you going to get patients to refer to you your community? What are you going to do in terms of external marketing, whether that's going to be building out your website or it's going to be building out business cards, if you still are looking to do business cards, right?

What's going to be your Google strategy, your Facebook strategy? It can be very, very overwhelming. And so what we've actually done is we want to talk about how can we simplify this process? Because as we know, there are so many moving parts. As you have a startup, you're looking at the build-out, the equipment. And at the same time, you do need to think about where are you going to get patients coming in? And so, one thing that we want to look at is how can we, again, create a marketing plan that allows us to be able to get patients in without having to spend a lot of money. Now we've got a few options. Number one, we can go ahead and drop down $5,000 and do a mail drop. Now I am, a little bit, not the biggest fan, to be honest with you, of mailers.

Not that they do not work, but the problem with mailers a lot of times is that they are very expensive. And if you are doing mailers, many times it does take two or three months to kick in which means that you've spent about $15,000. The other thing with mailers is that because a relationship is not built, a lot of times you have to provide a gimmick or a freebie or some sort of hook that's going to get people to actually call. The other thing with mailers is that if you stop putting out that $5,000, a lot of times what happens is that your leaves dry up. And so what we want to do instead is we want to create marketing solutions that allow us to be able to do the work once and essentially have the results or get paid forever. And that's the type of marketing that I'd love to be able to help you guys with implementing for your startups.

So the first thing that we are looking at with our marketing is number one, having that marketing plan. Number one, you want to make sure that you have that in place. The next thing that we want to look at is how do we build rapport in our community as fast as possible with the lowest cost. And what I'm talking about is not only the lowest cost, but how do we build rapport for in our community so that they see exactly what we're doing so that they are, number one, ready to come in and ready to tell other people. And as we all know, the best way to do that is by using

Facebook marketing and Instagram marketing. This is going to allow you to get out there, let people know what you're known for, take people behind the scenes of your practice build-out and it's going to allow you, as well, to be able to start talking about dental topics so that you can show people how much that you know about the dental topics.

And so, as we start looking at marketing through Facebook, we want to make sure that we have a plan. We want to make sure that you know exactly what to post. We want to make sure that you have a strategy so that you can not only post your, if you call it, to talk Thursday videos but how do we get people to see them? And that's the biggest thing that a lot of people are not aware of as it relates to Facebook marketing or startup marketing. They're getting on there, maybe they're doing some good posts, but what I've seen, the mistake that so many people make, is that they've actually invested the time into learning how to boost effectively.

And what's really cool about boosting Facebook posts is that now you're able to spend $30, $50, and you're able to have a lot of people who see it, who live in, for example, a specific street, a specific neighborhood. You're able to target based on location. Perhaps there's a country club in your area. You can target people who have recently visited that country club. If you're in the US you can target people who are in the highest net income. Once you start doing your videos that is allowing you to become that expert and talk about dental topics, now what happens is that you're able to, again, have people who have previously watched your videos, people who are within a certain mile radius, who live in certain neighborhoods, see those videos.

And now that people are starting to watch your videos, what happens is that now anybody who's watching your videos, you can retarget those people to see your additional videos. And so what happens is that you start to build this rapport where people start to see you coming on over and over and over again. And as you're building your startup, you want to make sure that you're taking people behind the scenes. What sort of tile are you picking out? What sort of team are you looking for? How are you going to serve the community? What's going to make your practice different? And as we start looking at startup marketing, what's really cool is that you're able to get the marketing done at a really low cost.

I would say nine out of the 10 startups that we work with, with delivering, while they're able to launch their startup and their total budget is between $700 and $1,000 for their total marketing, I do recommend that you start marketing at least three or four months before you open your startup. And what if you say, "Okay, Anissa, this is great, but I'm already a startup, I'm already opened. The best time to start is now, right?" Because it does take a little bit of time to go ahead and have that awareness. Imagine if you are seeing a commercial on TV, you see it one time, you probably don't even pay attention to it. But after it shows up two times, three times, four times, all of a sudden you start taking notice, you start singing the jingle.

So what we're going to want to look at as well with your marketing strategy are what are other things that you can do. How can you leverage YouTube? How can you leverage Google My Business? There's some really cool things that you can do to actually get all of your videos seen for free on Google, so that when people are searching for your practice, they're seeing those videos. As you start opening and you're getting patient testimonials, there's actually a really cool feature where you're able to get those videos on Google, again, at zero costs, which is really cool. So these are some tips that we want to look at as we are marketing our startup practice. I'd love to be able to help you guys. What I would recommend that you do 100% is get started, get into our marketing and practice growth challenge.

That's going to be able to help you to be able to kickstart with a social media campaign. And if you know that you're ready to get started with marketing your practice, we'd love to be able to get you inside of our Delivering WOW marketing Program. We have a program just for startups. We actually have a startup call for our startups, where we help you along the journey, helping you month to month of what to do. We have monthly marketing calls. We have all of the marketing content that you need to be able to run your campaigns as you are opening up and

you're wanting to go ahead and promote your high-value services, your implants, your Invisalign, your cosmetic dentistry. Maybe you're an orthodontist, maybe you're a pediatric dentist, we actually have high-value ads that you can actually use and implement and execute right away.

If you're looking at doing marketing funnels to be able to grow your email lists, we've got everything already ready for you, built out for you as well. And what's really cool is that our program is extremely affordable. You're able to get in there and get started right away. All right, guys. So I would love to be able to help you in any way. If you have any questions, feel free to reach out. But again, looking forward to seeing all of you guys grow and be able to take your practices to the next level. What we do absolutely matters. And as we're building a business, it's really important to think about our marketing strategy, how are we getting our patients into our practice? Are we're getting patients based on patients who are discounting? Or are we getting patients who are going to come in, who are going to have a great experience and refer their friends and family?

And this right type of marketing is not just about getting patients from Facebook. It's about how do we do internal marketing? How do we get our patients to tell other people? And again, how do we get relationships with other businesses so that they can market for us as well? All right, guys, that's it. Take care. We look forward to working with you and your teams to be able to get your startups to the next level. Again, to learn more, deliveringwowmarketing.com. All right, guys, take care. I love chatting with you guys inside of this podcast, and we will see you in the next episode.

Thanks so much for listening to this episode of The Delivering WOW Podcast with Dr. Anissa Holmes. We'll catch you next time.

197 How to Add An Additional Million in Revenue To Your Practice Mar 25, 2021

Show notes

What's up, everyone? It's Anissa Holmes here with a new episode of the Delivering WOW Dental Podcast. And today we're talking about how you can add an additional million dollars of revenue to your practice this year. I'm so excited about this. We have been over the last few months working with doctors as we are in the beginning of a new year, looking at how we can create this Circle of Focus. And as we're going into these meetings, I am sharing, okay, let me go ahead and say this. You have probably heard me say in my practice that I've been able to double profits in my practice. I've been able to double revenue in my practice and it may sound like a marketing thing, but actually, I'm going to show you exactly how you can do the same thing too. And so that's what we're going to actually be doing within this call.

And so, as we're creating our Circle of Focus calls, what we're doing is we are creating opportunities to look at what was done last year and to decide what was most profitable? What were our bottlenecks? What is it that we need to focus on in terms of additional services training for our team? And now as a result of it, guess what happens? The doctors are able to say, "Oh my gosh, I see that I don't have to be overwhelmed. I don't have to be stressed out if we just focus on this one thing and this other thing, this particular quarter, then all of a sudden, Oh my gosh, the compound effect of that for Q2 Q3, Q4 and the compound, that effect for the year is going to be exponential."

And so I wanted to take you a little bit behind the scenes of what we're actually doing in these calls and share how this can again make a huge difference. Now I've been in practice for over 20 years and over the last few years, we've actually doubled our profits multiple times. And it's actually as many of you guys know not very uncommon to increase profits if you have a startup practice. But if you have a seasoned practice, that's not quite as easy.

So what we're going to be talking about is a sneak preview of the process, okay? So the first thing again is that we're going to be looking back at the previous year and we want to make sure that we're working out the opportunity gaps that could have a massive impact on your practice. For example, if you look at even X-rays a lot of times we're thinking, "Well, we're too busy to take X-rays." But the thing about it is that as we start focusing on providing the best patient care, the question is when we are having our patients coming in if we're not doing X-rays, are we missing out on seeing if there's pathology or are we seeing if there are infections that are going on or are we missing that? Are we seeing if there are issues with cavities on second molars because of impacted third molars?

