Discovery Session Prep - Dental Business Mastery

About you

Let's start with who you are and where you're at right now.

Your full name

Email address

How many years have you been practising as a dentist?

What does your current working arrangement look like? Tell us about the practice you're in, your hours, and your role there.

Do you have any previous experience managing or leading a team?

No, not yet - this will be new territory for me Some informal experience - I've guided or mentored others Yes, in a dental setting Yes, in a different field before dentistry

Your vision for the practice

Paint us a picture of what you're dreaming of building.

Describe your dream practice. What does it look like? Think about the feel, the size, the type of work you want to do, and the patients you want to serve.

What type of practice are you thinking of?

General dentistry only General dentistry with some specialist servicese.g. implants, orthodontics, oral surgery A specialist or niche-focused practice I'm not sure yet - I need to think this through

Where are you thinking of opening? City, suburb, or general area - even if you're still researching.

How big a team do you envision?

Are you planning to build a new practice or buy an existing one?

Build new from scratch Buy an existing practice Take over a space from a retiring dentist or similar I haven't decided yet

Financial readiness

You don't need to share exact numbers - broad strokes help us point you in the right direction.

How would you describe your financial position right now?

Early stages - I'm still saving and planning I have some savings but will need to borrow to get started I have finance mostly sorted or in progress I'm financially ready and waiting for the right opportunity

Do you have any specific questions or concerns about the financial side of things? e.g. borrowing, fit-out costs, practice valuations, cash flow in the early months

Getting the most from our session

Help us make sure this conversation delivers what you need.

What would you most like to walk away from our session with? e.g. a clearer action plan, specific referrals, understanding whether your timeline is realistic

Are there any specific questions you'd like us to address? The more specific, the better.

How would you describe your decision-making style?

I like to research everything thoroughly before I decide I trust my gut and tend to act quickly I like guidance and input, but I make my own call Honestly, I tend to overthink things and get a bit stuck

Is there anything else you'd like us to know before we meet? (optional)

You're all set

Hit the button below and your answers will come straight to us. We'll read through everything before we meet so we're ready to go from the moment we start.

Thank you, we've got it!

We're looking forward to reading through your answers and chatting with you in our upcoming session. We'll see you then!

Let's make our time together count

About you

Your vision for the practice

Your timeline and progress so far

Financial readiness

What's keeping you up at night?

Getting the most from our session

You're all set

Thank you, we've got it!

Let's make our time together count

About you

Your vision for the practice

Your timeline and progress so far

Financial readiness

What's keeping you up at night?

Getting the most from our session

You're all set

Thank you, we've got it!

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