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Patient persona report

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a robust analysis of the lifestyle behavioral data of YOUR customer base. With this data we develop your top 4 patient personas, detailing WHO they are, WHAT they value, WHERE they spend money, and WHICH offers and messaging will resonate... more

0 +
Years Expierence
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States Served
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Happy Clients
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Data Driven decisions: Turning Patient Data into predictable growth

THE SHERPA

Assist Package

  • Marketing Reports Analysis
  • TWO 60-min Zoom Calls/Month
  • Unlimited Text and Email Support
  • > Expert Marketing Guidance
  • > Sales Coaching Tips
  • > Help Finding and Vetting Vendors
  • > Unlimited Email/Text Support
  • > GOAT Social License Included
  • > Help Implementing Your Patient Persona Data Into Your Brand and Advertising
The Sherpa is perfect when you need actual hands on marketing assistance from experienced marketing and sales professionals.

THE GOAT

Event Package

  • ONE Full Day In Your Practice
  • Geographic Exclusivity
  • Event Strategy & Management
  • Event MC and Optimization
  • > Expert Marketing Guidance
  • > Event Day Sales Coaching Lunch
  • > GOAT Social License Included
  • > Graphic Design Support
  • > Patient Personas & Trail Map
  • > Leadership Strength Assessments

The GOAT experts design & execute your live event & assist you in closing treatment for maximum ROI.

MOUNTAINEER

On-Site Coach Package

  • ONE Full Day In Your Practice
  • Evaluation with Custom Coaching
  • Leadership Strength Assessments

Are you ready to
grow your business?

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GOAT CMO teaches you how to climb to the top

Fractional Marketing Strategists

Patient and Customer Data Analysis

Sales and Customer Service Training

custom Marketing Plans

Leadership and People Management training

Brand Creation and GTM Strategy

Marketing Budget Allocation

Marketing Training & Coaching

Case Presentation and phone Training

Systems and Processes

See what out clients are saying!

Testimonials

The Greatest Of All Times. This past Friday my team had an amazing training with Jake and everyone loved it. It was fun, interactive and inspiring. He has helped encourage the team and coached them to higher standards. I cannot wait to see the improvement. I highly recommend GOAT CMO. They’re the best!
Dr Juan F.
"Working with GOAT CMO has been amazing, and the information we got has been outstanding! The Patient Persona Report and Marketing Trail Map have been exactly what we needed to give direction to our growing practice. The Trail Map has ideas that are clear cut and actionable. I would highly recommend it."
Dr Jennifer L.
The absolute BEST. Our team started with Jake 3 months ago and he has made such an impact already. He has helped me navigate different marketing companies to see what best suits our dental practice while also coaching the team and the doctors on proper verbiage and self-confidence to make sure we deliver quality of care to our patients. Needless to say he has helped our patient pool grow and I can't wait to see what the future has in store with GOAT CMO by our side. Thank you for everything!
Natalie S.
"As someone who has lived in the trenches of growth and operations, I can say the Patient Persona Report and Marketing Trail Map are the exact kind of tools I've needed over and over again. They force real clarity on who you’re speaking to, what actually matters to them, and how to build a marketing strategy that isn’t just “more noise,” but intentional marketing! If a business is serious about tightening up their messaging, maximizing ad spend, and aligning their team around a clear growth plan, this is a no-brainer starting point."
Chad H.

20+

Years of Expierence

50

States Served

5000

Happy Dentists

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Book a Free Consult Today!

Who we are

Why choose Us?

GOAT CMO is a hands-on data analysis consulting firm focused on taking your business to the top. We take the guesswork out of your overall marketing plan through our proprietary sociometric customer data analysis tools and build your custom marketing guide and sales training.

With over 20 years of sales, leadership, and marketing experience, we can help you identify your brand, establish your marketing budget, go to market with the right marketing strategy, and train your team to answer calls with the confidence and skills necessary to convert more phone calls into appointments, and successfully close more deals. Need help understanding what your current marketing vendors do for you? We help coach you on how to hold your marketing team more accountable!