EXCELLENT Based on 31 reviews angie prince2025-03-11Trustindex verifies that the original source of the review is Google. Jake is amazing to work with we have worked together in marketing for our business for 10+ years!! Choose Jake EVERY DAY!! Visionary Eyecare2025-03-06Trustindex verifies that the original source of the review is Google. Triage Practice Consultants have been wonderful to work with! Jessica, Matthew, and Jake are each a wealth of knowledge in their respective fields and so seamless into the team. Whether it’s growing your business or tweaking the one you have, I’d recommend them 100% Stephanie Meyer2025-03-06Trustindex verifies that the original source of the review is Google. Jake and his team have been very helpful in pointing us towards where marketing money should go based on our demographic of patients. I really appreciated when he knew it was time to step back and let us take over, too. I would use his team again in a heartbeat. Chad Latino2025-02-07Trustindex verifies that the original source of the review is Google. Jake is such a dynamic and effective teacher. His knowledge and passion will translate into your business being more profitable and enjoyable. Vicki Westover2025-02-07Trustindex verifies that the original source of the review is Google. This guy’s the 🐐! Call him today! MarketVisory Group2025-01-26Trustindex verifies that the original source of the review is Google. What I like most about GOAT's approach is their planning and tailoring. Many marketing agencies and consultants either apply "their way" of doing things or go straight to all of the tactics available. GOAT and Jake Goates take the time to figure out what will drive growth for each client and tailor a plan accordingly. It's a much better way to get results profitably. Shahin Safarian2024-10-30Trustindex verifies that the original source of the review is Google. Jake has been a pleasure to work with this past year. He has great control of the subject matters discussed and has a very professional approach to teaching his clients that is easy to follow and learn. Highly recommend! AJ Proctor2024-09-17Trustindex verifies that the original source of the review is Google. Jake is very knowledgeable when it comes to marketing and sales. If your dental practice has a problem with selling health, you need Jake. Get to a place where you can help your patients get the care they need to have great oral health! Kevellin Samara Miranda2024-06-11Trustindex verifies that the original source of the review is Google. The BEST! Anabel Martinez2024-06-11Trustindex verifies that the original source of the review is Google. I recently had the opportunity to participate in a marketing training program tailored specifically for Dental Professionals, and I must say, it exceeded my expectations in every way. The combination of expert instruction, practical application and personalized attention makes it an amazing experience for achieving success in the Dental field. Overall, I highly recommend Mr. Jake to any Dental professional looking to enhance their skills and grow their practice.
TAKE YOUR
BUSINESS
MARKETING
SALES
BRAND
TEAM PERFORMANCE
CALLS
Patient Acquisition
Case Presentation
Case Acceptance
Marketing ROI
TO THE TOP
Years Expierence
States Served
Happy Dentists
Grow your Business today.For a fraction of the cost.
our marketing Success Model: "Data Drives decisions"

01
“Nothing happens until a sale is made.”
– Thomas Watson, President of IBM 1914-1956
You might be the most skilled business owner, running the most innovative business in your town, but if your team members don’t answer the phone and handle the patient calls properly, then nobody will ever know.
- Call Handling Analysis
- Call Handling Etiquette
- Customer Service Best Practices
- Sales Verbiage Coaching
- Overcoming Objections - Role Plays
- Training Call Worksheets
- Zoom or In-Person Trainings
02
Want to manage your own marketing, but don’t know how much to spend, where to spend it, or where to begin? GOAT CMO will analyze your patient/customer data, define your custom patient persona, and design and deliver a custom marketing blueprint with proven methodologies, strategies and budgets you can manage yourself.
- Patient Personas/Avatars
- Market Analysis
- Competitive Landscape
- Marketing Budget Allocation
- Executable Marketing Plan
- Consulting and Empowerment Call
03
Leverage GOAT CMO to effortlessly enhance your practice’s success. We specialize in Data Analysis, Business Planning, Branding, Sales Training, Marketing and Advertising, and Reporting— gifting you more time to focus on dentistry. We don’t run your practice; we amplify it by handling the complex, time-consuming strategy and accountability tasks you often neglect. You lead. Our Collaborative C-Suite supports & ensures your practice thrives by your rules.
- Custom Patient Personas & Marketing Blueprint
- Experienced C-Suite Executives For Less
- Training, Strategy, Research, Management
- Campaign Analysis
- More Informed Team members
- Ongoing Recommendations
- Increased Accountability
GOAT CMO teaches you how to climb to the top
Fractional Marketing Strategist
Marketing Strategy, Budget Creation, and Allocation
Sales Coaching and Customer Service Etiquette
Annual Marketing Plans
Marketing Best Practices Training/Coaching
Brand Creation and GTM Strategy
Case Presentation and Sales Closer Training
Marketing Vendor Accountability and Analysis
Leadership and People Management training
Systems and Processes