A lot of times we don't understand that these things are really, really important. And so we say, "Well, you know what?" Or we say that we're too busy, we don't have enough time. Again, not really focusing on the best patient care, but from a profitability standpoint, if we're able to focus on even things like X-rays then now what happens is that we can easily add an additional 50,000 revenue into our practice for the year. Or they've been many examples when I've asked the question of, "Do you truly believe that a sealant can prevent a cavity?" And the doctor will say yes and I'll say, "Well, I certainly believe it. I have sealants on my teeth now. I'm an adult. Why is it that we're not talking about sealants to our patients?"

And it always boils down to, "Well, the insurance is not going to cover it." And the real issue is that our team doesn't want to be an objection block because they've presented sealants before and because insurance doesn't cover it and patients say it's okay, they stopped presenting it. And so if we started looking at how can we focus on training our teams for verbal skills so perhaps putting out there, there is something that we can do to prevent cavities. Would you like to learn more? They say yes. We say, "It's a sealant. How it works is that we painted on your tooth and once we do, sugar, food and bacteria cannot get through. As a result of it, we're able to reduce your chances of getting cavities by up to 80%."

Now here's the thing. Insurance doesn't always cover it, but why our patients choose to do it anyway is that they know that number one, it doesn't take a lot of time. In fact, it actually takes about five or 10 minutes. We can get this done for you while you're already here today. Number two, it doesn't cost a lot of money. In fact, it's actually a fraction of the cost of a filling. And number three, it will give you that peace of mind. We do have time today to go ahead and get started. Would you like to while you're already here? Go ahead and take care of all of your sealants today. So as we start looking at focusing on having the conversations, the behavior of being consistent and having the right verbal skills. Now, what happens is that it asked doctors, "Do you think that if you were using this verbiage or your hygienists or your team was using this verbiage, do you think that you could do five more sealants this week?" The answer is yes. What about 10? Absolutely.

And if you were doing even 10 more sealants like two patients alone at $30 a sealant, then now what happens is that you have the opportunity to be able to, again, bring in over 50, $60,000 of revenue into your practice. Now you may think, "Well, that's not a lot of money." Think about it. What if you had an additional $50,000 that now you could pay cash for that next operatory? I just got a message, a boxer just before I came on this podcast with a member of our mastermind saying that she has made a decision to go ahead and pay cash and get a new operatory at $18,000. This is how we're able to do that. What if you had that $50,000 now that you're in that earning stage, you're able to put into your retirement account an extra $50,000 into your retirement account? How would that affect you as you are now getting older? What if you took that $50,000 and you put it as a down payment on a property that now you can get rental income?

You look at $50,000. Again, people are saying, "Well, I'd love to be able to get better team members, higher pay team members or be able to get higher, more skilled team members, or I'd love to be able to pay my team members more." This is how we're able to do that just by doing two patients a week with sealants. So as we start looking at Circle of Focus is extremely valuable.

Another thing we want to look at is looking at the past year, looking at month to month to month, what was the service that allowed us to have the best month? Was it crown and bridge? Was it ortho? Was it that we introduced sleep appliances? What made that happen? Because again, as we start looking at month to month to month, a lot of times we see if we're not looking at this information on a monthly basis, what happens is that behaviors are changing and we have no way of knowing it. And so say, for example, you say, "Okay, we're going to go ahead and implement Invisalign or the best month we ever had, we did Invisalign." And maybe you did 10 cases or you did 20 cases, or you did 40 cases, whatever the number is. And the next month, all of a sudden that drops in half, then all of a sudden, now you have a lower month in revenue and you're not sure exactly why.

And so as we start looking at change of behavior, then now if we saw that dip, then now we can say, "Okay, guys, something has happened this month. We either did not have conversations. We did not have a good follow-up with our patients. We slipped on our marketing this month." And again, now behaviors can change from month to month. So I always love to look at what was that procedure that allowed us to have the best month. And a lot of times it may not even be what we think it is. I have been able to work with doctors and realize that the biggest revenue opportunity for them in their highest revenue month in the past year might've even been dentures. And then I'll ask the question, "Okay, well, do you want to do more dentures?" And they may say, "Actually I would like to do more dentures" and I'd say, "Okay, great, well, let's talk about dentures. Are you currently doing All-on-4? Do you have that skillset?" And they'll say, "No, not yet."

And I'll say, "Okay, well, what if this year we focus more on dentures because you want to do more. And what if we focused on getting you training so that now you can implement All-on-4 in your practice this year?" And we say, "Great, let's do that. When are we going to do that? What month of the year are we going to go ahead and implement getting that training?" And based on that, when we start actually doing All-on-4, what's going to be the revenue for that first case? What's going to be the verbal skills for that first case? What's going to be the marketing for that first case?

And now that we have that first case, then now we can carry that revenue if we did just one case every month for the rest of the year, what sort of impact would that have on our business? Not even doing two or three or let alone five cases. What if we did just one case? What if you're All-on-4 was an extra 20, $25,000 and you're able to do eight cases this year? That would add an additional 200, $300,000 a revenue into your practice right there. Okay? And what if you were now after that first month able to take some of that money and dump it into marketing so that instead of having one case come in, you actually have two, or you have three because you have more people that are coming in?

What if you started focusing on your Facebook marketing, your Tooth Talk Thursdays, which we help practices to be able to really get great results with that now people are seeing that you're actually known for that new service. What if you started focusing on a new service for their hygiene team or your hygiene team, whether you are looking at implementing laser, whether you're implementing a Perio Protect, what would that look like?

Another thing that I love to analyze is looking at current case acceptance. And what we see a lot of times is no matter how good you think that you're doing in case acceptance, you can always improve. And so when we start looking at coaching you and helping you with neurolinguistic programming, which understanding how to be able to get patients to get to that emotional state, being able to actually present cases that are not logic-based that are emotion-based. Asking the questions of what are your goals with your smile, your teeth and your health? Why is this important to you?

Asking specific questions and again, working monthly with your team every single month to be able to keep expounding upon your case acceptance, even having an opportunity to come into your practice and do two-day workshops where we're working directly with your team, training your team on verbal skills in case acceptance. What if we were to be able to improve case acceptance, even without increasing new patients? What if we were able to do more of those Perio Protect cases or perhaps you're doing Invisalign now, what if we were able to actually have more of those cases actually closed? What would be the result of increasing case acceptance?

And so a lot of times we're looking at let's create a Circle of Focus. Let's look at Q1, we're going to be focusing on verbal skills. We're going to be focusing on making sure if you have other issues, maybe you have an accounts receivable issue. We're going to focus on AR this quarter. And we're going to focus this quarter on getting you trained in All-on-4 or getting you trained in laser or sleep apnea. Getting your team trained in XYZ.

And so now we have a solid plan. Once we execute and implement that plan, what happens is that, again, we have already increased case acceptance because we've previously been focusing on that. We're able to go ahead and start executing the new services. We have a scorecard, we have on our whiteboard how many services that we are actually setting as our goal. And now we have an opportunity to see the results that happen every single month. What's really cool with the Circle of Focus calls is that we're actually mapping out what the actual revenue is going to look like once we implement these changes what the profits are going to look like as well for the business.

And what's really exciting is that at the end, the doctor says, "Oh my gosh, I don't have to focus on everything." And I show them, even if you did not change revenue in fillings, you did not change your revenue that you're doing even in crown and bridge. Although it would, if your case acceptance increases, you just focus on one or two or three things and be consistent with one or two things. Then now you're going to have a major compounded effect in terms of the results in your business, in terms of, again, profitability, being able to make sure that patient care is not slipping through the cracks, and making sure that you have, again, that healthy business.

All right, guys. So hopefully this is super helpful for you. We absolutely love working and coaching our clients to be able to be successful to be able to get to the next level in their businesses. If this is something that you feel would be helpful for you, we'd love for you to reach out. Feel free to reach out to me, DM me on Facebook, send us a message, or go to deliveringwow.com to schedule your free strategy growth call. All right, guys, that's it. Thank you so much for listening and we look forward to seeing you in the next episode of the Delivering WOW Dental Podcast.

