Episode 18 – The Success Series | Why Dr. Stacy Chose Foundation Over Gimmicks & How It Changed Her Marketing

In this Success Series conversation, Nicole talks with Dr. Stacy about why she chose a foundation-first approach instead of gimmicky, surface-level marketing. She shares how MDA’s relationship-focused process aligned with her philosophy, what made her feel confident taking the next step, and how collaboration, creativity, and PatientCaptureNow have helped her boutique practice grow with intention and authenticity.

00:00:00.719 --> 00:00:10.800
I wanted my marketing to really reflect
who I was as a dentist and how I wanted

00:00:09.200 --> 00:00:16.080
to practice and what I wanted to offer
to my patients. And I felt like um MDA

00:00:13.679 --> 00:00:19.680
really got that um they understood that
and that I felt confident that they

00:00:18.240 --> 00:00:22.400
could deliver that type of message. And
I feel like they also help to hold us a

00:00:21.279 --> 00:00:25.680
little accountable. you know, the things
that are maybe a little out of my

00:00:23.439 --> 00:00:29.439
comfort zone of what I would want to do
with marketing, but knowing that it

00:00:27.439 --> 00:00:33.440
works and it's proven and they do a
great job with it. When we were feeling

00:00:31.039 --> 00:00:38.719
a little less creative or not knowing
how to, you know, make something

00:00:35.840 --> 00:00:43.760
represent who we were, MDA shines in
that aspect. They just really have um

00:00:41.680 --> 00:00:46.960
made us feel like our visions are even
better, you know, completing those than

00:00:45.360 --> 00:00:51.840
what we had originally started with.
So, I started literally like 3 days

00:00:49.280 --> 00:00:56.399
after you had your kickoff. So you were
okay client before I started working

00:00:54.480 --> 00:00:59.199
with all the clients. So I know of you
because I've heard you know the

00:00:57.600 --> 00:01:03.840
website's done and this is ready and you
know all these things but hadn't got to

00:01:00.879 --> 00:01:08.640
actually see you and I know that you are
a DST client as well and if I'm not

00:01:06.560 --> 00:01:14.400
mistaken you guys you saw Jackie and
Sean at one of the events in Nashville

00:01:11.040 --> 00:01:17.920
at did the did the call and did the
master plan and that whole thing. So we

00:01:16.080 --> 00:01:23.520
have a lot of people that come in that
way. So, I would love to hear from you

00:01:21.520 --> 00:01:27.920
to someone sitting in that room hearing
their little 15inute presentation before

00:01:25.439 --> 00:01:32.240
lunch and someone me most likely coming
from them saying, "Hey, let's let's get

00:01:29.920 --> 00:01:37.280
you your free master plan." What would
you tell that person now knowing

00:01:35.119 --> 00:01:40.560
everything you do 14 months after your
kickoff?

00:01:38.400 --> 00:01:49.040
Well, sure. I mean just where it was
presented, you know, I um I am a slow to

00:01:46.079 --> 00:01:54.560
commit to something that I feel like is
very impactful for my practice and my

00:01:51.600 --> 00:01:58.640
life. And having already had this
introduced to me at the DST event, which

00:01:56.560 --> 00:02:03.920
I had already like taken my time to
decide that I was going to, you know,

00:02:00.960 --> 00:02:07.280
have DST as a part of my life that that
just kind of brought it to the forefront

00:02:05.360 --> 00:02:13.040
for me of like this is something that,
you know, I have a trusted um group and

00:02:11.360 --> 00:02:17.440
organization that I'm with that is
presenting this to me and this is

00:02:15.920 --> 00:02:21.280
something I've been thinking about for a
while but haven't taken any of these

00:02:19.200 --> 00:02:26.800
steps towards. So just having come from
that kind of environment that was

00:02:23.120 --> 00:02:31.280
helpful in general. I think that having
Sean and Jackie um at that sort of event

00:02:30.000 --> 00:02:34.480
made a big difference for me just
because it was something that I was

00:02:32.879 --> 00:02:40.879
already involved with. It was something
that I had put thoughtful approach into.

