Built to help practices get more consults, convert more starts, and make more money.

If you’re seeing more no-shows… more “I need to think about it”… more ghosting after the consult…
It’s not “the economy.” It’s not “competition.”
IT'S YOUR FUNNEL!









This is a live meeting—built differently than the typical “speaker → notes → go home and forget.”
Because 4M focuses on what drives everything:
The science of what happens from marketing → first contact → consult → the moment they say yes.
Meaning: You stop guessing.
Answer: You get more starts.
We WON'T talk about:
Brackets, wires, aligners (clinical)
Trendy tactics without a system
Motivation disguised as strategy
We WILL talk about:
Booking more consults
Turning consults into starts
How to make your team (especially your TC) convert consistently
TCI is about Empowering and Training the Team... 3 people selling in unison - Patient Advocate (leads), Doctor, and Treatment Coordinator (Closer)
High-performing practices have high-performing clinicians, but if the clinician is spending time and energy trying to close the case, they aren’t spending time and energy doing the cases. That’s why many run out of time!
The treatment coordinator needs to be the quarterback of the consultation and the primary closer.
TCI will provide the process, scripting psychology, and know-how to immediately increase your closing %



The issue usually isn’t demand.
Busyness hides inefficiency.




The issue usually isn’t demand.
Busyness hides inefficiency.

But starts are decided long before the consult—and lost in the gaps between steps.
When the funnel isn’t engineered, it leaks everywhere:
Marketing creates interest… but contact is slow. (“We’ll call you back.”)
Contact happens… but scheduling is sloppy.
Consults go well… but patients leave uncertain.
“Price objections” show up… but it’s usually not price—it’s how the decision was framed.

The issue usually isn’t demand.

Busyness hides inefficiency.


$1,195

Same price for doctors and team members.
No contracts - cancel anytime
Bringing a key team member changes the outcome because:

You both see where patients drop out and why

You both hear the same framework at the same time

You both align on who owns which step (marketing, phones, scheduling, consult flow)

You leave ready to implement—without the “Monday resistance”
$1,195

Same price for doctors and team members.
No contracts - cancel anytime
- Your Money Destination (5-Year Plan)
Set the destination so every marketing + pricing decision gets easier.
- The Orthodontic Sales Funnel (A to Z)
Where money is made and lost from first contact to start.
- Speed to Lead: The First 5 Minutes Win Cases
Protect the marketing dollars you already spent.
- Fees and Profit (What Helps vs Hurts)
Make data driven decisions.
- Should You Charge New Patient Exam Fees?
Learn when to charge them.
- Close Cases Before They Even Walk In
Phone skills + lead nurturing + first impression systems.
- Doctor vs TC Closing Roles (So Patients Don’t Stall)
Misalignment costs practices millions.
- Read Your P&L Like a CEO
Find leaks. Keep more profit when you grow.
- Marketing That Actually Works (ROI Allocation)
What to scale, fix, or cut.
- Granular Marketing Ideas That Drive Starts
Tactical moves you can implement immediately.
- Implementation Without Overwhelm
How to bring it home and actually install it.
- Extra Revenue Streams That Don’t Add Stress
Add-ons + systems teams can execute.
- Break Out of the Rat Race (Niche Strategy)
Stop competing on price.
- Small Conversion Increases = Massive Revenue Gains
The math behind tiny improvements that compound.
- Tech Scaling (Don’t Let Growth Break You)
Where failing to scale tech costs you big time.
- Objections & Scripts That Don’t Sound Scripted
Handle “I need to think about it” without pressure.
- Final Q&A: Tie It Back to Starts + Money + Execution
You’re staying at The Joseph Nashville, one of the most premium hotels in the city—steps from Broadway, steps from the riverwalk, and right in the middle of everything that makes Nashville… Nashville.
So you’re not commuting across town.
You’re not stuck in a bland ballroom.
You’re in an environment that actually feels like a “big move” for your practice.
Room Reservations: Room Block ends on
Wednesday, March 4, 2026
401 Korean Veterans Blvd
You’re staying at The Joseph Nashville, one of the most premium hotels in the city—steps from Broadway, steps from the riverwalk, and right in the middle of everything that makes Nashville… Nashville.
So you’re not commuting across town.
You’re not stuck in a bland ballroom.
You’re in an environment that actually feels like a “big move” for your practice.
4M is hosted at The Joseph—one of the most premium hotels in Nashville, steps from Broadway.
So you’re not commuting across town.
You’re not stuck in a bland ballroom.
You’re in an environment that actually feels like a “big move” for your practice.

We’re not publishing the details yet.
Not because we don’t have a plan…
BECAUSE THE SURPRISE IS PART OF IT!
Here’s what you do need to know:
We’re in Nashville
We’re steps from Broadway
And if you’ve been to an Orthopreneurs event before… you already know how we do this.
Expect great people, great energy, and the kind of night that makes the whole trip feel worth it.
This meeting isn’t designed to end when the projector turns off.
It’s designed to continue—over dinner, drinks, live music, and conversations that don’t happen inside a ballroom.
Nashville, the way it’s meant to be experienced
From the hotel, you’re minutes from Broadway Nashville—where live music pours out of every door, rooftops stay packed, and you can wander until you find your vibe.
Live bands at every level. Whether it’s:
Multi-story honky-tonks
Rooftop bars overlooking the city
Late-night conversations that turn into big ideas
You don’t need a plan.
You just need a crew - and you've already got one.
It’s built by the same team that created OP Summit—the largest, most respected business and leadership event in orthodontics.
The same philosophy.
The same attention to detail.
The same focus on real-world results—not theory.
OP Summit didn’t become what it is by accident.
It became what it is because:
it delivers actual value
it respects the time and intelligence of orthodontists
it consistently creates experiences people talk about long after they leave

Attending the OP Summit was a game-changer for my practice. The insights I gained from the expert panel have significantly improved my patient care and treatment outcomes.
This summit exceeded my expectations in every way. From the cutting-edge research presented, to the hands-on workshops, it was a comprehensive learning experience that I've been able to apply directly to my work. It's a fantastic investment in your professional development
The OP Summit brought together some of the brightest minds in the industry, and the knowledge shared was invaluable. The sessions were informative and relevant, covering the latest trends and techniques. It's an event that every orthodontist should attend
Dr. Michael Lee
Board-Certified Orthodonits

Attending the OP Summit was a game-changer for my practice. The insights I gained from the expert panel have significantly improved my patient care and treatment outcomes.
Dr. Rachel Thompson
Specialist Orthodontist, Miami

This summit exceeded my expectations in every way. From the cutting-edge research presented, to the hands-on workshops, it was a comprehensive learning experience that I've been able to apply directly to my work. It's a fantastic investment in your professional development
Dr. Anthony Ramirez
Orthodontics Clinic Owner

The OP Summit brought together some of the brightest minds in the industry, and the knowledge shared was invaluable. The sessions were informative and relevant, covering the latest trends and techniques. It's an event that every orthodontist should attend

401 Korean Veterans Blvd
Nashville, TN 37203
4M - MAKE MORE MONEY