Thanks so much for listening to this episode of the Delivering WOW Podcast with Dr. Anissa Holmes. We'll catch you next time.

196 3 Systems You NEED To Put in Place to Grow Your Dental Practice Feb 08, 2021

Show notes

Hello, everyone, and welcome to the Delivering Well podcast. Super excited to have everyone here today. So today we are actually talking about something that's going to be pretty exciting for you, and hopefully we'll share some pearls that you can implement in your practice right away. But today we're talking about systems you need to put in place to grow your dental practice. Now, one of the areas that I see a lot of people struggling with is actually having accountability in their practice, having all of their team rowing in the same direction, and really having a proven plan and process to be able to grow their production and to be able to serve more patients at the same time.

And so the first system that I actually want to talk about is making sure that you have a system to create your morning huddle with a purpose. A lot of times I hear people saying that within their huddles they're focusing on making sure that they're prepared for the day, looking at what patients are coming in that are having medical issues, things that they need to look at. They are looking at financials, who owes money to the practice. They're also looking at what patient can we talk to, to ask them to refer another patient? And while all of those things are well and done, I think there are actually better systems for making sure that you are being held accountable to those things. One thing that I would love to make sure that everyone is focusing on is being very intentional in terms of adding in accountability, in terms of empowering your team when they're successful, and making sure that you are on track to hit your practice goals by what you're doing daily.

And so one system that I love to help practices with is actually implementing in a whiteboard. This whiteboard will allow you to, number one, look at all of the services that you're providing in your practice, make sure that you're having the conversations, make sure that you are actually empowering your team to help you to hit your goals or to help each individual team member to be able to hit their goals. And also have an opportunity to be able to look at when you're hitting your goals, what can you do to change the dynamic? And so you might be saying, "Okay, Anissa, what do you mean by that?" So what's really interesting is over the last few weeks I've been working one-on-one with our coaching clients, mapping out their plan for 2021. What's going to be your roadmap so that you can double your revenue this year or double your profits issue or grow 40% or whatever the goal is of the doctor.

And so it's really interesting is looking at doctors who say, "Well, I want to start implementing a new service this year. I want to start doing more dental implants." And so now that you've declared that goal, if you have a whiteboard, it is now your circle of focus to focus on dental implants. And so you can now say, "You know what, we want to start doing four cases a month, or we want to start doing 20 cases." Maybe you've been doing implant cases and you want to really focus on it this month, or you want to do 40 cases, whatever your number is. Now you have a way to hold yourselves accountable to the behaviors that will happen. And so what that means is what sort of marketing are we doing? Are we implementing Facebook or are we implementing Google ads? What are we doing to be able to have conversations with our patients?

Do we need to focus on our verbal skills and our case presentation? Do we need to make sure that we have our schedule set up so that we can accommodate new patient consultations and making sure that we're time-blocking for actually completing and scheduling these high value services? What is our financial policy like? And so the first thing that we want to look at, and what's the one domino that can actually knock down the other dominoes, is actually having this metric, having this goal, represented on a tool or a whiteboard that you can look at daily. And so, as you are setting your goal, if you're hitting the goal, then now you can look at what are the elements that allowed you to hit that goal. Maybe you changed your marketing, maybe your verbal skills improved. Maybe you have a better system for follow-up that you put in place. And now, because of it, you can identify what made that happen. And you can continue to focus on that circle of focus so that you can continue to grow.

And so this is one service, implants. A lot of times we look at things that we may not see that are that critical in our business. And it could be something like even x-rays. Are we being comprehensive? Are we really doing the full mouth series when our new patients come in? If our patients are coming in, are we doing the bitewings? Or are we saying, "You know what? We're really, really busy. We'll do them next time." You would not believe the impact on our practices when we start focusing on consistency with the little things.

And so if you know that you're not doing x-rays or you know that you are ... Even sealants, so you're not having conversations about sealants with patients, if you believe in them as an option, focusing on that is going to make a huge difference. For example, even if you were to have four patients that did four sealants a week, now you can bring in, in many cases, depending on your fees, an extra, $2,500, $3,000, $3,500 a month, that can now be reallocated back into education, taking another course or investing in more marketing for your practice to be able to bring in more patients.

So that's one thing that I definitely want to make sure that you're doing, is you're creating your huddle with a purpose. And if you're interested in learning more about these whiteboard strategies, I encourage you to participate in one of our marketing and practice growth challenges, where we actually help you to be able to implement this particular system in your practice.

So the other thing that we want to look at is making sure that you actually have systems where everyone in your practice has actually has their number. They have their KPI, they have their metric. And what's been really exciting as well is looking at practices that have intentional focus within each individual team member. And it could be for the scheduling coordinator how many 10K cases are they going to actually have patients accept? Or it could be for your scheduling coordinator, how many patients are being rescheduled? Or looking at last week's schedule and saying, "What's the minimum number of patients that we're comfortable with actually leaving without an appointment?" Or it could be your marketing coordinator saying, "Well, let's go ahead and have a number of how many patients that we're getting from this particular traffic source," whether it's going to be Facebook or it's going to be your Instagram or your Google ads. Being very, very intentional.

And so as again, you start to be intentional and you start to track the now as a team, you can actually come together and you can say, "How can we support you so that you can hit your goal?" And so say, for example, it's a treatment coordinator and she's not been closing 10K cases, then you can say, "Well, how can we support you? What can the doctor do to support? What can the hygienists do to support?" And so when the patient's in the chair, what is their role in case acceptance, maybe identifying that the real issue is that the team needs to have in-depth training on verbal skills. Maybe it's mindset, understanding that, you know what, there are verbal skills and ways that we can communicate with our patients that will allow us to provide solutions.

So a solution is number one, many of our patients are able to start big cases because they have a credit card, maybe even a zero interest credit card, or number two, patients are able to get their work done in one or two visits because they're able to pay it off a little bit over time, and so you're giving them that solution. Or solution three is that we can create your treatment plan. We can split it up over multiple visits. We can plan ahead of time what your budget is, so that we can go ahead and pre-book your appointments. So now you're providing solutions for patients versus having a patient say, "Well, let me think about it." Because quite frankly, they're saying that most times, because they just are confused of how they're going to fit in into their budget. And we start shifting our focus into training on verbal skills and understanding how we can move patients into understanding their options of how they can actually fit dentistry into their budget. And next thing you know, they're actually scheduling.

So that's something that we want to focus on, making sure that every team member has their number. If it's your hygienist, looking at what is their hygiene reappointment percentage, making sure that they're focusing on that. So now their behaviors will move in a direction of not having a patient leave without a next appointment, because now they're looking at it, they're tracking it weekly. One thing that we love to help our clients do within our delivering while coaching programs, is to actually have these scorecards where you're setting goals, you're looking at it weekly. And now that you're looking at it weekly, again, we are able to ensure that our behaviors do not change. Because a lot of times that's what it is. We get excited. We start focusing on something. And next thing you know, we totally forget that our intention was for example, our hygiene reappointment rate or making sure that every patient has the next appointment. And next thing you know, our behaviors change and our results change and patient care slips through the cracks. And so that's extremely important.

The other thing that I want you to focus on in terms of a third system and the third system that I'm going to share today, and believe me, there are hundreds of little pearls that we could talk about, but the other thing you want to make sure is that you have a system for having a weekly meeting where you can look at what are the things that you're focusing on. So if you have a new service, are you really getting the traction and results that you want? If not, identifying as a team, how can we best support each other so that we can hit our goals?

If you have for example, case acceptance and your case acceptance percentage is not where you want it to be, or your doctor production per visit is something that you're focusing on this year, then you can say, "Okay, well that is our circle of focus. And what we're going to do is we are going to have as our circle of focus with everyone has a number, looking at our doctor production per visit, then we can say, well, how can we increase that? Well, maybe we need to take a new course. And so once we are increasing our clinical competency or we are learning how to do a new service or procedure, then now what happens is that we are going to drive that number. It's going to move forward."

