Membership Plan Masterclass Building a scalable, successful membership plan for your practice

Alicia · April 28, 2022

with Special Guest Speaker: Whitney Norris

Recorded on April 26th, 2022

1.0 CE Credit

AGD PACE Subject Code: 550 – Practice Management and Human Relations



A successful membership plan starts with a solid foundation — not only in how your plan is built, priced, marketed, and managed, but also in the strength and expertise of the support that your team has behind them.

Whitney Norris, a Kleer growth specialist is here to discuss the ins-and-outs of a successful membership plan. This masterclass is designed to help answer all of your questions so that you can walk away with a clear (no pun intended!) game plan on how to either implement a scalable, easy-to-manage in-house membership plan — or take your current one to the next level.

Course Learning Objectives:
-How to think about structuring and pricing your plan to maximize patient value and practice return
-Guidance on ways to set up your membership plan in your practice management software
-Automating basic workflows like payment processing, deposits, and renewals to make your plan more scalable — plus how Kleer can help support your team by fielding patient questions and tickets
-Understanding plan performance with simple dashboards and reports — seeing how far you’ve reached into your patient base by knowing where you stand with your opportunity
-Measuring the year over year performance of your plan and optimizing pricing and structure accordingly
-Best practices for team onboarding, training, and incentivization to maximize engagement
-Maintaining plan compliance in core areas like payment processing and renewals
-Best practices, tips, tricks, and resources for marketing both your practice and your plan

ALL Mommy Dentists in Business webinars are FREE to official Mommy Dentists in Business paid members, and will have various prices depending on the CE credit for unpaid members.

Please visit www.mommydibs.com if you are interested in signing up for membership! Please visit our website to see the other benefits our members receive! #mdibmembership

**********************************************************************

Did you know we have a Mommy Dentists in Business podcast? Dr. Grace Yum interviews a variety of experts talking on all sorts of topics! You can find our multiple seasons of the podcast on:

iTunes: https://itunes.apple.com/us/podcast/m…
Spotify: https://open.spotify.com/show/2d1jXaU…
iHeart Radio: https://www.iheart.com/podcast/263-mo…

About Instructor

Alicia

134 Events

+1894 enrolled
Not Enrolled
This course is currently closed

Event Includes

  • 2 Lessons
  • 1 Quiz
  • Event Certificate