Your growth Simplified
At Amanda Floyd Consulting, we help orthodontic practices scale with clarity. As seasoned orthodontic consultants and operators, our team equips you with proven systems, motivated people, and measurable outcomes—so you can deliver exceptional care while the business runs smoothly.
Whether you’re launching your first location or optimizing a thriving multi‑doctor practice, our private consulting engagements are tailored to your goals, timeline, and market.
Why Choose Us
Why partner with orthodontist consultants?
- Operational excellence: streamline new‑patient flow, treatment starts, scheduling, and AR.
- Team performance: clear roles, training plans, and accountability that lift morale and metrics.
- Patient experience: consistent, 5‑star touchpoints from first click to retainer check.
- Growth levers: case acceptance, marketing alignment, referrer relationships, and reviews.
- Data discipline: dashboards you actually use—leading and lagging KPIs tied to actions.
How we help
Choose the track that fits your stage. Each engagement is delivered 1:1—no generic templates, just focused orthodontic consulting that meets you where you are.
For established practices
Refine your systems, elevate your team, and unlock the next phase of growth.
Option 1:
Full consulting services
In 90 days, we equip established offices with the systems and tools to run smoothly, including:
Two-way, open communication
Stay in touch for three months via email with the Amanda Floyd Consulting team—quick, expert answers whenever questions arise.
Bi-weekly training
Your team will get tailored training every two weeks to guarantee full understanding of any and all changes suggested for your practice management, as well as guidance on how to best implement our recommendations.
Two-day observation of your practice
Our team will spend two days at your office observing and reviewing your current office flow and systems.
We’ll use our observations to customize a plan of action for your specific needs and goals.
Monthly meetings
Monthly Zoom meetings keep everyone on the same page and allow us to celebrate your progress together as you go.
Consulting add-On
In-office visit to Fishbein Ortho
An exclusive in-office visit to Fishbein Ortho lets you take a peek behind the scenes of our day-to-day action and includes the opportunity to:
- Receive personalized, departmental training
- Observe consults and patient appointments
- Chat with the leadership team over lunch and dinner
Option 2:
Partial consulting services
Our partial consulting contract option gives your up-and-running practice the tools for successful practice management, including:
One-time meeting
Our team will visit your office for a full day, observing your daily systems to create a personalized plan based on your needs to help you improve.
Follow-up Zoom
You’ll have a follow-up Zoom meeting to:
- Review your new plan
- Discuss how to implement any changes
- Answer any questions that come up along the way
For startup practices
Build it right from day one with a foundation that scales.
- Market & competitive analysis: demographics, demand signals, and whitespace opportunities.
- Business plan support: goals, pro‑forma inputs, fee strategy, and vendor selections.
- Location & layout guidance: visibility, access, parking; patient‑friendly, efficient floor plans.
- Technology stack: PMS, imaging, communication, payroll/HR, and reporting tools that fit.
- Hiring & training: role definitions, training manuals, daily checklists, and onboarding cadence.
- Brand & marketing: name, visual identity, website brief, local launch plan, and review engine.
- Grand opening & ramp: pre‑open checklist, event playbook, and first‑90‑days growth plan.
What to expect in a typical engagement
- Clarity — We define success in numbers and milestones.
- Collaboration — We work shoulder‑to‑shoulder with owners and leaders.
- Coaching — We train your team until new habits stick.
- Consistency — We leave you with SOPs, KPIs, and rhythms you can sustain.
Market research
Our team will conduct market research to:
- Compare numerous areas to identify the ideal location for your specialty, patient base, and practice strategy
- Provide in-depth, detailed demographic data for a specific location, such as population, income levels, age distribution, and more
- Identify competitors within the study area
Analyze competitors’ online marketing activities, including websites, organic traffic, paid traffic, and keyword analysis
Business plan development
Establishing a solid business plan is key to your success. We’ll work together to help you:
- Define your practice’s purpose and short- and long-term goals
- Help you identify your niche
- Advise on financial projections, startup costs, licensing and permits, insurance, and supplier contracts
Location & building setup
- Amanda Floyd Consulting will help you create a welcoming environment you and your patients will love. Our team will:
- Advise on site selection, ensuring a location with good visibility, accessibility, and sufficient parking
- Help work with an architect to create a patient-friendly environment and efficient office layout
Inventory
Keeping up with your supplies helps you track where your money goes. We will:
- Provide advice on equipment and supplies
- Create an inventory checklist
Hiring & training
Your team is essential to running a successful practice, and our goal is to help you build one that's strong, reliable, and trustworthy. Our team will:
- Help you hire a competent team
- Create documents for each position, including a statement of work, training manual, daily checklist, and more
- Develop training systems for each position
- Assist in creating the team culture necessary to promote excellence, teamwork, and patient-centered care
Branding & marketing
Your brand tells people who you are before they ever meet you. The team at Amanda Floyd Consulting will:
- Help you choose the right logo, color scheme, tagline, website, etc.
- Refer you to a digital marketing agency and assist as needed with calls, reviewing proposals, and more
- Assist in preparing, creating, and implementing a marketing strategy and tactical plan
Technology
Modern technology can make things easier — if you know how to use it. Our team will help you understand and make the most of:
- Practice management software
- Financial management, accounting, and billing software
- Payroll companies
Grand opening
Our team will help you navigate every step of starting your practice, including planning and executing your grand opening event.
Ongoing growth & expansion
A successful business is a full-time commitment — and our team is here to help. We’ll be on your side as you continue to grow, helping you improve and overcome any obstacles along the way.
Private Consulting FAQ's for Orthodontic Practices
Ready for private consulting that fits your practice?
Let’s design an engagement around your goals, your market, and your team.