#939: Strategic Tips for 2025
Figuring out how to drink from the firehouse of the new year can be overwhelming. Tiff and Britt give suggestions on where to start your journey to improving your practice’s growth, or perfecting your scheduling, or addressing high cancellations — or whatever your goal is in 2025. Episode resources: Subscribe to The Dental A-Team podcast Join Dental A-Team Consulting Leave us a review Transcript: The Dental A Team (00:00.983) Hello, Dental A Team listeners. I am so excited to be here with you today. I have pulled in the one and only Britt. We still need a really strong nickname for you, Britt, but I'm just excited to be here with you today. And I love Britt. People call me Tiff. I love Britt. I feel like it's just like rolls off the tongue. So we'll just, we'll stick with that for now, but we're here in the new year. I'm excited to have these conversations. I've pulled you for a few podcasts today and I just think that you are going to be so stellar. at the content that we're gonna talk about. And doctors, I hope you're here to freaking learn. Britt, one of her nicknames is No BS Britt. So welcome to that. And I say that today because we're gonna be just talking a lot of business in a lot of the podcasts that we're recording today, but especially this one and some planning for the year. We're in 2025 now. So I wanna make sure you guys are just totally prepped and planned for it. So Britt, how are you on this fine, beautiful morning in Arizona today? Britt (00:56.718) mean I'm great. It's a sunny day every day pretty much here. So you got to love it. I love that. I'm like, I mean, there's a few nicknames out there, but I don't like spiffy Tiffy is such a good one that like, I don't know if the rest of us will get one that's like that same level, which is deserved. But yeah, so I've got a few but nothing quite like spiffy Tiffy. The Dental A Team (01:09.455) I know. The Dental A Team (01:17.303) I know, you had to come in early, you know? The nickname game started earlier than everyone else got here. That must be what it is, right? Yeah, yeah, yeah. think things just, my grandma called me Tiffy my whole life growing up. I was Tiffy. And so I think things just rhyme with Tiffy better, you know? It's like a hard end at Britt or Tiff. So it was easy to, it was easy to monopolize on that one. But it is. Britt (01:19.266) I know. Britt (01:24.137) It just takes some years. Eventually we'll get there. The Dental A Team (01:45.709) It is always sunny. I feel like this year I decided, or not this year, I guess last year, I told my son, I said, I think we just need to stop pretending like we live in a state or a space of life that actually has a winter. People who live in the tropics, they just realize, guess what? It's just going to be tropical. Like we're not going to get a winter and that's okay. And I think in Arizona and Phoenix, at least, like that's the life we need to start living. Stop pretending like it's going to be sweater weather. It's not going to happen. So here we are. Yeah. Britt (02:15.414) saying, it's warmer this year. Every year we say like, it should be cooler. Like exactly, like it is what it is and you know what? I'm happy for it. I am perfectly fine not having freezing weather. The Dental A Team (02:21.603) Yeah. The Dental A Team (02:27.672) I agree. I agree. The 70s in December, I will take it. It's fine. We'll just see what the summer looks like. So we'll chat back around on that when the summer comes. Britt (02:32.161) Absolutely. We'll sound a little different then, but it's fine. It's short. It's short. The Dental A Team (02:38.928) Yeah, yeah, I love it. this kind of, honestly, all of it kind of goes into itself and the plans and the prepping and looking forward. And we are in the business of constantly looking at where we're going. But you also have to look at where you've been. And so in order to make sure your 2025 is super, super strong, you guys, we kind of wanted to revisit some of the pieces that we chatted about towards the end or towards the last quarter, Q4, of 2024. some of those strategic planning tips and tricks that we had given you back then. We want to make sure that you guys actually implemented them and then look at, okay, implemented, now how do we use them? So I brought Brett here because Brett, think your business brain is brilliant and I want to make sure we don't miss any of the pieces. So guys, I know we chatted about this. It might be a review. But I really want you to dig deep sometimes when you re-listen to a podcast or when you listen to something that has similar information, you're like, gosh, I didn't hear that last time or this means more to me today than it did when I listened to it three months ago because I'm in a different space. So I really want you to dive deep. I want you to listen in. One of the biggest pieces I think practices can miss