The Blueprint for Success:

Transforming an Office into a $2 Million Practice in 1.5 Years

In today's fast-paced and ever-evolving business landscape, achieving rapid success often requires a strategic approach grounded in proven methods and principles. Using “Blueprint for Success” facilitated the transformation of an office into a $2 million practice in just 1.5 years. Through a combination of strategic planning, operational efficiency, and exceptional customer service, this roadmap not only outlines the steps taken but also highlights the importance of adaptability and continuous improvement.

1. Strategic Planning, Goal Setting and Calendar Planning

With a clear vision in place, the next step was to develop a detailed strategic plan. This plan included specific, measurable, achievable, relevant, and time-bound (SMART) goals. By breaking down the all-encompassing goal of reaching $2 million into smaller, actionable milestones, the office was able to track KPI (Key Performance Indicators) and MPI (Monthly Performance Indicators) progress and make necessary adjustments along the way. Regular reviews ensured that the team stayed focused and accountable, allowing them to celebrate small victories that contributed to the larger objective.

2. Enhancing Operational Efficiency

Operational efficiency was a critical component in this transformative journey. The practice undertook a comprehensive evaluation of its processes, identifying areas for improvement. Implementation of technology solutions streamlined workflows, reducing the time spent on administrative tasks and enhancing productivity. Working with the Lead Assistant on ordering supplies to keep costs on a budget, transforming communication skills with answering the phone to handoffs (front to back, back to front), and case presentation.

3. Fostering a Culture of Continuous Improvement

Recognizing that the journey to success is ongoing, the practice embraced a culture of continuous improvement. Regular training and development opportunities for team members ensured that everyone was equipped with the necessary skills to adapt to changing market demands. Encouraging feedback and innovative ideas fostered an environment that celebrated experimentation, allowing the practice to evolve with its clients in a dynamic ecosystem.

We Provide Partner Resources to Support Your Practice

Nickerson Design

Making Personalized Choices for your Practice with our highly skilled Design Specialists:

  • From Start-Up from the Ground Up
  • A Remodel
  • An Entirely New Practice Branding Design

Kim Reddick — 818-298-5320

Natalie Hickman — 818-629-8280

Partners Who Provide Financing

Matthew Christy — Provide, Sr. Regional Director. 916-837-6288

Jason Schneller — a dedicated Healthcare Lending Specialist at Provide, partnering with dentists, veterinarians, and medical doctors who are looking to acquire, start, or refinance a practice.
Phone number 818-561-8106


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Hours of Operation


  • Monday: 8:00AM to 5:00PM
  • Tuesday: 8:00AM to 5:00PM
  • Wednesday: 8:00AM to 5:00PM
  • Thursday: 8:00AM to 5:00PM
  • Friday: 8:00AM to 5:00PM
  • Saturday: Closed
  • Sunday: Closed

Our Address



74-801 Hovley Lane East #13742
Palm Desert, CA 92260

(442) 222-4205