The Challenge
Plan Forward, a pioneering dental membership plan platform, was founded by dental operations experts with a mission to transform how practices manage patient memberships. Despite their innovative solution, they needed support scaling their sales efforts and optimizing outreach to both practices and patients. They turned to Groove Consulting to sharpen their Go-to-Market strategy and fuel growth.
The Approach
Groove Consulting partnered closely with Plan Forward to:
- Hire, train, and manage a skilled sales team
- Streamline and improve patient communications, including SMS outreach
Reduce duplicate records and enhance processes within HubSpot CRM
The Results
In just two months, Plan Forward secured 34 booked meetings for the co-founders and closed several new deals—laying a strong foundation for scalable growth.
Client Feedback
“Since working with Groove, we’ve found a ton of positive success. The people at Groove helped us find top-notch sales reps, created the materials to train them, ran the training, and within a few short weeks, we are already seeing sales success. I outsourced the building and running of our sales engine to them with strong results. There were other parts of the sales process where Groove was also helpful – they streamlined our Practice-to-Patient outreach and messaging via SMS and texts, which has helped our practices grow patient membership. Not only is Groove quick and efficient, they’re always one step ahead, delivering results and catalyzing our business expansion. We can’t recommend them enough!”
— Jane Levy, Co-Owner, Plan Forward