Imagine Consulting Group provides consulting services to improve orthodontic practices and teams. They offer workshops on topics such as leadership, marketing, communication, team building, and improving the new patient experience. The workshops are interactive and provide practical skills and tools that participants can implement immediately. Feedback indicates the workshops help create more cohesive teams and empower participants to be stronger leaders.

1. Imagine Consulting Group
Thank you for considering Imagine Consulting
Group to improve your practices and your team.
Please visit our website at
www.imagineconsultinggroup.com for more
information on our services.

2. Meet the Consultants

3. Meet the Consultants

4. Initial Game Plan
• Visit 1-Meet with and interview each Orthodontist and
other key Leaders in the organization.
• Visit 2-Observe Front Desk, New Patient Exams, Clinic,
Business Manager, overall patient flow in practice.
• Visit 3-Discuss observations, conclusions and go forward
plan.

5. Workshop Presentation
• Here is a sample of a few workshops for your
consideration:
• Creating the Ultimate New Patient Experience
• The Treatment Coordinator Workshop
• Team Building for Success
• Communication and Cohesiveness
• Discovering the Leader in You

6. Creating the Ultimate New Patient
Experience!
Presented by
Imagine Consulting Group

7. Course Details:
Treatment Coordinator Workshop: Creating the Ultimate
New Patient Experience
Imagine Consulting Group excels in creating a new patient
experience that will have patients bragging about your office
as well as improving your conversion ratio. Participants learn
how to provide your new patients with an experience like none
other! We start with the initial phone call and walk you
through the deband celebration. The process for the
following: initial phone call, the correspondence with the new
patient, preparing for their visit and most importantly the first
exam will be reviewed in this workshop. Participants will be
taught how to overcome obstacles and sign the new patient.
This workshop includes scripting, new patient correspondence
training, role-plays and written materials.
The next six slides are a sample of the workshop’s
content.

8. Course Objectives
• What makes an all-star TC?
• Providing the best new patient experience
• First impressions
• The first phone call
• Anticipating the arrival
• The TC greeting and initial consult
• The doctor briefing and exam
• Inform, educate, and review
• Closing the sale and potential obstacles
• Financial paperwork and scheduling the start
• Conclusion to the new patient exam
• Helpful phrasing

9. Feedback regarding this course:
• This is a popular course offered by Imagine Consulting Group
because it provides the Front Desk Coordinator and Treatment
Coordinator with the tools for success with every new patient.
• We have worked with practices that had the doctor handling the
entire new patient exam and they have raved at what a
difference having a “trained” TC has made in their practice as
well as the doctor’s stress level.
“The training we have received from the consultants has made me
so much more confident in my new patient exams and I am
converting more patients than ever before!”
-Linda Musser, Treatment Coordinator

10. Sample Slides
The next fours slides are a sample from the
Ultimate New Patient Experience TC workshop.

11. The Makings of an All-Star
• Characteristics of an all-star TC
• Friendly outgoing and genuine
• Excellent communicator
• Believes in the practice, doctor, and treatment
• Goes above and beyond
• Computer savvy
• Strong orthodontic knowledge

12. First Impressions
• Advertising & Marketing
• Community Outreach
• Neighbors, parents, rumors, reputation
• Drive by
• Internet
• The desire for straight teeth

13. The First Phone Call
• Request their time
• About the patient
• Responsible party information
• Referral Information
• Insurance Information
• Concerns
• Empowerment
• Set expectations of visit
• Direct to Website

14. New Patient Phone Slip

15. Team Building for Success:
Communication and Cohesiveness
Presented by
Imagine Consulting Group

16. Course Details
Team Building for Success Workshop:
One of the greatest strengths in your practice is your team.
Do you feel your team needs to re-energize? Imagine
Consulting Group has your solution. Our Team Building
Workshop creates positive energy while teaching each member
more about one another & themselves. They will discover the
communication style they bring to the table and will be
equipped to return and create a healthy & productive work
environment with their team members. The Team Building
Workshop includes a personality profile, communication
exercise and written materials.

