6-Week Live, built-with-you Program • March 13 - April 27
I’ve Spent 10 Years as an Elite Consultant. Now I'm Teaching You to Build That Expertise Into AI.
Regain Control of Your Time, Your Team, and Your Revenue. 6 Weeks of Live Implementation. Walk Away With Systems That Don't Depend on You Being There. For orthodontic owners stuck below 75% case acceptance, fighting 62% staffing shortages, and 55% overhead, this 6‑week program installs 5 HIPAA aligned AI systems that finally pull you out of chaos and into control. Your Practice Should Give You Freedom, Not Take It Away. Build AI Systems That Set You Free in 6 Weeks.
Capacity
Limited Spaces
Program Dates
March 13 - April 27, 2026
Investment
$2,997 (2 Seats Included)
You Walk away with…
HIPAA-Compliant AI Implementation
Does it ever feel like your practice is stuck in the perfect storm… with no way out?
You're not imagining it.
The data confirms what you're feeling:
The staffing crisis is getting worse.
81% shortage, 57% actively hiring right now, and experts predict 7-10 MORE years of this. You're paying more than ever but getting less.
Your case acceptance is bleeding revenue.
National average stuck at 52%—yours might be worse. 1,000 calls, 871 exams, only 635 starts. Should be 80-90%. That gap costs you $1M+ annually.
Overhead is crushing your margins.
Costs up nearly 10%, now 60% of collections. You're working harder and producing more, but taking home less as staff compensation eats into profits.
Administrative burden is drowning you.
You didn't go to school to be an HR manager. Clinical demands plus business ownership leaves you exhausted with nothing left for your family.
You're scattered, not systematized.
Your team asks the same questions 50 times a day because protocols are buried in files and emails. New hires take 6+ months to get up to speed. Everything depends on YOU being available.
AI has you frozen in confusion paralysis.
You've heard AI can help but don't know where to start and you're terrified of HIPAA violations. You stay frozen while competitors figure it out.
I’m Willing to bet…
You didn't open a practice to work 60-hour weeks managing spreadsheets, hiring, training, and answering "Where's the protocol for...?" 50 times a day.
You wanted to change smiles. And have a life.
Let me guess what you’ve already spent well-earned money on…
Generic business consultants ($15K-$50K):
Just hire better people" they said. (From where? The 81% shortage pool?) Theoretical frameworks with zero implementation support.
✗
Project Management Software:
Added complexity without reducing your workload. Just another system to manage instead of an actual solution.
✗
Hiring More Staff:
Can't find qualified people. Training takes 6+ months. They leave in 18 months and you start over.
✗
Marketing Agencies:
More leads, same 52% conversion. Burning ad dollars while bleeding patients in follow-up.
✗
Youtube Tutorials & ChatGPT Experiments:
Overwhelming, scattered, not orthodontic-specific—and definitely not HIPAA compliant.
✗
The pattern? Everything was either too expensive, too generic, too complex, or gave you zero implementation support for orthodontics specifically. This is different.
What if you could build AI consultant systems that solve all of this… in just 6 weeks?
Not generic ChatGPT prompts that violate HIPAA. Not another $50K consultant who gives you homework. Not software you buy but never fully use. Real, HIPAA-compliant AI consultant systems that:
✓ Answer every team and patient question in 60 seconds
All protocols, scripts, and SOPs in one searchable place—no more interrupting you 50 times a day.
✓ Create 30 days of on-brand content in 90 minutes
Content that sounds like YOU, not generic AI, without hiring an agency.
✓ Move your case acceptance from 52% to 80%+
Expert consultation scripts and objection handling for every scenario—stop leaving $1M+ on the table.
✓ Turn your overwhelmed team into force multipliers
Your existing team becomes 3x more efficient—no more waiting 6 months to hire the "perfect" person.
✓ Document any workflow in just 30 seconds
New hires trained in weeks, not months. Your knowledge finally OUT of your head.
✓ Get your life back
Enjoy 20-40 hours saved per week across your practice. Leave work on time with energy for your family - yes, really!
Most importantly? You build these systems together in live sessions.
Not confused.
Not overwhelmed.
Not alone.
Not confused. Not overwhelmed. Not alone.
How it Works
6 Weeks. 5 AI Consultant Systems.
HIPAA-Compliant. Built Together.
Week 1 (March 13)
AI Foundations & Mastery (2 Hours)
My tried-and-true AI tools, HIPAA-compliant, privacy best practices. You'll build your first system together.
