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The Delivering WOW Dental Podcast

Founder of Dental Boss Academy and the Dental Boss Platinum Coaching program, Dr. Anissa Holmes helps practices grow by focusing on leadership, effective case presentation, systems optimization, and implementing high return marketing. Dr. Holmes is also dentistry's leading digital marketing expert, having trained over 5000 practices to leverage social media to effectively grow their practices. Dr. Holmes has been named one of Ultradent's Female Icons of Dentistry, Dental Product Report's TOP 25 Women in Dentistry, and has been featured in top publications such as Dental Economics, Dentistry IQ, Dental Products Report, and Entrepreneur Magazine. Dr. Holmes is also the author of the bestselling book, Delivering WOW: How Dentists Can Build a Fascinating Brand and Achieve More While Working Less. In addition to coaching and being an International Dental Speaker, Dr. Holmes has been a featured speaker at Social Media Marketing World and Funnel Hacking Live, and her Delivering WOW Dental Podcast has listeners in over 125 countries.
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Now displaying: September, 2020
Sep 28, 2020

Hi everyone, and welcome to another episode of the Delivering WOW Dental Podcast. Today, we're talking about how to use Google My Business in your dental plan and I'm just so excited to be sharing this information. Oftentimes you hear me talking about social media marketing, you hear me talking about making relationships with other businesses in your community so that you can build those partnerships. But what we're talking about today is something that I haven't actually talked about before. And it really is how can you utilize Google My Business, which is a free tool, to be able to bring more exposure to your practice. And again, so excited about this, because this will be once implemented correctly, transformational for your practice.

Now you might be asking me, well, what is Google My Business? Or I've already got a Google My Business listing. And so Google My Business, if you're going to Google, Google My Business, you'll see where you can actually go in and you can customize your listing for your practice. So you can put in your practice hours. You can go ahead and put in a link. So if people are wanting an appointment, you can go ahead and put in an online scheduling link. You can go ahead and verify your location so that a map shows up when people are searching for your practice. But what many people do not really understand with it is that you have these other functions and options. And one is to be able to go ahead and upload photos or upload videos directly to Google My Business. Now you might be asking me, well, what's the big deal about that?

Well, number one, Google is of course the number one search engine and what many people are focused on and you'll hear out there is like, we want to get more Google reviews. And so there's a lot of emphasis on deciding, and I hear it in Facebook groups. Like what companies should you use to help you get more Google reviews? Or should we just take the review link that Google gives us and we just put it into our emails that we send to our patients? Like what's the steps and process? But imagine in addition to that, you have the ability to have real live video testimonials that you've gotten for patients or real video testimonials that you've gotten of patients actually sharing their experience. And so it's not just a review, it's actually a video. Well, you can actually do that with Google My Business.

Now as you're going to Google My Business, you may notice that there are some businesses that have videos that are showing up. So you go into a main Google feed and you will type in a name of a business, and in the middle section you'll see videos. So sometimes you'll see Facebook videos, sometimes you will see YouTube videos. What's interesting about these videos is that you cannot actually pay Google to put those there. Those videos are put there organically by you showing up and being consistent over time with doing videos, again, either on your social media profiles or on YouTube. And so this is something that you do have to work for, but what's really cool about Google My Business is that you have the ability on the right hand side below where your practice map will be, will be to actually go ahead and upload and give Google information to show.

So imagine for example, that you are doing a video testimony in your practice, you've given a great experience at the end of the visit. You ask your patient, how was your experience today? And they say awesome. And we say, you know what? We would love if you'd be willing to share a little video testimonial or share a video, or allow us to take a video with you sharing your experience today. There are a lot of people that are afraid to go to the dentist and it just might change someone's life. Now, as you're getting that video, typically it's not a Facebook Live. It's just a recorded video. A lot of times what we're thinking is, okay, well, what are we going to do with that video? And then you are posting it on your Facebook page, you can create an ad with it, get a lot of exposure.

But one thing that you can also do in addition to that is you can take that video and you can actually

directly upload it to Google My Business. And what's really cool is that again, when people are searching for your practice, they see your listing, now they'll see your video. So what's also very awesome as well is that you have the ability to put in a button. And so after you upload the video, you can put in a button which would be a learn more button or schedule an appointment button. And this is where you can put in links for people to go ahead and schedule online. You can send people to your funnel.