is the opportunity to look at the stats and really, really look at where you've been. where you're trying to go, but where you are right now. for it, correct me if I'm wrong. I think 99.9 % of the people who come to us, the clients, the potential clients, the future clients, the listeners are here saying, we need systems. And WATM is here and we get to build systems. And we come in and I'm like, gosh, you have so many systems. Like the reason that you feel chaotic is because you don't know where to start. Britt (04:03.172) you The Dental A Team (04:25.893) Right, Britt? So how do we help them? I really want them to learn how to check trends, know where to start, know what like 2025's focus needs to be, because systems, like you've got a whole dental practice, you've got multiple departments within your dental practice, and to say systems is quite overwhelming. It's like, you know, trying to pull a raindrop out of a rain cloud, it's just not possible, and it causes a lot of chaos and confusion, and I think narrowing that down helps people to be able to see. What needs to come next? What's that next step? So Britt, you do work with a lot of clients and you've worked with a lot of clients over the last three years that you've been here with us. Thank you so much. A little longer than that now, but almost four. But how do you help them to really see that space, especially going into the new year to say, okay, what do I need to do this year to be super successful? Britt (05:18.5) I think Tiff, comes from planning for systems, yes, and also our big picture like ultimately shapes our priorities. So like, that's why I think even in Q4, we harp so much on like, all right, what's happened this year? What do you want to do next year? What are our goals for next year? Because having a path or having something we're shooting for helps us to prioritize some things. For example, let's say, great, we want to grow 15 % next year, right? We've got the space, we know our schedule's not full, we want to grow our revenue, our collections by 15%, and then it's like, all right, then if. what's going on that's keeping us from getting there. So then we like walk it back and those are some of the important stats that we need to set goals around and make sure we're tracking. If our schedule's not full, then it's like, all right, do we have enough patients to fill the schedule? Do we not have enough patients? Do we need to get more? Is it a marketing thing? Is it just better scheduling and follow up on our end? And that's gonna start to shape some of the systems. So like with this example. The Dental A Team (06:10.801) Go. Britt (06:16.824) Let's say our schedule's not full. All right, do we have block scheduling and how are we following up with people who don't have appointments? Those would be two systems that we would start with to get things rolling in the right direction to set us up for success in 2025 if you've got a growth goal like that. The Dental A Team (06:17.234) . The Dental A Team (06:31.046) Yeah. Yeah, I love that. I love that you narrowed it down from big to small. And that's what the trends will show us. And the mark that I think is truly must right is seeing the bigger picture, like you said, but on a small level, which sounds confusing and contradictory. you're like, how do you go like you're saying big, but you're saying small when we're looking at those big pieces, when we're tracking them. And I do love there's like a side tangent. I do love the companies that come in and they pull your stats for you, right? So you've got an outside source and you log in and you can see all your stuff. You guys know what I'm talking about. There's multiple different companies and different systems out there. I do love those analytics companies and resources, but I really, really love too for you guys to know the actual numbers and to know how to pull them yourself, even if you're using an analytics company. I want you to be able to see both of them because I believe that if you have your hands in it yourself, you're soaking in the knowledge. So either way, I want you to just verify, clarify, verify all the pieces, but having a space, I know we've got a lot of our clients, if not all of them by now, on our scorecard system. It's a simple, well simple is probably the wrong word to use there, but it's simple for our clients. It was a labor of love for us, but it's an Excel spreadsheet and I love going old school. Britt (07:48.055) You The Dental A Team (07:54.48) with those kind of simple tools like Excel, because I think if we can get all of that data and metrics onto one screen, right, even in a lot of the analytics, like you've got to, flipped between screens and you don't always see how one trend leads into another trend or one metric can negatively or positively affect a metric that it seems like it wouldn't. So you might have hygiene data on one