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Free Business Assessment

Let’s look at your numbers.

Answer 9 quick questions and we’ll generate a personalized estimate of what data modernization could be worth to your dental practice or med spa — by specialty, revenue range, and the tools you already use. Takes about 3 minutes.

Question 1 of 9
What type of practice do you run?
Select the one that best describes your primary specialty.
🦷  General Dentistry
🦷  Specialty Dentistry (Ortho, Endo, Oral Surgery)
✨  Med Spa / Aesthetics
💉  Plastic Surgery Practice
🏥  Combination Dental + Med Spa
Other type of practice
Question 2 of 9
What’s your approximate annual revenue?
A rough range is fine — this is what drives the savings estimate.
$300K – $750K
$750K – $1.5M
$1.5M – $3M
$3M – $5M
$5M – $10M
$10M – $20M
$20M – $50M
$50M+
Question 3 of 9
How many providers or practitioners do you have?
Include dentists, physicians, NPs, aestheticians, and other providers.
Solo provider (just me)
2–3 providers
4–7 providers
8 or more providers
Question 4 of 9
Which software do you use to manage your practice or appointments?
Select your primary platform — if you use more than one, pick the main one.
Dentrix
Eaglesoft
Open Dental
Jane App
Mindbody
QuickBooks only
Spreadsheets / no formal system
Other
Question 5 of 9
How do you currently track your business performance?
Be honest — there’s no wrong answer here.
I use the built-in reports in my software
I build spreadsheets myself
I mostly check my bank account
I don’t have a formal method
Question 6 of 9
Do you have an office manager or front desk coordinator?
This helps us understand who would use the daily dashboard day-to-day.
Yes — full-time office manager or coordinator
Yes — part-time
No — I manage operations myself
Question 7 of 9
What's your biggest operational headache right now?
Pick the one that keeps you up at night.
No-shows and last-minute cancellations
Tracking and converting new patients or clients
Treatment plan or service acceptance rate
Provider productivity and chair or room utilization
Honestly, all of the above
Question 8 of 9
Do you use any marketing or CRM tools to track leads or clients?
This tells us where the data gap in your acquisition funnel is.
Yes — I use a CRM or marketing tool
No — it’s mostly referrals and word of mouth
We run Google or digital ads but track nothing
Question 9 of 9
Last step — how should we reach you?
We’ll send your results and have a specialist follow up within one business day.
Phone call
Microsoft Teams
Email me first

Analyzing your responses…

Generating your personalized savings estimate