What if your practice could run smoother, convert more patients, and scale without burning out your team?

This episode dives into the playbook of Kristen Davis, a strategic operator who’s worn nearly every hat in a dental office, from ground-level execution to high-level growth planning.

Kristen shares the real story behind launching and scaling a de novo dental practice during the chaos of COVID-19, turning disruption into a blueprint for resilience and expansion. She introduces SOPHIE, a dynamic AI-supported platform that transforms dental operations by bridging the gap between software and staff, ensuring consistency, accountability, and real-time visibility. Kristen walks us through practical tactics that boost retention and reduce stress, from patient-first scripting and high-conversion follow-up cycles to purposeful morning huddles. Plus, she reveals hiring secrets, onboarding frameworks, and the essential tech tools practices overlook, all rooted in her firsthand trials and wins.

What You'll Learn in This Episode:

• How a dental startup thrived during a pandemic by systemizing operations
• The exact follow-up schedule proven to improve unscheduled treatment conversions
• Patient-phone call frameworks that nail the “why choose us” question fast
• Chairside scripts and cues that increase case acceptance (without pressure)
• The daily and weekly team habits that cut chaos and elevate accountability
• Why separating treatment and financial coordination roles drives smoother workflows
• Structured onboarding that creates confident, culture-matched new hires
• How to use technology like SOPHIE and Patient Prism to maximize team performance
• Proven strategies for holding vendors accountable and protecting your data
• Ways to infuse your practice’s mission and values into everything your team does

Hit play and discover actionable strategies you can use to build a practice that grows, adapts, and never skips a beat, no matter what challenges come your way.

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Sponsors:‍Oryx: All-In-One Cloud-Based Dental Software Created by Dentists for Dentists. Patient engagement, clinical, and practice management software that helps your dental practice grow without compromise. Click or copy and paste the link here for a special offer! https://thedentalmarketer.lpages.co/oryx/Click here for a special offer!

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Net32: Founded by a dentist, for dentists. Net32 is the leading online marketplace for dental supplies, helping dental and medical professionals save on high-quality products for over 25 years. Start saving today at: https://www.net32.com/dentalmarketer

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Click here for a special offer!Business Name: SOPHIECheck out Kristen's Media:

SOFIE: https://www.hisophie.ai/

Instagram: https://www.instagram.com/kldavsherm/

LinkedIn: https://www.linkedin.com/in/kristen-davis-sherman-331831a8/

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Mentions & Links:

Tools:

• Patient Prism
• BIT USA
• Sunbit
• CareCredit
• Cherry Financing

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Host: Michael Arias

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Join this podcast's Facebook Group: The Dental Marketer Society

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