And so having that weekly meeting to say, "Okay, well have we actually scheduled that course? Have we scheduled that training? Or maybe what we need to focus on is again, verbal skills. Then now we can create that circle of focus. So we can look at looking at all of our patients who've been unscheduled, filtering them by highest treatment plan. And we can go ahead and get those patients in." Or we can say, "You know what, we're circling our focus this particular quarter, on making sure that when patients are there, we're providing those solutions so that they can go ahead and get scheduled."

And having that effective meeting allows us to be able to not only look at production and collection, but what is our AR? How did that change last week? Why did it change? Why did it go up? And so when we start looking at that, we can ask better questions, "Is it that we didn't send out statements? Is it that we have checks that have not been entered? What's going on with our AR?" And now when you're having this weekly meeting, you can dive in, you can have that hour of focus to really look at what's working, what can you improve on? And collectively as a team, you can actually create those solutions of getting to faster results and success.

So these are three systems that I highly recommend that you put into your practice so that you can start making that change. You can create your circle of focus, and you can be very intentional about growth this year. Creating a healthy team, creating traction in your practice, and ultimately being able to serve more people and change more lives as well as create a better business. So hopefully this serves you and that you got lots of value. If you haven't yet already done so, make sure that you are a member of our Delivering Well Facebook group, Dental Boss Movement. If you're on Clubhouse, make sure that you are part of Dentist Club. We have thousands of dental professionals now who are connecting, collaborating, and we have a great community. They are on Clubhouse.

And if you're looking for solutions to grow your practice and take your practice forward, make sure that you're reaching out to us @deliveringwell.com. I'd love to be able to talk to you and discuss how we can help your practice grow. But again, thank you so much for taking time to be a part of our Delivering Well community, listening to our podcasts, getting pearls, taking action, and living your best life through building an amazing dental practice. All right, guys, thank you so much for listening. Take care. And we'll talk with you very soon.

Thanks so much for listening to this episode of the Delivering Well podcast with Dr. Anissa Holmes. We'll catch you next time.

195 Why Production is NOT the most important thing in your practice Feb 01, 2021

Show notes

Hi everyone, and welcome to another episode of The Delivering Wow Dental Podcast. I am super excited to be here today. So today I'm actually here to share with you something that is perhaps going to be pretty insightful for you, as you are looking at, how can you have an amazing year for this 2021? And one thing that I have had a lot of our coaching clients come to me and say is that they want to be able to grow their practice, they want to be more profitable this year. And one thing that a lot of people have the wrong idea about is that if they increase their production, then all of a sudden they will grow, right, or a production is what's most important. And so I'm actually here to share some insight that production is actually not the most important thing that you want to focus on in your practice.

And so I'm going to be giving some specific examples today of exactly what I mean and exactly what you can start to look at, some pearls that you can think about for your practice as you are mapping out your plan of how you're going to hit your big goals, how you're going to hit your profit goals for this year. And so one thing that we are looking at with our coaching clients is actually looking at historicals from the previous year, and seeing what were the different services that made up the production that we have every single month. And that way we can see were we consistent month to month to month. If we said that we wanted to implement a new service, were we actually implementing the service? What does the report show? Right?

One thing that we're also looking at is not just production, right, and what makes up production, but we're looking at another metric, which is of course our collections, but even further than that, our collections percentage. And so you might be asking, "Well, all right, what does that mean? What is collection percentage? I'm listening here." Right? And so collection percentage is the percentage of the funds that you produce that you actually collected. Okay?

And so what that means is that obviously we want that number to be as close to a hundred percent as possible. And unfortunately, most times it's not. And so as we start to look at our collections percentage, then now it starts to see where things are perhaps slipping through the cracks. And so a few examples of that is looking at your adjustments, right? Are you doing adjustments for friends, for a family, for people that you see out in your community and they come in and you feel like you have to give them a discount, right? Looking at adjustments is a great way to see how you are perhaps not collecting what you really should be, and really analyzing your adjustments.

Another thing that you can look at as well, and if that number is not as high as possible to 100%, is that, are you having statements that have not been sent out? Unfortunately, sometimes people come to me as a new client and I realize, "Oh my gosh, your AR is really, really high." Right? And we look at the reason why the real issue is that statements have not actually been sent out for eight months or 10 months. Right? And so you have patients who are happy to pay their balance, but they just never knew. Right? And so if you're looking at your collections percentage by a monthly basis, month to month to month, then now you have the ability to say, "Wait, we have dipped, why? Why did that happen?" And that would be one of the metrics that you're looking at.

Another thing that you can analyze with your collection percentage is that, do you have your checks, right? Perhaps you have checks that are coming to the practice. Are they being input in a timely fashion? Is it that your team is so busy doing calls for unscheduled patients to get them rescheduled, which is a whole nother podcast in of itself, of why that is not the best way to be able to schedule patients. Then what happens is that they're saying, "I don't have enough time. I'm going to get to those checks." And there's checks that are literally sitting there that are not being entered as they're coming in. Right? And so that's another way that maybe you have money there in the practice, but it's not been entered into the bank, right? And so that's something that's important.

Also, maybe you have electronic payments that have come in, but you've not answered them into the ledger, which means that there's going to be a discrepancy between your bank statements and what you actually have in your practice management software. And so these are a lot of things that we start to look at as we're looking at collection percentage. Another thing that we want to look at is really our fees, right? And are we collecting what we're producing? And how many PPOs that we're on? And what is the amount of profit that we're actually making per procedure if we are taking a PPO?

It was really insightful this week. One of my newer coaching clients, we started analyzing this in her practice and I actually gave her an exercise. And I asked her to calculate her practices profit margins for her different procedures. And what that means is looking at the expenses that you have in your practice, that you have every single month, whether it's your payroll, whether it's your rent, whether it is you're looking at your utilities, and calculating how much you're spending monthly divided into the number of hours that you're working, so that you have a cost per hour. And then from there, what we're doing is saying, "How long does it take you to do a filling?" So say if it takes you a half an hour to do a filling, dividing that by half, right?

And then from there, what we're looking at is, what are the supply costs for actually doing that procedure? And so we help and we show them how to quickly calculate that supply costs. But this one client, what happened was that she realized and we analyzed that she was actually getting reimbursed $80 from one of her PPOs for a filling. And what she realized is that her supply costs, her fixed expenses, her costs to actually do the procedure for a filling was $120. And so she was frustrated that she felt like she was working to pay her team because she wasn't getting paid. But the real issue is that things would never turn around because you are operating at a higher cost than what you're getting reimbursed for.

And so when you start looking at your collection percentage, all of a sudden, you start to realize that there is a difference between your production and your collections. And now you can start to dig into exactly why, what is going on, what is happening there. And now you can go ahead and make some changes so that you can move forward in your practice. So hopefully this serves you, hopefully you got lots of pearls to be able to help you to understand that production is not what's most important. Because a lot of people think that, "If I'm busy, if I have patients in the chair, then all of a sudden we are going to have profitability." Right? And the fact is that, that's not the case. What we want to do is we want to focus on how can we maximize the revenue that we're getting in our practice, and how can we make sure that we're leveraging really great systems, like looking at our collections percentage to identify the gaps.

Thanks again for listening to another episode of The Delivering Wow Dental Podcast. I would love to welcome you to join us inside of our free Facebook group, dentalbossmovement.com. And if you're on Clubhouse, find us inside of The Dentist Club. And if you haven't done so already, make sure that you head on over to our website, deliveringwow.com, to get access to your free practice gap assessment. All right, guys, take care, and we'll see you inside of the next episode.

195 Why Everyone's SO EXCITED about the new Clubhouse App Jan 25, 2021

Show notes

Hi, guys, and welcome to another episode of the Delivering WOW Dental Podcast. I am so excited to be here. Today, we're actually talking about the newest craze and social media app called Clubhouse. Within this episode, what I'm going to do is I'm actually going to share what you need to know about Clubhouse, why I'm so excited about it. We're going to talk about some of the features of ClubhouseI'd love to discuss how we can utilize and leverage this particular platform to actually get the word out about our practice and to be able to get new patients.