So maybe you have a patient talking about dental implants, or maybe you've done a tooth talk Thursday video, where you're doing an educational video about dental implants, again, repurposing that video. If you are uploading it to Facebook, you can use that download feature by using those three dots, you can download the video, you can reuse that video, uploading it directly to Google. And with that again, and utilizing the buttons feature, you have the ability for people to either call your practice directly, and most times they are searching on mobile. So they click that button, immediately calls from their phone. You can put in a learn more button. You can put in a button, for example, if you're talking about implants or Invisalign, if you're using funnels. That would be a great application for you to go ahead and put in your link where people can learn more about the service. They can perhaps see if they're a candidate, take a quick quiz and you can go ahead and capture their email to continue to send them information about your practice.

So again, so excited to share this information with you about Google My Business. It is a free way to be able to get exposure for your practice and to be able to let people learn more about you and allow you to, again, continue to become that authority in your practice. What's really cool, as well is that not many people know about this. And so when people are searching and they're going to other practices pages, they may have a listing there. Your listing will now have those videos. Also, as you're posting to social media, different things that you might be doing in your community, maybe you're doing a charity drive where you are collecting clothes for a local charity, go ahead and repost that on Google as well. And what it does, again, even if people are not participating, it continues to really let people know what you're known for. And so when they're searching, they have that ability to get a sense of how you serve the community, your culture, and again, having those video testimonials, getting those from your patients and reposting and repurposing them on Google is really huge.

Another little tip, a side tip, and we're not specifically talking about this today is actually repurposing your videos that you're doing for Facebook to YouTube as well. And so YouTube is a huge search engine. And so taking those videos and again, uploading them, looking at creating a YouTube channel, it doesn't take very long to go ahead and get those videos uploaded again. Whole nother strategy for YouTube, which we'll talk about in the future episode of how do you get people to see them, the keywords, et cetera. But again, today, we're talking all about Google My Business. And so if you've not yet done so, go ahead and head over, take a look at your Google My Business listing, and start posting your photos and your videos.

All right. So hopefully this was a really helpful tip for all of you. We love serving. And for me, my big calling and purpose is to help dentists understand how to be able to grow your practices faster so that you have time and financial freedom. And so that you are in a position to make a bigger impact on your team's lives, your community, your family, and your world. All right, thank you so much for listening. If you've yet already joined us inside of our Dental Boss Movement Facebook group, we have dentists who are coming together every single week for action taking, learning, and support. And we'd love to have you inside of our free community. To join us all you have to do is go to dentalbossmovement.com. All right, guys, take care. We will chat soon. And until next time keep delivering Wow.

If you're ready to take your practice to the next level, I invite you to join me inside of our next marketing and practice growth challenge. Inside of this challenge, you're going to create a full 12 month marketing

lan, launch a marketing campaign that's going to allow you to be able to connect with your community as well as other local businesses. And I'm also going to show you how to use our whiteboard strategy that we've used with practices to be able to actually double their production, focusing on doing more high value services. Again, I look forward to working with you as well as your team inside of our marketing and practice growth challenge. And to get started all you have to do is go to deliveringwowchallenge.com.

Thanks so much for listening to this episode of the Delivering WOW Podcast with Dr. Anissa Holmes. We'll catch you next time.

Sep 21, 2020

Hi guys, and welcome to another episode of the Delivering WOW Dental Podcast. I am so excited to be here. So today, I'm going to talk about something that is pretty real and honest, and it is about being an introverted dentist and how can we get more dental patients if we are an introverted dentist. So question for you, are you an introverted dentist? And the reason why I ask is that I, interestingly, am. So many people look at me and they're like, "Oh, Anissa, you're so extroverted. Like you get out there, and you're doing Facebook Lives, and I see you everywhere, and you're on social media, and you're having summits and doing all of this stuff." And people actually assume that I am an extrovert.

But what's really interesting is that if you go back to the first episode of this podcast, what you will hear, and it's almost embarrassing, is that it actually sounded like I was reading. And so my office manager, at the time, comes to me after my first episode, and she says, "Dr. Holmes, I listened to your podcast, and it sounds like you're reading." And I was like, "You know what? I'm not going to delete it. It's okay." And what I said to her is perhaps the turning point, and will be the turning point for you, and it's been for so many people that have been through our challenges where I'm challenging people to step out of their comfort zone and do a Facebook Live. What I said to her is that, "You know what? There's something that I have inside of me that I have to give. I have knowledge of how to help people. And what's really important for me is that they find me, that they hear my voice so that I can help them."

