The Case Conversion System
Your Patients Already Said Yes to Treatment. Is Your Team Actually Closing It?
The Case Conversion System trains your front desk and Treatment Coordinators — from first call to closed case — to turn diagnosed treatment into booked, funded production.
Most Practices Don't Lose Cases on Clinical Quality
They lose them in the conversation — a front desk call that never converts to a consultation, a treatment coordinator who can't overcome a funding objection, a patient who says "I need to think about it" and never comes back.
You don't need a natural-born salesperson on your team. You need a trained team following the right system.
Introducing the Case Conversion System
A full-team sales training program built specifically for dental practices — covering every role that touches a case, from the person who answers the phone to the Treatment Coordinator who closes it.
Front Desk & Schedulers
How to book more consultations and qualify leads without quoting prices over the phone.
Treatment Coordinators
The triage process: a structured 30-minute consultation that builds rapport, supports the doctor’s evaluation, and closes with confidence.
Objection Handling
How to overcome the objections “I need to think about it” and “it’s too expensive” — and other common holdbacks — without losing the sale.
Funding Strategies
How to present payment options, run multiple financing inquiries, and use a full funding worksheet so cost is never the reason a case is lost.
The Consultation Room
How to set the physical and emotional environment for a high-dollar conversation.
Ongoing Coaching
Recorded consultation reviews and monthly team coaching to keep the system sharp.
Who This Is For
- Practice owners who know their team is leaving production on the table.
- Office managers who need a repeatable process to coach to — not just a personality-dependent front desk.
- Growing practices (single-location or small multi-location groups) ready to build a real sales process, not wing it call by call.
Choose Your Path
Start where it makes sense for your practice. Every engagement is designed to stand on its own — no pressure to scale before you're ready. Pricing is discussed on your discovery call.
Blitz Day
The fastest path to recovered revenue. One full day (delivered virtually) dedicated entirely to your unscheduled treatment list — live coaching for your team and an end-of-day report on what got rescheduled and recovered. Book it standalone or add it to any package.
- Full-day virtual live coaching
- Focus on your unscheduled treatment list
- Real-time team coaching and role-play
- End-of-day recovery report
Self-Paced Course
Get the full playbook, scripts, and checklists and implement on your own timeline. No live coaching — just the system, done for you.
- Full case conversion playbook
- Scripts and objection-handling guides
- Checklists for every role
- Implement at your own pace
- No long-term commitment
Case System
The full playbook, co-branded to your practice, plus live team training and a baseline audit of where cases are falling out of your funnel.
- Full playbook co-branded to your practice
- Live virtual team training session
- Baseline funnel audit
- Scripts and objection-handling guides
- No long-term contract
Conversion Coaching
Everything in Case System, plus monthly live group coaching, a 1:1 session, and a monthly treatment plan audit and KPI scorecard — including one Blitz Day a year.
- Everything in Case System
- Monthly live group coaching call
- Monthly 1:1 coaching session
- Monthly treatment plan audit
- Monthly KPI scorecard
- Two Blitz Days per year included (every 6 months)
Conversion Partner
Built for multi-location groups: everything in Conversion Coaching, scaled across locations, with quarterly consultation room reviews, mystery-shopper calls, financing partner setup, and a Treatment Coordinator certification track.
- Everything in Conversion Coaching
- Scaled across all locations
- Quarterly consultation room reviews
- Mystery-shopper calls
- Financing partner setup
- Treatment Coordinator certification track
Already a standard retainer client? Bundle pricing is available — ask your account lead for details.
Why It Works
"After years in dental marketing, I watched the same story play out at practice after practice, different agencies, different campaigns, same result: 'the leads are unqualified,' or 'no one has money.' It was never a marketing problem. It was a conversion problem. So I stopped selling more leads, and built the system that actually turns them into cases."
— Sarah Tanatra, Founder, Dental Practice Partners
Frequently Asked Questions
Ready to See Your Numbers?
Book a 15-minute call and we'll show you exactly where cases are falling out of your funnel — and what getting them back could be worth.
Book a Free Strategy Call