00:02:36.640 --> 00:02:45.680
And so it was um I guess it was just
what I thought maybe would help me to

00:02:42.560 --> 00:02:49.280
continue on that track. And I think
that's the case. You know, that's what's

00:02:47.280 --> 00:02:54.480
h that's what's happened thus far. So, I
guess telling people, you know, what I

00:02:51.599 --> 00:02:57.440
knew then was just, is this something I
should do or not? It's presented before

00:02:56.000 --> 00:03:02.319
me. I'm just going to take the step and
try it out. And I'm so glad I did. Like,

00:02:59.680 --> 00:03:08.640
working with MDA has been wonderful. and
the relationship that um was initiated,

00:03:06.400 --> 00:03:12.959
you know, even before I was a when I was
just a prospective client, you know,

00:03:10.480 --> 00:03:17.760
with that with the invested time that
they made in the interview that just

00:03:15.360 --> 00:03:20.720
kind of solidified it for me of of
they're taking this time to get to know

00:03:19.040 --> 00:03:25.760
me, to get to know what I want this all
to be about. This is important to me.

00:03:22.879 --> 00:03:29.840
This isn't just a like rushed decision.
Um, there's a reason why I hadn't had

00:03:28.159 --> 00:03:33.280
this type of, you know, commitment to
marketing in my life before because I

00:03:32.080 --> 00:03:37.599
wanted to put the thought and effort to
make sure it went well. And after having

00:03:36.080 --> 00:03:42.159
talked to them for that short amount of
time, I was like, hey, I I don't have to

00:03:40.080 --> 00:03:45.760
do all this.
they they can they can take what they

00:03:44.239 --> 00:03:52.239
you know are gathering the information
from me and really using it to my

00:03:49.120 --> 00:03:57.840
advantage of um replicating what type of
message that's um genuine that I'm

00:03:55.200 --> 00:04:04.000
trying to deliver. So I would tell
people go for it go for it. Yeah.

00:04:01.519 --> 00:04:09.680
Awesome. So when you started with NDA
you really embraced the idea of building

00:04:06.400 --> 00:04:13.840
a strong foundation before expecting big
results because a lot of times it's ROI.

00:04:11.680 --> 00:04:18.959
what's going on? And you know, I think
you really understood that it takes time

00:04:16.799 --> 00:04:22.479
and we have to build. You know, why was
that important to you?

00:04:20.959 --> 00:04:26.240
Um, that was important to me just
knowing that it does take time to build

00:04:23.919 --> 00:04:31.919
because that's how I build my practice.
You know, the the idea that things don't

00:04:28.800 --> 00:04:36.320
just come easily overnight. And um, like
I'd mentioned, it was a thoughtful

00:04:33.360 --> 00:04:39.840
approach to be able to um kind of
continue with them and have that

00:04:37.440 --> 00:04:45.600
conversation with them as a prospective
client. Um, and it was something that I

00:04:43.600 --> 00:04:50.240
knew that I wanted to do, but I didn't
just like all the gimmicky things that I

00:04:47.520 --> 00:04:53.120
had seen in different, you know,
organizations around me or different

00:04:51.600 --> 00:04:57.120
practices and how they operated. And I
knew that wasn't for me. I wanted

00:04:55.199 --> 00:05:02.000
someone who was going to invest in my
philosophy um in the way that I was

00:05:00.160 --> 00:05:07.199
doing things and help understand that
and then be able to present that message

00:05:04.960 --> 00:05:14.479
to prospect, you know, prospective
patients just in the way that I wanted

00:05:10.160 --> 00:05:19.520
my marketing to really reflect who I was
as a dentist and how I wanted to

00:05:18.000 --> 00:05:24.720
practice and what I wanted to offer to
my patients. And I felt like um MDA

00:05:22.240 --> 00:05:28.479
really got that um they understood that
and that I felt confident that they

00:05:26.800 --> 00:05:32.240
could deliver that type of message.
So I like I said I haven't had a chance

00:05:30.720 --> 00:05:35.919
to work with you myself but I've talked
to the team about you and our project

00:05:34.320 --> 00:05:39.600
management team Jackie Sean they all
describe you as a true partner. So