And so I continued to do my podcast. And as Facebook Live came out, I started to do Facebook Lives. And now it's really simple for me to do that. And I'm still an introvert, by the way. But what I recognize is that I have a gift and people need to hear my message. You're on this podcast right now. And if I had let being an introvert stop me from getting on the microphone and delivering the message, we may not be obviously where we are today.

So I wanted to really look at that for you and really ask you that question. And the question is do you have a gift? Have you taken time to learn how to place implants, or how to help so many people, and actually save lives, and help marriages as well by understanding how to help patients who have sleep apnea? Have you made a time investment in understanding how to do beautiful cosmetic cases? Because so many times we have introverted dentists that love to learn. You're at conferences, you're taking the courses. Your hands are amazing. You can do beautiful dentistry. And what happens is that no one knows who we are.

And so if you know that you have a message and a gift, it's almost your moral obligation to step out of your comfort zone, to do something that you've never done before, and to go ahead and put yourself out there, because that's the only way people will know about us. One of the fastest ways that I have found, at least to have people to start overcoming their shyness and their introvertedness and putting on an extroverted face, is by focusing on doing Facebook Lives. And what's been so amazing over the years, working with practices, and over the last year or so, working with practices in our marketing and practice growth challenges, I will from day one say, "You know what? I want you to come on. Do a Facebook Live. And guess what? It's okay if you do your Facebook Live and you stumble. It's okay if you stutter over your words. It's okay if the video is sideways."

It's okay, because if it's not perfect, you're learning. And when we learn, we figure out what we need to improve on and we keep getting better. And so even in that group, what I'll say is, "If it's sideways, that's okay. Get in there. We'll show you how to fix it." And guess what happens? Even now, I've been doing, I can't tell you, hundreds of Facebook Lives, and there are times when I get on and I start fumbling over my words. And what do I do? I just delete it. I delete it and I start over. And guess what? You can continue and not start over. You just keep going. And guess what? The next day is another day.

And what's been really interesting is seeing practices and owners and team members to start utilizing, using Facebook Live. And what happens is that now they get more clear with their message. It makes people think more about what is it that you want to say. And interestingly, a lot of the same things that we're doing on Facebook Live we're actually taking into the [inaudible 00:05:59]. And so when we're doing a Facebook Live about let me talk about three different ways to replace missing teeth, or here's why you actually need to go to the dentist. The difference between doing it at home and doing it in the office. Or anything that you're doing. Getting out of your comfort zone, doing the gift card giveaway to go ahead and get gift cards from other businesses. Man, that's really hard for people. A lot of times people are saying, "I'm very nervous to go and ask another business for a gift card."

And all of a sudden, I'm challenging you, yes, I am, to go ahead and do it anyway. And now you step out of your comfort zone and you realize, "Wow, that actually wasn't that hard. I asked someone and they said, 'Yeah, I would love to do that.'" And guess what happens? Now you get more confident and you can do it again and again and again, and build more relationships and market your practice.

And so again, today, I really wanted to talk about this because I see so many dentists who are introverted, including myself. But if your business matters to you, if your practice matters to you, if your patients matter to you, and people in the community that need to find you, then it's really urgent and important that you step out of your comfort zone and you do it anyway. So hopefully this serves you. I love helping you to be able to step out of your comfort zone. And so hopefully with this, you will take that next step.

All right, guys, hopefully this was helpful. I look forward to chatting with you guys again soon. If you haven't yet signed up for our Marketing and Practice Growth Challenge, you definitely will want to do that, deliveringwowchallenge.com, so that we can help you get to the next level. If you're using the code dentalbosschallenge, the challenge is completely free, so we'd love to be able to help you with that. Again, thank you so much for being a listener to our podcast. If you are a member of our Dental Boss Movement Facebook group, I look forward to seeing you every week where we have free training for you and your practice. And if you haven't yet joined us, make sure you're joining us in that group as well, dentalbossmovement.com. All right, guys, thanks so much for listening. Take care and we will chat next week.

