Live sessions are scheduled for February 9, February 11, March 8, March 10, and March 25, 2027.

Live sessions are scheduled for February 9, February 11, March 8, March 10, and March 25, 2027. Please refer to your enrollment confirmation for session times and additional details.

Master the conversations to create connections that increase case acceptance, build patient trust and elevate your success with patient conversion

A live 5-session virtual coaching experience designed to help Treatment Coordinators ask powerful questions, uncover patient needs, and confidently guide conversations about treatment options. Uncover patient needs and confidently lead them to start the treatment they need.

Build the skills to help patients feel understood, informed, and confident saying yes to the care they need.

Dates: Feb 9, Feb 11, Mar 8, Mar 9, Mar 10, 2027

✓ Live Interactive Training 

✓ Practical Scripts & Worksheets 

✓ Private Member Community 

✓ Session Recordings
✓ VIP Includes a Private Mastermind Session & Coaching

Why This Bootcamp?

Being a great Treatment Coordinator is about far more than presenting a treatment plan.

It's about the conversation that happens before, during, and after.

Patients may have questions. They may hesitate. They may need time to process their options. And sometimes, what they're really thinking isn't what they say out loud.

It's about building trust.

The difference can be in the questions you ask—and how you guide the conversation.

This TC Bootcamp gives you the communication framework, practical tools, and confidence to create stronger patient connections and guide patients toward the care that's right for them.

Is This Bootcamp Right For You?

This program is designed for:

Treatment Coordinators

 Build confidence and consistency in your patient conversations.

Patient Care Coordinators 

Strengthen the way you connect with and guide patients.

Office Managers & Practice Administrators 

Support stronger communication and case acceptance across your team.

Team Members Presenting Treatment 

Develop practical skills you can apply immediately in your practice.

Doctors understand your role, and the importance of the handoff back to the Treatment Coordinator.

Whether you are new to treatment coordinating or have years of experience, this Bootcamp will help you refine your communication skills, strengthen your approach, and create a more consistent patient experience.

What You’ll Learn

Session 1: Building the Foundation Through Contact and Connection, Overcoming Objections

Create meaningful patient conversations by asking powerful questions that uncover what patients truly value.

You'll learn:

✓ How to create genuine connections

✓ Better conversation starters

✓ Understanding patient motivations

✓ Structuring a successful consultation

Session 2: Guiding Patients with Confidence: Doctor Exam, Handoff & Asking for the Sale

The doctor exam and handoff set the TC up for success and it is often overlooked. Asking for the sale is not optional, it is the expectation. These two moments are the core of the bootcamp.

You'll discover:

✓ The importance of the doctor setting you up for success

✓ Presenting treatment with confidence

✓ Leading the consult process

✓ Asking for the sale without hesitation

Session 3: Navigating Objections, Financial Conversations,
Overcoming Objections

Objections are not rejection. They are a buying signal and this session breaks down exactly how to read them and overcome them with confidence.  

Learn what those objections really mean—and how to respond with confidence.

Topics include:

✓ Acknowledging & breaking down the barriers

✓ Financial conversations

✓ Discussions that feel natural

✓ Understanding the true objection

✓ Identifying next opportunity

Session 4: Building Systems That Last - Follow up Systems to Prevent Brown Bananas

Follow up systems keep yellow bananas from turning brown by making sure every pending patient

gets a timely, personal touch instead of being forgotten on a report.

You'll learn:

✓ The best time to follow up

✓ What method to follow up

✓ Scripts to use to follow up

✓ Why this is all important

Session 5: TC Conversion Metrix

How do you know if you are improving without tracking outcomes?

We will review:

✓ TC tracking metrix

✓ Why this is important

✓ When to track

✓ Understand patient status and where they fall into the metrix

What You'll Walk Away With

✓ A repeatable consultation framework

✓ Patient conversation scripts

✓ Financial discussion strategies

✓ Objection handling techniques

✓ Follow-up systems

✓ Access to session recordings for 90 days

✓ TC Conversion Metrix

✓ A supportive community of fellow Treatment Coordinators and Dental Professionals

Included With Registration

Five live online coaching sessions

Session recordings

Downloadable workbook

Private member community

Practical templates and scripts

Q&A opportunities with Lori

Access through the member portal

VIP Includes
a Private Mastermind Session & Coaching

Meet Your Coach

Lori William

Partner, Strategix Dental Consulting

Lori is a conversion specialist. She has trained and led treatment coordinating teams across corporate networks and privately owned practices throughout North America.

She has personally observed, coached, and improved the consultation process across hundreds of orthodontic clinics and thousands of new patient exams, and the pattern holds everywhere; a few simple adjustments move conversion rates immediately. Lori continues to consult with practices on conversion strategy, TC development, and the systems that separate high-performing practices from the rest.

Choose Your Experience

EARLY BIRD

bring another team member- $99 add-on

$499 + GST

Get full access to the Mastering

Treatment Coordinator

Bootcamp at the early-bird rate.

Deadline January 17th 2027

STANDARD

$599 + GST

Full access to the five-session Bootcamp,

member portal, training resources,

recordings, and community.

VIP

$999 + GST

Take your Bootcamp experience one step further.

Full Bootcamp access

Two Follow-up coaching call

VIP kickoff evening on Feb 8

Signed copy of Lori’s book “The Conversion Code” when launched

JOIN VIP

BRING ANOTHER TEAM MEMBER

$199 + GST

Want to bring someone from your practice along?

Add an additional team member to your Bootcamp registration.

ADD A TEAM MEMBER

FULL sTANDARD rEGISTRATION

for full team

$999 + GST

Want to bring your full team?

Add team members to your Bootcamp registration for just $999.

ADD FULL TEAM

Every Patient Conversation is An Opportunity

Learn how to ask better questions, build stronger connections

and confidently guide patients toward the treatment they deserve.

Mastering Treatment Coordinator Bootcamp gives you the tools and framework

to approach patient conversations with greater confidence and make a meaningful impact on your success

Frequently Asked Questions

How do I register for the TC Bootcamp?

You can register through our online enrollment page. Simply complete the registration process to secure your spot in the Bootcamp.

What is included in my enrollment?

Your enrollment includes access to the live training sessions, educational materials, and resources designed to help you strengthen your treatment coordination skills.

When are the live sessions?

Live sessions are scheduled for February 9, February 11, March 9, March 11, and March 25, 2027. Please refer to your enrollment confirmation for session times and additional details.

How do I access Zoom?

You’ll receive a Zoom link and instructions before each live session. Simply click the link at the scheduled time to join.

What if my Zoom link isn’t working?

Check your internet connection and make sure you’re using the latest Zoom link provided. If you’re still having trouble joining, contact our support team for assistance.