Consulting – Peak Dental Strategies

Beyond Implementation: Strategic Partnership for Practice Growth

Building a thriving orthodontic program that generates consistent revenue and attracts the right patients requires strategy, systems, and expert guidance.

Peak Dental Strategies delivers comprehensive consulting services for practices ready to stop referring out profitable cases and start building sustainable orthodontic revenue streams. We don’t just help you implement clear aligners—we help you grow a complete orthodontic program with the marketing strategy and operational systems to make it thrive.

What Makes Our Consulting Different

We’ve Been Where You Want to Go
We’ve spent nearly 15 years working directly with practices across North America to build successful clear aligner programs. From training thousands of general dentists to developing implementation systems for industry leaders like Invisalign, Straumann, and Orthobrain, we know what separates practices that thrive from those that struggle. We’ve seen every scenario, navigated every challenge, and refined the systems that actually work.

Customized Strategy, Not Cookie-Cutter Templates
Every practice is different. Your location, patient demographics, competitive landscape, team dynamics, and growth goals are unique. We design strategies specifically for your practice—not generic playbooks that assume one size fits all.

Marketing That Creates demand

Implementation without demand means your entire team—dentist, hygienist, practice manager—spends valuable time presenting cases that never convert. Until the patient says yes, there is no production. Therefore, we bring specialized marketing expertise that most consultants don’t offer, starting with understanding the demographics that actually matter And who is most likely to say yes to treatment. We help you position your practice strategically, create messaging that resonates with your ideal patients, and build the demand that makes your clear aligner program profitable. From culturally-targeted campaigns to community positioning strategies, marketing isn’t an afterthought—it’s the foundation that drives sustainable growth.

Hands-On Partnership Through Results
We don’t deliver a report and disappear. We partner with you through implementation, providing ongoing guidance, troubleshooting, and refinement until you’re seeing measurable results.

Our Consulting Services

Clear Aligner Program Launch

For practices ready to bring orthodontics in-house

We guide you through every step of launching a successful clear aligner program:

Strategic Assessment: Analyze your practice, patient base, competitive landscape, and growth potential
Technology Selection: Identify the right clear aligner system and supporting technology for your goals and budget
Workflow Development: Create complete operational workflows from patient identification through retention
Team Training: Hands-on training for every team member on their role in the orthodontic program
Marketing Strategy: Customized marketing plan to position your practice and attract ideal orthodontic patients
Financial Systems: Pricing strategies, payment options, and case presentation frameworks
Launch Support: Ongoing guidance through your first cases and beyond

Timeline: Typically 90-120 days from engagement to first treatment starts
Deliverables: Custom playbooks, training materials, marketing plan, ongoing advisory support

Practice Growth & Scaling Strategy

For practices with existing clear aligner programs that have plateaued

Already offering clear aligners but not seeing the production you expected? We diagnose what’s holding you back and implement solutions:

Comprehensive Audit: Evaluate current workflows, case selection, team execution, marketing effectiveness, and conversion rates
Opportunity Identification: Pinpoint exactly where revenue is being lost and where growth potential exists
Customized Marketing Plan: Strategic marketing roadmap to expand reach and attract more qualified patients (see example marketing strategies we’ve developed for practices)
Workflow Optimization: Refine systems to increase efficiency, improve case acceptance, and scale production
Advanced Training: Elevate team capabilities in complex case management, financial presentations, and patient communication
Performance Tracking: Implement KPIs and feedback systems to measure progress and drive continuous improvement

Timeline: 60-90 days for assessment and implementation, with ongoing optimization
Deliverables: Audit report, customized growth plan, refined workflows, marketing strategy, tracking dashboards

Customized Marketing Strategy Development

For practices ready to grow their orthodontic patient base strategically

Marketing clear aligners requires a different approach than general dentistry. We create comprehensive marketing strategies tailored to your community, demographics, and competitive positioning:

Market Analysis: Deep dive into your community demographics, competitive landscape, and growth opportunities
Strategic Positioning: Define how to differentiate your practice and establish yourself as the local orthodontic authority
Target Audience Strategy: Identify and reach your ideal patient segments with customized messaging
Multi-Channel Campaign Development: Social media, community engagement, school partnerships, digital marketing, and referral programs
Content & Messaging Frameworks: Patient communication templates, social media content calendars, educational materials
Cultural Marketing Strategies: For practices serving diverse communities, we develop culturally relevant campaigns (e.g., quinceañera programs for Hispanic markets)
Implementation Roadmap: Month-by-month execution plan with metrics and success indicators

Timeline: 30-45 days for strategy development, with ongoing campaign support available
Deliverables: Complete marketing strategy document, campaign concepts, content frameworks, implementation timeline

Our marketing strategies have helped practices scale from 1-2 clear aligner cases per month to 5-10+ cases through strategic content, precise timing, and campaign management that generates awareness and drives patient demand

Practice Audits & Advisory Services

For practices that need expert eyes on specific challenges

Sometimes you don’t need a full consulting engagement—you need targeted expertise on a specific issue:

Operational Audits: Analyze workflows, identify bottlenecks, and provide actionable recommendations
Case Selection Reviews: Evaluate your case selection criteria and treatment planning approaches
Team Performance Assessment: Identify skill gaps and training opportunities
Marketing Effectiveness Analysis: Review current marketing efforts and provide strategic recommendations
Technology Utilization Review: Ensure you’re maximizing ROI on existing technology investments