00:05:38.000 --> 00:05:43.199
you're you've been very open to
collaboration. You've been willing to

00:05:41.199 --> 00:05:48.080
share what's happening in the practice.
So how has that partnership approach

00:05:44.960 --> 00:05:52.160
shaped your experience with MDA?
Well, I would say that definitely our

00:05:50.240 --> 00:05:56.160
relationship with MDA is a collaborative
relationship and that was apparent from

00:05:53.919 --> 00:06:01.120
the start. Like I said, just from the
amount of time that they invested in me,

00:05:58.560 --> 00:06:06.960
they were very uh welcoming. They were
very uh genuine and informative. And

00:06:05.360 --> 00:06:11.440
those are all the things that I strive
to be u for a prospective patient in my

00:06:09.280 --> 00:06:16.880
practice as a new patient that I want
them to feel comfortable right away and

00:06:13.280 --> 00:06:21.919
that I listen and that I care and that I
really want to um set goals and help to

00:06:19.680 --> 00:06:26.560
achieve them. And I felt that reflected
in that initial meeting with Shauna and

00:06:24.479 --> 00:06:31.039
Jackie. And so I just knew from the
start I was like this is a good fit.

00:06:28.160 --> 00:06:37.360
This is the way that I do things. So I
do feel like it's been very um easy to

00:06:34.080 --> 00:06:42.160
communicate ideas and share ideas openly
um with everyone at MBA for that matter.

00:06:39.840 --> 00:06:47.520
So that's been a real delight and
something that um I had waited for some

00:06:44.639 --> 00:06:50.880
time to approach you know the aspect of
marketing and my practice and it was

00:06:49.680 --> 00:06:56.560
worth the wait.
Oh thank you. I'm I'm so glad you shared

00:06:53.440 --> 00:07:01.840
it in that way. You know, just to keep
going on that same point, you've come

00:06:58.720 --> 00:07:07.440
with a lot of your own ideas and so MDA
has been open to listen and then expand

00:07:04.720 --> 00:07:12.240
on those ideas and build on them. So,
how do you feel like MDA adds creativity

00:07:10.000 --> 00:07:16.319
and guidance rather than just checking
the box, you know, oh, you want a star

00:07:14.319 --> 00:07:19.360
right here? Okay, here's your star. You
know, that's sometimes what you get, you

00:07:18.000 --> 00:07:22.639
know, when you're working, whether it's
website design or even something beyond

00:07:21.120 --> 00:07:26.639
that. It's just like I'm going to do
exactly what you asked instead of giving

00:07:25.039 --> 00:07:30.080
you a little bit more.
Oh, for sure. Yeah. So, there were some

00:07:28.560 --> 00:07:35.360
ideas that we had coming into this. You
know, it was something how I had kind of

00:07:31.919 --> 00:07:41.599
a vision but didn't have the skills to
be able to achieve that vision and when

00:07:38.720 --> 00:07:46.400
I expressed what my ideas were or our
team expressed our ideas to MDA, they

00:07:44.720 --> 00:07:50.639
could take that and expand on it and
make it better. Um, they we would throw

00:07:48.960 --> 00:07:53.840
ideas back and forth. you know, how
about this? What will we do with this?

00:07:52.319 --> 00:07:58.240
And they were prompted their responses.
So, the communication was open. And it's

00:07:56.400 --> 00:08:02.879
when we were feeling a little less
creative or not knowing how to, you

00:08:00.400 --> 00:08:08.800
know, make something represent who we
were. MDA shines in that aspect. They

00:08:05.840 --> 00:08:12.160
just really have um made us feel like
our visions are even better, you know,

00:08:10.800 --> 00:08:14.879
completing those than what we had
originally started with. So, that's been

00:08:13.759 --> 00:08:19.199
wonderful.
Awesome. So you're running a small

00:08:17.199 --> 00:08:23.759
practice. So when that's the case, you
know, resources can be stretched. So how

00:08:21.759 --> 00:08:29.280
has working with MDA helped you focus
your energy on what matters most?

