THE TOOLS YOU NEED TO - MAKE2019YOURYEARPAGE 21 - CELEBRATING THE YEAR BEHIND + THE YEAR AHEAD - The Scheduling ...
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77
2 0 1 9
CELEBRATING THE
YEAR BEHIND +
THE YEAR AHEAD
PAGE 03
EXCITING
ANNOUNCEMENT
ABOUT 2019
PAGE 23
THE TOOLS YOU NEED TO
MAKE 2019 YOUR YEAR PAGE 21
Jay Geier, CEO & Founder of Scheduling Institute
WARNING!
All that you are about to read in this magazine is real and not exaggerated. By following Jay Geier’s
tested and proven strategies for increasing new patient numbers, collections, and ultimately
net worth, the doctors you are about to read about have had tremendous success.
We ask that you please respect the privacy of the doctors and team members mentioned in this magazine
and refrain from contacting any of them. They are under no obligation to take time away from their businesses
or personal lives to provide free consultations, and it is entirely inappropriate to ask this of them.
If you have questions about anything you read in this magazine, please contact the Scheduling Institute
at 855-390-1709. One of our practice growth consultants would be happy to answer any questions
you have and make appropriate recommendations about how best to reach your practice goals.
Thank you for your attention to this important matter. H APPY READING!
INSIDE
THIS ISSUE
03 21
Celebrating the Essential Tools You Need to
Year Behind Make 2019 Your Best Year Ever
23 28
Exciting Announcement Why Raise the Ceiling... When
About 2019 You Can Blow the Roof Off!
W
EDITOR’S LETTER
JAY GEIER
Well, 2019 is here and will be well under to our members, so I’d like to extend the same message
way by the time you receive this issue of I gave my team to all my clients too. You’ve invested in
The Practice. Take a deep breath! Every new year it feels like training solutions, and for some of our higher performing
we all shake our heads and think, “Wow! I can’t believe it’s members – coaching memberships, which are proven to
actually (insert year).” And yet, boom! It really is, and here bring you results. Use all the tools we offer you as a part
we are! Another new year full of opportunities to make of these programs! When you don’t implement, you are
change, to build on proven successes and to reach goals – leaving money on the table. It’s like joining a gym and never
both new and ones we missed the previous year. stepping foot in it – but unlike the gym, I care when you
Jay Geier and his family: Annabelle,
Jack, Diane and Flint
2019 IS GOING TO BE A GREAT YEAR.
We are going to accomplish amazing things! But it won’t all happen in the first 90 days.
So, relax. Have faith in the plans you’ve set, and the resources you have available to you.
I say, “take a deep breath” because really, sometimes it feels don’t come and want you to get the results you paid for
like we put so much emphasis and pressure on ourselves to with your investment in us!
do absolutely everything immediately out the gate, and to
In this issue, we’re going to highlight some key tools you
change every little thing we can… that we basically cause
have available in 2019 to skyrocket accountability and
ourselves to implode with the pressure of it all. I see people
ultimately, results, in your practice. We’ve created these
give up on everything by like mid-March. So instead, take a
tools based on proven business principles and requests
deep breath. We are in this for the long haul, and don’t want
from you, our members. We’ve tailored them specifically
you burning out before you have a chance to really get going!
for private practice owners. Take a look and see which
2019 is going to be a great year. We are going to accomplish tools you need to add to your 2019 success kit.
amazing things! But it won’t all happen in the first 90 days. Sometimes you might forget that being a Scheduling Institute
So, relax. Have faith in the plans you’ve set, and the member puts you in an exclusive community, a club if you
resources you have available to you. will, of doctors that are making an intentional effort to change
At my team’s 2019 kick-off event in January, I spoke to themselves and their practices for the better. Be proud of the
them about the importance of using the tools we give them company you keep, and let’s all work together, using all the
to be successful. I make it a point to give my team tools to tools at our fingertips, to make 2019 our best year ever.
help them establish goals that support the ones I set for Until Next Time,
the company, to track their results and to help them learn
new concepts – just to name a few. We offer the same tools
THE SCHEDULING INSTITUTE 2
WE RECOMMEND EVERYONE
GO BACK AND
CELEBRATE ...
The books have officially closed on 2018, and all the stats are finally in. It was a great
year! So before we dive into all the new results-driving tools Jay and the SI Team have
created to help you in 2019, make sure you take a moment to CELEBRATE all the great
things that happened last year! Here are a few of the highlights we are celebrating ...
and so should many of you!
3 THE SCHEDULING INSTITUTE
JANUARY FEBRUARY
State-of-art free Dental Clinic Opens in the 5X Executive Leadership Summit: The 2017
Dominican Republic: With the help of Jay, Big Year ends with 5X members discovering
5X member donations, Dr. David Ahearn and that as a group they increased collections
Design Ergonomics, and the World Mission $89,457,487 over the previous year.
Partners, the people of the Bateyes in the DR
will have access to much needed healthcare.
Big Year Video Contest Winner, Dr. J.R.
Haynie, drives off in Jay’s Porsche...
19 SI Client Teams
served on Mission
trips throughout
the year
...with $25,000 for his Leadership Team.
80
TOTAL SINCE
2014 AND THEY
TREATED 4,272
PATIENTS!
...and an elephant was at the event
to help celebrate!