If you're ready to take your practice to the next level, I invite you to join me inside of our next Marketing and Practice Growth Challenge. Inside of this challenge, you're going to create a full 12-month marketing plan, launch a marketing campaign that's going to allow you to be able to connect with your community as well as other local businesses. And I'm also going to show you how to use our whiteboard strategy that we've used with practices to be able to actually double their production, focusing on doing more high-value services. Again, I look forward to working with you, as well as your team, inside of our Marketing and Practice Growth Challenge. And to get started, all you have to do is go to deliveringwowchallenge.com.

Thanks so much for listening to this episode of the Delivering WOW Podcast, with Dr. Anissa Holmes. We'll catch you next time.

Sep 14, 2020

The Delivering WOW podcast with Dr. Anissa Holmes, the number one show for dentists who are not afraid to take action and want to receive massive results. Now let's get to work to focus on what matters most.

Hi guys, and welcome to another episode of the Delivering WOW Dental Podcast. Today, we're talking about First Week on the Job Training for your dental team. Now, how many of you have had a new hire to come in and all of a sudden it's a month later, three months later and they're still not doing the key functions that you hire them for? If this is happening, oftentimes what that means is that we don't have a good onboarding system. And so what I'm going to be sharing with you today are some tips that you could use as you're starting to bring in new hires, to get them trained up as fast as possible. And believe me, not only do you want them to be trained and to be able to be efficient and being productive for the practice, they also want to be able to be comfortable in what they need to do. And once you create a great system then you will now have predictability.

Now, as we start bringing in our new hires, even backing it up a little bit, when we are looking for our new hire, when we are interviewing, there's definitely a proven framework for hiring. But part of that is making sure that that team member understands what they're being hired for. What are the roles, what are the responsibilities? And so it's one thing to say, "I'm getting a new office manager," but do they truly understand that their role will now be, for example, to make sure that a particular profit number is set for the practice?

Do they understand that their role is actually to work side-by-side with you to actually carry out your vision, to be able to lead the team, to be able to make sure that a certain number of unscheduled patients are being rescheduled? And it may not be them who's actually the scheduler, but they're holding that metric accountable. They're making sure that marketing campaigns are being done consistently, even though they may not actually be running the campaigns, right? Do they understand their roles and responsibilities? Does that team member understand your core values?

In fact, for my practice, even on the interview or the pre-interview application we actually asked the question of which core value in my practice resonates with you the most? And we actually have that as a question when we have our group interviews. And so as we start looking at onboarding, if we actually inside of our recruiting process, we actually are very clear on their roles, on their responsibilities, that really makes this training in onboarding a lot more beneficial, okay?

Let's go ahead and talk about the onboarding process and typically what that looks like. Now, the first thing that I think is very, very important is to have an orientation with your new hire. That is looking at making sure that they understand your vision for the practice, your vision for them, how you see them growing within the business. Really important for them to understand very, very clearly their hours, right? When are they working? People want to know when are they being paid? What about vacation time? What about sick leave? When do they get breaks?

These are things that oftentimes they are asking on demand when they have the question. If we can just go through this as an orientation then now there's a lot of clarity. Also, you want to make sure that you have a checklist for collecting information, such as a background check form, an employee application, making sure that you have all of the tax documents. If you are requiring certain vaccinations that you have that in place. Really important we also start looking at things like X-ray training, do they need to have that in place? And so these are the things that we're looking at, okay?

Also very important is that the team member again understands their essential functions. And so if they are for example coming in as a dental assistant, are they going to just be responsible for helping the doctor in the operatory? Will they also have to be responsible for sterilizing the equipment? Are they going to be responsible for actually having those conversations with patients about treatment? For example, in my practice, our dental assistant, one of them is responsible for doing all of the scans and talking about Invisalign.

Do they understand clearly the additional duties that they will need to do? Will they be ordering supplies, right? Because every dental assistant in every practice may have different roles and responsibilities depending on how big the practice is. And just because they're coming in as an assistant does not mean that they understand exactly what we will do in our practice so that's really, really important.

Now, as we start looking at training and evaluation what's really important is that your training is actually done in stages and that you have evaluations done at the end of each week. And so typically what I will recommend is that you actually have a six-week training period and you would again be able to make sure that this new hire has basic proficiencies in different areas. And so over the six weeks you'll be looking at their ability to suction, their ability to chart, sterilization procedure set up, how they're scheduling appointments, right? Making sure that they can take X-rays. They can take intra-oral photos, making sure that they can do an office tour.