00:08:27.120 --> 00:08:32.880
Yeah, I think just
the establishing that relationship um

00:08:31.440 --> 00:08:37.839
them taking the time to get to know who
we were um what our practice is all

00:08:34.880 --> 00:08:43.039
about. It it really took it off of my
hands in a way that I feel comfortable

00:08:40.640 --> 00:08:47.360
and confident that they are doing what
they know best because that's what I

00:08:45.360 --> 00:08:51.519
need to do. So, in the way of being able
to trust that they are doing that for

00:08:48.880 --> 00:08:56.399
me, um then I can really reflect that
into my practice and do what I know best

00:08:53.600 --> 00:09:00.000
um taking care of my patients. So, I
enjoy that comfortability and knowing

00:08:58.000 --> 00:09:04.480
that that's occurring without me having
to, you know, micromanage or make things

00:09:02.720 --> 00:09:07.519
happen on my own. That's been wonderful
as well.

00:09:05.920 --> 00:09:11.440
And so, I know a big part of that is
patient capture now. So, how has that

00:09:09.600 --> 00:09:15.760
tool, you know, having that in your
marketing tool belt, how has that helped

00:09:13.760 --> 00:09:20.480
your team connect more with potential
patients? Yeah, the um from what I'm

00:09:18.880 --> 00:09:25.360
aware of because I'm not using it as
regular as regularly as obviously my

00:09:22.240 --> 00:09:30.160
front office, but um I think that it has
allowed my team to focus their energy

00:09:27.920 --> 00:09:33.200
elsewhere, you know, where if we were
trying to track down patients or chasing

00:09:31.839 --> 00:09:37.200
them and trying to follow up or
remembering and making list after list,

00:09:35.519 --> 00:09:42.080
that sort of thing. Um has allowed their
time to be focused elsewhere. and um

00:09:39.760 --> 00:09:46.720
really trusting that the patients who
are really interested in coming to our

00:09:44.160 --> 00:09:50.560
office, it's getting their attention and
and then bringing that back to us so we

00:09:48.399 --> 00:09:57.360
can make those final steps. So, it
definitely has um helped us to achieve

00:09:54.320 --> 00:10:01.680
the type of patient that we want um in a
way that they're interested in what we

00:09:58.959 --> 00:10:04.480
do here as our philosophy. So, that's
been helpful.

00:10:02.320 --> 00:10:08.959
Awesome. So, I'm the relationship
development manager. So, I spend a lot

00:10:06.080 --> 00:10:12.800
of time talking to our prospects before
they become clients. And what I I like

00:10:11.360 --> 00:10:16.720
to stress, but it's hard to sometimes
paint in words, is when you're working

00:10:14.640 --> 00:10:22.079
with MDA, we are a true partner. It's
it's like you have another person on

00:10:19.440 --> 00:10:25.760
your team, except it's this multiaceted
person who has skills in web design and

00:10:23.920 --> 00:10:29.839
project management and all these things
because you get all of us. You know,

00:10:27.600 --> 00:10:35.040
we're a small boutique agency, but you
get all of us when you're working with

00:10:32.079 --> 00:10:39.279
us. And what you described, I feel like
is what I try to describe is that it's

00:10:36.880 --> 00:10:43.440
like having that other team member there
in the in the way of PCN. You know,

00:10:41.760 --> 00:10:47.040
that's the electronic team member
texting and emailing people back and

00:10:45.519 --> 00:10:51.519
then you have that creative team member
who's bouncing those ideas. Is is does

00:10:49.680 --> 00:10:55.920
it feel that way to you? Like MDA is
almost that other person, other team

00:10:53.680 --> 00:10:58.800
member that you have in the office?
Most definitely. I mean, we've always

00:10:57.360 --> 00:11:02.320
thought like maybe we can hire someone
that has these skills along with all the

00:11:00.720 --> 00:11:05.760
other skills that we need them to have
and, you know, looking for this unicorn

00:11:04.160 --> 00:11:11.279
employee that's going to come join our
practice. um when knowing that there are

00:11:08.480 --> 00:11:15.920
parts of um my office and practice, you
know, we're very focused on patient care

00:11:12.959 --> 00:11:20.000
and um a lot of that is involved with
communicating and keeping that

00:11:17.200 --> 00:11:23.920
communication open uh with patients, but
but there's already so many things going

