Here, success

is personal.

When you choose Plan Forward, you gain a platform and a partnership. See how our client success team helps you create the best membership plans to reach your goals.

Our unmatched

client success and support.

Pricing analysis

Find your ideal price point with personalized insights and guidance from our experienced team.

PMS setup and workflow guidance

Every office workflow is different. We’ll help you get your membership plan plugged in to your preferred systems.

Always-on support

When you have questions, we have answers, quickly. You won’t be left wondering if we got your message.

Ongoing training

Get the whole office on board with our engaging trainings, scripts, and marketing materials ready for your custom spin and branding. Have new team members? We’ll get them up to speed.

Strategic growth collaboration

Optimize your plan performance with on-demand growth strategy support for as long as you’re a customer.

Annual reviews

Never feel stuck with a plan that is outdated. As a customer, you’ll get regular reviews, custom plan guidance, and repricing support when you need it.

Meet our team

of dental insiders.

Megan Lohman

Megan Lohman

Founder & Co-CEO

Former Practice Financial Coordinator

Jane Levy

Jane Levy

Co-Founder and Co-CEO

Former Chief Growth Officer, Jarvis Analytics

Advisor, Henry Schein Global Innovation Center

Janelle Storck

Janelle Storck

Customer Success Manager

Registered Dental Hygienist

Let us show you around.

Quantify your practice earning potential.