And so as we start looking at breaking this down week-by-week, we can ensure that they actually have the skillset, that they have the confidence, that they're following what we're looking at in terms of that new hire. And so what this could look like for a dental assistant is on week one, having them to actually read the dental assistant manual. Typically, in a manual what I will recommend is that you have a manual that has photos of your setup, that has information about each procedure, right? So having them read your training manual is really, really important, okay?

Also making sure that they learn proper shutdown and start up procedures for the day, learning the office tour. Also important for them to understand basic instrument setup for hygiene and for exams because as you know, what will happen is that every dental practice is different. So taking time to not just throw them in there but actually taking that week to make sure that they understand how to set up for your procedures, making sure that they understand how to break down the room, sterilization. Make sure that they understand tooth anatomy, right? And at the end of the week then now you can go back and you can actually assess and say, "Go ahead and give me an office tour." And you can actually ensure that they are doing it in a way that you will like, okay."

Some examples for week two is having them to learn your process for intra-oral photo taking, introduction to X-ray training. What we also love is having our team members to actually watch videos on procedures. And so if you have a software that allows your team members to be able to watch educational videos or even go into YouTube, it's very powerful. We typically will do that in our practice as well. I'm having them to actually watch videos so that not only do they understand, but they understand how to communicate effectively about that procedure because as we know patients are coming in, they're asking questions and so now our assistants are also serving as an educator.

And if you're looking for training for your dental assistants on the business side of dentistry, how to be able to close more cases, how to be able to communicate effectively to get patients to say yes, how to be able to set goals and become an active versus passive dental assistant, we'd love to be able to work with you and your team inside of one of our programs. Making sure that they understand the setups for the advanced procedures for your crown and bridge through implants, right?

Moving into two surfaces numbering, you may assume that your dental assistant understands when you say, "We want to go ahead and do a MO on tooth number three, but maybe they don't know what that is especially if they have not been assisting for long. So making sure that they understand teeth numbering, make sure that they are understanding how you want them to suction, what's the best way and again at the end of week two going ahead and giving them an evaluation, okay?

That's typically how we will do week three. We're getting into perio chart training, learn instrument tray set up for root canal. Every week you're putting in more things, how do you use the autoclaves. Week four you can go into instrument set up for extractions, looking again at hands-on suctioning. You can start getting into impressions for whitening, creating whitening trays, understanding dentures and what needs to be done for denture adjustments. Then going into again week five and week six, and as you're going into week six, looking at how do you plan a treatment plan? How do you chart needed treatment, understanding on how to navigate the appointment book on week six, getting into phone training and introduction to scanners.

As you can see, having a weekly training schedule for onboarding is not only going to help your team to be successful but it's also going to make sure that you're able to be very clear about what you are looking for. And a lot of times I'll hear a doctor say, "I work too busy to treat you my team." And then what happens that years later you are at a disadvantage because every time you're asking for a particular instrument they don't know what you're talking about. Or you are doing things yourself and you're saying, "I'll just print this out myself." Or, "I'll just chart this myself," because you haven't taken the time to actually train your team, right?

As you get a bigger team what's really great is you can start elevating people up to become leaders. And so in my practice now we have a lead dental assistant, we have a few dental assistants. And so her role and responsibility is actually to go through this training and onboarding process with any new hires. And so now she is actually gone through this onboarding process with our dental assistants that have come in and now that has taken that off of my plate, as well as the plate of the office manager.

And again, you start looking at this and even with an office manager, many times they don't have the ability to actually go ahead and oversee the onboarding of a dental assistant. They may not have the knowledge of core skill steps of taking impressions or scanning, or understanding the tray setup. That's something that you can keep in mind as well.

Hopefully this was helpful for you. You are definitely going to want to create a training and onboarding process for all of the roles inside of your practice, right? This will allow you to be able to get your team members comfortable so that now you can start focusing on additional things, right? And this is going to be looking at what is their rock? What is the KPI? What's the one thing you want them to focus on again? How many same-day rollovers are you going to be helping the doctor achieve, right?