Timeline: 1-2 weeks for audit, followed by recommendations and optional implementation support
Deliverables: Detailed audit report with prioritized action items and improvement roadmap

Ongoing Advisory & Coaching

For practices that want continuous strategic support

Monthly or quarterly advisory relationships for practices that want a strategic partner in their corner:

Regular check-ins to review performance metrics and progress
Strategic guidance on challenges, opportunities, and growth decisions
Team coaching and skill development
Marketing campaign optimization and evolution
Access to templates, tools, and resources as your program evolves

Structure: Flexible retainer arrangements based on your needs
Deliverables: Ongoing strategic guidance, quarterly performance reviews, continuous optimization

Who We Work With

Practices Ready to Launch Clear Aligners
You’ve decided to bring orthodontics in-house but want expert guidance to launch successfully from day one—avoiding costly mistakes and building the right foundation.

Practices with Plateaued Clear Aligner Programs
You’re offering clear aligners but production has stalled. You need an expert to identify what’s not working and implement the systems to break through to the next level.

Practices Seeking Strategic Growth
You want to scale your orthodontic program significantly—from 1-2 cases/month to 5, or even 10—and need both operational optimization and strategic marketing to get there.

Multi-Location Practices & DSOs
You need consistent systems and training protocols that can be implemented across multiple locations with predictable results.

Our Consulting Process

Step 1: Discovery Call

Free 30-minute consultation

We discuss your current situation, goals, challenges, and whether consulting is the right fit. No pressure, no sales pitch—just an honest conversation about what’s possible.

Schedule Your Discovery Call

Step 2: Assessment & Proposal

Customized engagement scope

If we’re a good fit, we conduct an initial assessment of your practice (virtual or in-person) and deliver a customized consulting proposal outlining:

Specific deliverables and timeline
Investment required
Expected outcomes and success metrics

Step 3: Partnership & Implementation

Hands-on execution

We begin working together, delivering the systems, training, marketing strategies, and ongoing support outlined in your engagement. You have direct access to our expertise throughout the implementation.

Step 4: Results & Optimization

Continuous improvement

We measure progress against defined metrics, troubleshoot challenges as they arise, and refine systems to optimize performance. Your success is our success.

What You Can Expect

Strategic Expertise from Industry Leaders
The same caliber of strategic thinking that generated $50M+ for Fortune 500 dental companies, applied to your individual practice.

Customized Solutions, Not Templates
Every deliverable—from workflows to marketing plans—is built specifically for your practice, your market, and your goals.

Implementation Support, Not Just Recommendations
We don’t hand you a report and disappear. We guide you through implementation until you’re seeing results.

Marketing Strategy Expertise
Unlike most consultants, we bring deep marketing expertise to help you attract patients and grow sustainably—not just implement technology.

Proven Systems That Work
Every workflow, strategy, and system we deliver has been tested and refined across thousands of practice implementations.

Investment & ROI

Consulting fees are customized based on the scope of your engagement, practice size, and specific needs. During your discovery call, we’ll discuss your goals and provide transparent pricing for the services that make sense for your situation.

ROI Perspective: With an average clear aligner case fee of $5,500¹, the math is straightforward: two additional cases per month equals $11,000 in new production, four cases equals $20,000+.

But our focus isn’t on unrealistic revenue projections—it’s on building sustainable case growth month over month. When you consistently add cases to your schedule, the revenue takes care of itself. Most consulting engagements pay for themselves within the first 2-3 months of measurable case growth.

Ready to Stop Referring Out and Start Growing?

The practices that win with clear aligners have two things in common: proven systems and strategic marketing. We deliver both.

Schedule Your Free Discovery Call

Or email us directly: Hello@peakdentalstrategies.com

Common Questions

How long does a typical consulting engagement last?
It depends on your goals. Program launches typically run 90-120 days. Growth and scaling engagements are often 60-90 days for initial implementation, with optional ongoing support. Advisory relationships can be monthly, quarterly or simply check-ins as needed.

Do you work virtually or do you visit practices in person?
Both. Many engagements are primarily virtual with optional in-person visits for key milestones like team training or launch events. We customize based on your needs and budget.

What if we’re not sure what we need?
That’s what the discovery call is for. We’ll discuss your situation, identify the biggest opportunities, and recommend the right engagement scope—whether that’s a full program launch, a targeted audit, or just starting with our implementation guides.

How is this different from manufacturer training?
As the author of some of the most successful clear aligner manufacturer training in the industry, we know firsthand that manufacturer training focuses on their specific product. We’re system-agnostic—working with all clear aligner brands—and focus on building a complete, profitable orthodontic business: case selection, workflows, team development, financial systems, and strategic marketing to attract patients.

Can we start with something smaller before committing to full consulting?
Absolutely. Many practices start with our Clear Aligner Implementation Bundle (guides + workbooks) or a one-time practice audit before deciding on full consulting support.

Do you provide customized marketing strategies?
Yes—this is a unique specialty of ours. We create comprehensive, customized marketing plans tailored to your community demographics, competitive positioning, and growth goals. Our marketing strategies go far beyond generic social media advice.

The same expertise that built industry-leading programs is available to your practice.

Schedule Your Discovery Call | Email Us Directly | View Our Implementation Guides