THE SCHEDULING INSTITUTE 4
MARCH
3-day Wealth Summit in Sandestin, FL:
151 Doctors and their spouses spend 3 days mapping out their personal net worth plans with Jay.
Due to overwhelming feedback from the
clients who attended, Jay vowed to offer
more opportunities for his clients to ward
off complacency by creating 10-year net
worth plans. He held another Wealth
Summit in December for 77 more doctors in
Phoenix, and promised more opportunities
in 2019.See page 25 for more details.
5 THE SCHEDULING INSTITUTE
JUNE JULY
Triple Event Day: For the first time ever, Jay 5X Summer Celebration: 5X Members and their
Geier is officially in THREE PLACES AT ONE families have an epic summer adventure in the
TIME when he hosts three events simultaneously: beautiful mountains of Park City, UT. Jay teaches
The Teen Event, the bonus Doctor Event and a them about the importance of creating live
Customer Appreciation Event. Clients and Teens experiences for themselves, their team and their
learn valuable content while we see Jay build SI families – while enjoying an exceptional one!
Culture by Example in the process. (Read issue
75 on SImembers.com to learn more about it)
THE SCHEDULING INSTITUTE 6
TONS OF COACHING WORKSHOPS
give offices the edge to see incredible results:
7 THE SCHEDULING INSTITUTE
244 5X Offices and 129
Platinum Coaching Offices had their
BEST COLLECTION MONTH EVER in 2018!
The average annual collections
per 5X office in 2018 was
$2,954,778
(that’s an average of $246,231 per month!)
The average annual collections
per Platinum office in 2018 was
$1,456,144
(that’s an average of $121,345 per month!)
166 5X Offices and103 Platinum Coaching
Offices had their BEST NEW PATIENT MONTH EVER in 2018!
The average annual number of
New Patients per 5X office was 1,244
(that’s an average of 104 per month!)
The average annual number of New
Patients per Platinum Coaching office was 596
(that’s an average of 50 per month!)
THE SCHEDULING INSTITUTE 8
SPECIALIZED TRAINING
Specialized Team Training Opportunities Galore: Call Throughout the year, our army of Certified Trainers
Center Coordinators, Marketing Directors, Financial flew 4,622,314 miles of air travel to train 27,819 Team
Coordinators and 5X Team Leaders receive specialized Members at on-site solutions. 17 of our seasoned
trainings throughout the year to bring big results trainers joined the exclusive club of SI trainers who have
(see page 11 for Team Leader of the Year Announcement) completed over 300 trainings in their career! This group
has been everywhere and seen everything – trust them
when they tell you SI processes and principles work!
9 THE SCHEDULING INSTITUTESEPTEMBER DECEMBER
Category of One event: the most colorful event of 2018 We are honored to win our 9th consecutive
is held in Orlando, FL, where almost 1,000 doctors Dentaltown Townie Choice Award for Top
and team members learn Jay’s secrets on how to Consultant & Advisor in 2018. This award is voted
avoid complacency, corporate takeover and would-be on by the readers of Dentaltown, and we thank you
competitors by creating a practice that is like no other – for once again recognizing our programs. Our goal
a practice that stands in a category of one! is to deliver outstanding results and value to our
clients, not to win trophies. But you don’t get voted
the best 9 years in a row by not getting results!
THE SCHEDULING INSTITUTE 10DECEMBER
The Executive Leadership
As many of you know, the SI Team University has been closed to everyone except 5X Office Team Leaders for
the past two years. In 2017, the leaders were taught skills to help their Doctors and practices to achieve their
Big Year game plan goals. In 2018, their leadership training kicked up a notch to an Executive Leadership level.
The two-year leadership program has concluded,
and the results are in on who was named Leader of
the Year!
Over
869 20
5X Executive Representing Hours 20
Leadership U
Workshop
244 of Remote
Learning Days
of Coaching
Attendees Workshops and
Offices Seminars
After this rigorous journey…
70 offices nominated a Leader for the contest - each could only pick one “Leader of the Year” to represent them.
The nominees were narrowed down to 15 finalists. Finally, SI Certified Trainers voted to select the 3 Winners!
11 THE SCHEDULING INSTITUTEThe Leader of the Year Contest Winners!
$2,500 CASH PRIZE $5,000 CASH PRIZE
Danielle Stocks Betsy Gelinas
from Dr. Robert Lalor’s & Dr. Mary John’s office from Dr. Drew Wilson’s & Dr. Joshua Osofsky’s office
Overcoming obstacles is not foreign for Danielle Stocks. For 11 years, Betsy Gelinas has worked at Henniker Family
In college she was on a trip to Costa Rica where she Dentistry. With the addition of 5X, the Doctors were asked to
survived a fatal bus accident and was stuck in the country, choose some leaders within their office. Betsy was one of their
having lost her passport in the accident. Her confidence first picks – they knew she had some leadership abilities, but
was low and fear was high, but through her leadership she really performed at a higher level than even they thought
development journey she has blossomed as a person and she would. She learned the hard way how to manage a team
as a leader. Her team said that she not only takes the time when three of her full time hygienists were unexpectedly
to step away to work on the bigger picture as a leader, but out at the same time. She now has confidence that
always jumps in when needed. She has taught many of the no matter what comes her way she will be able to
leaders at Lalor Family Dental that if you take care of your handle it. The numbers have increased in the
people, your people will take care of you. The numbers have Hygiene department and while they are
increased and the culture is better – that is why Danielle working harder, they are also having more
was voted third place Team Leader of the Year and took fun and earning more money through
home $2,500 in holiday cash in December. the incentive plans she developed
for them. That is why she was
voted second place Team
Leader of the Year and
took home $5,000 in
holiday cash in
December.