Having those conversations about Invisalign or implants, it's going to be really important to help the practice to continue to grow. And so the faster we can get through the foundational basics the faster we can get into those profitability conversations. I definitely recommend that you go ahead and start implementing, putting in your training processes and creating a system for this. This is something that we are definitely helping practices with within our Delivering WOW programs. And so if you're interested in having us help you we certainly are here to be able to lend that support. All right, that's pretty much it for today. Thank you so much for listening to another episode of our Delivering WOW Dental Podcast and we will chat again soon.

Thanks again for listening to another episode of the Delivering WOW Dental Podcast. Now, the next step is for you to join us inside of our Dental Boss Movement Facebook group, where dentists are coming together for support and action-taking tips and motivation. To join us in the group, head on over to dentalbossmovement.com. And if you're looking to grow your practice faster, make sure you join us inside of our next marketing and practice growth challenge. And to learn more, go to deliveringwowchallenge.com. Take care and we'll see you inside of our next episode.

Thanks so much for listening to this episode of the Delivering WOW podcast with Dr. Anissa Holmes. We'll catch you next time.

Sep 7, 2020

Hi guys, and welcome to another episode of The Delivering WOW Dental Podcast. I am super excited to be here with you today. So today I'm actually going to be discussing automation and how you can create an automated dental practice. Now, the reason why we want to create automation in our practice is that automation adds accountability in our business. And oftentimes where we really fall short is that we're very busy, right? As owners of a dental practice, we are doing the dentistry. We are managing patients' expectations. We are leading a team. We have families at home at the same time, right?

And so, many times what happens is, of course, we are putting a lot of things on our plate. Things slip through the cracks and at the end of the month, we're like, "Oh my gosh, I didn't get that done. And I really wanted to get that done." And so the faster you can automate your systems, automate your processes, that now can be even managed and handed over to a member of your team, you actually will have the ability to actually scale your practice and grow your practice and be more predictable. So super excited about that.

Now, I'll talk today about a few tools that you can use to automate your dental practice. And these are tools that I actually use in my own practice and tools that we also use for members of our Platinum Mastermind and our online virtual coaching and training program that we have for doctors and teams through our Platinum Gold Program. Okay?

And so what we're looking at here are utilizing tools like number one, utilizing whiteboards, right? Whiteboards allow us to automate the process of looking at how many new patients that we're getting day to day or even week to week. Right? It also allows us to look at the number of testimonials that we're getting. It allows us to look at how many crowns we're doing, or if our team is actually having conversations with our patients about services that we are starting to implement. So say, for example, you make a decision, "I am going to start implementing Perio Protect in my practice." Right?

And Perio Protect, for those of you who don't know is a great service that you can have for your patients where you're creating custom-fitted trays, similar to a bleaching tray. It delivers a gel solution where they can actually do this at home. And once they are using it, it will decrease bleeding, inflammation, pocket depth, decrease their chances of needing to have surgery. And this is a procedure that actually can bring in significant additional revenue for your practice.

And so say, for example, you take the course to become certified in Perio Protect, your team does your training. And all of a sudden, many times, if there's no accountability, then what will happen is that now it's the end of the month. And you're like, "Oh my gosh, we planned on starting, but we actually didn't start." And so if you can use a whiteboard as a tool for an automated process, then now what happens is that you will not have that goal slip through the cracks, right? You will know if you're not hitting the goal, that the team is not having the conversations, and now you can go back to the team and say, "I see, we're not hitting the goal. What can we do to hit the goal? Do we need additional training? Is anyone stuck? Do we have any issues with getting the cases to the lab?"

Because sometimes there are things like that, that as the owner, we may not be aware of. Maybe our dental assistant is still trying to get the lab set up and get everything put in place with the scanner, right? So these are things that we will want to know. And when you have an automated process for accountability, then now you will be able to quickly get to results. Okay? So, that's one of the things that we want to look at.

Another thing that we want to look at is how can we automate communication in our practice? And one of the tools that we teach, and one of the tools that we utilize again in my practice is actually a tool called Asana. And how it works is it is actually a software that you can use to number one, to be able to automate the process of having a place to put down all of the gaps in your practice, all of the issues, all of your wishlist items of things that you want to implement, right? And then from there, you can actually utilize a system such as a level 10 meeting so that every week now you can go into Asana and you can go ahead and have at the very top where are people at the beginning of the meeting.