00:11:21.519 --> 00:11:28.800
on, you know, and having a I enjoy
having a small practice, so it's nice to

00:11:25.920 --> 00:11:32.079
have that aspect on um on our team with
MDA. And I feel like they also help to

00:11:30.880 --> 00:11:35.360
hold us a little accountable. You know,
the things that are maybe a little out

00:11:33.200 --> 00:11:39.440
of my comfort zone of what I would want
to do with marketing, but knowing that

00:11:37.120 --> 00:11:45.440
it works and it's proven and they do a
great job with it. So, just um I've I

00:11:42.800 --> 00:11:50.640
enjoy how this relationship is going. Um
maybe it's maybe it's feeling for MBA

00:11:47.600 --> 00:11:55.519
that it's working slower on my end of
moving forward, but but no, it's it's I

00:11:53.600 --> 00:12:00.560
I enjoy that challenge. You know, you
never can grow unless you're challenged.

00:11:57.200 --> 00:12:05.360
And I feel that if it were an employee,
they may not ever challenge me, you

00:12:02.640 --> 00:12:10.240
know, as their employer. But having this
partnership with MDA is helping me grow

00:12:08.079 --> 00:12:18.000
in areas that I wouldn't have expected
to. Um, but it also helps me to um give

00:12:14.000 --> 00:12:24.000
another uh facet of how to express how
passionate I am about what I do. and um

00:12:21.680 --> 00:12:28.720
and they can help me kind of expand on
that creativity, I guess, in the way

00:12:25.920 --> 00:12:32.320
that maybe that's not exactly where my
comfort zone is. But those are what I'm

00:12:31.040 --> 00:12:35.920
trying those are the words I'm trying to
say. That is the message that I'm trying

00:12:34.000 --> 00:12:38.639
to reflect and they do a great job of
doing that.

00:12:36.800 --> 00:12:42.880
Oh, thank you. Thank you so much for
sharing that. I'll just end it with is

00:12:40.639 --> 00:12:46.800
there anything else that you want to
share that you think would help someone

00:12:44.320 --> 00:12:51.920
who's you know kind of getting over the
hump of deciding yes this is how I

00:12:48.800 --> 00:12:55.279
should invest yes the time is now you
know you've said a great so you don't

00:12:54.160 --> 00:12:59.839
have to say another word but if you
yeah I think maybe just just that um how

00:12:58.079 --> 00:13:03.920
I said I'm kind of uh slow in my
approach to things I don't make

00:13:01.680 --> 00:13:11.360
decisions just immediately and that can
be good and bad um but I feel like I do

00:13:07.680 --> 00:13:17.680
really base my commitments to other
organizations on relationships and how

00:13:14.240 --> 00:13:22.399
those are built and what type of um you
know time or energy is invested in that

00:13:20.240 --> 00:13:29.920
in a way that it's um efficient and
effective and I feel like that is what I

00:13:26.480 --> 00:13:34.800
have found in MDA. I mean really that it
was that I feel comfortable. it's not

00:13:32.399 --> 00:13:40.800
something that I would feel, you know,
apprehensive to ask a question or that

00:13:37.920 --> 00:13:46.160
my idea is not a good idea. Um, those
types of things because MBA can help

00:13:42.720 --> 00:13:52.639
develop that. You know, the idea of
making a video, but they can edit it for

00:13:49.360 --> 00:13:57.040
me, make me look better than I would
think that I would be able to present on

00:13:54.240 --> 00:14:00.720
that. So, I think just like um the idea
of like I said, just challenging me in

00:13:59.040 --> 00:14:06.560
ways that maybe put me a little bit out
of my comfort zone um but that even

00:14:04.160 --> 00:14:09.440
though I might groom us, it's still I
appreciate it. I appreciate the change

00:14:08.079 --> 00:14:11.600
and the challenge.
Yeah.

00:14:09.920 --> 00:14:15.360
Thank you. Thank you so much. We
appreciate you for taking the time to do

00:14:13.360 --> 00:14:19.600
this. I know scheduling can be difficult
and you're so busy and so this is

00:14:17.360 --> 00:14:19.600
amazing.