Kim, this is the formal version of what Sarah and I have been wanting to bring to you. Two practices to start: Ressler Dental and Troy Family Dental. Both have a real operational need on a clear timeline, and both feel like the right fit for the work you do best. The pages that follow walk through scope and timing for each. All we need back from you to move forward is two numbers: anticipated hours per engagement, and the hours you can commit to. We will work out final terms together from there.
Sarah and I have been wanting to bring you into SGA in a more structured way for a while. This is the first version of that. Two practices we know well, both with defined, near-term operational needs that fit the kind of work you do.
If these two go the way we think they will, the next conversation is about a broader, ongoing role with us. Most likely a recurring cohort program where you work with a small group of practices at once instead of one at a time. There is more on that on page four, but for the purposes of what we are asking today, treat it as where we are headed and nothing more.
On structure, we want to work the terms out together. Tell us how many hours you anticipate each engagement realistically taking, and how many hours you can commit to. Those two numbers are what Sarah and I will use to come back to you and talk through final terms.
Both engagements have the same shape. You come in, watch how the practice actually runs, audit what is happening against what good looks like, give the team direct feedback, and help them get better. The only real difference between the two is where each practice is starting from.
Ressler is earlier on. From what we can see, there is no real operational infrastructure in place yet, or at least nothing structured enough to call it that. Your job at Ressler is to come in, get an honest read on how the practice runs day to day, and help them put names on what good looks like. Grow Dental will be handling the Go High Level CRM training in parallel, so we are positioning your time to the practice as CRM-adjacent. The doctor sees one coordinated visit instead of two separate consultants on his calendar.
Troy is much further along. The operational machine is mostly already in place, and the team is strong. They are fee-for-service, which means no insurance to soften the case acceptance conversation, and the financing conversation Erin runs is the highest-leverage piece left to sharpen. The gap is from very good to 10/10, and that is what your time at Troy is for.
Two numbers from you and we can move. No need for a long document. A short email with the numbers below works fine. If you want to note any assumptions or thoughts on structure, that is helpful but not required.
Itemize Ressler and Troy separately. The two numbers across both engagements are what we will use to land on terms that work on your side and ours.
Ressler and Troy are not one-offs. Behind them, we have a steady flow of practices new to full-arch dentistry that would benefit from the same coaching this proposal scopes, delivered one practice at a time at first.
Once two to four of those practices are sitting at roughly the same stage inside a quarter, the format we want to test with you is a weekly cohort session. Same content, four or five practices in the room, one prep cycle on your end. That is the bigger version of the relationship we have in mind a quarter or two from now. We will come back to you with a proper scope and structure for it once we see how the first two engagements land.
The cohort program is the direction we are headed. The scope on the table today is just the two engagements in Section 02. We will come back to you with a proper proposal for the cohort when the time is right.
Thank you for reading through this, Kim. Sarah and I picked these two practices on purpose. Both of them will benefit from having you in the room, and both will be in a better place by the time you wrap.
If anything in here needs more context before you respond, please just call. A 15-minute conversation now beats chasing clarifications over email later.