First meeting with Rachel Kim, CMO of Aspen Dental. Discussed rising patient acquisition costs and the competitive landscape among DSOs. Rachel shared frustration with franchisee adoption of digital tools and expressed interest in strategic guidance on their digital patient experience. Strong alignment on values and approach.

Q4 review with Rachel covering progress on the patient acquisition funnel project. Tele-dentistry pilot results exceeded expectations with 23% conversion improvement. Rachel raised new challenge: corporate wants to push digital mandates, but franchisees are pushing back. Discussed potential next engagement around digital transformation strategy.