Niche Growth Target Evans Orthodontics as a high-value smaller practice with potential to scale; emphasize cost-effective, scalable tech and marketing solutions tailored for small teams to drive patient acquisition and retention.

Tech Modernization Leverage their current stack (WordPress, PHP, jQuery, cloud delivery) to propose lightweight, secure marketing automations, patient scheduling integrations, and analytics to optimize appointment flow and online conversions.

Digital Marketing Capitalize on existing social presence and YouTube usage to offer targeted content creation, video testimonials, and local SEO enhancements to boost inbound inquiries and brand visibility in Monroe, NC.

Financial Upsell With estimated revenue in the low millions and a lean staff, present bundled services such as patient financing integration, teleorthodontics support, and ongoing maintenance plans to increase ARPU.

Competitive Positioning Position Evans Orthodontics as a nimble, patient-centric regional provider, highlighting rapid implementation timelines and personalized service to differentiate from larger multi-location chains.