Background

When TMJ SoCal first partnered with Anchor Medical, their monthly revenue was approximately $6,000. The practice lacked foundational elements critical to success: there were no standard operating procedures (SOPs), no organizational systems, unclear messaging, and no phone conversion tactics in place. Additionally, they had no way to track or measure close rates, which made it difficult to assess where improvements were needed.

Challenges Identified

• No documented SOPs or workflow systems

• No team structure or accountability

• Poor phone conversion strategy and scripting

• Lack of usable, measurable data to inform marketing efforts

• No clear positioning or messaging for the practice

Anchor Medical’s Business Development Involvement

Our Business Development Team began with virtual meetings and a foundational questionnaire designed to understand the practice’s goals, pain points, and areas of opportunity. This became the blueprint for change.

Next, the team delivered a custom handbook, tailored to the needs of the practice, outlining operational systems, scripting, and internal communication workflows.

Shortly after, Brian and Aimee visited the practice on-site, observing real-time operations, front office handoffs, team interactions, and patient flow. This live visit allowed them to deliver instant feedback and training, laying the groundwork for long-term transformation.

From there, we established a bi-weekly cadence of accountability meetings to ensure that every team member had a clear lane of responsibility and was taking ownership of their tasks.

As the practice gained operational clarity, the Biz Dev Team identified key internal strengths and relayed those to the Marketing Team. Messaging was then crafted to highlight the personality and professionalism of the team, which created authentic, trust-building campaigns in the market.

Most critically, the conversion rate on phone calls dramatically improved, allowing the Marketing Team to optimize their ad campaigns based on actual performance data. Campaigns tied to successful phone conversions were scaled, while lookalike audiences and A/B tests were run to iterate on what worked.

Marketing Wins

• Strategic Google Ads and Meta Campaigns were deployed

• Referral outreach blended boots-on-ground efforts with digital campaigns

• Lead quality increased significantly

• Cost per lead dropped to $55

• Campaigns aligned with real-time operational feedback

Results

• Monthly revenue grew from $6,000 to $58,000 in just 6 months

• The practice saw operational improvements within 30 days, including better patient flow, booking rates, and front office communication

• Phone conversion rates nearly doubled due to new scripting and training

• Marketing campaigns were more effective thanks to real data feedback loops

• Staff morale and team cohesion improved as roles and responsibilities became clear