Turn the Page to Find Out Who
Won the GRAND PRIZE!
THE SCHEDULING INSTITUTE 12The Executive Leadership
DECEMBER
AND THE WINNER IS...
Barrett Shupe
from Dr. Travis Burkett’s office $7,000 CASH PRIZ
BARRETT SHUPE FROM DRUMRIGHT DENTAL IN
OKLAHOMA. As a former football coach, Barrett brought his talents
from the field into the office. He hit the ground running his very first
year in the practice by being enrolled in this Leadership Program
and came out with a win for the Leader of the Year contest. His
team says that he is extremely intentional about knowing
each team member personally and getting others to like
and respect one another. He says that the value in a
team is that each person is working hard to
help each other rather than focusing
on themselves.
13 THE SCHEDULING INSTITUTE“This award is great! The Executive Leadership
I’m honored and super
humbled my team leads
would even nominate
me for this … but …
this can’t be our be-all,
end-all. This one award
can’t define us. In 2019
we’ve got the Results
Creator Bootcamp, and
We surprised Barrett by planning a sneak-attack on his office
we’ve got to gear up for to announce he won the contest. A small group of SI team
members flew to Drumright with balloons and his prize
ZE what we’ve got to do
money, and burst into his office.
here! I’m going to split
this prize money with my
team leads – I wouldn’t
be here without them!”
– Barrett Shupe
Spoken like a true Leader of the
Year!! Congratulations, Barrett.
And Congratulations to all our
5X Executive Leadership U
Alumni! We are proud of you!The Executive Leadership
DECEMBER
CONGRATULATIONS TO ALL THE LEADER
OF THE YEAR NOMINEES! YOUR TEAMS THINK
THE WORLD OF YOU, AND SO DO WE!
NOMINEE NAME............. DOCTOR NAME NOMINEE NAME............. DOCTOR NAME
Allison Poskey....................... Brandon Boggan Jessica Ferguson....................... Michelle Haynes
Amanda Seamon....................... Matthew Holley Jessica Fuller................................ Stephen Hill
Amy Cecil......................................... Perry Stamatiades Jessica Plumb............................... Daniel West
Angela Fucito............................... James Woltmann Jessica Woody............................ Randall Crawford
................................................... & Dr. Steve Rogers JoAnn Toppin............................... Mai Huynh-Le
Ani Suarez....................................... April Patterson Julie Perrine................................... Kordie Reinhold
Ashley Murphy............................. Murray Johnson ................................................... & Peter Hinke
Ashley Sparenberg.................. Steven Pilipovich Karla Stocker................................ Dan Beninato
Audra Scott.................................... Ali Torabi Kathi Urias....................................... Mark Exler
Barrett Shupe............................... Travis Burkett Kathryn Colmore....................... Gary Michels
Betsy Gelinas................................ Drew Wilson ................................................... & Chris Gauquie
................................................... & Joshua Osofsky Kayla Howard............................... Kevin Rowan
Beverly Kicinski........................... Melanie Kessler Kelsey Yales................................... Colleen Bullard
Briana Neira................................... Vanessa Carpenter Kendall McIntyre........................ William Chen
................................................... & Joe Castellano Kendra Powell.............................. James D Powell
Caroline St-Laurent................. Benoit Carrier Kristin Adkins............................... Thomas Kellogg
Cheryl Scott................................... Steve Shwedel Kristina Mascorro...................... Bill Carini
................................................... & Caroline Okonkowski Lindey Hill........................................ David Mitchell
Christina Minshall...................... Roland Pagniano Magda Vazquez.......................... Jason Lemmon
Cindy Hardin................................. Candace Rausch Mandy Grossman....................... Paul Keelan
Cindy Loayza................................ Mark Winkler Marion Halligan........................... Jamison P. Hendricks
................................................... & Neil Charaipotra Mary Beth Grant......................... Mark Fixari
Courtney Pincombe................ Matt Gaebelein Meghan Catalano...................... Kristen Ritzau
Danielle Bedient......................... Oliver Cabrera Melisa Ging..................................... Jeff Dworak
Danielle Conrad.......................... Ryan Roberts Michelle Spates........................... Burton Gooch
Danielle Shirley........................... Michael Landry Natalie Carducci......................... Angel F Lopez
Danielle Stocks............................ Robert Lalor Natalie Stephenson................. Jacob Overman
................................................... & Mary John Patricia Anderson..................... Michael Strickler
Deanna Chifalo............................ Arthur Abercrombie Patricia Bowman........................ Scott Nagy
Denise Mathis............................... John Ludwig Robin McElligott........................ Lisa Grant
Dottie Carter................................. Jared Pell Shannan Cottrell........................ Samaria Mascagni
Erin Hastings................................. Troy Michelson ................................................... & Tina Nichols
................................................... & Brent Fairbanks Shannon Klagholz..................... Lance Panarello
Genesis Escontrias................... Brian Bergh Solei Fisher..................................... Franklin Maximo
Greta Kudirkaite......................... Jason Monroe Tabatha Pullano.......................... Beth Robinson
Haley Gordon................................ Bruce & Brandon Burley Tory Sheehan................................ Cliff Brown
Jackie Burch.................................. Robert Griggs Tracy Guidry.................................. Troy Miller
Janice Machak............................. Michael Hoffman Tram Nguyen................................. Khoa Nguyen
Jen Blazekovich.......................... Richard Mantoan Veronica King............................... Jason Sala & Todd Sala
Jennika Darling........................... Craig Sommer Vicki Staub...................................... Joel Nathanson
THANK YOU FOR MAKING
2018 A YEAR LIKE NO OTHER!
We are honored to help you achieve your practice
goals and look forward to an amazing 2019!
