We handle the data science behind smarter marketing for multi-location dental groups
Most dental organizations do not have a growth problem. They have a diagnosis problem.
What OcclusionOS Actually Does
From Marketing Metrics to Booked Patients and Accepted Treatment
Clicks and calls are a beginning, not a business result. We connect marketing activity to bookings, treatment acceptance, and purchased procedures so leadership can see what deserves the next dollar.
| Opportunity | Analysis | Action |
|---|---|---|
| Attract more demand for the care each office is equipped to provide. | Compare local demand, patient geography, service mix, and available capacity. | Adjust targeting, messaging, and landing pages to fit the location. |
| Help each office make better use of its demand and capacity. | Compare bookings, attendance, case acceptance, purchased procedures, and collections by location. | Improve booking conversion at one office; increase qualified demand at another. |
| Help more patients move from interest to appropriate care. | Identify where inquiries, appointments, or recommended treatment stop progressing. | Prioritize improvements to intake, follow-up, scheduling, and patient communication. |
| Evaluate where the next location could strengthen the group. | Assess trade-area demand, existing patient geography, nearby locations, and operating assumptions. | Compare expansion scenarios, including their assumptions, uncertainties, and evidence gaps. |
Why This Model Is Different
Most agencies report output: production, visits, revenue per visit. We start with what each location actually needs in order to grow.
We focus on which personas drive sustainable revenue, where they are concentrated, and how consistently they progress along the path-to-health.
Marketing, operations, and management are treated as one interconnected system, not siloed functions with conflicting KPIs.
Invest where demand and capacity align. Improve conversion where interest already exists. Resolve operating constraints before buying more traffic. Give every office a strategy that fits its opportunity.
What This Enables for Leadership
See the group clearly. Compare locations using shared definitions.
Recognize local opportunity. Separate demand, booking, treatment acceptance, and capacity issues.
Invest with a reason. Tie budget decisions to each office's priorities.
Give teams a next move. Turn findings into specific actions and measures.
Learn as you grow. Track changes and refine the plan.
Our Diagnostic Framework
At OcclusionOS, we help multi-location dental practices manage every office as its own value engine, not just a pin on a map. Each location sits at the intersection of booked-patient conversion and patient value, two distinct but interdependent drivers of performance.
Booked-patient conversion measures how effectively an office turns measurable inquiries into booked appointments. Attendance and later care decisions are tracked as separate steps.
Patient value describes the care patients proceed with over time, including accepted treatment, purchased procedures, and continuity of care. Revenue is measured separately from profitability, which requires cost data.
This framework gives leadership a clear diagnostic view of which locations are elite performers, which are stable, which hold latent upside, and which are structurally constrained. From there, strategy becomes precise and operational. We focus your attention, and your budget, on what actually governs performance at each location.
Data and Marketing Services
Understand the opportunity. Build the work to pursue it.
Executive dashboards
Bring group-wide performance and location-level detail into a leadership view.
Booking, case acceptance, and purchased-procedure analysis
See how inquiries become appointments, how treatment plans progress, and which procedures patients purchase.
Landing page design
Create focused pages matched to the location, campaign, service, and next action.
Conversion rate optimization
Identify and improve the page, form, and booking steps that prevent interested visitors from taking action.
Geofencing
Assess location-based advertising opportunities around relevant trade areas, subject to healthcare privacy and platform restrictions.
Digital advertising
Plan and manage campaigns around location priorities, available capacity, and measurable outcomes.
Messaging
Give the group a clear value proposition, with local relevance where it matters.
Ad creative
Develop campaign concepts, copy, and visual assets that give patients a clear reason to respond.
Want landing pages, advertising, and conversion tracking run as an ongoing service? See Dental Conversion Marketing
Engagements and Pricing
Start with a focused diagnostic or a full location growth plan. Then choose how to act: implement with your team, work with your current agency, or hand the execution to ours. Diagnostic and implementation scopes are agreed separately.
What's Included
- Audience Array™ persona-based economic model (conversion vs. monetization)
- Geographic & trade area audit
- Location & lifecycle diagnostics (awareness, conversion, monetization, capacity)
- Digital & intake systems review
- Care continuity & monetization analysis
- Patient surveys (where appropriate)
- Economic sizing & realistic growth bands
- Strategic prioritization framework
- KPI architecture & executive dashboards
Engagement Structure
- 2-hour in-person kickoff
- Off-site research & modeling
- 90-minute interim alignment
- 3-hour in-person results & strategy session
What's Included
- Audience Array™ economic model (system-level)
- Location-level diagnostics by constraint
- High-level geographic & trade area review
- Focused digital & intake review
- Focused care continuity & monetization review
- Economic sizing & growth bands
- Strategic prioritization framework
- Starter KPI architecture
Engagement Structure
- 90-minute kickoff
- Off-site research & modeling
- 2-hour results & strategy session
How We Turn Data into a Growth Plan
- 1
Agree the questions. Define the locations, decisions, data requirements, and deliverables.
- 2
Find the opportunity. Analyze practice and market data, then validate the findings with your team.
- 3
Choose the next moves. Prioritize actions against likely value, effort, capacity, and uncertainty.
- 4
Put the plan to work. Your team, your agency, or our marketing services can handle implementation. Ongoing measurement is scoped to match.
Led by Jed Jones, principal of OcclusionOS. Automation supports the analysis. Human judgment determines what the findings mean, which limitations matter, and what your team should do next. Your proposal identifies who leads the work and reviews the recommendations.
How We Protect Clients
Before accepting an engagement, we review potential competitive overlap in the relevant markets. We explain any restrictions in writing and do not share your confidential data or strategy with another client. Geographic exclusivity is included only when it is expressly agreed.
“Your diagnostic has agreed deliverables, not an open-ended promise. If we cannot deliver the diagnostic outputs specified in your agreement, we refund your diagnostic fee.”
The guarantee covers delivery of the agreed work, not a particular revenue or treatment outcome.
Frequently Asked Questions
Is OcclusionOS a marketing agency?
Is this just marketing strategy?
What kind of data do you need?
Will you run our marketing afterward?
Do you work with DSOs or individual practices?
How are you different from other dental marketing agencies?
How quickly will we see results?
What Clients Say
Trusted by Practice Owners and Data Leaders
I have been in business for over twenty years and I finally have a data driven understanding of our business that we can now harness in marketing. I appreciate Jed's dedication to our success.
Jed Jones is one of the most talented data professionals I've had the opportunity to work with. His ability to uncover actionable insights from complex data created measurable business value and significantly improved our decision-making process. What sets Jed apart is his rare combination of technical excellence and business acumen. He doesn't do analytics for the sake of analytics, he solves real business problems and delivers results.
Let's find out if we're a fit for each other. Contact us today!
If you're serious about scaling your practice and building a durable competitive advantage, talk to OcclusionOS. Submit the form below and we'll follow up within one business day.
We work with groups running three or more locations in growth mode.
What to have ready:
- Primary markets
- Current growth goals
- Known constraints or frustrations
We review every submission personally.