Straight Talk About the New Patient Pre-Party, Productizing Your Services, and Achieving Practice Success


What should you do to prepare yourself for a successful New Patient Consultation? Starting the sales process early, or what Tracy and her team call “The Pre-Party” work, is the key to getting a patient to say yes to treatment.

Join us for a deep dive into:

  • The Millennial buying process and the “Village” they influence
  • Strategies to ensure every “Feels box” is checked for your new patients
  • What progressive practices and DSOs are doing to provide this Millennial service

About the Speakers



Tracy Martin is a Millennial Mom and the CEO of Straight Consulting; a powerful combination that utilizes her 2 favorites: Generational Buying Habits and 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.


Like Tracy, Alisha “grew up” in dentistry and orthodontics, From her first job out of high school as a dental assistant for a general dentist to finally landing in ortho where she wore every hat from scheduling to insurance to treatment coordinator. 

Now, Alisha brings her direct, no-nonsense approach informed by a wealth of industry experience to help practices of all shapes and sizes adapt and thrive amidst a changing dental landscape.


Gustavo’s journey in the orthodontics industry spans over six years, with a unique story, beginning unexpectedly as a patient. He started his career as a full-time Digital Lab Manager and Office Manager. Gustavo later joined uLab Systems as a Clinical Education Specialist, and then Straight Consulting as a Practice Consultant. 

Gustavo uses his real-life experiences to guide others to maximize their potential. He is a powerhouse of energy and enthusiasm, holding a deep appreciation for the journey that led him to his current success, embodying an attitude of gratitude.