17. Course Objectives
• Defining a team player
• Effective communication
• Communication styles
• Understanding the three elements of communication
• Communication with our patients
• The importance of active listening
• Identifying your personality profile: DISC test
• The strengths of each personality type
• The challenges of each personality type
• What it means to be a cohesive team

18. Feedback regarding this course:
• This is a fun and interactive course offered by Imagine Consulting Group.
We have received a lot of positive feedback on the cohesiveness that was
created from this workshop.
“I was surprised how much I learned in such a short time.
I liked the cohesive atmosphere that was created by our spirited consultants
in the exercises…”
-Nancy Bauer, Financial Coordinator
”I liked the part of the session
where it was said to not only bring problems but come
equipped with solutions. It takes a true leader to not
only identify problems but to take the steps to improve and
correct them.”
-Marisa Tomala, Administrative Assistant

19. Sample Slides
The next fours slides are a sample from the
Team Building for Success workshop.

20. What kind of leader are you?

21. What makes someone
a leader?

22. Personality Profiles
Dominance ~ Influence ~ Steadiness ~ Compliance

23. DISC Personality Profiles

24. Discovering the Leader in You!
Presented by
Imagine Consulting Group

25. Course Definition
Leadership Workshop: Discovering the Leader in You
Being a strong leader will take your team from good to great!
Imagine Consulting Group teaches leaders what it takes to
create an environment of trust & loyalty. This atmosphere will
attract the top echelon of employees. How often do issues
arise & go unanswered simply because they are not effectively
addressed? You will learn how to set high standards and
encourage your team to measure up vs. lowering the bar for
certain individuals. Our consultants will help you designate &
assign team members to be responsible for protocols that will
help your practice become more efficient & successful. The
Leadership Workshop includes an interactive presentation,
open forum and written materials.

26. Course Objectives
• Characteristics of a Leader
• Leadership Basics
• Missions, Visions & Goals
• Time Management & Organizational Skills
• Building the Right Team
• The Art of Delegation
• How to Make It Happen

27. Course Details
• This Leadership course targets Doctors and/
or Business Managers.
• Attendees will learn practical leadership
skills that can be implemented the minute
they return to work.

28. Feedback regarding the
Leadership Course
• This is a popular course because it starts by teaching business owners
and managers the the necessary steps to building a solid foundation.
• We have witnessed partners go into the course with adverse feelings
toward each other and come out of this course shaking hands, hugging
and verbalizing how grateful they are to be partners.
• We have witnessed those that are afraid of leading and feel they are
inadequate get “charged” about becoming the fearless leader of their
team and implement new processes for building the team they’ve always
dreamed of.
• " There was so much great information, I don’t know where to start. The
information that I gained in this workshop has not only helped with work but
also with my personal life. I want to improve and be the leader I know I can
be. Learning is never ending no matter how old you are or how much
knowledge you have. “ - Erin Gaddis, Clinical Coordinator

29. Sample Slides
The next four slides are a sample from the
Leadership workshop.

30. Definition
• Definition of a MENTOR
• a trusted counselor or guide
• Tutor or coach

31. Your Mentors
• Take a minute to write down a few of
your mentors.
• What made them successful in
mentoring you?
• Why were you attracted to them as a
mentor?
• What did you learn from them?

32. Important Words
• Don Caputo-He was always a
teacher, he always showed respect
even if you were no where close to
his level of intelligence on the
project, he challenged you to think
vs. just provided the answer. I always
wanted to please him and rise to his
level.

33. The Commitment
• If you want to succeed as a mentor,
first seek to understand yourself and
others.

34. Proven Workshops by Imagine
• Leadership
• Basics
• Discovering the Leader in You!
• Digging Deeper
• The Gift of Mentoring
• New Age Marketing & Branding
• Communication & Understanding Personality Profiles
• Team Building for Success
• Captain’s of the Mothership (Front Desk Workshop)
• The Ultimate New Patient Experience (TC Workshop)
• Collecting with Ease
• Understanding the Business Management Role

35. Contact
• Susan McElvy
• susan@imagineconsultinggroup.com
• 770.605.8723
• Cynthia Hulst Kohler
• cynthia@imagineconsultinggroup.com
• 231.349.0478