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Referral Lab

@referral_lab

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Referral Lab is a software that helps advanced practices track, optimize, and grow referrals with real-time analytics and smart insights.

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Referral Lab is now featured in the latest issue of Dental Economics!

In their Dental Economics article, Cameron Full, Jason Souyias, DDS, and Michael Seda, DMD, MS break down the five KPIs every specialty practice should be tracking—and why missed referrals may be costing your practice far more than you realize.

The fastest way to grow production may not be finding more referrals. It may be capturing the ones you’re already losing.

Read the full article to discover the five big wins for specialist practices. https://www.dentaleconomics.com/practice/article/55391775/the-5-big-wins-why-specialist-practices-need-their-own-kpis

#ReferralLab #DentalEconomics #DentalKPIs #DentalPracticeGrowth #SpecialtyDentistry by @referral_lab

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2 months ago

📣 Excited to present at the 𝗜𝗖𝗢𝗡 𝗗𝗲𝗻𝘁𝗮𝗹 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗗𝗼𝗰𝘁𝗼𝗿 𝗦𝘂𝗺𝗺𝗶𝘁 𝟮𝟬𝟮𝟲!

Cameron Full and Dr. Jason Souyias are joining ICON Dental Partners doctors to talk referrals, growth, and what it takes to build stronger specialist-to-practice relationships.

Grateful for the invite and looking forward to a great session with this group.

#ReferralLab #ICONDentalPartners #DentalSpecialists #DoctorSummit2026 by @referral_lab

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3 days ago

🎙️𝐓𝐡𝐞 𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐋𝐢𝐬𝐭𝐬 #𝟐𝟖: 𝐖𝐡𝐲 𝐘𝐨𝐮 𝐍𝐞𝐞𝐝 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫𝐬𝐞𝐥𝐟 𝐈𝐫𝐫𝐞𝐥𝐞𝐯𝐚𝐧𝐭 𝐁𝐞𝐟𝐨𝐫𝐞 𝐘𝐨𝐮 𝐄𝐱𝐢𝐭 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐁𝐨𝐛 𝐌𝐚𝐫𝐠𝐞𝐚𝐬

If you're the one doing all the production, your practice may not be worth much the day you decide to leave.

Dr. Bob Margeas started fixing that years before he was ready to slow down. He stepped back and handed his patients to the associates who would one day buy in.

On this week's The Special Lists, we're joined by 𝐃𝐫. 𝐁𝐨𝐛 𝐌𝐚𝐫𝐠𝐞𝐚𝐬, owner of Iowa Dental Group and editor in chief of Inside Dentistry. He breaks down why he turned down 10 DSO offers, sold 20% to his associate instead, and merged with other practices to give himself a backup buyer for his exit.

He also tells the story of the mentor who sold him a practice at a discount, pushed him to start lecturing, and made him start investing at 30 — because it's about time in the market, not timing the market.

Hosted by 𝐂𝐚𝐦𝐞𝐫𝐨𝐧 𝐅𝐮𝐥𝐥, 𝐃𝐫. 𝐌𝐢𝐜𝐡𝐚𝐞𝐥 𝐒𝐞𝐝𝐚, 𝐚𝐧𝐝 𝐃𝐫. 𝐉𝐚𝐬𝐨𝐧 𝐒𝐨𝐮𝐲𝐢𝐚𝐬, this episode with Dr. Bob Margeas offers practical takeaways on how to value a practice by its cash flow, why a transition has to start years before you plan to leave, and what a great mentor can do for both your dentistry and your finances.

🎧 𝐍𝐨𝐰 𝐬𝐭𝐫𝐞𝐚𝐦𝐢𝐧𝐠 on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
👉 𝐖𝐚𝐭𝐜𝐡 / 𝐋𝐢𝐬𝐭𝐞𝐧: https://www.speciallists.com/special-list-28-why-you-need-to-make-yourself-irrelevant-before-you-exit-with-dr-bob-margeas/

#TheSpecialLists #DentalPodcast #PracticeTransition #DentalPracticeOwner #Mentorship #FinancialPlanning by @referral_lab

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4 days ago

🎙️𝐓𝐡𝐞 𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐋𝐢𝐬𝐭𝐬 #𝟐𝟖: 𝐖𝐡𝐲 𝐘𝐨𝐮 𝐍𝐞𝐞𝐝 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫𝐬𝐞𝐥𝐟 𝐈𝐫𝐫𝐞𝐥𝐞𝐯𝐚𝐧𝐭 𝐁𝐞𝐟𝐨𝐫𝐞 𝐘𝐨𝐮 𝐄𝐱𝐢𝐭 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐁𝐨𝐛 𝐌𝐚𝐫𝐠𝐞𝐚𝐬

If you're the one doing all the production, your practice may not be worth much the day you decide to leave.