15 THE SCHEDULING INSTITUTEWe are going all out...here’s what we have planned:
• Jay is hand-selecting S.I. team members to
join YOUR team as enrollees in the program
YOUR GREATEST • Jay is giving away a TESLA to a Doctor’s team
member enrolled AND to an S.I. employee
RESULTS-DRIVING • Content starts in MARCH with a live direct feed from Jay
• Enrollees will benefit from built-in accountability
TOOL OF 2019...
through our brand-new member site
• Increase Revenue by $200,000 GUARANTEED
through 7 results-producing bootcamps
HAS OUR TEAM SO PUMPED... We are STARTING THIS PROGRAM RIGHT,
WE’RE JOINING YOU AND YOUR STRAIGHT FROM THE START. It’s all about picking
the RIGHT people to attend each bootcamp
TEAM IN THIS ADVENTURE! and COMMIT to their mission.
JAY’S 2019 Great news for you ... Jay’s LIVE feed starts
IN MARCH! So you still have just a few days
TS CREATO
to enroll before we CLOSE the 2019 program
UL
S OTCAM R
for good (you cannot enroll mid-year).
E
R BO P HOW TO ENROLL:
Only Practices with a certain level
2019 Team Training University’s Results Creator of Unrealized Revenue are eligible
Bootcamp will be an intensive training program to enroll through our application
that will have such a major impact on your Practice... process – Schedule an Unrealized
you’ll be begging us to send more team members! Revenue conversation with our
Admissions Expert to see if this
POSSIBLY THE SINGLE GREATEST is a right fit for you by calling
678-269-7465. Find out if you
VALUE PROPOSITION IN S.I. qualify for scholarship funds as well!
HISTORY, INCREASING REVENUE
BY $750,000-$1,00,000 C A L L B E FO R E I T 'S TO O L AT E !
Ashli Maddux
AND WE CAN’T BELIEVE ANYONE WHO Admissions
IS CHOOSING TO MISS THIS!
Schedule a Consult Online at www.SiResultsCreatorBootcamp.com
THE SCHEDULING INSTITUTE 16...MORE
SUCCESS STORIES!
It’s been awhile since we’ve highlighted our BEAT THE BASELINE WINNERS in
The Practice. They are being celebrated in the 5-Star Weekly eNewsletter instead. But these
stories were so exceptional we wanted to share them all with you here in case you missed
them online! As we head into 2019, think about the intention and focus
you are putting on your New Patient
numbers. And don’t forget to
enter those stats... you
just might be the
next winner!
D R . JA S O N KO PA K I N
BOULEVARD DENTAL
Dr. Jason Kopakin’s team at Boulevard
Dental started with SI in October of
2017 and had just three new patients. In
November, Scheduling Institute trained
his office, and exactly one year later
they saw 35 new patients! Dr. Kopakin
DR. JEREMY JOHNSON is committed to his team and to growing
MONROE SMILES his practice and has invested in Platinum
coaching as well as quarterly trainings for
Dr. Jeremy Johnson’s baseline is 30. His team beat the baseline
his team. Boulevard Dental is a tight knit
in June with 56 new patients, and they had their best month
family who works hard and implements
ever in August with 75 new patients! Dr. Johnson’s team
everything Scheduling Institute teaches.
beat the baseline EVERY MONTH in 2018! Dr. Johnson
They work hard and clearly, it pays off!
celebrated their one year anniversary with SI in January. At
the Category of One event last September, he decided that
not only did he want to invest in his team with quarterly
trainings, but he also wanted to invest in himself as a doctor.
He made the decision to commit to growing his business and
joined the Platinum Coaching Program. Dr. Johnson has
an amazing energetic team that works hard to implement
what SI teaches- and it shows! Last year, the office went on
an exciting and memorable rafting trip in Leavenworth, WA.
When they learned that they had won the $1,000 Beat the
Baseline prize, they decided to make the trip an annual event.
17 THE SCHEDULING INSTITUTED R . DAV I S P E R RY
RANCHO DENTAL
Dr. Davis Perry started in 2013 with Scheduling Institute
and is now a 5X doctor, who invests in leadership meetings
with SI and quarterly trainings. When they started with SI in
2013 they were bringing in an average of about 30 patients
per month. They beat their baseline of 65 several months out
of 2018 but in July, they beat the baseline with 81– their best
month ever! Dr. Perry decided to fax in a copy of his graph like
they used to do back “in the day”, and show Jay their awesome
results! Dr. Perry acknowledges that, “There have been struggles.