Week 2 (March 20)
Brand Champion Marketing Strategist (90 Min)
Generate months of content in your voice. Never stare at a blank screen again. → Save 5-10 hours/week on marketing
Week 3 (March 27)
Practice HQ + Operations HQ (90 Min)
Every protocol, script, SOP in one searchable place + document new workflows in 30 seconds. → Save 10-15 hours/week across your team
Week 4 (April 3)
Implementation Week (90 Min)
Hot seats, troubleshooting, integration. Make your systems talk to each other. → Catch up, refine, optimize
Week 5 (April 10)
Leadership Consultant (90 Min)
Hiring systems, performance reviews, conflict resolution, team culture. → Save 5-10 hours/week on team management
Week 6 (April 17)
Conversion Coach (90 Min)
Move from 52% case acceptance to 80%+. Consultation mastery for every TC. → $1M+ revenue capture potential
Limited Seats Available • Enrollment Closes on March 10
Your 5 AI Consultant Systems
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Brand Champion - Marketing Strategist
✓ 30 days of social content in 90 minutes
✓ Content in YOUR voice
✓ Patient attraction messaging that converts
✓ Content repurposing system (1 idea → 10 pieces) -
Practice HQ - Your Complete Knowledge Base
✓ ALL protocols (from front desk to insurance) in one place
✓ Every script for every scenario
✓ Instant answers to ANY patient/protocol question
✓ New hire onboarding system
✓ HIPAA-compliant implementation -
Leadership Consultant - HR & Culture Expert
✓ Hiring interview systems and scorecards
✓ Performance review templates
✓ Difficult conversation frameworks
✓ Team culture initiatives
✓ 1:1 meeting frameworks -
Operations HQ - Your 30 Second SOP Architect
✓ Document any workflow in 30 seconds
✓ Instant training materials for any role
✓ Build step-by-step process guides
✓ Turn knowledge into documented systems
✓ Generate role-specific operation manuals -
Conversion Coach - Case Acceptance Expert
✓ Expert consultation scripts
✓ Objection handling for every scenario
✓ Case presentation templates
✓ Financial conversation flows
✓ New patient call optimization
The Math Doesn't Lie:
Here’s How You’re Leaving $1M+ on the Table
Let’s do some math.
At 100 Consults/Month (1,200/Year)
Current Acceptance Rate (52%): 624 starts
Target Acceptance Rate (80%): 960 starts
That’s a 336 increase in cases.
336 cases x $6,000 = $2,016,000
{$2M in potential revenue you’re missing!)
Even if this program only helps you capture 20% of that gap:
67 more case starts = $402,000 additional revenue…. On a $2,997 investment
Plus Time Savings…
20-40 hours saved per week = $150,000+ annual value
Plus Staffing Efficiency…
Stop waiting to hire during the 81% shortage = $40,000+ saved annually
Total Value
$592,000 - $2,206,000+
Hi, I'm Lindsay—And I've Spent 10 Years Solving the Exact Problems You're Facing
I've spent nearly 10 years in the orthodontic consulting trenches—and I've seen what you're living:
The 81% staffing shortage.
The 52% case acceptance trap.
The 60% overhead squeeze.
The "I'm exhausted and have nothing left for my family" reality.
I worked at one of the industry's most elite consulting firms, going hands-on with hundreds of orthodontic practices across the country. I wasn't the consultant who gave advice and left—I was in your shoes, implementing systems, training teams, fixing what was broken.
Then AI happened.
While most consultants watched from the sidelines, I went all in. I've invested multiple 5 figures and 12 months (and counting) mastering AI systems and automations—not for tech companies, but specifically for orthodontic practices facing the exact challenges the data shows.
I've built, tested, broken, and rebuilt 8+ custom AI systems in real practices with real teams dealing with real staffing shortages and conversion challenges.
Here's what makes me different:
✓ I'm not a tech person teaching AI—I'm an orthodontic operations expert who's mastered AI implementation.
✓ I don't just advise—I implement.
✓ I'm not teaching theory—I'm teaching battle-tested systems built from nearly a decade working with hundreds of practices.
The results my clients see:
Chart notes: 15 minutes → 2 minutes
Case acceptance: 52% → 75-85%
Staff onboarding: 6 months → 6 weeks
Scattered protocols → One searchable system
Time saved: 20+ hours per week
As CEO of Heartwise Collective, I do fractional COO work and operational consulting—but with AI systems that make everything I do scalable, repeatable, and sustainable.
I’m not teaching you what might work. I’m teaching you what already does work—in practices just like yours.
