
The Most Comprehensive Self-Study Dental Startup Program
A complete startup roadmap built around three proven phases
Dental startups involve complex decisions and significant financial investment. This is why the Practice Launchpad startup program is organized into three clear phases, allowing you to focus on the right priorities at the right time. Each phase is available as a self-study package and includes comprehensive video training paired with supporting documents and tools.
Phase One:
The Plan
Investment: $1,000
Create a clear vision and strategic foundation for your dental startup.
Phase One focuses on planning the essential components of a successful dental startup. This video training series guides you through defining your vision, building a business plan, analyzing demographics, securing funding, and navigating real estate decisions. The goal of this phase is to help you make informed decisions before committing to major financial and operational steps.
Developing Your Vision
- Macro Vision Framework
- Getting Clear on Your Why
- Getting Specific
- Ideal Patient Exercise
Business Plan
- Components of a Business Plan
- ProForma (Goal Setting & Overhead)
- Business Insurance
Lending
- Documents to Prepare
- Financing Considerations
Demographics
- Rules of Thumb
- Key Metrics
- Competition Analysis
Site Selection & Lease Negotiations
- Working with RE Brokers
- Site Selection Process
- Space Comparison
- Letter of Intent
- Lease Negotiations
Phase Two: The Project
Investment: $2,000
Manage design, construction, and equipment decisions with confidence.
Phase Two addresses the most expensive and complex stage of a dental startup. This training provides a structured approach to planning and executing the buildout of your practice, covering IT systems, space planning, construction oversight, and equipment selection. You will gain clarity on how to evaluate options, manage vendors, and stay aligned with your long-term goals.
IT & Software
- Questions to Ask an IT Company
- IT Service Projects
- IT Steps & Equipment Checklist
- Computer Specs
- Operatory Monitor Setup
- IT Closet
- Analyzing IT Bids
- Workstation Checklist
- DIY IT Cabling
- Security Systems
- IT Director
- Software Needs
The Space
- Floor Plans
- Example Floor Plans
Architecture
- Analyzing Architect Options
- Building a List of Architects & Contractors
- Understanding Architectural Drawings
- Equipment Drawings
Construction
- Analyzing Construction Bids
- Managing a Construction Project
- Value Engineering
- Owner Provided Materials
- Box Walk & Chalk Walk
- Design Considerations
- Jump Start Practice
- Operatory Decisions
- Waiting Room
- Hallways
- Front Office & Checkout
- Cabinets & Millwork
- Staff Lounge
- Back Office Area
- Sterilization
- Storage & Tip Out Bins
- Cart Parking Lot
- Lab
- Certificate of Occupancy
Equipment
- Negotiating Equipment Bids
- Where to Buy Equipment
- Rear vs. Over the Patient Delivery
- 12 O'clock Design
- X-ray Equipment
- Can I Afford a CBCT
- Intraoral Scanners
- Mechanical Room
- How Many Rooms Should I Equip?
- Handpieces
- Sterilization
- Specialty Equipment
- Lab Equipment
Equipment
- Supply Inventory Management
- Office Supply Management
- Burs
- Endo
- Cavitron
- Prophy Kit
- Restorative Kits
- Clinical Setups
Phase Three: The Practice
Investment: $3,500
Develop the systems needed to run an efficient and profitable dental practice.
Phase Three focuses on operating and growing a dental practice after opening. Drawing from real startup experience, this training outlines systems for hiring, onboarding, insurance management, practice operations, leadership, and marketing. The content is designed to help you control overhead, build strong margins, and lead a well-trained team.
Hiring & Onboarding
- Components of the Hiring Process
- Components of a Great Ad
- Analyzing Resumes
- Phone Interview
- In Person Interview
- Onboarding Flow
- 30-60-90 Day Period
- First Skills to Learn
- New Employee Document Checklist
- One on Ones
- Favorite Things
- Staff Treatment
- HR Compliance
- Handbook
- Setting Payroll
Setting up Insurance Department
- Credentialling
- What to Do When You're Out of Network?
- Treatment Coordinator
- Fee Schedules
- Hygiene Coding
- Insurance Breakdowns
- Clearing House
- End of Day Reconciliation
- Insurance Tips
- Dummy Codes
Step By Step Insurance How To's
- Entering Insurance Breakdowns
- Sending Claims
- Navigating a Clearing House
- Narratives
- Entering EOBs
- Posting Payments
- Fee Schedule Negotiations
- Dealing with Insurance Denials
- RCM Scorecard
- Managing AR
- RCM Schedule & Duties
- Components of Financial Department
- Collections
- Insurance Appeals
- Patient AR
- Financial Department Checklists
- Treatment Estimates
- Collections Policies
Phone Training
- First Impressions
- Goals
- Types of Phone Calls
- New Patient Phone Calls
- Cancellation Calls
- Do You Take My Insurance?
- Navigating Long Conversations
- Clinical Calls
- Billing Questions
Building an Operations Manual
- Operations Manual Organization
- Team Skills
Team Meetings
- Types of Meetings
- Morning Huddle
- Whole Office Meetings
- One on Ones
Team Meetings
- Types of Meetings
- Morning Huddle
- Whole Office Meetings
- One on Ones
Office Operations
- Doctor Exams
- Route Slips
- Hygiene Co-Discovery
- Treatment Coordinator Checklists
- Equipment Maintenance Assignments
KPIs
- Ideal KPIs for a Startup
- KPIs Designed for Patient & Team Experience
Accounting
- Analyzing CPA Services
- Interviewing CPAs
- Accounting Tips
- Accounting Mistakes
- Getting Started with Accounting
- Tax Savings Strategies
Overhead & Profitability
- Understanding Overhead
- Tracking Overhead
- When Can I Pay Myself
- Profit First
- Cutting Overhead
- Overhead Target Percentages
- Profitability
Leadership & CEO Time
- Leadership Fundamentals
- CEO Time Management
Marketing
- Marketing Strategy
- Branding
- New Patient Specials
- Establishing a Marketing Budget
- Interviewing Marketing Companies
- Components of an Effective Website
- Direct Mail - Postcard Strategy
- Social Media
- Phone Conversions
- Decreasing Barriers
- Path to Pre-book Over 100 New Patients
- Signage
- Internal Marketing
- Reviews
- Patient Experience
- Ground Marketing
- Community Give Backs
- Building Authority
- New Residents
- Dental Savings Plan
Opening Day
- Ribbon Cutting
- Schedule Considerations
- Prepping for Opening Day
- Pre-Opening Checklist
- Setting Up the Office
- Back Office Setup
- Front Office Setup
Who this program is designed for
This self-study startup program is designed for dentists who want clear guidance and proven systems while maintaining flexibility in how they learn. It supports doctors at various stages of the startup journey who prefer structured, on-demand training over live coaching.
- Dentists exploring practice ownership
- Doctors actively planning or building a startup
- Owners seeking stronger systems and improved efficiency
- Dentists who want expert guidance with flexible access

A proven, step-by-step startup training program designed to guide dentists through every phase of ownership on your schedule.
This self-study program brings the full Practice Launchpad startup framework online, giving you on-demand access to the exact systems, checklists, and decision-making guidance used to launch successful dental practices. Whether you are just exploring ownership or actively working through the startup process, these video and document packages provide a clear roadmap built from real-world experience.
Take the next step toward practice ownership
Each phase of the Practice Launchpad startup program can be purchased individually, allowing you to access the guidance that aligns with your current stage. Choose the phase that best fits your needs and begin building your dental practice with confidence.