I'm super excited to be sharing information about this app. Interestingly, I have been on the app for probably about maybe five to six weeks, and what I've seen happen over the last five or six weeks is seeing dental professionals now have a place where they can come together, they can connect, they can collaborate. They can share, they can have conversations in real time. I have seen myself get into different dental rooms as a moderator. I've also been in rooms where I have been a listener of conversations.

And what's really exciting about the app is that this is not obviously a dental app. This is an app where you can learn about all things. I am personally very fascinated in trying to learn a lot more about cryptocurrency. I'm actually in rooms learning, taking tons of notes. Really, really excited about this app. A lot of people are asking, "How can I get access to Clubhouse?" Well, right now Clubhouse is an iPhone only application and how you're able to get access is to go ahead and to reserve your username.

And then other members of the app, once you're reserving your username, your friends may receive a notification that you have requested your username and they may have an option if they have invites. Sometimes they get that option even if they don't have invites to go ahead and get you into the app. If you know people who are inside of the app, you can also have them to get you in by having them to add you in as a contact and by you actually giving them access to your iPhone telephone number.

There's a little bit of a mysterious algorithm as it relates to how are we getting invites. Invites are coming as you are opening up rooms, and this is an engagement app. So as we're opening up rooms for discussion, Clubhouse is giving us more invites. And that way we can, again, get our friends inside of the app. Once you're inside of the app, there's a few things that you're going to want to do. Number one, you're going to want to go ahead and set up your profile. And that is where you can go ahead and put in your information.

If you are a dentist, you can go ahead and put in where you practice, things that you're passionate about. If you're doing some things outside of dentistry, you can go ahead and add those things in your bio as well. What's most important with your bio is to actually go ahead and make sure that your first three lines, that's the preview, that's what people see when they're scrolling, you'll want to make sure that that has a lot of really pertinent information so that people can quickly see what you're known for, what you're doing inside of your bio.

The other thing that's really interesting about this app is that as of this recording, there's no way to actually message people within the app. You do have the ability to go ahead and link in your Instagram profile, as well as your Twitter profile and your settings. You're definitely going to want to do that. I personally have seen my Instagram following grow significantly. As people are in rooms, as you're in rooms listening, as you're in rooms talking, then what happens is that people are looking at your bios.

They're seeing what's on your Instagram, and they have that way to instant message you within Instagram. A few other things to consider as it relates to Clubhouse is, how does it work in terms of the rooms? Typically, how it works is you have rooms and these are discussion rooms that anyone who is using the app can go ahead and set up. I have been inside of dental rooms that were talking about practice culture. I have been in dental rooms talking about the newest technology that you can put into your practice.

I have been in rooms talking about dental marketing, growing your practice, firing your team. Anyone can go into the app, start a discussion room, get some others in there, and you start having that connection. Now, as you're starting the room, you are actually coming in as the moderator. That means that you have the ability to be able to bring people up to the stage, and up to the stage is the ability for them to go ahead and talk.

How it works is followers of that room, once they're getting the notification or they're seeing it's scheduled and they're coming into the room, they can raise their hand to go ahead and come up to the stage. There's actually three different sections. There's a stage, which is where the moderator sits, as well as anyone who's speaking. You have a middle section, which is people who are being followed by the moderator.

These are people that the moderators are following and you'll see their profiles. And then below that, you'll see the section of others who are included in the conversation. Now, some of the best rooms that I have been a part of have actually had multiple moderators.

And it's been pretty, pretty fun and exciting within the dental space for me to actually co-moderate rooms with other dental coaches or dental consultants, being able to collaborate, to be able to share our collective knowledge and experience of what we've seen work with practices, and to be able to get other dental professionals to come in and have their questions asked as it relates to practice management, hiring, profitability, leadership, how do we get our teams aligned, practice culture. I've also been in some rooms as the listener.

Others I've seen inside of our industry do Clubhouse rooms talking about, for example, dental tourism and the risks that come with that. And I've been able to participate as a listener, raise my hand and give input in terms of my thoughts on dental tourism and some of the risks that I've seen as well. A really, really great area, great opportunity to connect. Now, the question is, how do we find other dental professionals? Well, back when I joined Clubhouse, I actually thought, I'm not seeing a lot of dentist.

I'm not seeing a lot of dental professionals, and I want to be able to learn. I want to be able to listen in on their rooms. I want to be able to connect and collaborate. And so I actually reached out to Clubhouse and created the first dentist room or Dentist Club inside of Clubhouse. We have hundreds of dental professionals that are now within that club.

And the value there is that if anyone is in the club who is starting up a conversation, starting up a room, now other members of that Dentist Club will be able to have that notification or be able to see that there is a discussion room going on. And now as we are each starting different rooms, we can get more dental professionals in the room. It's a great way to be able to connect and to collaborate with other dental professionals. If you are in Clubhouse and you're not yet a member of Dentist Club, you definitely want to make sure that you're in there.

This club is not a Delivering WOW room or Delivering WOW club. In fact, we have actually set it up where any member of the club can go ahead and create your own discussion rooms. I've seen dental professionals come in. There was actually a group from Australia, a few dentists that were wanting to connect and discuss topics as it relates to dentistry in Australia, and a dentist there created a room talking about having it entitled Australian Dentist Unite. I highly recommend, if you are a member of Dentist Club, go ahead and start a room.

The power of starting a room within Dentist Club is that you're able to leverage the club, again, to be able to get your message in front of other dental professionals. A few other things that's been really fun actually for the last few nights inside of Dentist Club is a member, somebody coming in and saying, "Hey, let's get on and just chat." Discussions have been starting like at 9:00 at night and we've had people talking about dental events. Are you ready to get back to dental events?

There've been discussions that have been about technology, and the discussions just winds up being like a big group, a three-way or four-way call, or people getting together and just chatting and having a good time. Right now that's what we crave the most, right? We crave connection. And what I typically say is that in our front pocket, we have our friends and our family and perhaps even our spouse. But in our back pocket, we have our people, our tribe, people that get us. That's what this Clubhouse is.

It's a great way to be able to connect with people who get us, who are fellow dental professionals. A few other things as it relates to a Clubhouse. Once you're inside of the app, how it works is that you have the moderators. If you are in the audience, you want to get onto the stage. If you have a question or if you have a comment or a pearl, you can within the app go ahead and raise your hand, and then the moderator can get you up to pull you to the stage. You also have the ability to ping people in.

If it's a discussion room that you are getting a lot of value from, you can actually go in, there's a plus sign at the bottom, and you can go ahead and start pinging in your other dental friends so that they can be a part of the conversation. You also have the ability... The question is, are we always going to be able to get or have notifications going off about Clubhouse?

You have the ability within your settings, you go into your profile and then there's actually a settings gear, and you can go ahead and turn off your notifications in the evening, or you can set your notifications of how frequently that you want to be notified. In case you're wondering, is this app something that you can use to be able to get patients into your practice? The answer is actually absolutely yes. Some students of my marketing program have actually been testing using Clubhouse to be able to get new patients.

Typically, what we are teaching in our marketing program is to do a weekly Q and A, a weekly Tooth Talk Thursday, talking about different dental topics on your practice's Facebook page, which of course, you can leverage and put on your Google My Business. You can use for YouTube. But what we are actually testing is getting out and creating a discussion room about a specific dental topic.

Now, the question is, how are we going to get access to the local people in our community, so that people in our community are actually seeing our rooms that we're setting up to talk about these dental topics? What I would recommend is actually going in and following the people that you're friends with who are in your local community, right? Your friends, your contacts. And that way you will follow them, they follow you. And that way they will see the rooms that you're opening.

But another way that you can get access to people who are local and have them to start seeing what you're doing in terms of your rooms is to actually go ahead and start following clubs that are within your actual area. For example, if I live in Atlanta, there's a club that is about entrepreneurs of Atlanta or any other discussion group as it relates to Atlanta.

Well, if I'm in there and I'm looking at people's bios and I'm seeing that they're in Atlanta, and it looks like someone who I would like to connect with or have a connection with, or we have something in common and they're also in Atlanta, then now you are building a network of more people that are within Atlanta. And again, as you're opening up your rooms, they will see that you have a room.

And once you're having that discussion, you can say, "Hey, if there's anybody else here in Atlanta that you feel would benefit from hearing this discussion, go ahead and ping them into the room. You'll see that plus sign," and then now your network and your following will start to build.

