We are pleased to illustrate the impact of our work with clients through the following case studies.



Our client is an established, successful mixed specialist practice based in the Midlands. They were concerned about the impact of the NHS re-tendering process and recognising the need to be proactive in developing their portfolio of private patients, engaged us to support their on-going practice development activities.

After reviewing their existing patient marketing initiatives and performing a detailed competitor analysis, we made a number of recommendations for the longer-term development of the practice. Working with all members of the team, we identified opportunities for improved patient engagement and developed and implemented their new marketing strategy. We supported the introduction of a treatment coordinator role and working with the management team, supported them through the change process as new working practices were introduced.

By providing an on-going comprehensive range of marketing and practice development services to the practice, we have enabled them to focus on the key patient engagement activities required to grow their private patient portfolio.

“As Managing Director of a busy NHS practice, I have struggled with overcoming resistance of change in the workplace facing negativity at every turn to increase our private revenue. However, Neil has guided me and educated me with the proper tools to engage my staff, gaining more positive responses and actions to help grow the business together as a team. A great weight has lifted and I have found a joy for the business once again!”


We were invited to work with a highly respected, London based, specialist private orthodontic practice to review their digital marketing activities and to refine their patient sales and engagement processes and to support the introduction of a treatment coordinator.

After meeting with the practice owner, we reviewed, from a patient’s perspective, their marketing activities to identify where improvements could be made. We were able to identify a number of changes to their social media marketing and website and to provide recommendations for the development of their patient engagement activities.

To implement the recommendations, we hosted a workshop with all team members to support the introduction of the practice development strategy and to increase their understanding of the importance of effective patient engagement. We worked with the practice team to increase their skills and confidence in applying their learning from the workshop. We also provided training to the newly appointed treatment coordinator and through ongoing coaching, supported their development in the role.

“I would like to thank you for all the encouragement and guidance you provided the individual team members. I was impressed with the time spent with each member of the team to understand their roles and the current challenges in their duties. You found solutions and provided advice from your personal experiences as a previous patient. I really appreciated the time spent and your attention to convey information that I felt was very specific to the needs of the practice and my team. I look forward to working with you again and welcoming you back to the practice.”

Specialist Orthodontist


We delivered a one day workshop for members of the BOS Orthodontic Specialist Group on ‘Developing your Private Practice’. The day focussed on four key themes, strategy, people and culture, processes, and marketing. The central theme was how effective patient engagement can support the development of your practice and during the day participants had the opportunity to reflect on their current practice and what changes they would need to implement following the workshop. This is what they had to say about the day:

“I’d have brought staff along if I’d known how useful the content would have been to them and not just me” “Really informative and a thoroughly enjoyable day. Lots to think about” “Very knowledgable speakers and valuable advice given. Would recommend this course to anyone considering moving into the private orthodontic market” “I really enjoyed the day. They gave really usable advice that I will take back to my practice and use” “This was a great condensed course highlighting all the areas where I need to do more work”