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Dental Business Management Meeting Template

Use this template to comprehensively cover all the bases of management and take time to focus on critical issues.

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What’s inside Content Dental Business Management Meeting Template:

1 Finance

Discuss financial issues that have been arising, such as the profit & loss statements.

  • Review of profit & loss statement for previous month & year to date
  • 12-month cash flow – comparison of budget versus actual
  • Key Performance Indicators
  • Average Daily Production of fee-earners
  • Profitability of fee-earners
  • Return on Investment from marketing activities
  • TCO conversion numbers


Discuss the marketing efforts and their return on investment, such as online reviews, testimonials and website analytics.

  • Overall progress of marketing plan
  • Web site review and analytics
  • Online Reviews
  • Social media connection and engagement
  • Word of mouth results
  • Testimonials
  • Direct marketing review
  • Networking review
  • B2B – B2C review
  • Study Club development

3 The Patient Experience 

Discuss the patient’s experience aspect of the business, such as online booking, administrative issues, TCO, etc.

  • Online booking
  • Telephony
  • Front Desk
  • TCO
  • End of Treatment Conversation
  • Membership

4 Operations

Cover any operational wins or roadblocks, such as clinical mentoring, governance and compliance, etc.

  • Clinical issues
  • Non-clinical issues
  • Governance and Compliance
  • Clinical Mentoring

5 Personnel

Present and discuss any staffing issues, including performance review or training requirements.

  • Review of team performance
  • Review of individual performance
  • Review of bonus system year to date
  • Schedule of team meetings
  • Training issues
  • Personal Progress Interviews

6 Strategy

Discuss any strategic questions, such as new growth tactics, new incoming products, etc.

  • Tactics for growth
  • Acquisitions
  • Product mix
  • Patient demographics
  • Delivery models
  • Expansion strategy
  • Exit strategy
  • Personal/professional time management
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About the author

Chris Barrow

Chris Barrow has operated his own businesses for 32 years and has been a trainer, consultant, coach and mentor to the UK dental profession for 23 years. Chris has co-authored Profitable Dental Practice and The E-Myth Dentist and is a prolific contributor to dental journals as well as author of his own e-books and blog since 2004. Currently known as Coach Barrow focused on strategic coaching with the owners of dental practices and micro-corporates.

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    Former Chief Talent Officer, Shopify

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    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

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    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

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    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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