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Dental Growth Strategy Assessment

Let's learn about your practice.

Complete this short assessment so I can review your current marketing, identify opportunities, and determine whether a Growth Partnership is the right next step for your practice.

⏱ About
3 minutes
👤 Reviewed
personally
✓ No
obligation
▤ Proposal only
if we're a fit
Rick Bartelli
Personally reviewed before we meet. I’ll review your assessment in advance so we can make the most of our one-on-one.
Rick Bartelli Founder, DentCMO

Here’s how it works

A simple, 4-step process to get clarity on your growth opportunities.

1
Answer a few questions Share a few details about your practice, marketing, and goals.
↓
2
I’ll review your responses I’ll look at your current visibility and growth situation.
↓
3
Strategy session (if it’s a fit) We’ll schedule a one-on-one to discuss priorities and next steps.
↓
4
Custom Growth Plan If we’re a fit, I’ll share a clear recommendation and next steps.

Ready to get started?

The assessment takes about 3 minutes to complete.

Begin Assessment → 🔒 Your information is secure and confidential.
Step 1Begin AssessmentShare the basics about your practice, marketing, goals, and current blockers.
Step 2Personal ReviewYour answers help make the next conversation sharper and more useful.
Step 3Right Next StepIf the fit is there, we move into a focused strategy session and growth recommendation.
Why We Ask First

We are not trying to fill a calendar with unqualified calls.

IntakeIQ Growth combines software, Google Business Growth, patient opportunity management, attribution, and Fractional CMO leadership. The assessment helps confirm whether that level of engagement matches your practice.

Strong fit if...

  • You want more than another dental marketing agency.
  • You are investing in growth and want better accountability.
  • You want Google Maps and GBP visibility treated as a serious growth channel.
  • You are willing to improve front desk workflow and patient follow-up.
  • You want senior marketing leadership without hiring a full-time CMO.

Probably not right if...

  • You are only looking for the cheapest marketing company.
  • You want someone to just run ads without strategy or accountability.
  • You are not ready to measure patient opportunities and follow-up.
  • You only need a website project or one-time task.
  • You are not part of the decision-making process.
Practice Assessment

Tell us what growth looks like for your practice.

This short assessment helps us understand your practice, your current marketing, your growth goals, and whether IntakeIQ Growth is the right level of support before you schedule a strategy session.

About 3 minutes Dental practices only Strategy session next

Dental Growth Strategy Assessment

Before scheduling your Growth Strategy session (if it's a fit), tell us a little about your practice. This assessment takes about 3 minutes.

01 About You 02 Practice 03 Marketing 04 Goals 05 Fit

    Step 1 of 5

    About You

    Step 2 of 5

    About Your Practice

    Step 3 of 5

    Current Marketing

    Step 4 of 5

    Growth Goals

    Step 5 of 5

    Leadership Fit


    Ready to continue?
    After submission, you will continue to the Growth Strategy Session booking page.

    What Happens Next

    The assessment makes the strategy session sharper.

    Instead of spending the first call gathering basics, we can focus on what matters: growth gaps, visibility opportunity, follow-up, attribution, and fit.

    01

    Complete the Assessment

    Share your practice details, current marketing setup, goals, frustrations, and decision-making status.

    02

    Schedule the Session

    After submitting, continue directly to the calendar and choose a time for your Growth Strategy session (if it's a fit).

    03

    We Review First

    We look at your website, Google Business Profile, local visibility, and submitted answers before the call.

    04

    Decide Fit

    Together, we determine whether IntakeIQ Growth is the right operating system for your next stage.

    Ready for marketing leadership instead of more marketing noise?

    Start with the Dental Growth Strategy Assessment. If the fit is right, the next step is a private strategy session focused on your practice, your visibility, your follow-up process, and your growth opportunity.

    Start the Assessment →