This Program is Perfect For You If…
✓ You're an orthodontic practice owner, dental practice owner, manager, or team member ✓ You're a brand new orthodontist or dentist building your start-up practice (this will be the best money you spend)
✓ You're tired of working 60-hour weeks
✓ Your case acceptance is stuck around 50-60%
✓ Your team asks you the same questions constantly
✓ You have protocols scattered everywhere (or just in your head)
✓ You're paying more for staff but getting less
✓ You want to use AI but are worried about HIPAA
✓ You're willing to implement (not just consume)
✓ You want systems that reduce your workload, not add to it
This Program is Not For You If…
✗ You want someone to do it all for you (this is implementation-based) *And if you do want Done-For-You, we can do that, too!
✗ You're not willing to attend live sessions or implement
✗ You want generic AI tips (this is orthodontic-specific)
✗ You're looking for a magic button (this requires showing up and building)
Space is Limited • Enrollment Closes on March 10
Frequently Asked Questions
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This is addressed on Day 1. We cover privacy best practices, what you can and cannot do with AI, and how to implement these systems in a HIPAA-compliant environment.
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If you can send an email, you can do this. 81% of practices have staffing issues—you can't wait for the "tech-savvy" hire who doesn't exist. This program is designed for orthodontic teams, not coders.
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That's why we build systems that make their lives EASIER, not harder. When your team can find any protocol in 60 seconds instead of hunting for 15 minutes, they'll adopt it fast.
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Those consultants gave you theory and homework. This program gives you actual working systems built together in live sessions. You walk away with 5 AI consultants, not a binder collecting dust.
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90 minutes for live sessions + 2-3 hours for implementation. You'll SAVE 20+ hours per week once systems are built. Net gain of 16+ hours weekly.
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2 seats are included (perfect for Doctors + Manager or Manager + Team lead. Additional team members are $997 each. The systems you build serve your entire team.
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You get 3 months of access to recordings and 30 days of community access after the program completes.
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Week 4 is dedicated implementation/catch-up week with hot seats and troubleshooting. Plus you have 90 days of recording access.
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80% of operational challenges are identical across practices. The beauty of AI is you customize it for YOUR protocols, YOUR voice, YOUR team. It's built FOR your unique situation.
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No, this is one payment of $2,997.
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Due to the live, implementation-based nature of this program, all sales are final. Come ready to implement.
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Yes, but pricing will likely increase. This is the lowest it will ever be.
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This is a group program. For 1:1 consulting, inquire about Heartwise Collective's private consulting services.
So you have real concerns about AI… I get it. Let’s talk about them, and separate fact from fiction.
"Any use of AI with patient information violates HIPAA"
✗ FALSE. There are HIPAA-compliant ways to use AI. I'll show you exactly how.
“AI is only for big practices with IT departments"
✗ FALSE. The AI tools we use require zero technical infrastructure. If you can use email, you can do this.
"I need to be tech-savvy to build these"
✗ FALSE. You don't need to understand how the engine works to drive the car. You just follow the steps.
"AI will replace my staff"
✗ FALSE. AI makes your existing team 3x more effective. Critical when 57% of practices are trying to hire right now.
"This is just a fad—I'll wait until it matures"
✗ FALSE. Early adopters are pulling ahead NOW. Your competitors are figuring this out. Will you be leading or catching up?
"ChatGPT is free, why would I pay for this?"
✗ ChatGPT isn't HIPAA-compliant. You need frameworks, not just free tools.
Most business investments take years to show returns. This one shows tangible returns while you're still building
Not generic.
Not theory.
Not "hopefully this works"
Not generic. Not theory. Not "hopefully this works"
With Your $2997 Investment, You’ll Walk Away With…
01
5 working AI consultant systems (not theory)
02
HIPAA-compliant implementation (not just "figure it out")
03
Systems built together in 6 weeks (not alone and overwhelmed)
04
$592K - $2.2M+ in potential value (not vague promises)
To Recap, This Group Program Includes:
6-week live implementation (March 13 - April 17, 2026)
5 AI consultant systems built for YOUR practice
2 team member seats (additional seats $997 each)
HIPAA-compliant frameworks and privacy protocols
Private community
3 Months access to recordings
Enrollment Opens
January 15, 2026
Enrollment Closes
March 10, 2026
Program Starts
March 13, 2026
Program Ends
April 17, 2026
Enrollment Closes March 10
Program Dates: March 17 - April 27
Enrollment Closes March 10 Program Dates: March 17 - April 27
Ready to Stop Leaving $1M+ on the Table?
Join forward-thinking orthodontic practice owners who are done with 52% case acceptance, 60-hour weeks, and scattered protocols—and ready to build AI systems that run their practices 24/7.
Questions? Email Lindsay@heartwisecollective.com