Dr. Bob Margeas started fixing that years before he was ready to slow down. He stepped back and handed his patients to the associates who would one day buy in.

On this week's The Special Lists, we're joined by 𝐃𝐫. 𝐁𝐨𝐛 𝐌𝐚𝐫𝐠𝐞𝐚𝐬, owner of Iowa Dental Group and editor in chief of Inside Dentistry. He breaks down why he turned down 10 DSO offers, sold 20% to his associate instead, and merged with other practices to give himself a backup buyer for his exit.

He also tells the story of the mentor who sold him a practice at a discount, pushed him to start lecturing, and made him start investing at 30 — because it's about time in the market, not timing the market.

Hosted by 𝐂𝐚𝐦𝐞𝐫𝐨𝐧 𝐅𝐮𝐥𝐥, 𝐃𝐫. 𝐌𝐢𝐜𝐡𝐚𝐞𝐥 𝐒𝐞𝐝𝐚, 𝐚𝐧𝐝 𝐃𝐫. 𝐉𝐚𝐬𝐨𝐧 𝐒𝐨𝐮𝐲𝐢𝐚𝐬, this episode with Dr. Bob Margeas offers practical takeaways on how to value a practice by its cash flow, why a transition has to start years before you plan to leave, and what a great mentor can do for both your dentistry and your finances.

🎧 𝐍𝐨𝐰 𝐬𝐭𝐫𝐞𝐚𝐦𝐢𝐧𝐠 on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
👉 𝐖𝐚𝐭𝐜𝐡 / 𝐋𝐢𝐬𝐭𝐞𝐧: https://www.speciallists.com/special-list-28-why-you-need-to-make-yourself-irrelevant-before-you-exit-with-dr-bob-margeas/

#TheSpecialLists #DentalPodcast #PracticeTransition #DentalPracticeOwner #Mentorship #FinancialPlanning by @referral_lab

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5 days ago

🎙️ 𝐍𝐄𝐖 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: 𝐓𝐡𝐞 𝐒𝐩𝐞𝐜𝐢𝐚𝐥 𝐋𝐢𝐬𝐭𝐬 #𝟐𝟖: 𝐖𝐡𝐲 𝐘𝐨𝐮 𝐍𝐞𝐞𝐝 𝐭𝐨 𝐌𝐚𝐤𝐞 𝐘𝐨𝐮𝐫𝐬𝐞𝐥𝐟 𝐈𝐫𝐫𝐞𝐥𝐞𝐯𝐚𝐧𝐭 𝐁𝐞𝐟𝐨𝐫𝐞 𝐘𝐨𝐮 𝐄𝐱𝐢𝐭 𝐰𝐢𝐭𝐡 𝐃𝐫. 𝐁𝐨𝐛 𝐌𝐚𝐫𝐠𝐞𝐚𝐬

If you're the one doing all the production, your practice may not be worth much the day you decide to leave.

Dr. Bob Margeas started fixing that years before he was ready to slow down. He stepped back and handed his patients to the associates who would one day buy in.

On this week's The Special Lists, we're joined by 𝐃𝐫. 𝐁𝐨𝐛 𝐌𝐚𝐫𝐠𝐞𝐚𝐬, owner of Iowa Dental Group and editor in chief of Inside Dentistry. He breaks down why he turned down 10 DSO offers, sold 20% to his associate instead, and merged with other practices to give himself a backup buyer for his exit.

He also tells the story of the mentor who sold him a practice at a discount, pushed him to start lecturing, and made him start investing at 30 — because it's about time in the market, not timing the market.

Hosted by 𝐂𝐚𝐦𝐞𝐫𝐨𝐧 𝐅𝐮𝐥𝐥, 𝐃𝐫. 𝐌𝐢𝐜𝐡𝐚𝐞𝐥 𝐒𝐞𝐝𝐚, 𝐚𝐧𝐝 𝐃𝐫. 𝐉𝐚𝐬𝐨𝐧 𝐒𝐨𝐮𝐲𝐢𝐚𝐬, this episode with Dr. Bob Margeas offers practical takeaways on how to value a practice by its cash flow, why a transition has to start years before you plan to leave, and what a great mentor can do for both your dentistry and your finances.