Over time, once you're consistent, if you have a room, for example, every week talking about a different dental topic, how do you beautify your smile with veneers, or how to replace missing teeth, three different ways, or the best time to take your kids to the dentist, or do we really need a filling, or how can we prevent bad breath, or any topic, right? Then now you become that expert. I have seen some of our marketing students have really good success already on Clubhouse in a really short time.

You are able to change out your profile picture as you're discussing or having a room. I've seen some people change out their profile pictures to before and after pictures, so that you can actually see what they're teaching through this app. It's incredible. Definitely encourage you to play around with it, get in there and see what's possible for you in terms of you becoming that expert inside of your community. If you haven't yet had an opportunity to explore or to get into the Clubhouse app, I highly recommend it. You are going to learn a ton.

And again, not just about dentistry, but about all sorts of topics that you're interested in. And as you're joining, make sure that you get into the Dentist Club. You can search for it once you're getting into the app and come and hang out and connect with fellow like-minded dental professionals. All right, guys, that's it for today's episode of the Delivering WOW Podcast. Hopefully this served you well. If you haven't yet done so, make sure that you are going to our website deliveringwow.com, so that you can get free access to your practice gap assessment.

And if you haven't done so already, go ahead and head on over to Delivering WOW's Facebook group, our Dental Boss Movement, by going to dentalbossmovement.com. All right, guys, enjoy the rest of your day and we will chat soon.

Thanks so much for listening to this episode of the Delivering WOW Podcast with Dr. Anissa Holmes. We'll catch you next time.

194 How to Get Dental Patients TO KEEP COMING BACK For Lifetime Jan 22, 2021

Show notes

Hi guys and welcome to another episode of the Delivering WOW Dental Podcast. I'm your host, Dr. Anissa Holmes. And I am so excited to be here today. Today, we're actually going to be talking about something that is very dear to my heart, and that is how to get dental patients to keep coming back for life. As many of you guys know, I absolutely love the whole concept of marketing. Why? Because there's so many people out there that need to find us. We have a gift to be able to help them to be able to serve them, to be able to make them healthier, to be able to change their lives. But at the same time, we want to make sure that once those patients come in, that we keep them coming back for life. We keep them referring to others. And so I'm really excited today to actually share some pearls, some tips that I have actually implemented, I've used along the years of my practice, I've been practicing for 22 years. And so it's been really exciting to have patients who've been with us for years and not just patients, but team members that have been with us for a really, really long time. So really excited to be able to share these pearls with you today. So as it looks at, how can we start to get patients coming back for life? What we have to really start thinking about, and I talk a lot about this within our programs. I talk about this a lot here on this podcast and our Facebook group as well is as you're starting your practice journey, as you're opening up your practice, or as you're starting to think about getting your practice out there and becoming known, one thing that's really important that I always ask is what do you want your practice to be known for? What do you want people to say about you when you're not around? And for me, absolutely, it's all about delivering an amazing wow experience. In fact, at the end of our patient visits, we actually send out an email. And what I'm looking for in that survey is for them to say one word. I'm actually waiting for them to say the word wow. I want them to say, "Wow, I can not believe that my kid was able to go to the toy box first." Or, "Wow. I can't believe that the team was so kind and so nurturing and they listened to me." Or, "Wow. I actually got a hand and arm massage before my treatment." Or, "Wow. I cannot believe that every month, they're doing amazing things to be able to serve this community." Because when you start creating what you want to be known for, what's really exciting is that now your patients will start to tell other people what you are actually putting out there. So it's really interesting. And as we look at, for example, the demo space. I remember when I first started this podcast, about four or five years ago, I was fangirling on all of these amazing dental coaches, dental speakers, dental gurus that were out there. They were speaking on stage and I just wanted to be able to pick their brains and to be able to learn from them. And so I remember interviewing so many amazing people and when I decided to create my first live event, my Delivering Wow summit that was held in Jamaica, I remember reaching out to a lot of the people that I had interviewed on the podcast. And one of those people was actually Sandy Pardue. Many of you guys know Sandy. She is the guru of scheduling. And I reached out to Sandy, and I said, "Sandy, I would love if you would be willing to speak at our conference." And Sandy said, "Absolutely, I'm there." And she's like, "I'd love to go to Jamaica." So Sandy's there. And all of a sudden, I start sending out information to all of the speakers. And Laura Hatch was a speaker, many of you guys knew Laura. Elijah was a speaker. Bruce Baird was a speaker that year. We had a lot of amazing speakers. And as I sent out the information to them, one of the things that I started to say that I sent out to them was that this was going to be the dental event of 2018. And I kept saying it. Well, next thing you know, Sandy Pardue was saying it. Now, this was my first event. And I was very adventurous, trying to get 400 dental professionals to make a decision, to get on an airplane, to fly, stay in an all-inclusive resort, carry their teams. And a lot of people didn't know me at that time, but guess what?They knew Sandy, and Sandy said it was going to be the event of 2018. And so what I want you to understand is that as you're looking at building your practice and having your patients to say things about you, you actually have this really interesting and unique ability to actually manufacture what you want people to say. And so I actually wanted to have the speakers to say that, and that's exactly what happened. And so the same thing happens in my practice. So as I talk about, we want to be known for delivering amazing while experiences as I'm coming on, for example, and I'm doing a Facebook live, maybe I'm coming on and I'm doing a Facebook live talking about that we are doing a new service that we're really excited about called Pero Protect. And it's going to help patients who have bleeding gums and gums that are starting to look long, or I'm doing a Facebook live where I'm talking about the fact that we're going to do a free small makeover and change someone's life in our community. Well, one of the first things that I'll say on that Facebook live is before we get started, let me just tell you a little bit about what we're known for. Number one, we're known for seeing our patients on time. We're known for delivering amazing WOW experiences. For example, when you come in, there's going to be an iPad and headphones to take away the sound, we serve freshly baked [inaudible 00:06:26], kids get to go to the toy box first. And we're also known for the amazing technology that we have in our practice and how we serve our community. And we're also known for beautiful, natural looking dentistry. Because I'm out there and I'm sharing what we're known for on the Facebook live. Now, what happens is that people who are seeing us on Facebook, they start to hear it over and over and over again. And now they start to share it. And now they start to internalize it. When we have a new patient that comes in and they're calling us on the phone, we're saying, "Thank you so much for calling. What is it that you're wanting to learn more about? Why are you scheduling your appointment?" But then we'll say, "Before you come in, let me just tell you a little bit about what we're known for." We do the same thing when the patient arrives. I walk in as a doctor and I say, "I'm so happy to have you here. Let me tell you a little bit about what we're known for." So we constantly do that. So the first thing is, if you want to have dental patients to keep coming back for life, I want you to really think about that. And it could be that you want to be known for great experiences. It could be that you are making a decision that you want your practice to really focus on a specific service. Maybe you want to do high end, high level, complex cases. You want to be known for doing comprehensive dentistry. People who have had teeth that are worn down, broken down, missing teeth. You want to be known in your community for being that dentist that has the knowledge and the competency and the skill set to be able to help those people. Well, as you're doing your Facebook lives, or as you're communicating with your patients, you want to let them know, even when they're calling on the phone, maybe they're price shopping, what makes your practice different. Okay? And that's the number one thing. So there's actually three points. That's the first point is that you really want to think about what do you want to be known for? The second thing that you want to do, if you want to have your patients to come back for life, is you want to make sure that you are involving your patients in all of the marketing that you're doing that's involving the community. So you might say, "Well, Anissa, what do you mean by that?" So, one thing that I really love within my practice and I love seeing colleagues do, it's so exciting, is seeing them serve the community. When we decided to go into dentistry, I can tell you, when I went into dentistry, I wanted to be a doctor to help people. I wanted to be able to change lives. And so when we are doing things where it shows that our community really cares about people, our patients are going to connect with that. They're going to tell other people. And in fact, the type of marketing that I love and what I love helping colleagues with is getting to the point where you don't have to focus on Google ads that are $2,000 to pay Google at an agency. You don't have to worry about $5,000 mailers. Once you implement doing marketing where your community and your patients know what you're known for, and they're telling others, you can not turn that off. And so it's very, very different where perhaps you have a Google ad and you decide next month, "Oh gosh, I don't want to run it anymore." All of a sudden those potential new patients dry up, with this type of marketing, where you're involving your patients in the marketing that you're doing now, again, you continue to create that referral source and you continue to put out in front of them that your practice is different, and they want to tell people and they want to keep coming back. And so a few examples of that we have done is actually this month, we are looking at a clothing drive. So a clothing drive could be, Christmas is over. And now a lot of people have gotten new clothes. Let's do something over the next month or over the next two months if you want to have it linger for two months and go for that time. And what we'd love for you to do as a family activity is we'd love for you to clear out your clothes that you have in your drawers, drop into our office and what we're going to do is we're actually going to take those clothes and we're going to donate them to missionaries of the poor. And what we're also going to do is we're just going to have some fun with this. And randomly, we're going to select one person to win a gift card to our practice, maybe a $200 gift card. Well, now when you're running that type of campaign, what you can do is you can go on, you can do your Facebook live. And remember when you're doing your live, introduce yourself. Also, make sure that you let people know what you're known for. But now what you can do is in addition to doing your Facebook live, for example, on Facebook, then now what you can do is you can email your patients and you can send them the link to watch that Facebook live, which will increase the views and visibility. And part of that is asking people when you're on the Facebook live to actually share this video with everyone that they know who are their Facebook friends, so that others can participate as well. And that's going to allow, in terms of Facebook strategy, to be able to organically get way more people, to be able to see your Facebook page to your practice and within your page, if you have even before and after photos of the dentistry that you're doing, you're not going to be necessarily boosting these, but they'll see the dentistry that you're doing. If you're wanting to be known for sleep apnea and you've got information on your page about sleep apnea, or you got patients that are creating testimonials of their experience and how their life was changed, or maybe you have a wife talking about her husband and how her life was changed, because he's no longer snoring. That would be great, right? So you're sending people, you're driving traffic to your Facebook page. And what's really cool about that, is that now, again, your patients are seeing that you're doing something great for the community. You're sending out maybe a little text in letting them know how they can participate. Other things that I also recommend and what we implement with our clients that we have within our marketing program for delivering well is we're actually giving you the flyers. And so we want you to have a flyer. We actually give you a Canva template, so you can go and edit, put your practice logo. But you'll take that flyer and you'll post it around your office. And so we actually have these flyers that we post at the front desk, we'll post them right outside of the operatory. So we make sure that the patients see what we're doing. And as the patients are coming to check out, we also say, "This month, we're doing a clothing drive to support missionaries of the poor. We'd love for you to participate and maybe go home and clear out your drawers and drop them back off to the office." Now, are your patients all going to participate? Absolutely not. In fact, you may only have 5%, 10% to actually participate, but what will happen is that it leaves a lasting mark in their mind that you're always doing something to serve. And that's why I'm a huge fan, and within our delivering while marketing program, within our clients, what we're doing is we're actually leading and helping practices or team members to implement these campaigns. And so every month we're doing something different. Typically, in February, we're doing a children's free day of dentistry. We also recommend that you send out press releases to your local media so that they know that you're doing this. You can get a lot of free exposure. I've actually been invited to speak on the local news, talking about our free day of dentistry. It's really incredible, but there are lots of amazing things that you can do every single month to be able to get out and share that you're doing something with the community. And again, you want to involve your patients. Another thing that you can do as well, that we do. And we also help practices within our program is looking at creating a monthly email that goes out to your patients. And that can be photos from last month's community and campaign announcing what you're going to do in the next month or the current month, and also sharing an educational article. And that could be about any procedure, invisalign, All-on-4, sleep apnea. And that way you're serving as giving education and also showing that you're different. So that's the second way that we can keep our patients coming back for life is to keep enrolling them on why your practice is different, why it's unique, why you care, why you serve. The third way that you can keep your patients coming back for life is obviously you want to do great dentistry. You want to be able to connect with your patients. But even deeper than that, because we've all heard that before. One thing that I want you to think about is when you're creating your patient experiences, when you're creating your practice culture, when you're hiring your team, when you're doing your social media posts, everything that you're doing, all of the different facets, I want you to think in a different way. I want you to think if I were to ask any patient that walked to the front desk, how was their experience today? And maybe because you're creating content for your Facebook page, is to create such a great experience that you know, that they would give what I call a sliced bread testimonial. And what do I mean…