If you're having this once a week meeting where your team members can come together and say what is their personal and professional best? What is the thing that they're proud of for that week that they've done in the business and personally? And again, having a level 10 meeting and even utilizing Asana now allows you to automate the process of doing this check-in with your team every single week. Some other things that you're doing on this level 10 or in this level 10 meeting that you're having once a week. And again, we use Asana templates so that we have this format where we just follow it so that nothing slips through the cracks. But we also have that opportunity to look at our practice performance.

And so weekly, we're looking at our scorecard numbers and scorecards are something that we have built into our Platinum Coaching Platform where practices can log in and now we can actually track their new patient numbers, their doctor, and hygiene production per visit. We can look at the accounts receivable week to week. We can look at how many unscheduled patients were rescheduled. We can look at the hygiene reappointment rate. So there are specific metrics that we can have the doctor team leader of the team go in and set goals for and we can see for that week, if you've hit the goal, right? If you've hit the goal, then it's an opportunity to celebrate your team for a job well done.

And if you've not hit the goal, then now we know where the opportunities are to have a discussion as a team and say, "Well, why did we not hit the goal?" And start looking at, "Okay, well, what can we do to get back on?" Which is where inside of our programs, we actually provide the coaching to now be able to get you back on to get those numbers up so that now, hopefully in the next week, you can go ahead and hit or surpass your goal. Okay?

So having this automated process to now have you hold yourself accountable to looking at your numbers is going to be very powerful. Also, inside of your level 10 meeting, you can look at previous to-dos. So say, for example, you had someone on the team that you had assigned to send out an email. Maybe it's an email that is stating that you're going to start doing Invisalign in your practice, or this month, you're going to be doing a special marketing campaign where you will actually be giving away gift cards for local businesses, and you want to have your patients to participate, right?

And so within this meeting, again, you can go ahead and look at previous to-dos. And now you can ask that team member, "Did that email get sent out?" Right? If not, why? Really, really powerful stuff. And then also, as you have things coming up, maybe that week, you had a lot of broken appointments. Maybe that week, you had insurance that did not pay on particular claims and you want to have a discussion about maybe your system or your process for following up with insurance. Or maybe you had made a decision to go ahead and for example, collect a copay for PPE, right? And it was not collected. And so now there's a time within that meeting that you can actually have that discussion and find out what happened, what was the real issue, right? So that you can not blame or create excuses, but actually just discuss it so that you can create a solution so that in the future, you won't have that issue again. Right? So that's extremely powerful again when you can automate the process of actually having these discussions.

And what's really cool within these level 10 meetings, is that typically, at least in my practice, and what we recommend for practices is that these meetings are held once a week on a Tuesday morning, perhaps before you start seeing patients so that you don't have any reason why you can't do the meeting if you're running late with patients. I don't recommend having it right before lunch, but if you have it in the morning before you get started, then now you have everyone's focused attention. And then the day before on Monday is when the team can go ahead and fill in the scorecards. Okay? So, that's typically how you can look at automating.

What's really cool about Asana as well, is that you don't actually have to even wait until this weekly meeting. What you can do is within the actual task, so say, for example, you have made a decision that you're going to treat 100 kids for free, right? So you're going to do a special drive where you're going to help and do something special in your community. Well, with that drive that you're going to do you have a particular team member that will own that task. Now it doesn't mean they're going to be doing all of the tasks, but they will own making sure that it gets done. And so they will perhaps collaborate with other team members and say, "Okay, who can call a company to get items donated? Who can go ahead and print out coloring sheets for the kids so that when they arrive, they'll have coloring sheets? Who can..." Right? And then you just start going from there. Right?

And so what can happen is that throughout the week, there's actually conversations within the actual card, within Asana. You can actually go ahead and tag any individual collaborators. That means any of these other people on the team that are working on that particular project. And now people can communicate about that specific project within the card, which is really powerful. Because again, now you can get stuff done throughout the week and you don't have to actually wait until the next time that you're having a level 10. And what's really cool as well is that the doctor can be included in these conversations so that now the doctor, you don't have to necessarily even do anything as it relates to the test. But now you are aware of what your team is working on. And if they need your specific feedback, they can tag you and say, "Doc, what do you think?" So this is some really powerful stuff.

