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Never feel stuck with a plan that is outdated.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
Founder & Co-CEO
Former Practice Financial Coordinator
Jane Levy
Co-Founder and Co-CEO
Former Chief Growth Officer, Jarvis Analytics
Advisor, Henry Schein Global Innovation Center
Janelle Storck
Customer Success Manager
Registered Dental Hygienist
