April 17, 2026 - Tracy Martin From Sales to Service: Leveraging Generational Insights to Elevate the Patient Journey Doctor and Staff Program - Meetings - details
April 17, 2026 - Tracy Martin From Sales to Service: Leveraging Generational Insights to Elevate the Patient Journey Doctor and Staff Program
Discover how every role in your orthodontic practice contributes to both sales and service, and why this mindset is essential for success. This presentation will explore the unique characteristics and buying habits of different generations, helping you tailor your approach to meet their expectations. We’ll conclude with actionable best practices to enhance the patient experience at every stage of the journey, ensuring lasting satisfaction and practice loyalty. Perfect for teams looking to align their efforts, improve communication, and create exceptional patient-centric care.
Learning Objectives
- Understand the Sales and Service Connection: Learn how every team member’s role directly impacts patient satisfaction, treatment acceptance, and overall practice success by combining sales and service strategies seamlessly.
- Leverage Generational Insights: Gain a deeper understanding of generational buying habits and expectations to effectively connect with and meet the needs of diverse patient demographics.
- Enhance the Patient Journey: Identify and implement best practices that create a consistent, patient-centered experience at every touchpoint, from initial consultation to treatment completion.
Tracy Martin Speaker Bio
Tracy Martin is a Millennial Mom & the CEO of Straight Consulting; a powerful combination that utilizes her 2 favorites: Generational Buying Habits & Orthodontic Practice Consulting. Growing up in ortho, having held every position over the course of 16+ years, in offices ranging from start-ups to multi-practice/multi-doctor and DSO, Tracy is passionate about the business of orthodontics. When she’s not speaking at regional and national conferences, interviewing ortho luminaries on her Straight Talk series, or hosting Straight Consulting’s signature TC & Marketing Mastery Courses, she can be found on the road, in offices throughout the U.S. and Canada. Tracy’s mission is to put a millennial twist on traditional practice consulting and lead the development of next generation ortho teams. She can be reached via phone at 425-591-6723 or via email at Tracy@StraightConsulting.com.
Registration
- Registration cards for each individual program will be mailed to all member doctors prior to the program.
- C.E. validation sign-in will take place in the morning for all members and guests (including staff) outside the lecture room beginning at 8:30 A.M. This sign-in must be completed prior to the start of the meeting for C.E. credits to be issued.
- There is no advance payment for the CSO programs. Those who register will be billed AFTER the program and the tuition will be based on our cost. The Society has designed this payment schedule to benefit it’s members by distributing the cost of the meetings amongst the number of registrants. The CSO is solely supported by members’ dues and does not profit from the meetings.
- Please submit all registrations and cancellations no later than two weeks prior to the meeting.
Meeting Agenda
- The programs will begin promptly at 9:00 A.M.
- A brief CSO business meeting will take place at each meeting.
- Tuition includes a continental breakfast and luncheon.
- All programs will conclude by 4:30 P.M.
Continuing Education
- Six hours of Continuing Education will be granted for each course.
- Certificates of participation and credit hours will be issued upon completion of each course at the adjournment of the lecture.
- Partial C.E. credit hours will be issued if you wish to leave prior to the conclusion of the course.
- It is the responsibility of the individual doctor or guest (including staff members) to obtain his/her C.E. Certificate at each lecture before departure. NO C.E. credits/certificates will be issued after the course date.