Resource library
The documents a practice actually runs on.
Every checklist, worksheet, script and letter here was pulled straight out of an article, so it carries the same rules: my numbers are mine, nothing is invented, and it is built to be used on Monday. Give your name and email once and the whole library is open to you.
15 downloads · 17 protocol cards · 21 guidelines
Documents
Owner's documents
Checklists, plans and worksheets for buying, running and fixing a practice.
11 in this section
90-Day Turnaround Plan
A twelve-week, six-sprint plan for turning around an underperforming practice, as a PDF plan and a phase-by-phase spreadsheet tracker.
2 pagesv1.0Updated 2026-09-03
The First 90 Days Plan
A phase-by-phase plan for the first 90 days after buying a dental practice: the transition, the team, the patients, and the numbers to watch weekly.
2 pagesv1.0Updated 2026-08-24
Weekly Profitability Report
A weekly log spreadsheet with formulas for every ratio the KPI and profitability articles define, plus a one-page summary of what to look at each Friday.
1 pagesv1.0Updated 2026-08-06
Membership Plan Worksheet
Price an in-house membership plan off what the covered visits actually cost you, then fill in the plan terms with your own numbers.
v1.0Updated 2026-07-30
Staff Bonus Plan Worksheet
A spreadsheet that models the Push Month and Prize Month bonus strategy with payout formulas, plus a PDF explaining the rules.
1 pagesv1.0Updated 2026-07-06
Practice Acquisition Due Diligence Checklist
Every document to request before buying a dental practice, in the order to review them, plus a spreadsheet to track each one.
3 pagesv1.0Updated 2026-06-18
Buying a Dental Practice: Red Flags Checklist
The five traps that turn a dental practice acquisition into a struggle, and the specific action to take against each one.
2 pagesv1.0Updated 2026-06-08
Letter of Intent Term Sheet
An editable term sheet for a dental practice LOI, with bracketed fields for price, scope, transition, and contingencies.
4 pagesv1.0Updated 2026-05-21
Office Manager Checklists
Daily, weekly, and monthly office manager checklists as a print-ready PDF and a spreadsheet tracker with an owner and done column.
1 pagesv1.0Updated 2026-05-06
PPO Write-Off & Ranking Worksheet
Turn a three-month production report into lost revenue per PPO plan, then score patient count, admin friction and growth potential to rank which to drop first.
v1.0Updated 2026-04-09
Daily Huddle Sheet
A one-page sheet with the exact agenda, time boxes, and role prep lines to fill in for the daily morning huddle.
1 pagesv1.0Updated 2026-04-06
Scripts
Scripts & letters
What the front desk says and what the letter to patients says, word for word.
4 in this section
Out-of-Network Patient Letter & Transition Timeline
The patient letter for going out of network, the front-desk script, and the 90-day timeline for training, mailing, talking to patients and tracking after.
2 pagesv1.0Updated 2026-08-27
Patient Reactivation Scripts
Text, email and phone/voicemail templates for the four-touch sequence that reactivates lapsed patients before you spend another dollar on ads.
2 pagesv1.0Updated 2026-06-25
The Let Me Think About It Script
The exact question that isolates why a patient really said 'let me think about it,' plus the money and nerves branches and the script that closes the loop.
2 pagesv1.0Updated 2026-06-04
Front Desk Phone Scripts
Scripts for answering the phone, insurance questions, locking in appointments, cancellations and no-shows, for your front desk to read and role-play.
3 pagesv1.0Updated 2026-03-05
Clinical
Clinical evidence
Protocol cards from The Research Says and the guidelines that changed practice.
Verdict index
Every one of the 17 Research Says verdicts on one sortable page: the question, the answer, the evidence grade.
PageProtocol cards
One printable page per episode: the verdict and the Monday-morning protocol. Open from the verdict index.
PageGuideline tracker
21 clinical guidelines that changed what a general dentist does, dated, with what changed and a link to the source.
Handouts
Patient handouts
Printable explainers a practice can hand to a patient from the chair.
Nothing here yet. The first handouts are being written now; they will be announced in The Dental Grind and on the what’s new page.
Reference
The numbers and the shelf
Pages that are not downloads: the rules and guidelines a dentist looks up, the targets I run practices against, and the products twenty offices standardized on.
Reference directory
150 entries: guidelines, rules and data sources with a TL;DR on top, searchable by tag.
PageBenchmarks
The targets the course teaches against, what each one measures, and the calculator that puts your own number next to it.
The formulary
What twenty practices standardized on, by category, and why each pick won the slot. Being filled in now.
Every Monday, free: how a practice actually works, plus the podcast.