Our portfolio
Case studies
Discover how our case studies showcase real-world success stories, highlighting the transformative impact of our innovative solutions on dental marketing.
See what out clients are saying!
Testimonials
Who we are
Why choose Us?
GOAT CMO is a hands-on data analysis consulting firm focused on taking your business to the top. We take the guesswork out of your overall marketing plan through our proprietary sociometric customer data analysis tools and build your custom marketing guide and sales training.
With over 20 years of sales, leadership, and marketing experience, we can help you identify your brand, establish your marketing budget, go to market with the right marketing strategy, and train your team to answer calls with the confidence and skills necessary to convert more phone calls into appointments, and successfully close more deals. Need help understanding what your current marketing vendors do for you? We help coach you on how to hold your marketing team more accountable!

EXCELLENT Based on 31 reviews angie prince2025-03-11Trustindex verifies that the original source of the review is Google. Jake is amazing to work with we have worked together in marketing for our business for 10+ years!! Choose Jake EVERY DAY!! Visionary Eyecare2025-03-06Trustindex verifies that the original source of the review is Google. Triage Practice Consultants have been wonderful to work with! Jessica, Matthew, and Jake are each a wealth of knowledge in their respective fields and so seamless into the team. Whether it’s growing your business or tweaking the one you have, I’d recommend them 100% Stephanie Meyer2025-03-06Trustindex verifies that the original source of the review is Google. Jake and his team have been very helpful in pointing us towards where marketing money should go based on our demographic of patients. I really appreciated when he knew it was time to step back and let us take over, too. I would use his team again in a heartbeat. Chad Latino2025-02-07Trustindex verifies that the original source of the review is Google. Jake is such a dynamic and effective teacher. His knowledge and passion will translate into your business being more profitable and enjoyable. Vicki Westover2025-02-07Trustindex verifies that the original source of the review is Google. This guy’s the 🐐! Call him today! MarketVisory Group2025-01-26Trustindex verifies that the original source of the review is Google. What I like most about GOAT's approach is their planning and tailoring. Many marketing agencies and consultants either apply "their way" of doing things or go straight to all of the tactics available. GOAT and Jake Goates take the time to figure out what will drive growth for each client and tailor a plan accordingly. It's a much better way to get results profitably. Shahin Safarian2024-10-30Trustindex verifies that the original source of the review is Google. Jake has been a pleasure to work with this past year. He has great control of the subject matters discussed and has a very professional approach to teaching his clients that is easy to follow and learn. Highly recommend! AJ Proctor2024-09-17Trustindex verifies that the original source of the review is Google. Jake is very knowledgeable when it comes to marketing and sales. If your dental practice has a problem with selling health, you need Jake. Get to a place where you can help your patients get the care they need to have great oral health! Kevellin Samara Miranda2024-06-11Trustindex verifies that the original source of the review is Google. The BEST! Anabel Martinez2024-06-11Trustindex verifies that the original source of the review is Google. I recently had the opportunity to participate in a marketing training program tailored specifically for Dental Professionals, and I must say, it exceeded my expectations in every way. The combination of expert instruction, practical application and personalized attention makes it an amazing experience for achieving success in the Dental field. Overall, I highly recommend Mr. Jake to any Dental professional looking to enhance their skills and grow their practice.