Customer-experience & operations ยท Burlington, VT

The money is already there. You’re just not capturing it.

Do you feel productive, or just busy? Most independent practice owners are exhausted from how busy they are, and frustrated because the practice still isn’t producing what it should. Lakebeam is a fractional customer-experience and operations practice. We rebuild the systems, processes, and data behind how customers move through your business so revenue stops slipping through.

Currently working primarily with independent dental practices in Burlington.

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Where Lakebeam fits

The operational layer that captures revenue you’ve already earned.

IT keeps your business running. Marketing brings new customers in. The work in between, how customers are converted, followed up with, scheduled, billed, and brought back, usually has no one running it. That gap is where revenue quietly slips out. It’s also where Lakebeam works.

What I’m not

  • An IT company keeping your network alive
  • A marketing agency chasing new leads
  • A consultant who hands you a slide deck and leaves

What I do

  • Rebuild the systems, processes, and data behind your customer journey
  • Find and close the gaps where revenue is slipping through
  • Turn the customers you already have into more repeat business
How it works

Three stages. No long contracts. Tailored to your business.

Lakebeam engagements are designed so you can leave at any point with something useful in hand. The Audit stands on its own. The Build stands on its own. The ongoing partnership is monthly and ends whenever it stops being valuable.

01
Start here

The Operations Audit

One to two weeks. I map exactly how customers move through your business, from first call to follow-up to retention, and show you where revenue is slipping out. You get a prioritized list of fixes with the dollar payback of each. Yours to keep, whatever you decide next.

02
Build the systems

The Implementation

Implementation of the highest-value fixes from the audit. Typical work includes call conversion, follow-up after a quote that hasn’t closed, recall and reactivation of dormant customers, receivables tightening, and the reporting that tells you it’s working. Sold as fixed bundles so you know what you’re paying for.

03
Keep it running

The Optimization Partnership

Monthly partnership for keeping the systems tuned, training your team, and adding new improvements as the business grows. Tiered by depth of involvement. No long contracts.

Read more about how it works →

About the name

The lakebeam

Lake Champlain runs north to south between Vermont and New York. From the Burlington shore, the sun sets to the west behind the Adirondacks, and on some evenings the last light reaches back across the water in a clean line from the western mountains to the Vermont side. That line is the lakebeam. The practice is named after it because that’s the work: showing an operating business what’s actually there, and lighting the path forward.

Currently in launch mode Lakebeam is working with its first cohort of independent businesses across Greater Burlington, with current focus on independent dental practices. If you’d like to be one of them, the easiest way to start is a 20-minute conversation. No pitch.

Let’s talk about what’s leaking.

Twenty minutes, no pitch. Tell me how your practice runs today and I’ll tell you honestly whether Lakebeam is a fit.

matt@lakebeam.com