The 3-Step Marketing Plan Every Orthodontist Needs l 5MF

What if I told you your marketing budget isn’t the problem — your tracking is?

In this Five Minute Friday, I’m breaking down the three things every orthodontic practice needs to make marketing actually work: a plan, a reliable way to track where patients came from, and a clear understanding of ROI. Too many practices are throwing money at PTAs, community events, online ads, referral gifts, and sponsorships without knowing what’s truly producing starts.

I’ll show you the exact question I ask every new patient, why your TC needs to hear the answer, and how a simple spreadsheet can help you stop guessing and start investing smarter. When you know where your growth is coming from, you can double down on what works, fix what doesn’t, and grow your practice with far more confidence.

Quotes

“You need to have a marketing plan. You need to write things down about how you’re going to market.”
— Dr. Glenn Krieger

“You will not be guessing where you should be spending your money. You will be spending it smartly, and your practice will grow as a result.”
— Dr. Glenn Krieger

🎯 Key Takeaways
Intro (00:00)
Why most mature practices need intentional marketing (00:42)
Step 1: Build a real marketing plan (01:08)
Step 2: Ask patients how they actually found you (01:38)
Why the doctor should help identify the real referral source (03:00)
Step 3: Track ROI by marketing source (04:46)
How to decide where to double down (05:00)
The 3-part marketing formula: plan, track, measure ROI (06:28)
Airway meeting announcement and invitation (06:56)

🟦 Additional Resources
If you want to stop guessing where your marketing dollars should go, start with three simple steps: build the plan, ask the question, and track the ROI.

And if you’re interested in learning how orthodontists can responsibly play a role in airway and sleep-disordered breathing, DM me about the December airway meeting before it sells out.

- Airway Meeting: https://web.orthopreneurs.com/arizonasleepandairway2026

- For more information, visit: https://orthopreneurs.com/

- Join our FREE Facebook group here: https://www.facebook.com/groups/

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