There is extra work that comes with SI, but it has revitalized me
and encouraged me to delegate. I now have a Leadership Team
in place that I never would have created on my own, and as
DR. LINDSEY ZEBOSKI
Jay says, my staff does things better than I do. The team is very
THE WHITE HOUSE
much on board with the SI way. They embrace SI, especially our
COMPREHENSIVE DENTISTRY
Leadership Team, and that becomes infectious with the rest of
Dr. Lindsey Zeboski is a Gold member. our team.” Dr. Perry believes that SI took his practice to a whole
Her team had their first training in June new level, and he and his team are excited about next year. He
and beat their baseline of 12 new patients said, “We already can feel that it will be our best year yet!”
in September with 15 new patients! In July,
they had their best month ever with 22 new
patients! Both team members on the front
desk have had 5 star calls since their training
and they continue to work hard to implement HOW CAN YOU
what was taught! Dr. Zeboski’s team is very
crafty and used their $1,000 winnings to get
WIN THE BEAT THE
everyone gift cards to Hobby Lobby! BASELINE CONTEST?
STEP 1: Be enrolled in the
5 Star Certification Program.
STEP 2: TRACK YOUR NEW PATIENTS DAILY! You should know and understand the
importance of tracking your New Patient numbers every day! Not only does it keep you and
your team engaged and focused on your goals, it also helps you see how you are doing. We have
an exciting monthly contest as extra motivation to help your office stay on top of this critical
component of your training and New Patient growth, and a way to celebrate your success with you.
STEP 3: Enter your monthly New Patient number on SIMembers.com by the 5th
of the month for the previous month. If your office beats your New Patient baseline,
you’re automatically entered into the drawing to win $1,000 to be used toward an exciting team
experience. One office wins every month- YOUR OFFICE COULD BE NEXT!
GO TO SIMEMBERS.COM NOW AND LOG IN TO YOUR PERSONAL RESOURCE
WEBSITE TO MAKE SURE YOUR STATS ARE UP TO DATE. Mark your calendar to make sure
your entire month is entered by the 5th of the following month moving forward. Winners will be
notified by the end of the month, and will be featured in the 5 Star Weekly Newsletter.
Questions about Beat the Baseline? Email 5star@schedulinginstitute.com.SPRING BREAK IS RIGHT AROUND THE CORNER.
Are you making sure to block your calendar for personal days?
Even if you don’t have children at home, it’s important to build in rejuvenation
days on your calendar to keep you from burning out! If you don’t feel like you
can leave your practice for a week for much needed rest and relaxation – you
need help! Find out how one of our doctor coaching programs can completely
change your practice, and teach you how to work less while making more.
Visit vacations.sicoaching.com to get started with an application!
M A R C H 19
S U N D AY M O N D AY T U E S D AY WEDNESDAY T H U R S DAY F R I D AY SATU R DAY
01 02
COACHING
PLAYBOOK
eNEWSLETTER
Platinum Year 2 + Workshop - ATL
Gold Member Fast
Start Bootcamp ATL
03 04 Gold Mine 0 5 06 07 08 09
eNewsletter
5-Star Weekly JAY’S
eNewsletter Platinum
Coaching Q&A FRIDAY FOCUS
Call 8:00pm EST
5X Workshop – ATL
Enter Stats on
SImembers.com
10 11 12 13 14 15 16
5X Coaching COACHING
Atlanta United FC Call with Jay 1:00pm EST PLAYBOOK
eNEWSLETTER
vs. FC Cincinnati
Superstar
D AY L I G H T Team Teleseminar JAY’S
S AV I N G S w/ Q&A 1pm & 3pm EST FRIDAY FOCUS
BEGINS– 5-Star Certification
SPRING PLATINUM COACHING Program New
APPLICATION DUE Patient Progress
F O R WA R D ! Report arrives
17 18 19 20 21 22 23
Atlanta United FC
Gold Mine
vs. Philadelphia eNewsletter JAY’S
Union FRIDAY FOCUS
S T. PAT R I C K ’ S 5-Star Weekly
D AY eNewsletter
24 25 26 27 28 29 30
George Strait
Concert @
JAY’S COACHING Mercedes-Benz
FRIDAY FOCUS PLAYBOOK Stadium
eNEWSLETTER
31A P R I L 19
S U N D AY M O N D AY T U E S D AY WEDNESDAY T H U R S DAY F R I D AY SATU R DAY
01 02 03 04 05 06
APRIL
Gold Mine
F O O L’ S eNewsletter JAY’S
FRIDAY FOCUS Enter Stats on
D AY SImembers.com
5-Star Weekly
eNewsletter
07 08 09 10 11 12 13
COACHING
Superstar Team JAY’S PLAYBOOK
FRIDAY FOCUS eNEWSLETTER
Teleseminar
with Q&A 1pm Platinum Coaching Workshop 1 - PHX
& 3pm EST
14 15 16 17 18 19 20
GOOD
5-Star Certification F R I D AY Atlanta United FC
Gold Mine JAY’S
Program New eNewsletter vs FC Dallas
Patient Progress FRIDAY FOCUS
S.I.
