Services
Our Core Services
Rooted in strategy. Grown through experience. Built for specialty dental practices.
At Root and Vine, we don’t believe in one-size-fits-all solutions. We offer custom-built consulting services designed specifically for specialty dental practices. From leadership coaching to patient experience evaluations, we’ll help you create strong systems, empowered teams, and lasting success — from the inside out.
Patient Experience Assessment
See your practice through your patients' eyes.
At Root and Vine, we offer a confidential, full-scope New Patient Assessment designed to reveal the true patient experience from the very first phone call to the final goodbye.
Our discreet evaluation covers every touchpoint: initial communications, paperwork processes, team interactions, chairside conversations, and the overall environment all observed authentically, without disrupting your team’s natural flow.
This valuable insight helps practices:
- Identify barriers to case acceptance
- Uncover reasons for reappointment drop-offs
- Ensure protocols are being followed
- Strengthen the patient experience at every level
Following the visit, you’ll receive a comprehensive report with clear findings and actionable recommendations.
Want to take it even further? Add a customized team training designed to address your specific opportunities and empower your team to deliver consistent, outstanding patient care.
Whether as part of a full consulting partnership or a stand-alone service, this assessment equips your practice to grow stronger, healthier, and more patient-centered than ever before.
Strategic Planning Workshop
Turn vision into action with a clear, customized plan.
At Root and Vine, we believe that success doesn’t happen by chance — it’s planned with purpose.
Our Strategic Planning Workshop is designed to help practices step back, evaluate where they are, define where they want to go, and create a targeted roadmap to get there.
Through a guided, collaborative process, we:
- Identify current strengths and challenges
- Clarify vision and long-term goals
- Outline strategic steps and benchmarks
- Build an action plan that keeps your team focused and aligned
This workshop not only provides direction but creates ownership and momentum across your team.
It’s more than a meeting it’s the beginning of intentional, sustainable growth rooted in clear purpose and proven strategy.
Goal Setting and Accountability Program
Align your practice. Empower your people.
At Root and Vine, we believe strong practices are built by strong individuals working toward a shared vision.
Our Goal Setting Program helps practices and team members set clear, achievable goals both professional and personal that drive growth and fulfillment.
Using proven SMART goal techniques, we guide your team to:
- Define specific, measurable objectives
- Connect daily actions to long-term success
- Build customized accountability plans for consistent progress
- Foster personal ownership, motivation, and momentum
By investing in the goals of your practice and your people, you create a thriving environment where everyone is empowered to grow together and individually.
Team Training and Development
Empowering your team with skills, purpose, and ownership
At Root and Vine, we know that real training goes beyond checklists it’s about building understanding, connection, and trust.
Our Team Training combines skill-building, compliance education, and problem-solving techniques with a focus on noble intent in the workplace.
Through an engaging blend of activities, verbal discussions, interactive presentations, and real-world scenarios, we create a learning environment where every team member feels heard, valued, and equipped.
Key elements of our approach include:
- Teaching the right skills for the right tasks
- Focusing on compliance and best practices specific to specialty dental fields
- Leading with empathy and listening to understand, not just instruct
- Rooting every “ask” in the “why,” so team members feel vested in the practice’s success
- Staying ahead of industry trends by learning from top practices across the country
Our goal is not only to train but to transform teams by strengthening skills, fostering connection, and inspiring purpose.
When teams understand the heart behind the work, they bring their best every day.
DISC FLEX Training
Enhance communication. Build connection. Strengthen your team.
At Root and Vine, we offer DISC FLEX Training to help dental teams communicate more effectively, understand one another’s strengths, and adapt with confidence.
DISC FLEX goes beyond traditional DISC assessments by teaching team members how to adjust their communication styles based on real-time needs and relationships creating a more connected, cohesive, and resilient workplace.
Through this dynamic, interactive training, your team will:
- Discover their personal communication and behavior styles
- Learn how to recognize and adapt to others’ styles
- Strengthen teamwork, patient interactions, and leadership skills
- Improve conflict resolution and workplace culture
Whether part of a full consulting program or as a stand-alone service, DISC FLEX equips your team with tools that not only improve the way they work together — but also the way they grow together.
Stronger teams. Better communication. Lasting success.
Ongoing Support and Responsiveness
When you need answers, we're here — quickly and personally.
At Root and Vine, we believe strong partnerships are built on trust, communication, and reliability.
When you work with us, you won’t wait days for help we prioritize timely, meaningful support. We respond to all texts, calls, and emails within 48 hours and most often, within moments, unless we are actively onsite with another client. Whether it’s a quick question about reading an explanation of benefits, guidance on supporting a struggling team member, or help troubleshooting a challenge in real time, you can count on us to be available when you need it most.
Your success is our mission and we are with you every step of the way.
Leadership Coaching
Growing confident leaders, one step at a time.
At Root and Vine, we believe leadership is not a title it’s a skill set that can be developed with the right support. Our Leadership Coaching program helps current and emerging leaders grow both personally and professionally, equipping them to guide their teams with confidence, clarity, and purpose. We offer practical, real-world coaching on essential leadership skills, including:
- Holding team members accountable with respect and clarity
- Effectively presenting treatment plans to patients with confidence
- Conducting performance reviews that build trust and growth
- Strengthening communication, decision-making, and emotional intelligence
- Navigating difficult conversations with grace and integrity
- Leading through change and fostering a positive, resilient team culture
Through personalized coaching, role-playing exercises, strategic feedback, and real-time support, we help leaders find their voice, sharpen their skills, and step boldly into their roles.
When your leaders grow, your entire practice grows stronger.
Remote Team Coordination and Outsourcing Support
Building strong teams — near or far.
At Root and Vine, we help practices navigate the growing world of remote team members with confidence and clarity. Whether you’re adding a remote employee, working with an outsourcing company, or considering new support options, we guide you every step of the way.
Our services include:
- Assisting with onboarding and training of remote team members
- Holding remote teams and outsourcing partners accountable to your expectations
- Helping determine which services should be outsourced and which are better kept in-house
- Providing recommendations for reputable remote service companies
- Assisting with the interviewing and selection of outsourcing partners
- Ensuring affordable, effective solutions tailored to your practice’s unique needs
With years of hands-on experience managing remote teams, we understand the challenges and know how to set both your in-house and remote teams up for success.
At Root and Vine, you’re never alone you have a trusted partner who knows how to build strong, seamless, high-performing support systems.
Stronger teams. Better communication. Lasting success.
Specialty Practices Deserve Specialized Training
Specialty practices aren't general practices — and your consulting shouldn't be either.
At Root and Vine, we specialize in working with specialty dental practices because we understand your world is different.
Your growth relies not just on patient satisfaction but on nurturing strong referral relationships, standing out in a competitive market, and delivering an exceptional experience from first call to final follow-up.
Our consulting addresses the unique needs of specialty practices, including:
- Building and maintaining strong referral partnerships
- Creating effective referral marketing strategies and events
- Standing out among local and regional competition
- Strengthening patient follow-up systems to protect and enhance referring doctor relationships
- Training your team to support referral loyalty at every patient interaction
- Customizing internal and external marketing plans based on specialty goals
We don’t offer cookie-cutter coaching built for general practices.
We offer tailored strategies that help specialty practices root deeply, grow strongly, and thrive long-term.