We also use in my practice, Asana to be able to, and we have a separate board from our level 10, to look at our bills, right? And so we have a private board between myself and my office manager, where she actually enters in all of the bills that come in, that needs to be paid. She actually scans a copy of the bill, which can be scanned directly into that card, or it can be imported in, in linked In from a Google Drive. So if you're using Google Drive, as we do in my practice and what we teach in our programs, then now you have really good organization of your bills that that link could actually be shared with your accountant or an external person that's going to help to audit all of the things that are happening in your practice.

But what you can do again in Asana is now you can have that, so that even if you're not in your practice, maybe you have an admin day when you're working from home, then now you can go ahead and go in, see what bills that need to be paid. You can see the physical bill. She can go ahead and even type in where there's a tab or field in there, the amount of the bills. So now very quickly, if you're paying your bills from home, you can also do that. And again, now this is a great automation process so that you don't have bills slipping through the cracks. I can tell you, it actually happened in my practice multiple times, where I'm just so busy, where all of a sudden the power bill hasn't been paid. And we even had one time, the power company show up to turn off our electricity. And it wasn't that I didn't have money to pay my power bill, I just didn't have a system. And so now we don't have those issues, because we have that automation already built-in. Okay?

So I really love automation. It's a great way to be able to get accountability, to be able to scale. There are so many other ways that you can automate your practice. We also put automation into our marketing. And so, one of the things that we do within our marketing, which is really cool, is we've built out marketing funnels. And so how that works is, say, for example, we're having a coloring contest. We've actually built out automation where we can issue out a coloring sheet. And when people download the coloring sheet, we actually collect their email address so that we can send them the coloring sheet. That's all automated, right? And then once that happens, then now we can get their email address so that we can start sending out automated email addresses, letting them know about the practice.

And we can even include in an online scheduling link, such as LocalMed or one of the other online schedulers, or we could put in our practice contact us page from our website, for example, if you don't have the online scheduling link. And so now again, it's automated where people can actually make appointments. We've done the same thing for implants. We've done the same thing for Invisalign. So we could do, for example, a Tooth Talk Thursday video, where we're discussing different ways to be able to straighten teeth. Maybe we're talking about Invisalign. And then we can say, "If you'd like to learn more and see if you're a candidate, go ahead and take the quick quiz," right? And then from there, again, it's automated where they're answering questions to a quiz and where at the end of taking the quiz, we can offer them an opportunity to come in and there would be an opportunity there for them to go ahead and schedule online.

So I absolutely love automation. Automation with creating systems is amazing. Again, using whiteboards, utilizing your scorecards, where you can automate the process of having a system where you know week to week, how many patients rescheduled, how many patients last week left without an actual appointment. It's really, really powerful stuff. I absolutely love having this automation in my practice and it's helping the practices that we serve grow really, really fast.

So hopefully this helps you and serves you. If you're looking to put in more automation into your practice, if you're looking to be able to utilize the scorecards and whiteboards and even understand how to automate your marketing, we'd love to be able to help you with that. This is what we love to do. This is what Delivering WOW is known for, helping you to grow your practice faster. And if so, we'd love for you to reach out to us. Once you go into our website, deliveringwow.com, you'll see our programs, you see how we can help you to be able to take your practice to the next level. All right?

So again, hopefully, this helps you and has inspired you to think about how can you automate more systems and processes to take things off of your plate. Once you start automating, then what will happen is that you will grow. You will scale. You will have opportunities to be able to do more, to be able to delegate more to your team and to allow your practice to be able to get to the next level. Again, I look forward to chatting with you. If there's anything I can do for you, again, feel free to reach out to our website, send me a Facebook message. And we look forward to helping you get to the next level.

Thanks again for listening to another episode of The Delivering WOW Dental Podcasts.

Now, the next step is for you to join us inside of our Dental Boss Movement Facebook Group, where dentists are coming together for support and action-taking tips and motivation. To join us in the group, head on over to http://dentalbossmovement.com. And if you're looking to grow your practice faster, make sure you join us inside of our next Marketing and Practice Growth Challenge. And to learn more, go to http://www.deliveringwowchallenge.com. Take care, and we'll see you inside of our next episode.

Thanks so much for listening to this episode of The Delivering WOW Podcast with Dr. Anissa Holmes. We'll catch you next time.

 

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