🎧 𝐍𝐨𝐰 𝐬𝐭𝐫𝐞𝐚𝐦𝐢𝐧𝐠 on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
👉 𝐖𝐚𝐭𝐜𝐡 / 𝐋𝐢𝐬𝐭𝐞𝐧: https://www.speciallists.com/special-list-28-why-you-need-to-make-yourself-irrelevant-before-you-exit-with-dr-bob-margeas/

#TheSpecialLists #DentalPodcast #PracticeTransition #DentalPracticeOwner #Mentorship #FinancialPlanning by @referral_lab

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6 days ago

🎙️ 𝗧𝗵𝗲 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗟𝗶𝘀𝘁𝘀 #𝟮𝟳: 𝗛𝗼𝘄 𝗚𝗿𝗼𝘄𝘁𝗵 𝗘𝘅𝗽𝗼𝘀𝗲𝘀 𝗚𝗮𝗽𝘀 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲𝗻'𝘁 𝗙𝗶𝘅𝗲𝗱 𝗬𝗲𝘁 𝘄𝗶𝘁𝗵 𝗗𝗿. 𝗠𝗮𝗿𝗾 𝗦𝗮𝗺𝘀

Growth doesn't create your weaknesses — it exposes them.

Dr. Marq Sams joins Special List #27 to talk about what happens when a practice scales faster than its systems, training, or leadership can keep up.

"You're like, oh, my practice is not doing well. Are you leading the people? People are waiting to be led."

From mastering the small details that separate good from great, to why a title doesn't make you a leader, Dr. Sams shares hard-earned lessons on building a practice — and a team — that can handle growth instead of being exposed by it.

Hosted by 𝗖𝗮𝗺𝗲𝗿𝗼𝗻 𝗙𝘂𝗹𝗹, 𝗗𝗿. 𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗦𝗲𝗱𝗮, 𝗮𝗻𝗱 𝗗𝗿. 𝗝𝗮𝘀𝗼𝗻 𝗦𝗼𝘂𝘆𝗶𝗮𝘀, this episode with Dr. Marq Sams digs into leadership, accountability, and learning the business behind the dentistry.

🎧 𝗡𝗼𝘄 𝘀𝘁𝗿𝗲𝗮𝗺𝗶𝗻𝗴 on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
👉 𝗪𝗮𝘁𝗰𝗵 / 𝗟𝗶𝘀𝘁𝗲𝗻: https://www.speciallists.com/special-list-27-how-growth-exposes-gaps-you-havent-fixed-yet-with-dr-marq-sams/

#DentalPodcast #Periodontics #TheSpecialLists #ReferralLab by @referral_lab

4

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10 days ago

Today, 𝗗𝗿. 𝗝𝗮𝘀𝗼𝗻 𝗦𝗼𝘂𝘆𝗶𝗮𝘀 and 𝗖𝗮𝗺𝗲𝗿𝗼𝗻 𝗙𝘂𝗹𝗹 are presenting 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗦𝗰𝗶𝗲𝗻𝗰𝗲: 𝗧𝗵𝗲 𝗥𝗲𝗳𝗲𝗿𝗿𝗮𝗹 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 — breaking down what a million referral records reveal about how top specialists actually grow.

From what separates practices that convert referrals into treatment to the patterns hiding in the data, it's a deep dive into the real numbers behind referral relationships.

Proud to see our team sharing what we've learned with the UniFi community.

#ReferralLab #Unifi #DentalSpecialists #ReferralMarketing #ContinuingEducation by @referral_lab

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11 days ago

🎙️ 𝗧𝗵𝗲 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗟𝗶𝘀𝘁𝘀 #𝟮𝟳: 𝗛𝗼𝘄 𝗚𝗿𝗼𝘄𝘁𝗵 𝗘𝘅𝗽𝗼𝘀𝗲𝘀 𝗚𝗮𝗽𝘀 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲𝗻'𝘁 𝗙𝗶𝘅𝗲𝗱 𝗬𝗲𝘁 𝘄𝗶𝘁𝗵 𝗗𝗿. 𝗠𝗮𝗿𝗾 𝗦𝗮𝗺𝘀

Growth doesn't create your weaknesses — it exposes them.

Dr. Marq Sams joins Special List #27 to talk about what happens when a practice scales faster than its systems, training, or leadership can keep up.

