MegaGen Practice Catalyst Program

Selling with a
Consultative Mindset

Preparation Before an Office Visit

Before visiting a practice, it’s crucial to do your homework:
  1. Google Reviews: Check how many reviews the practice has and its star rating.
  2. Google Business Page: Determine if they’ve claimed their page.

Discussing these topics with the doctor can open opportunities to build rapport. For example, highlighting the benefits of claiming their Google Business page (a free service) can help improve their search ranking. Positive reviews attract new patients, while resolving negative ones boosts their overall rating.

If the doctor needs help increasing reviews, we offer bundled solutions with implants. For negative reviews, refer them to Amanda at Erase.com(amandak@erase.com, 786-746-9597).

Key Questions to Ask
Below are questions to ask doctors, why we ask them, and suggestions for helping the practice. 

These questions are also available online at www.thePracticeCatalyst.com.

Q. What is the doctor’s specialty?

Why we ask: Different specialists have unique profiles and approaches. GPs and Super GPs tend to be more aggressive than periodontists or oral surgeons.

Q. What is the gross practice revenue?

Why we ask: This helps us assess the doctor’s financial capacity to invest in practice growth.

Q. What are the top three greatest obstacles you’d like to overcome?

Why we ask: This open-ended question helps us identify challenges and create a tailored roadmap for success.

Q. What are the most and least effective marketing campaigns you’ve had?

Why we ask: Understanding past successes and failures guides us to recommend effective strategies.

Q. How much are you spending monthly on marketing?

Why we ask: A doctor’s budget often reflects their commitment to growth. For example, in highly competitive markets like LA, $2K/month is insufficient, whereas in smaller markets like Ft. Wayne, Indiana, a starting point might be $5K–$10K/month.

Q. What specifically are you trying to promote?

Why we ask: This helps steer them toward high-margin services like dental implants or Invisalign.

Q. Do you have someone managing your SEO?

Why we ask: Many practices undervalue SEO or are dissatisfied with their current provider.

Q. How do you handle inbound calls during and after office hours?

Why we ask: Calls are often mishandled due to multitasking front desk staff. Calls lasting 10–12 minutes, as seen with ClearChoice and Renew, allow for rapport-building and higher appointment conversion rates. Practices not answering calls after hours lose additional opportunities.

CRTX Phone AI Agent handles calls 24/7, schedules appointments, 
tracks and records calls, and converts calls to text.

Q. How did your practice perform last year?

Why we ask: Identifies whether the practice is growing, stagnant, or shrinking.

Q. What percentage growth or decline did you experience last year?

Why we ask: Practices with more than 10% decline are often highly motivated for change.

Q. What is your growth goal for the next 12 months?

Why we ask: Establishes their ambition and whether they are a good candidate for marketing services.

Q. What is your case acceptance rate for dental implants and full-arch cases?

Why we ask: Most practices overestimate their acceptance rates. Asking follow-ups like “Do you track by procedure?” demonstrates expertise and reveals gaps.

PreVue helps increase case acceptance rates.

Q. Do you keep a list of patients who didn’t accept treatment?

Why we ask: This list can be used for lead nurturing through CRTX, increasing conversion rates and revenue.

Q. Do you have a lead nurturing program?

Why we ask: Most offices don’t, leaving valuable leads untapped.

CRTX Lead Nurturing integrates with practice management software, offering tailored follow-ups and keeping the practice top-of-mind

Q. What is the name and version of your practice management software?

Why we ask: Determines if CRTX tools can integrate seamlessly. CRTX supports systems like Dentrix, Eaglesoft, Open Dental, and more.

Do you track and record inbound calls?

Why we ask: Unmonitored calls can result in lost revenue. Tracking calls helps optimize appointment ratios and ROI.

CRTX Agent Scheduling

CRTX Call Tracking & Monitoring

Q. How many 5-star reviews do you have?

Why we ask: Reviews build trust and attract patients. Tools like Yappus help generate authentic Google and Facebook reviews.

Q. Are your local directories accurate?

Why we ask: Discrepancies in name, address, or phone numbers hurt online visibility.

Do you offer team incentives for growth?

Why we ask: Incentives align team goals and boost performance.

Q. Have you provided communication or telephone training to your team?

Why we ask: Poor phone handling is a common revenue loss point.

Q. Do you have online chat or scheduling on your website?

Why we ask: Why we ask: These tools significantly increase conversion rates and new patient visits

CRTX Online Chat & Scheduling

Q. Do you have video testimonials on your website?

Why we ask: Video testimonials are powerful tools for patient education and conversions.

Q. Are you running a social media campaign?

Why we ask: Social media is an underutilized tool for many practices.

Would you like to add $30K to $90K per month
in incremental revenue to your practice?