For DSOs and practices
Your coordinators present cases all day. Are they coached on every one?
SalesAsk coaches treatment coordinators during the consultation, not in a debrief after the shift. Practices raise case acceptance by 15 points in 60 days.
- Full visibility across every location, no shadowing
- Case acceptance up 37% on average
- Your best coordinator, copied across the team
- New coordinators ramp in 3 weeks, not 3 months
SOC 2Type IGDPRCompliant1,000+ sales teams rely on SalesAsk.
The end of shadowing
Case acceptance is decided in a room the office manager never sits in.
The industry average sits between 40 and 50%. What moves it is how the fee, the insurance question and the financing come up in the consult.
Measured within 60 days, from the consults your coordinators are already running.
Coach Dean reads every consult and writes the coaching: where the price objection was answered too early, where CareCredit or Sunbit should have come in, where the close was left open.
The office manager gets a short summary. A regional manager sees the same view for 5 offices or 50, filtered by location, coordinator or procedure.
Results
What dental teams see once every consult is coached.
How it works
Three steps, and nothing new to install in the operatory.
Recording
Capture every consult
Your coordinator opens SalesAsk on the phone or tablet already in the room and presses record. The patient’s questions, the fee conversation and every objection are transcribed as they happen.
- No microphones on the wall
- No hardware to buy
- Nothing changes about how the consult runs
Scoring
Raise case acceptance
Every consult is scored against your case presentation process, so you can see who presents the full treatment plan, who skips financing and where cases are lost.
- Filter by location, coordinator or procedure
- Manager review time down 50%
- New coordinators learn from your best one
Coaching
Coach 100X faster
Coach Dean is your coordinators’ coach around the clock. Each one gets specific notes on their own consult instead of a generic training module.
- Notes on the coordinator’s own consult
- Practice price and insurance questions with AI patients
- A five-minute summary for the office manager
“It's great to see that percentage go up and know that they're confidently presenting what needs to be talked about: the process, our company, all of that.”
Read the story
“I was completely blind when it came to training my team and building their skills.”
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“It has allowed us to develop our people faster, hold them accountable, and deliver a better experience for our customers.”
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A mystery shop gives you one staged data point per treatment coordinator, once or twice a year. SalesAsk captures every real consultation, every day, at every location.
It is the most common worry, and it usually flips. Once coordinators see their acceptance rates move, and their bonuses with them, they treat Coach Dean as their own coach. Most teams settle in within two to three weeks.
Recording laws vary by state, and most states only need one party to consent. We provide state-by-state guidelines and consent wording, and most practices add a short disclosure to their intake forms.
SalesAsk connects with Dentrix, Eaglesoft, Open Dental and other major dental PMS platforms. Setup takes under two hours, and transcripts and coaching summaries sync automatically.
That is what DSOs use it for. Every location gets the same scoring, coaching and dashboards from day one, and a VP of Operations can compare coordinators across 5, 50 or 500 offices in one view.
Most practices see case acceptance move within the first 30 to 60 days. New coordinators reach target in about three weeks instead of the usual six to eight.