Report arrives PA S S O V E R
5-Star Weekly CLOSED
eNewsletter BEGINS
TA X D AY
21 22 23 24 25 26 27
EASTER EARTH Atlanta United FC
S U N D AY D AY JAY’S COACHING vs Colorado Rapids
FRIDAY FOCUS PLAYBOOK
eNEWSLETTER PA S S O V E R
ENDS
28 29 30
Gold Mine
eNewsletter
5-Star Weekly
eNewsletterESSENTIAL TOOLS Was 2018 your Best Year Ever? If not, what are you going to do in 2019 to change that? And if 2018 was your Best Year Ever... what are you doing to maintain or even top those results? Check out the following pages of this magazine for the essential tools you need to boost accountability, and ultimately RESULTS, in your practice. Whether you are trying to break your own record or break out of a downward spiral, or even if you just need a little spike to shake things up ... we have the time- tested, proven tools to build your success. 2019 is here my friends, let’s get it! 21 THE SCHEDULING INSTITUTE
ESSENTIAL TOOLS
LET’S GET SOCIAL
Join SI on Social Media
L E T ’ S S T A R T W I T H
Anna Boisse,
Social Media Director
YES, TELL EVERYONE!
Come follow the fun ...
Once you have created your accounts and followed SI it’s time to join your own SI community.
These groups are a great place to build community, share marketing ideas, and celebrate results.
For all Team members and Doctors, For Platinum Doctors And for 5X Doctors
we want to welcome you to the new we’d also like to invite you we have
Facebook group, The REAL Scheduling to join Platinum Members – 5X Members –
Institute Marketing Master Minds. Scheduling Institute. Scheduling Institute.
ALERT!!! Facebook has changed their algorithm AGAIN! The algorithm is trying to
clean house for you by making sure you get everything you need from Facebook to stay engaged. This means
showing you the content it thinks you will find most useful. Facebook thinks it is helping you by removing you
from groups you haven’t interacted with in a while. We don’t want you to miss out on any content just because
you like to read and not always react to posts in the groups you belong to, so we are bringing you this message
so that you don’t get dropped from any of the groups you belong to – not just our Scheduling Institute ones.
In order to stay a member of the groups you currently belong to: please like, comment
or drop a GIF in the comment section to show your engagement!ESSENTIAL TOOLS
THE 2019 GOLDEN TICKET: YOUR TICKET FOR
MAKING 2019 YOUR BEST YEAR EVER! FINDING,
HIRING, AND
RETAINING
2019 LIMITED EDIT
ION TOP-NOTCH
TEAM
MEMBERS ARE
THE BIGGEST
FRUSTRATIONS
WE HEAR FROM
Due to popular demand...
Jay has brought back the Golden Ticket!! YOU ON OUR
THE MOST VALUABLE TICKET OF 2019 POST-TRAINING
4
Culture Fest
REPORTS. WE’LL
SEATS
JU NE
REVEAL THE
JUN E 2019
20 19
June 13-15, 2019 | Atlanta, GA
| AT
| ATL ANTA
LA
NTA
SOLUTIONS AT
2
SEATS
MA RCH
The Wealth Summit THE WEALT THIS YEAR’S
201 8 |
ONLY
H
SA ND EST
Summit 60 SEATS
M AR
CH 20
PER DATE
THE W
IN
ULTIMATE TEAM
18 |
August 8-10, 2019 | Atlanta, GA EALTH
SA N
2 options: Sum
D ES
TI N
November 7-9, 2019 | Phoenix, AZ mit ENGAGEMENT,
PERFORMANCE,
SAVE $4,497 ON TUITION WITH AND RETENTION
THE GOLDEN TICKET BUNDLE!
Plus...
BOOSTING
NEXT EVENT...
10 ONLY! GOLDEN TICKET BONUS PACKAGE
$500 will be donated to the construction of the S.I. Training
Facility at “El Buen Samaritano Hospital” in the Dominican Republic.
CDs and DVDs of BOTH events
(only available through Golden Ticket!) ATLANTA, GA
Visit www.JaysGoldenTicket.com or call 855-200-5737 to
secure your ticket now! Read on for more details on these amazing events...got culture?
This 3-Day Event is designed to help you address the top complaints and concerns we get
from our clients: hiring the right people, finding great team members, retaining team members
and ultimately translating that into increased patients, referrals and patient retention. Get the
most out of your investment that you have already made in your team by attending this event
which will give you tools to:
• Recruit & Retain top talent ... tired of having to find and replace team
members? Find out what it takes to recruit and retain for your Culture-Fit
• Become a Magnet for highly skilled and motivated team members
• Leverage Your Practice’s Culture into more new patients,
referrals, and increased team performance
• Grow your network of Private Practice Doctors that are working
on becoming a Category of One by creating their own Culture
• Stay ahead of the competition by having a Culture that
corporate Practice’s can’t measure up against
WHO SHOULD ATTEND? This 3-Day Event is specifically designed for DOCTORS
and their CORE CULTURE TEAM (for example: your office manager, HR Director, Team
Leader - with passion for Culture). YOU and 1-2 people on your team, looking to make
your Practice a place where everyone wants to work and patients want to be treated.
THIS CONTENT-PACKED EVENT WILL COVER THE FOLLOWING KEY TOPIC AREAS:
Top Culture specialist insight from speakers that were hand-picked by Jay Geier
Jay’s personal recruitment strategy System of Accountability for Culture
Immunity from Corporate Practice threats Growing your network
Developing a Core Culture Team Employee Retention Core Values
Tangible processes and tools to increase team engagement
Develop Your Core Culture Team
Online Today with Jay Geier –
go to www.SICultureFest.com
to watch Jay review who should attend.
