The Sales Line: Mastering the Case Presentation Process

Course Title: The Sales Line: Mastering the Case Presentation Process

Course Description:
This is the most comprehensive course we’ve ever released on DDS Success - more than 30 lessons, nearly 4 hours of step-by-step training, handouts, diagrams and full implementation tools.

The Sales Line Course walks you and your team through the entire process of treatment presentation and closing, from the very first patient contact, to ensuring every treatment plan is properly presented, scheduled, and closed. Nothing is left out.

By following this course, you will:

• Get each member of your dental team fully trained on their role in the sales line
• Ensure you, the doctor, always maintain a productive schedule
• Close more treatment plans so patients receive the full care they need
• See increased revenue and greater career satisfaction by doing the dentistry you’re trained to do
• Create healthier, happier patients who say yes to comprehensive care

We’ve also included a full troubleshooting section and a staggered implementation checklist, so you can roll the system out in phases that stick, without overwhelming your team.

This course is a must for every member of your practice. Whether you’re at the front desk, in the chair, or presenting treatment, The Sales Line will give you the knowledge, skills, and systems to make case acceptance and patient care a consistent reality.

Objectives:
Upon completion of this course, participants will be able to:

• Understand the full structure of the “sales line” in a dental practice and how each role contributes to treatment acceptance
• Apply proven techniques to improve patient communication and build value in comprehensive treatment
• Troubleshoot common breakdowns in the sales line that prevent treatment from being scheduled or accepted
• Implement a phased rollout of the sales line system using the provided checklists and handouts
• Increase overall case acceptance rates, practice productivity, and patient satisfaction

Course Includes:

• 30+ lessons (nearly 4 hours of content)
• Downloadable diagrams, handouts, and demo materials
• Full “Sales Line” implementation checklist with phased rollout steps
• Troubleshooting guide to address common barriers to treatment acceptance
• Real-world demonstrations of each stage of the process

Who Should Take This Course:

This course is essential for the entire dental team. Every staff member has a role in the sales line—whether it’s the initial phone call, financial arrangements, or chairside treatment presentation. Doctors, office managers, schedule coordinators, receptionists, treatment coordinators, hygienists, and assistants should all complete this training to ensure a smooth, unified process that maximizes treatment acceptance.