"You're like, oh, my practice is not doing well. Are you leading the people? People are waiting to be led."

From mastering the small details that separate good from great, to why a title doesn't make you a leader, Dr. Sams shares hard-earned lessons on building a practice — and a team — that can handle growth instead of being exposed by it.

Hosted by 𝗖𝗮𝗺𝗲𝗿𝗼𝗻 𝗙𝘂𝗹𝗹, 𝗗𝗿. 𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗦𝗲𝗱𝗮, 𝗮𝗻𝗱 𝗗𝗿. 𝗝𝗮𝘀𝗼𝗻 𝗦𝗼𝘂𝘆𝗶𝗮𝘀, this episode with Dr. Marq Sams digs into leadership, accountability, and learning the business behind the dentistry.

🎧 𝗡𝗼𝘄 𝘀𝘁𝗿𝗲𝗮𝗺𝗶𝗻𝗴 on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
👉 𝗪𝗮𝘁𝗰𝗵 / 𝗟𝗶𝘀𝘁𝗲𝗻: https://www.speciallists.com/special-list-27-how-growth-exposes-gaps-you-havent-fixed-yet-with-dr-marq-sams/

#DentalPodcast #Periodontics #TheSpecialLists #ReferralLab by @referral_lab

8

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12 days ago

🎙️ 𝗧𝗵𝗲 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗟𝗶𝘀𝘁𝘀 #𝟮𝟳: 𝗛𝗼𝘄 𝗚𝗿𝗼𝘄𝘁𝗵 𝗘𝘅𝗽𝗼𝘀𝗲𝘀 𝗚𝗮𝗽𝘀 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲𝗻'𝘁 𝗙𝗶𝘅𝗲𝗱 𝗬𝗲𝘁 𝘄𝗶𝘁𝗵 𝗗𝗿. 𝗠𝗮𝗿𝗾 𝗦𝗮𝗺𝘀

Growth doesn't create your weaknesses — it exposes them.

Dr. Marq Sams joins Special List #27 to talk about what happens when a practice scales faster than its systems, training, or leadership can keep up.

"You're like, oh, my practice is not doing well. Are you leading the people? People are waiting to be led."

From mastering the small details that separate good from great, to why a title doesn't make you a leader, Dr. Sams shares hard-earned lessons on building a practice — and a team — that can handle growth instead of being exposed by it.

Hosted by 𝗖𝗮𝗺𝗲𝗿𝗼𝗻 𝗙𝘂𝗹𝗹, 𝗗𝗿. 𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗦𝗲𝗱𝗮, 𝗮𝗻𝗱 𝗗𝗿. 𝗝𝗮𝘀𝗼𝗻 𝗦𝗼𝘂𝘆𝗶𝗮𝘀, this episode with Dr. Marq Sams digs into leadership, accountability, and learning the business behind the dentistry.

🎧 𝗡𝗼𝘄 𝘀𝘁𝗿𝗲𝗮𝗺𝗶𝗻𝗴 on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
👉 𝗪𝗮𝘁𝗰𝗵 / 𝗟𝗶𝘀𝘁𝗲𝗻: https://www.speciallists.com/special-list-27-how-growth-exposes-gaps-you-havent-fixed-yet-with-dr-marq-sams/

#DentalPodcast #Periodontics #TheSpecialLists #ReferralLab by @referral_lab

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12 days ago

What an incredible turnout last night!

Huge thank you to everyone who joined us for the ISPPS x Referral Lab Platinum Partnership Webinar!

The panel was pure gold. Cameron Full, Dr. Mitchell Godat, Dr. Jason Souyias, and Dr. Jason Stoner broke down exactly what it takes to stop relying on passive word-of-mouth and start building a referral pipeline by design. The strategies shared on tracking key metrics and building true relationship trust were absolute game-changers.

Missed the live session?
Don't worry. We’ve got you covered! As an exclusive benefit for ISPPS members, the full recording will be uploaded directly to the Members-Only Portal. Just give us about a week to get it processed and posted so you can stream it whenever it fits your schedule.

NEXT UP: MARK YOUR CALENDARS!
We are keeping this momentum rolling! Save the date for our next Platinum Partnership Webinar featuring ISPPS & PerioView:
Date: Wednesday, October 21, 2026
Featured Speaker: Dr. Eduardo Lorenzana
Topic: Minimally Invasive Periodontal Therapy: Patient-Centered Practice Satisfaction with the Periodontal Endoscope

Keep an eye on your inbox and our pages for official registration details coming soon. You’re definitely going to want a front-row seat for this one!

