In this episode, I talk with Megan Lohman, co-founder and CEO of Plan Forward, a platform that enables dentists to offer subscription plans to their uninsured patients. The role of Plan Forward is in managing the membership plans that are provided to the patients. When Plan Forward was creating it’s business plan, there were only 2 direct competitors at that time. However, when they launched in 2018, 3 other competitors launched as well. Megan shares the importance of good customer service, high-touch implementation, and the unique perspective that her and her co-founder have, as the driving force of their differentiation.

In the year leading up to the starting of Plan Forward, Megan ran a marathon, which she says gave her critical tools in running a small business, and for handling the tasks that she may not like to do, or may not excel at. She details her daily habits and routines, which have helped her be the most efficient.

Topics in this episode

Process of growing from 6 beta practices to now having 18 customers

Roles within the company looking to be filled after the next found of fundraising

Expected growth over the next 5 years

Opportunities in other verticals

Importance in being an early authoritative expert

Using your expertise as a referral source

Biggest lessons learned

Contact Info

[email protected]
Linked in
Facebook: @teamplanforward
317-416-8548