Tier 1 — Immediate Access
Downloadable Tools
The operational toolkit from The Dental Data Playbook. Spreadsheets, templates, and SOP frameworks — built from 500+ practice evaluations.
Financial Tools
(1)Clinical Tools
(4)Treatment Tracker
SpreadsheetChairside case tracking with auto-calculated acceptance rates by provider, procedure, and value range.
Download ↓Perio Standards Template
SpreadsheetHygiene department perio classification benchmarking with example treatment plans.
Download ↓Objections Cheatsheet
PDFCase acceptance objection handling — scripts for the 9 most common patient objections.
Secure Download ↓New Patient Personal Profile
DocumentRapport-building supplement to medical history — hobbies, goals, dental experiences, and communication preferences.
Download ↓Growth Tools
(3)New Patient Analysis
SpreadsheetNew patient pipeline analysis — referral source ROI, case acceptance, and retention tracking.
Download ↓Founder's Marketing Agency Audit
PDFExpose vanity metrics, reclaim data ownership, and audit what actually drives Enterprise Value — attribution, conversion architecture, and M&A readiness.
Secure Download ↓Patient Journey Scorecard
DocumentPractice self-assessment across every stage of the patient journey — rate 1–5 on SOP coverage, data tracking, and compliance.
Download ↓Operations Tools
(3)Team Bonus Plan
PDFTeam share + individual performance bonus frameworks tied to KPIs.
Secure Download ↓Morning Huddle Template
PDFDaily team alignment protocol — schedule review, VIPs, and opportunities.
Secure Download ↓SOPs (Starting Point)
Archive24 operational SOP templates for immediate deployment across all front office functions.
Download ↓Tier 2 — Post-Briefing Access
The complete SOP reference library, operational guides, case files, and manuscripts are available after a Pre-LOI briefing.