EXCELLENT Based on 38 reviews Posted on Gary SandbergTrustindex verifies that the original source of the review is Google. Jake Goates and his team have been an absolute gem to work with. Jake is professional, thorough, and incredibly in guiding our marketing direction. His reports are exceptional - clear - data - driven, and actionable. GOAT CMO truly digs deep into the data and delivers Crystal-clear objectives that make a real difference.I highly recommend their services to anyone serious about elevating their marketing strategy -Posted on David BallifTrustindex verifies that the original source of the review is Google. Jake Goates (GOAT CMO) is an absolute pleasure to work with. GOAT CMO has many unique tools that we utilize in our fast-growing enterprise on a daily basis. Jake, in particular, has proven to be an expert marketer, intuitive listener, and most of all he has been invaluable in getting results. I've been working with Jake for nearly two years and that experience has been all positive. No hesitation in recommending his services.Posted on Cheryl CorneliusTrustindex verifies that the original source of the review is Google. I have worked with Jake for years and he is hands down the best consultant out there. His passion for seeing data driven results outshines anyone else I have ever worked with. He gets the in and outs of a dental office and can dial in at a level that you will see results. He is the true marketing and consultant GOAT!!Posted on Matthew NortonTrustindex verifies that the original source of the review is Google. Jake Goates and his GOAT CMO team are amazing to work with. They have vast experience and an incredible ability to care, connect, and understand your needs. They developed unique software with the capability of truly understanding the key personas of the people you are already successfully serving, and then designing marketing trail maps to help you get more. I strongly encourage you to check them out.Posted on Jessica MartinTrustindex verifies that the original source of the review is Google. Working with the GOAT CMO team has been wonderful! The whole team is knowledgeable, honest, organized and truly leaders in the industry. Being able to work collaboratively with clients has been invaluable! If you need marketing guidance, look no further. I highly recommend Jake and the GOAT CMO team!Posted on Elizabeth “Liz” FairchildTrustindex verifies that the original source of the review is Google. It’s been a pleasure working with GOAT CMO! They are a huge asset to our company with the data they have provided us to better understand the customer profile and maximize revenue. While this is an ongoing collaboration, everyone I have worked with at GOAT thus far has been diligent, responsive, kind and professional. High recommend Jake and the GOAT CMO TEAM!Posted on Thornton DentalTrustindex verifies that the original source of the review is Google. Jake and his team are truly the BEST!!! They are knowledgeable , authentic , and up to dated with the new search technology. What sets them apart is they are flexible to meet with you at your level ,and they help you maximizing the potentials for your business in the most efficient way. Jake genuinely cares for your success! I highly recommend his team, and can reassure that you will see the difference literally as soon as you implement their recommendations. My brand and business is developed well because of Jake and his team. Thank you so much !Posted on Dan BrianTrustindex verifies that the original source of the review is Google. I've had the pleasure of working with Jake and his team on numerous projects. He is without a doubt one of the sharpest minds in marketing consulting, and I always walk away with new ideas to apply to my business. If you're serious about optimizing your processes to improve sales and profitability, I highly recommend engaging with Jake and the GOAT CMO team.Posted on angie princeTrustindex 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!!Posted on Visionary EyecareTrustindex 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%
TAKE YOUR
BUSINESS
MARKETING
BRAND
TEAM PERFORMANCE
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.
+ Travel /
Hotel
$10,000
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 Budget,
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
Patient Persona 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 38 reviews Posted on Gary SandbergTrustindex verifies that the original source of the review is Google. Jake Goates and his team have been an absolute gem to work with. Jake is professional, thorough, and incredibly in guiding our marketing direction. His reports are exceptional - clear - data - driven, and actionable. GOAT CMO truly digs deep into the data and delivers Crystal-clear objectives that make a real difference.I highly recommend their services to anyone serious about elevating their marketing strategy -Posted on David BallifTrustindex verifies that the original source of the review is Google. Jake Goates (GOAT CMO) is an absolute pleasure to work with. GOAT CMO has many unique tools that we utilize in our fast-growing enterprise on a daily basis. Jake, in particular, has proven to be an expert marketer, intuitive listener, and most of all he has been invaluable in getting results. I've been working with Jake for nearly two years and that experience has been all positive. No hesitation in recommending his services.Posted on Cheryl CorneliusTrustindex verifies that the original source of the review is Google. I have worked with Jake for years and he is hands down the best consultant out there. His passion for seeing data driven results outshines anyone else I have ever worked with. He gets the in and outs of a dental office and can dial in at a level that you will see results. He is the true marketing and consultant GOAT!!Posted on Matthew NortonTrustindex verifies that the original source of the review is Google. Jake Goates and his GOAT CMO team are amazing to work with. They have vast experience and an incredible ability to care, connect, and understand your needs. They developed unique software with the capability of truly understanding the key personas of the people you are already successfully serving, and then designing marketing trail maps to help you get more. I strongly encourage you to check them out.Posted on Jessica MartinTrustindex verifies that the original source of the review is Google. Working with the GOAT CMO team has been wonderful! The whole team is knowledgeable, honest, organized and truly leaders in the industry. Being able to work collaboratively with clients has been invaluable! If you need marketing guidance, look no further. I highly recommend Jake and the GOAT CMO team!Posted on Elizabeth “Liz” FairchildTrustindex verifies that the original source of the review is Google. It’s been a pleasure working with GOAT CMO! They are a huge asset to our company with the data they have provided us to better understand the customer profile and maximize revenue. While this is an ongoing collaboration, everyone I have worked with at GOAT thus far has been diligent, responsive, kind and professional. High recommend Jake and the GOAT CMO TEAM!Posted on Thornton DentalTrustindex verifies that the original source of the review is Google. Jake and his team are truly the BEST!!! They are knowledgeable , authentic , and up to dated with the new search technology. What sets them apart is they are flexible to meet with you at your level ,and they help you maximizing the potentials for your business in the most efficient way. Jake genuinely cares for your success! I highly recommend his team, and can reassure that you will see the difference literally as soon as you implement their recommendations. My brand and business is developed well because of Jake and his team. Thank you so much !Posted on Dan BrianTrustindex verifies that the original source of the review is Google. I've had the pleasure of working with Jake and his team on numerous projects. He is without a doubt one of the sharpest minds in marketing consulting, and I always walk away with new ideas to apply to my business. If you're serious about optimizing your processes to improve sales and profitability, I highly recommend engaging with Jake and the GOAT CMO team.Posted on angie princeTrustindex 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!!Posted on Visionary EyecareTrustindex 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%