THE SCHEDULING INSTITUTE 24ESSENTIAL TOOLS
BUILD YOUR 10-YEAR NET WORTH PLAN
THE WEALTH
Summit
In 2018, Jay hosted two Wealth
Summits, with 228 Doctors and
spouses attending. NOW, they
have solid financial plans that are
FUELING their Net Worth for
the next 10 years.
“The future impact, the biggest
thing is getting me to open up my
mind, to have a broader box. The
impact I can have in my community,
my family my patient base, keeps
me focused on my revenue, keeps
me engaged and enthused, and
excited for next 10 years
I did a 10 year projection before,
it was a much narrower focus. This
was much more comprehensive,
much more inspiring quite frankly.
It’s been a great 3 days, thankful for
being here.
From an overall clarity standpoint,
if you are going to be the leader in
your business, your people know
that you have a clear idea on what
your horizon is and what your
reaching for in order to inspire
and lead them.”
J O H N K LO OST E R
“The event is something I can take
moving forward, I am only 35. It
gives you a blueprint to start making
financial decisions. You don’t know
what you don’t know, and that’s
why I come to these events, it helps
you make better decisions for your
future and your practice.”
S E T H H A LL“We come together, we are partners and
spouses, it is huge because you have to
be on the same page. If you aren’t on the
same page, you have this push me, pull
me mentality that impedes the growth.
Learn to do this through what you
already know. Jay doesn’t ask you to
use other forms of productivity that you
don’t already know. So taking what you
know and expanding on it is amazing.”
DR. VANESS A CARPENTER
“Being at this event has opened our
eyes to a future that is very doable. It’s
not as scary as we once thought if you
break it down with the math, you know
you can pay down your debt, you can
“This event will have a huge impact on our save, you can invest in a building. We
future, especially for us when it comes to the have already gone 10 times in the last
decisions we are making. Running a business 10 years. Our practices has gone from
and making the right investments creates a $300K to $3M, so the next 10 years
lot of stress when you don’t have the right seem doable after being at this event.”
roadmap, and this event taught us what
that roadmap should be and it helped us to DR. KIM BOLDT
know how to convey that information to our
children, not just helping us but also our kids.”
DR. R IC K H A RVE Y
“It will help us be on the same page, we set
some goals we are excited to accomplish
NOW, you too can double
and I am excited ot be a part of that.” your Net Worth with the
M R S . H A RVE Y
right knowledge and tools.
ENROLLMENT FOR 2019
WEALTH SUMMIT IS NOW
OPEN. SECURE YOUR
SPOT EARLY BEFORE
THEY SELL OUT (AGAIN!).
ONLY 60 SPOTS
AVAILABLE PER DATE.
AUG 8-10 in Atlanta NOV 7-9 in Phoenix
Secure your spot TODAY at
www.WealthSummitEvent.com
THE SCHEDULING INSTITUTE 26ESSENTIAL TOOLS
WORK LESS AND MAKE MORE IN OUR COACHING PROGRAM
DO YOU DREAD TAKING VACATIONS
because you know YOU WILL LOSE MONEY?
Don’t Spend Your Spring Break or Summer Vacation
Losing Money ... Turn Your Vacations Into 5-Star
Vacations and Make Money While Enjoying Life!
(4-8 weeks per year) (1 week per year, if you’re lucky!)
5 THE PLATINUM 1 THE AVERAGE
STAR DOCTOR’S VACATION STAR DOCTOR’S VACATION
-$10,000 Hotel -$3,000 Motel
-$3,000 First Class Flights -$600 Gas to Drive
-$5,000 Food/Entertainment -$800 Food/Entertainment
-$10,000 Pay Overhead @ the Office -$10,000 Pay Overhead @ the Office
-$28,000 TOTAL -$14,400 TOTAL
+$50,000 Production @ the Office +$0 Production @ the Office
$22,000 $14,400
NET GAIN! NET LOSS!
“ New patients goal reached and
highest we've had in past four years!
Collections goals for month reached! All “
Cash flow and new patients have
increased significantly. I’m happy to say that
beginning today and moving forward, I am
now in a position to take each Tuesday off to
” ”
with working 4 fewer days and less stress. spend with my son. A sincere thank you!
– Dr. Richard Lee – Dr. Jeremy Gordon
“ I wanted to let you know that I had a check game last month for my team
to collect over $433,000. We hit $466,000 AND I had a week off! Less doctor
”
production time and it was our second best month ever! THANKS!
– Dr. Bob Lalor
Since this time, the office now collects over $1.8M per month and Dr. Lalor has ultimate time
freedom to work when he wants. He credits being in the coaching program for his success.
Call 855-390-2779 or visit vacations.sicoaching.com
to find out if you’re eligible for Platinum.ESSENTIAL TOOLS
INCREASE HYGIENE PRODUCTION
WHY JUST RAISE THE CEILING ... WHEN YOU CAN
BLOW THE
ROOF
OFF?!
YOU MAY BE SHOCKED TO LEARN WHAT’S YOUR
B I G G E S T B A R R I E R
AND LEARN THE ESSENTIAL TOOL THAT WILL HELP EXCEED YOUR GOALS!
“I want my Practice to earn X, and never grow beyond that.”
W
– SAID NO DOCTOR EVER!
hen you first started (or bought) a Practice, your goals were probably somewhat
conservative because, let’s face it, you didn’t really know what you were doing!
(Yet, anyway). At some point you realized you needed to grow the business more
effectively. That’s one of the reasons why you started working with Scheduling Institute.
