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Check-inReviewed

Aspen Dental Q4 Strategy Review

with Rachel Kim at Aspen Dental

Saturday, April 18, 2026
3:00 PM (45 min)

AI SummaryAI

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.


Key Moments

SurpriseTele-dentistry pilot showed 23% conversion improvement, significantly better than the 10-15% Rachel had projected.
at 9:00
ConcernFranchisee adoption below 30% despite strong pilot results. Longer-tenured franchisees actively resisting corporate digital mandates.
at 20:00
CommitmentRachel committed to presenting a digital transformation proposal to her leadership team, opening the door for a larger engagement.
at 35:00

Action Items

Draft digital transformation scope document for Rachel to review

completedDue Apr 25

Schedule Q1 check-in for early February

completedDue May 28

Your Notes

Rachel is thrilled with pilot results. The franchisee tension is a big opportunity for us. This is exactly the kind of organizational challenge where we add value. She hinted at a larger digital transformation engagement.

Participants

RK
Rachel Kim
CMO at Aspen Dental
Strong

Meeting Context

Saturday, April 18, 2026
3:00 PM
45 minutes
google meet

Related

Aspen Dental
Digital Patient Experience TransformationExample Closed Won: Healthcare Strategy Project
Aspen Dental: Digital Transformation Alignment