Total Communications Review

The most comprehensive and popular service, this is a unique, impactful solution for organizations wanting a comprehensive, objective, candid assessment of their communications strategies and specific suggestions to take them to the next step and beyond. This is comprehensive, tailored and in-person at your office. Unlimited access to Wendy by phone and email for 3 months after the session is included.

Working with hundreds of organizations since 2007 has enabled Wendy to know right where to look for indicators of communications issues, how to interpret the data, what it means in the context of the healthcare industry and how to guide you and your team to further success in your communications endeavors.

It unfolds in four phases.

First, get on Wendy’s schedule for an initial, complimentary exploratory call, 30 minutes. At the date and time you select, you and she speak briefly about your situation and whether or not this is a good fit for you. In half of the cases, Wendy would typically steer you to another program.

Second, Wendy’s team finds the next available date and sends you acceptance materials based on that. By email, you’ll receive an agreement to sign and return, a list of materials to gather, a proposed schedule for the on-site portion, an invoice, a credit card authorization form and a non-disclosure agreement that Wendy will have already signed to ensure confidentiality regarding your organization.

Once you have formally accepted the engagement, Wendy’s team will send a second email asking for a census of all team members, including principals and executives, as well as a short list of great clients (the ones you would love to replicate) so that we can issue qualitative surveys. You will have time to gather the materials Wendy has requested and send them ahead of time (roughly ten days) so that she can thoroughly prepare for the on-site session.

Third, Wendy will conduct the on-site portion. That can be anything from one day to four days and depends on the size of your organization. For teams of up to fifteen people, we can accomplish what we need to in one day. You’ll receive the agenda beforehand.

The session itself will cover:

  • A comprehensive audit of existing communications including but not limited to external marketing (to prospects and referrers), sales communications, internal marketing and communications (to the team), and patient/client communications. With this comes analysis of how your organization’s positioning stands up to the competition as well as qualitative data on how great clients are finding you and what value they see in your organization that they cannot find elsewhere.
  • Impact of your organization’s specific financial and organizational structure on all communications efforts.
  • Systems, structures and processes to put into place to improve all communications efforts.
  • A very clear picture of where your organization is now, where it should be and how to get there.

Wendy’s team will provide you with an outline to facilitate note taking. Rather than reiterating everything in a written report, the deliverable is the spoken advice Wendy gives and the notes you capture. After years doing this, it’s clear that teams learn best by engaging in note taking and making the knowledge their own. Wendy and her team will help you do that.

Fourth, Wendy will stand by during implementation. She will assist you via phone or email over a period of up to three months or three significant phone calls, whichever is first. They are agenda-driven, which means that you might keep a log of questions and then set up a call when you are ready. (These calls are not like a coach might have with you, in that they are not regularly scheduled and they are not designed to keep you accountable.) Wendy doesn’t count quick phone calls or short email exchanges against this.

Those are the four stages. In that process Wendy will make many recommendations, but the three areas she’ll examine the most closely are these:

  • The first is external communications to include positioning, marketing best practices, and sales/lead generation strategies to find clients who need you and would find it difficult to locate a suitable substitute. This work is based on Wendy’s research into hundreds of organizations. Over the last decade, she and her team have surveyed thousands of patients and clients of organizations like yours, and she will share with you findings and how your organization stacks up. This is designed to provide more control over your business life and develop significant expertise that is worth more in the marketplace. Wendy has developed a specific method and application in this step that will keep you and your team very engaged. After she walks through it, you’ll see clearly if, why, what, when, and how the changes should occur. Wendy will start with whatever level of sophistication you have reached and significantly stretch you to the next level. The purpose of this is to eventually give you more prospective clients than you can handle. In the process she’ll help you cement relationships with profitable clients and happy team members.
  • The second is internal marketing and communications. A significant factor of how well your external communications work lies within how the internal team feels, speaks and listens. Wendy will draw on surveys completed by the team prior to the session to guide you as to how best to engage, motivate and reward them around marketing and sales successes. She will also share strategies for shifting the team from Mindset of Scarcity (MOS) to Mindset of Abundance (MOA) concerning all communications efforts. You will see your own role and the role of specific teammates in an entirely new light.
  • The third is systems to move your environment from an appointment- or deadline-driven one to a profit-driven one, all without losing the culture that’s important to you. Wendy will work with you and your team to craft and implement the right systems, structures and processes to get you from where you are now to where you want to be. Without these, your organizations may just be busy all the time, making some money, and failing to achieve truly prosperous communications. Wendy will quantify that, explain how it is happening, and make specific suggestions on how to fix it.

You will begin to see positive change very early in the process. In fact, gathering the materials is a learning exercise. Some of the changes can happen quickly, and others may take up to eighteen months. The recommendations are a balance between the eventual positive impact versus the short term disruption, which we attempt to minimize as much as possible.

We are eager to help you shape your organization to be profitable and effective. And fun too!

Ready to learn more? Get on Wendy’s schedule for an initial, complimentary exploratory call to see if we are a fit, 30 minutes.


  • I have heard many practice marketing speakers and I put Wendy on the top of the list. She offers great ideas that make sense and are easy to incorporate into your practice.”—Dr. Clarke Stevens, organizer of OrthoVOICE, an International Orthodontic Exposition
  • I saw you speak this past weekend and you really got me thinking about my practice marketing strategy. Thanks so much…Bottom-line, you got my brain working…hard. I am in the middle of planning my marketing for 2016 and wanted to stretch out to new areas of marketing: brand awareness and traditional marketing, as well as to improve my LinkedIn presence. Thanks again for a great talk and stimulating my gray matter.”—Dr. Victoria Lynskey
  • Great presentation! New fresh material that was very applicable, as well.”—Dr. Joe Vargo
  • Wendy’s presentation material and lecture style made the information very easy to understand. I was impressed with her knowledge of this topic and her friendly rapport. I would highly recommend Wendy to any organization whose members are interested in entering the social media and marketing arena.”—Dr. Kevin M. Patterson
  • I have heard many marketing presentations over the past couple of years, and Wendy’s presentation outlined the most coordinated, well organized, and systematic approach to create a cost-effective marketing campaign that would actually work for my office.”—Dr. James W. Kearney
  • Wendy is able to make topics like social media fun and interesting, and her courses allow doctors to have just the right amount of information to support them in their marketing efforts. We would definitely take another course from Wendy due to the clarity of her presentations.” —Dr. Thomas S. Jennings and Sue Ann Jennings