Full show notes at the publisher

193 What to Say to Your Dental Patients if the COST is Too High Nov 02, 2020

Show notes

Hi everyone, and welcome to another episode of the Delivering WOW dental podcast. Today we're talking all about what to say to your dental patients when they say that the cost is too high. Now I don't know about you, but inside of my practice, sometimes we have people that come in that are saying, "Wow, that much for an implant?" Or, "Wow, I didn't know that Invisalign would cost so much." And so I wanted to share with you, because I'm sure I am not the only one that has patients saying that inside of our practices. And so one thing that I want you to really think about before we start thinking about even verbal skills, is really understanding the actual cost, the actual fee, your profit margin, what it actually takes for you to be able to run your practice and to be able to deliver services.

One thing that's really interesting is over COVID, with our mastermind, we started to have a lot of marketing intensives, and practice growth intensives, and business intensives, and numbers intensives. And so one of the intensives that we did was looking at making sure that every owner knew what their profit margins were. So profit margins are the actual cost to be able to do a particular service, and that is taking into account the supply costs to be able to do that particular service. That is taking into account our fixed expenses and our variable expenses per hour, to be able to do that. And what's really interesting is as we had the workshop, one of the first things I said was how many of you know how much it actually costs to run your practice per hour? And what I mean by that is looking at what are your costs per hour for salaries? What is your cost per hour, including your rent or your mortgage, your costs per hour, including your utilities, looking at your marketing cost, dividing that into the number of hours you work.

Because a lot of times what happens is that when we are not certain and sure of our actual expenses, when we're not certain of what it actually costs to do even a crown, taking into consideration that we have the fee for our materials, that we have the fee for our lab, and not just that breaking down our adhesive or our etchant or our tips or our burrs. Once we are not really understanding what our costs are, then sometimes we get into this whole thing in our mind of, well, maybe our fee is too high, or maybe I should try to reduce it.

One thing that worked really well for me in my practice that really gave me the confidence, and one thing that I teach our clients, is to look at your profit margins, because when you know that, for example, it's going to cost you $140, for example, to do a filling in your practice, then you know that if a patient says, "Wow, $160 for a filling," if that's what your fee is, hypothetically, that you know that you're not going to feel bad about it, because you know what your actual costs are.

It was really interesting, as we started looking at profit margins years and years and years ago, what we discovered is that, wow, it does cost a lot of money for us to be able to deliver a crown. And so when a patient came and said, "Oh my gosh, doc, a thousand dollars," for example, to do a crown, we're able to confidently say, "Absolutely." We know our cost. We know our expenses. And we know that the fee that we have set is extremely fair, based on our expenses. And so because of that confidence, now we had no problem quoting our fees.

And it's really interesting, is a lot of times you start getting into understanding case presentation and verbal skills. And for me, this is a foundational piece that's really important for you to know. And not only for you to know, but for your team, because as we know, many times, they're like, "Wow, the doctor's getting $1,000 for this procedure or $2,000 or $3,000." And without knowing the actual expenses, even when you start getting into full mouth reconstruction, full mouth rehab cases, once you're using a high quality lab, high quality adhesives, and you're taking the time to spend with the patient, which is looking at what are your expenses for rent for that time, salaries for that time, it really does add up. And so once you and your team understand what these numbers are, it's going to go a really long way. And so if you haven't done that exercise, looking at your profitability, looking at what you are actually making on profit margins, I highly recommend getting into our accelerator program so that we can teach you and your team very quickly how to be able to identify this.

Another thing that you really want to consider is how are you presenting your treatment plans? What are you doing to set the stage so that patients understand that there's going to be an investment that they will be making? And what's been very exciting is seeing our clients use our frameworks, where now they're coming in and they're saying, "What are your goals for your teeth, your mouth, your smile?" And the patients letting them know, "I want my teeth to be strong. I want a beautiful smile. I want to be healthy." They're letting you know why they're there, what they want, what they desire. And from there, asking a question of, you know, what else? And they're saying, "Well, I really don't like that there's this brown spot here on my filling. It's driving me crazy." Or, "When I'm eating, food is getting stuck," and we say, "Well, what else?" And they're telling us all of their issues. "Well, you know what? I also have a toothache here." Or, "I don't like the look of that dark line."

