GOAT CMO

Allison Abel

Our dental practice recently partnered with Jake and his team to host two high-end events for our patient base, and the results have been phenomenal. From the initial planning stages through execution, their team was incredibly professional, detail-oriented, and completely understood our brand's vision.The events were a massive success, delivering a fantastic ROI and strengthening patient loyalty. Their strategic approach to experiential marketing is unmatched. If you are looking for a top-tier marketing consultant to elevate your patient engagement, I highly recommend GOAT CMO!

Gary Sandberg

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 -

David Ballif

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.

Cheryl Cornelius

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!!

Matthew Norton

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.

Jessica Martin

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!

Elizabeth “Liz” Fairchild

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!

Thornton Dental

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 !

Dan Brian

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.

Get Your custom
Patient persona report

a robust analysis of the lifestyle behavioral data of YOUR customer base. With this data we develop your top 4 patient personas, detailing WHO they are, WHAT they value, WHERE they spend money, and WHICH offers and messaging will resonate... more

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Years Expierence

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Happy Clients

Data Driven decisions: Turning Patient Data into predictable growth

THE SHERPA

Assist Package

The Sherpa is perfect when you need actual hands on marketing assistance from experienced marketing and sales professionals.

THE GOAT

Event Package

The GOAT experts design & execute your live event & assist you in closing treatment for maximum ROI.

MOUNTAINEER

On-Site Coach Package

Are you ready to
grow your business?

GOAT CMO teaches you how to climb to the top

Fractional Marketing Strategists

Patient and Customer Data Analysis

Sales and Customer Service Training

custom Marketing Plans

Leadership and People Management training

Brand Creation and GTM Strategy

Marketing Budget Allocation

Marketing Training & Coaching

Case Presentation and phone Training

Systems and Processes

See what out clients are saying!

Testimonials

The Greatest Of All Times. This past Friday my team had an amazing training with Jake and everyone loved it. It was fun, interactive and inspiring. He has helped encourage the team and coached them to higher standards. I cannot wait to see the improvement. I highly recommend GOAT CMO. They’re the best!

Dr Juan F.

The Mountaineer Package

"Working with GOAT CMO has been amazing, and the information we got has been outstanding! The Patient Persona Report and Marketing Trail Map have been exactly what we needed to give direction to our growing practice. The Trail Map has ideas that are clear cut and actionable. I would highly recommend it."

Dr Jennifer L.

The Patient Persona Report & Trail Map

The absolute BEST. Our team started with Jake 3 months ago and he has made such an impact already. He has helped me navigate different marketing companies to see what best suits our dental practice while also coaching the team and the doctors on proper verbiage and self-confidence to make sure we deliver quality of care to our patients. Needless to say he has helped our patient pool grow and I can't wait to see what the future has in store with GOAT CMO by our side. Thank you for everything!

Natalie S.

The Sherpa Assist Package

"Our dental practice recently partnered with Jake and his team to host two high-end events for our patient base, and the results have been phenomenal. From the initial planning stages through execution, their team was incredibly professional, detail-oriented, and completely understood our brand's vision.The events were a massive success, delivering a fantastic ROI and strengthening patient loyalty. Their strategic approach to experiential marketing is unmatched. If you are looking for a top-tier marketing consultant to elevate your patient engagement, I highly recommend GOAT CMO!"

Allison A.

The GOAT Event Package

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!