Marketing an orthodontic practice is more complex than running ads, posting on social media, or hiring an agency.
Rootwell Consulting Group provides orthodontic marketing consulting and Fractional CMO services that bring strategy, oversight, and accountability to the full picture of your marketing.
We evaluate what you’re currently doing, identify where opportunities may be getting lost, and build a strategy around your practice goals, brand, market, patient journey, and data.
At Rootwell Consulting Group, we start by understanding the practice before recommending another campaign, platform, agency, or marketing expense.
Where are your patients coming from? Which efforts are producing results? Where are potential patients getting lost? How does your practice compare within your market? And are your marketing partners working toward the same goals?
From there, we develop a strategy based on the opportunities that make the most sense for your practice.
Depending on your needs, orthodontic marketing consulting may include:
Fractional CMO Services
Marketing Assessment & Opportunity Analysis
Brand Strategy & Positioning
Growth Marketing Strategy
New Patient Funnel Optimization
Marketing Budget & ROI Planning
Referral Tracking & Strategy
Website, SEO & AI Search Recommendations
Marketing Technology & CRM Strategy
Agency & Vendor Leadership
KPI Tracking & Performance Analysis
Ongoing Strategic Marketing Oversight
When a practice wants to grow, the instinct is often to generate more leads.
But before investing more money in attracting new patients, it’s important to understand what is happening with the opportunities you already have.
Are leads becoming scheduled consultations? Are scheduled patients showing up? Are consultations becoming starts? Are observation patients being effectively re-engaged? Do you know which referral and marketing channels are actually producing patients?
Start With the Full Patient Acquisition Picture.
We look at the data, the patient journey, and the systems surrounding your marketing to understand where the greatest opportunities may already exist. Sometimes the opportunity is generating more demand. Sometimes it’s converting more of the demand you already have.
As an orthodontic practice grows, marketing can quickly become a collection of agencies, vendors, software platforms, campaigns, internal responsibilities, and individual tactics.
Someone still needs to connect the dots.
Rootwell Consulting Group’s Fractional CMO services provide executive-level marketing leadership without requiring your practice to hire a full-time Chief Marketing Officer.
We help establish the strategy, determine priorities, align marketing partners, evaluate performance, and provide ongoing oversight so your marketing efforts are working together toward the practice’s larger goals.
Our team brings decades of hands-on orthodontic experience and a deep understanding of what it takes to succeed in the Treatment Coordinator role. We have worked inside the New Patient Process, led patient and financial conversations, followed up with uncommitted patients, built relationships with families, and experienced firsthand the challenges TCs face every day.
Rootwell Consulting Group combines real-world experience with practical, individualized coaching to help Treatment Coordinators build confidence, strengthen communication, create meaningful connections with patients and families, improve follow-up, understand their numbers, and deliver a consistent New Patient Experience from the initial phone call through the beginning of treatment.
You don’t need another marketing trend.
You need clarity around what’s working, where opportunities exist, and what your practice should do next.
Rootwell Consulting Group provides orthodontic marketing consulting and Fractional CMO services to connect your brand, patient acquisition strategy, technology, marketing partners, and data around one clear growth strategy.