SO… given where your Practice is TODAY, would you NOW say, “I never want to grow beyond
this”? OF COURSE NOT! Why would you accept such an arbitrary ceiling? You’ve already proven
to yourself that you can grow the business by doing the right things in the right ways, so why
would you think there are no more “right things” that will help you continue to grow? There is
NOTHING STOPPING YOU from further building your business … EXCEPT your own fears
and doubts and MISUNDERSTANDINGS about what it takes to raise the ceiling even higher.
THE SCHEDULING INSTITUTE 28ESSENTIAL TOOLS
INCREASE HYGIENE PRODUCTION!
M IS U N D E RSTA N D I N G S?
UNFORTUNATELY, THERE IS A HUGE MISUNDERSTANDING
ABOUT ONE OF THE BIGGEST, IF NOT THE BIGGEST, MISSED
GROWTH OPPORTUNITIES YOU HAVE
IN YOUR PRACTICE. WHICH IS…
YOUR
YOUR HYGIENE DEPARTMENT!
IS YOUR
HYGIENE
HYGIENE
DEPT. DEPT.
CLEANING
YOUR CLOCK?
Average hygiene production is $110 per hour… and has remained so for the last 15 years!
That’s because the average dental hygienist focuses almost exclusively on cleanings and other
“standard” procedures covered by insurance, just as they have for so many years. And yet, the hygienist
is the second most trusted person in the Practice. Patients look to the hygienist as an authority to
advise them on optimal oral care, and will invest in suggested treatments. Studies of our members’
Practices prove that hygienists who more fully leverage that trust for the benefit of the patient
(and consequently the benefit of the Practice) produce $200 or more per hour!
DID YOU KNOW…? HYGIENE SHOULD CONTRIBUTE AT LEAST 30% OF OVERALL PRACTICE REVENUE!
Like you, though, your hygienists attend CE classes to improve their clinical skills, not to learn how
to grow the department. That’s why CE trainings rarely translate into higher production for ANY of
you! You and your hygienists must understand the TOTAL role they SHOULD be playing to boost
department production, AND how to actually do that.
29 THE SCHEDULING INSTITUTEQUANTIFY THE OPPORTUNITY
Think of your Hygiene Department as a business within the business. To quantify the MISSED
REVENUE OPPORTUNITY of that “subsidiary,” you need a calculator AND an understanding of how
the department COULD AND SHOULD be generating production:
% OF HYGIENE
TYPES OF PRODUCTS AND SERVICES DEPT PRODUCTION
1. “Standard” - typically covered semi-annually by insurance 10 – 25%
2. Periodontal 25 – 40%
3. Adjunctive - preventative, restorative or cosmetic;
typically not covered by insurance
40 – 60%
Most hygienists focus almost exclusively on standard services, proud of themselves for getting as many
patients as possible to come in for two cleanings a year. As a result, what should be the department’s
SMALLEST source of production may well be their ONLY source of production! And a very stagnant
one at that. For the vast majority of Practices, the latter two “buckets” represent the gaping hole you have
in your revenue pipeline. Hygienists should be leveraging every visit to suggest OTHER products and
services THAT ARE IN THE PATIENT’S BEST INTEREST. To be clear, we are not suggesting you “hard
sell” what’s NOT in a patient’s best interest, just educate and influence them on the products and services
they probably aren’t even aware of. GIVE YOUR PATIENTS THE OPPORTUNITY to understand the
VALUE of paying out-of-pocket for things that would make them look and feel better.
SO HOW DO YOU KNOW IF ALL OF YOUR “BUCKETS” ARE FILLING YOUR HYGIENE DEPARTMENT’S PRODUCTION?
Some members like wearing their “financial hat” more than others and know their numbers forwards
and backwards. It’s not enough to just know your overall Hygiene Production number! Really
UNDERSTANDING how each “bucket” has or hasn’t contributed to overall hygiene production is the
only way to grow further. You need to know what’s working, what needs improvement, and what should
be eliminated that could actually be costing you. Even if you’ve developed a high-performing hygiene
team with a strong department leader, you as the business owner can NEVER delegate the ultimate
responsibility for setting growth goals and performance expectations that support your OVERALL
Practice goals, unless you have a thorough understanding of ALL the elements.
Learn What Your “Buckets” Are Producing.
Get Your Hygiene Analysis - The Essential Tool for
Really Understanding Your Hygiene Numbers.
Only our proprietary system can reveal the MAGNITUDE of the revenue you’re missing… and how to go get it! It’s not
rocket science, but the math can get confusing, and even lead you down the wrong path if you miscalculate. So LET
US DO THE MATH FOR YOU! By plugging your numbers into our proprietary analytical tool – unique in the industry –
we will scientifically calculate what your Hygiene Department production COULD AND SHOULD be, reveal strengths
you can build upon, and weaknesses you need to invest in to be able to hit realistic goals that are WAY ABOVE what
you’re producing today. You’re already well into your 1st Quarter! Don’t wait another day to learn the astonishing
opportunity you’re missing by allowing your Hygiene Department to continue operating as it currently does!
Go to www.HygieneAnalysis.com OR call 855-390-1709
to learn more about this FREE Opportunity Analysis!4125 OLD MILTON PKWY
ALPHARETTA, GA 30005
50381
got culture?
Take this culture assessment to find out now:
www.SiCultureFest.com/quizYou can also read