And from there, we're able to find out, emotionally, what are the triggers for the patients? What are their desires? And from there, we ask questions like, "What would it mean for you if you got this fixed?" And so now they're saying, "I'm healthier. I have more confidence. I don't have to be annoyed and frustrated with this food that's getting stuck." And from there, you can now offer your suggestions, offer your solutions, because you know exactly what they want, what they need, what they desire, and they understand what will happen for their life, or for them, once they go ahead and make that investment.

And so from there, you can now get their permission. "Is it okay if I take some time and share with you how we can help you and how we've helped other patients just like you?" And of course the answer's going to be yes. And at the end of it, you say, "Now, this is going to be an investment. The great thing is that once you have your smile makeover done, once you have the food that is going, this is what your life is going to look like. You're no longer going to have to have food getting stuck. You're no longer going to have to cover your mouth or have to worry, or even have to worry about your denture getting loose." And so from there, the question is, this is what you have. This is what you want. Do you want me to help you with it?

And when they say yes, then now you present your treatment plan and say, "This is certainly going to be an investment in yourself, and you're worth it. The great thing is that we have ways to be able to help you fit dentistry into your budget, and we're going to work with you and create a customized plan so that you can fit this dentistry that you so deserve and you so want into your budget."

All right, guys. So I wanted to take some time to go through this, because, again, a lot of the challenges that we have is that we don't know our fees. We're not confident in our fees. And so that, to me, would be the first step, investing in understanding where you are and then taking it a step further and investing in verbal skills training and case presentation training. Which, of course, if you're looking for help, we're here to help you with that, as well, within our accelerator program.

All right, guys. So hopefully this helps you. I love talking about case presentation, and how do we get our teams aligned, and how do we serve more people? And that's what we're here for. We're here to help people to get dentistry done, to get healthier, to give them their confidence and to help them live their best life. All right, guys, that's it. Take care. See you guys next time, and enjoy the rest of your week.

Thanks so much for listening to this episode of the Delivering WOW podcast with Dr. Anissa Holmes. We'll catch you next time.

192 Training Dental Team Who are Not Good With Patients Oct 26, 2020

Show notes

Well, hello, everyone. And welcome to another episode of the Delivering Wow Dental Podcast. Today, we're talking all about training a dental team member who's not good with patients. So question for you. Have you ever had a team member that was afraid to talk to patients or was not outgoing or really building connections with your patients? I can tell you, I certainly have had that throughout the years. And so I wanted to share some insight and tips to be able to help you navigate this if you find that you have introverted team members or team members who are just not making that connection. So, in particular, what I'd love to discuss today is really looking at behavioral styles, and how can we assess all of our team members to be able to understand their behavioral styles? And what's really interesting is, as you start to get deeper into understanding and learning how this works, what you will discover is that the same things that apply with our team members in terms of behavioral styles also applies to our patients and why they make the decisions that they make.

It also applies to our family and our friends. And so, what we're talking about today is really looking at different behavioral styles. And what's really interesting is a lot of times we may look at a team member and saying, "Wow, they're not making the connection with our patients," and we start to really investigate why this is happening. And some of it is really just inherent. They may be an introvert, but digging deeper into behavioral styles, it's really interesting because we start to look that there are actually four main types. So you may have heard of DISC assessments. And with this, there are four main types. There is the D, which is the dominant personality style. They tend to be the leaders. They tend to be people who are okay with taking risks. There's also another behavioral style, which is the I. The I is going to be the person who's very outgoing. They are the life of the party.

Really interesting with the I, what we tend to see is sometimes they are not very good with follow through. Not always, but that's something that we typically see with the Is. And also going back to the D, they definitely are that dominant personality, and as a result of it, sometimes they can come off as being pushy. So as we start looking at the S style, the S style are people who are very, very connected to other people. They're very sensitive. They have a lot of strong feelings of connection with people. And the flip side of the Ss is sometimes they are taken advantage of, because they're so kind, they're so loving. And then you have the C, and the C behavioral style is someone who is very detail-oriented. These are people that typically are going to be accountants. They're the type of people that may be surgeons. And the flip side of the Cs is sometimes they are very, very serious, and sometimes they are really slow as well to make decisions.

And so, as we start looking at behavioral styles and the roles of our team members and the roles that they occupy in our practice, it's really important that we really understand where they are in terms of a natural behavioral style. And what's really interesting is sometimes when we get into a work environment, we have an adaptive style. But what I've discovered over the years is, I remember in the early days wanting to have, for example, social media done in my practice. And I gave that task to someone who had more of an S style, so there were very calm natured, definitely an introvert, and they really struggled to be able to ask people for video testimonials. And we switched it up and we gave it to a team member that had more of the I style, very outgoing and very excitable and loved talking to people. And all of a sudden, it was really, really easy for her to make that connection and to get those video testimonials.

And so as we again start looking at building out our team, one thing that I always coach on to my clients is to think about what you have a lot of, and also to look at gaps in terms of behavioral styles. And so if you have a team that is full of I, you're going to have a lot of fun in your practice. There's going to be a lot of extroverts. And something to think about and consider is, again, that flip side of it, where if you're having so much fun and it's the life at a party, we need somebody to be serious and get into the weeds and get things done and make sure that everyone is being held accountable. And so, if you have a team that has an imbalance, thinking about your next hire and which role or behavioral style you're going to put in. The same thing, if you have a team that everyone is very, very sweet, very, very emotionally connected to patients, and they're very, very soft-spoken, and you don't have Ds on your team, strong leaders, then you can have weaknesses there as well.

And so it's really, really interesting how this whole thing works. There are lots of different assessments. We have a particular one that we administer within our Accelerator Program, as well as for our coaching clients in our Mastermind, and it's been really, really insightful to get feedback from doctors saying, "Oh, now I understand why my hygienist, who's very outgoing, struggles with writing chart notes." And so, as team members start to understand their behavioral style and team members understand each other better, then now what will happen is that, as you are assigning tasks to be done, again, maybe it is building a new marketing campaign, maybe it's making a decision to start doing Loom videos to go ahead and document the processes that are happening in your practice, maybe you're making checklists of what you do daily, weekly, and monthly, that particular task would be really easy, creating a checklist, for someone who's a C. You give that to a different team member, they may struggle with it. And so, as we start looking at getting into peak performance and high performance and scalability of our practices, we want to know, what are the strengths?

What are our weaknesses? We want to understand who's good at what. And the other thing that we can start looking at when we really start diving into this and really looking at how can we improve the performance of our teams is also looking at, what is it that each individual team member loves to do and is good at? What is it that they like to do? And they're good at? And then below the line were the things that they don't like to do and they're not good at. And so, as we start looking at that, it's going to be very, very nice to see the results that starts to happen in your practice once you start to assign tasks and really put people in their area of strength and put people in the area of their natural high behavioral style. And once you start doing that, now you're going to have a team that's really working in synergy and working together, again, all for the same goal, to be able to grow the practice very quickly.

So hopefully this helps you and serves you. I absolutely love digging into the psychology of what happens to make practices grow, the psychology of what makes patients make a decision to come into our practices. It's pretty exciting. And so if you haven't yet done behavioral styles, I highly recommend that you do the assessment within your practice. If you're wanting help with it, of course, this is something that we help practices with all the time within our programs. And so if it's something that you're interested in, feel free to reach out to me on Facebook or to have a look at our web site at deliveringwow.com. All right, guys. So that's pretty much it for today. Hopefully, this serves you and we look forward to chatting with you again, really, really soon.

Thanks again for listening to today's episode. Now, the next step is to join our free Facebook group, which is the Delivering Wow Hangout. Inside of that group, you will be able to mastermind and share with dentists and team members. And to join us, go to dentalbossmovement.com.

Thanks so much for listening to this episode of the Delivering Wow Podcast with Dr. Anissa Holmes. We'll catch you next time.

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