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Starting a Dental Practice Checklist: Launch Like a Pro

January 04, 2025
Written by: Jordon Comstock

So, you’ve decided to start a dental practice. Congrats! You’re about to embark on an incredible journey filled with root canals, patient smiles, and—let’s be honest—a few sleepless nights. But don’t worry; we’ve got your back with this ultimate starting a dental practice checklist.

This isn’t your average, boring to-do list. We’re diving deep into the nitty-gritty of launching and scaling a dental practice with tools like BoomCloud™, Weave, Meet Edgar, and ChatGPT. Plus, we’ll sprinkle in marketing magic and a real-world case study to inspire you.

Let’s do this!


Step 1: Nail the Basics: Starting a Dental Practice Checklist

Before you start thinking about marketing and membership plans, you need to get the essentials locked down.

  • Create a Business Plan: Outline your goals, target audience, and revenue projections.
  • Secure Financing: Apply for loans or find investors to cover startup costs like equipment and office space.
  • Choose a Location: Find a spot with great visibility, high foot traffic, and plenty of parking.
  • Obtain Licenses and Permits: Make sure you’re compliant with local and state regulations.
  • Design Your Office: Create a space that’s modern, welcoming, and efficient.
  • Hire Your Dream Team: Staff your practice with rockstars who share your vision.

Step 2: Develop a Go-to-Market Strategy

Launching your practice is one thing. Attracting patients? That’s where the real work begins. Here’s how to crush it with a solid go-to-market strategy:

1. Patient Membership Program

A patient membership program is your secret weapon for building loyalty and predictable revenue.

  • Why It Works: Patients love the simplicity of paying a monthly fee for routine care and discounts.
  • How to Start: Use BoomCloud™ to create and manage your membership program effortlessly.

2. Small Business Outreach

Partnering with local businesses is a genius way to grow your patient base.

  • How to Do It: Offer group membership discounts to small businesses in your area.
  • Pro Tip: Use Weave to communicate with business owners and their employees seamlessly.

3. Digital Marketing

You need to be visible online—period.

  • SEO: Optimize your website for location-based keywords like “dentist in [Your City].”
  • PPC Ads: Run Google Ads targeting patients searching for dental services.
  • Social Media: Automate your posts with Meet Edgar to stay active and engaging.

4. Community Marketing Ideas

Getting involved in your community builds trust and gets your name out there.

  • Sponsor local events or youth sports teams.
  • Host a free “Smile Day” for underserved populations.
  • Partner with charities to give back while gaining exposure.

Step 3: Leverage Marketing Tools

Here are the tools you need to streamline your marketing efforts:

  • BoomCloud™: Manage membership plans and boost patient loyalty.
  • Weave: Automate patient communication, including reminders and reviews.
  • Meet Edgar: Keep your social media feeds active without lifting a finger.
  • ChatGPT: Create killer content for emails, blogs, and social posts in minutes.

Case Study: Dr. Thompson’s BoomCloud™ Success Story

Dr. Sarah Thompson opened her practice in Portland, Oregon, with one big goal: attract patients who value convenience and transparency.

Step 1: Launching a Membership Plan

Using BoomCloud™, Dr. Thompson created a membership program offering routine care and treatment discounts.

  • Active Members: 300 patients signed up within the first year.
  • MRR (Monthly Recurring Revenue): Hit $20,000.
  • ARR (Annual Recurring Revenue): Reached $240,000.

Step 2: Marketing with a Bang

Dr. Thompson combined digital ads, social media, and small business outreach to promote her membership program.

  • She used ChatGPT to craft engaging blog posts about dental health.
  • Meet Edgar kept her social media game strong.
  • Weave helped her send personalized messages to patients, boosting engagement.

Step 3: Results That Speak for Themselves

Her case acceptance rate increased by 50%, and her patients raved about the affordable, transparent pricing.


Why Membership Plans Are a Game-Changer

For Patients:

  • Affordable care without insurance hassles.
  • Predictable costs for peace of mind.
  • Discounts on major treatments like crowns and implants.

For Practices:

  • Steady revenue through MRR and ARR.
  • Increased patient retention and referrals.
  • Higher case acceptance rates.

FAQs: Starting a Dental Practice Checklist

What’s the most important step in starting a dental practice?
Creating a solid business plan and securing financing are critical first steps. But don’t overlook the importance of a strong marketing strategy and patient loyalty programs.

How does BoomCloud™ help new practices?
BoomCloud™ simplifies membership management, creating predictable revenue and building patient loyalty from day one.

What are MRR and ARR, and why do they matter?
MRR (Monthly Recurring Revenue) and ARR (Annual Recurring Revenue) are metrics that show consistent income from memberships, giving you financial stability.

Can small practices benefit from digital marketing tools?
Absolutely! Tools like ChatGPT and Meet Edgar save time and make marketing manageable for practices of any size.

How quickly can I see results with BoomCloud™?
Most practices see improvements in revenue, patient loyalty, and case acceptance within 3–6 months.


Final Call to Action: Start Strong with BoomCloud™

Ready to launch your dream practice and build a patient base that sticks around? Pair this starting a dental practice checklist with the power of BoomCloud™ to scale your membership program and grow your revenue.

Click HERE to schedule your free demo and start your journey to success today.


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My Top Podcasts

Download "The Million Dollar Dental Membership Plan" E-book!

Learn tactics and strategies from practices that have built a million dollars in recurring revenue from their membership subscriptions alone! Creating a patient membership plan is the smartest strategy to implment in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & improve your case acceptence by 3X with members. Download the book Now!

Membership Plans For Optometrists

vision-membership-plan-ebook Learn tactics and strategies from practices that have built a million dollars in recurring revenue from their membership subscriptions alone! Creating a patient membership plan is the smartest strategy to implement in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & improve your case acceptence by 3X with members. Download the book Now!

What is BoomCloud™?

BoomCloud is a software platform that allows you to create, manage & grow your own membership program. Build unlimited plans, track recurring revenue, active members metrics. Integrate your online membership enrollment with your website & start growing recurring revenue. Schedule a demo!

Fire The PPOs With These Proven Strategies!

Discover how to break free from the grip of PPOs and transform your practice into a thriving, profitable business. Imagine better cash flow, higher profits, and stronger patient relationships. It’s not a dream – it’s a reality waiting for you.

Say goodbye to PPOs and hello to a thriving, independent dental practice. Don’t miss out – your journey to financial freedom starts here!

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Power your patient membership program, Create recurring revenue, improve patient loyalty & maximize patient spend. 

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Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business. Here are more dental books to improve your practice

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Recurring Revenue Growth Calculator

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Calculate the hidden costs of relying on traditional PPO plans. Our PPO Loss Calculator reveals the revenue you could be missing out on and helps you strategize for greater profitability with a membership-based model.

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