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
Patient Data
Patient Experience
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"

TRAIL ANGEL
Guide Package
- ONE 60-min Zoom Call/Month
- > Expert Marketing Guidance
- > Sales Coaching Tips
- > Help finding Vendors
- > Unlimited Email/Text Support
- > GOAT Social License Included
$1,000/mo
THE SHERPA
Assist Package
- Marketing Reports Analysis
- TWO 60-min Zoom Calls/Month
- > Expert Marketing Guidance
- > Sales Coaching Tips
- > Help finding Vendors
- > Unlimited Email/Text Support
- > GOAT Social License Included
$2,500/mo
THE GOAT
Event Package
- ONE Full Day In Your Practice
- Geographic Exclusivity
- Event Strategy & Management
- Event MC and Optimization
- > Expert Marketing Guidance
- > Event Day Sales Coaching Lunch
- > GOAT Social License Included
- > Graphic Design Support
- > Patient Personas & Trail Map
- > Leadership Strength Assessments
The GOAT experts design & execute your live event & assist you in closing treatment for maximum ROI.
$10,000/mo
MOUNTAINEER
On-Site Coach Package
- ONE Full Day In Your Practice
- Evaluation with Custom Coaching
- Leadership Strength Assessments
($2,500)
+ Travel / Hotel
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.