Did you catch last night's session live? Drop your single biggest takeaway in the comments below! by @referral_lab

21

1

12 days ago

🎙️ 𝗡𝗘𝗪 𝗘𝗣𝗜𝗦𝗢𝗗𝗘: 𝗧𝗵𝗲 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗟𝗶𝘀𝘁𝘀 #𝟮𝟳: 𝗛𝗼𝘄 𝗚𝗿𝗼𝘄𝘁𝗵 𝗘𝘅𝗽𝗼𝘀𝗲𝘀 𝗚𝗮𝗽𝘀 𝗬𝗼𝘂 𝗛𝗮𝘃𝗲𝗻'𝘁 𝗙𝗶𝘅𝗲𝗱 𝗬𝗲𝘁 𝘄𝗶𝘁𝗵 𝗗𝗿. 𝗠𝗮𝗿𝗾 𝗦𝗮𝗺𝘀

Growth doesn't create your weaknesses — it exposes them.

Dr. Marq Sams joins Special List #27 to talk about what happens when a practice scales faster than its systems, training, or leadership can keep up.

"You're like, oh, my practice is not doing well. Are you leading the people? People are waiting to be led."

From mastering the small details that separate good from great, to why a title doesn't make you a leader, Dr. Sams shares hard-earned lessons on building a practice — and a team — that can handle growth instead of being exposed by it.

Hosted by 𝗖𝗮𝗺𝗲𝗿𝗼𝗻 𝗙𝘂𝗹𝗹, 𝗗𝗿. 𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗦𝗲𝗱𝗮, 𝗮𝗻𝗱 𝗗𝗿. 𝗝𝗮𝘀𝗼𝗻 𝗦𝗼𝘂𝘆𝗶𝗮𝘀, this episode with Dr. Marq Sams digs into leadership, accountability, and learning the business behind the dentistry.

🎧 𝗡𝗼𝘄 𝘀𝘁𝗿𝗲𝗮𝗺𝗶𝗻𝗴 on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
👉 𝗪𝗮𝘁𝗰𝗵 / 𝗟𝗶𝘀𝘁𝗲𝗻: https://www.speciallists.com/special-list-27-how-growth-exposes-gaps-you-havent-fixed-yet-with-dr-marq-sams/

#DentalPodcast #Periodontics #TheSpecialLists #ReferralLab by @referral_lab

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14 days ago

Stop relying on passive referrals and hoping for the best!

If you want predictable, sustainable growth in your specialty practice, you can’t leave your referral pipeline to chance. You have to build it by design.

Join us for an exclusive, Members-Only Webinar brought to you by ISPPS and Referral Lab!

From Word of Mouth to Growth by Design

TOMORROW, Tuesday, October 6, 2026 | 6:30 PM – 7:30 PM ET

Live Online (Members Only)

What We’re Tackling:
In this candid panel discussion, three top-tier periodontists pull back the curtain on what actually shifted when they stopped waiting by the phone and started actively managing their referral relationships:
* What to Track: Key metrics that reveal where your high-value referrals are really coming from.
* What to Do Differently: Practical, relationship-driven strategies to build lasting trust with referring offices.
* Where to Start: Simple, high-impact moves you can implement in your practice this week.

Meet Your Host & Panelists:
Moderator:
• Cameron Full, DBA, MOL | Business Strategist & Strategic Lead at Referral Lab & Tekneq
Esteemed Panel:
• Dr. Mitchell Godat, DDS, MS | ISPPS Treasurer & practice leader (29,000+ implants placed)
• Dr. Jason Souyias, DDS, PhD | Diplomate of the AAP & Co-Founder of Referral Lab
• Dr. Jason Stoner, DDS, MS | Clinical President of Gen4 Dental Partners' Perio Platform & multi-practice entrepreneur

How to Join:
This event is strictly for ISPPS members!
RSVP right now by emailing info@ispps.org to secure your exclusive link!

Can't make the live broadcast?
No problem at all! That’s the beauty of being an ISPPS member. We’ll be uploading the full recording directly to the MEMBERS-ONLY PORTAL after the event so you can catch up whenever it fits your schedule.

Got a burning question about referral growth? Drop it in the comments below, and we might answer it live during the webinar! by @referral_lab

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