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Plan Forward

Plan Forward Email Formats

Software DevelopmentFlag of US6161 N. Hillside Ave., Suite 2D, United States11-20 Employees

Plan Forward Email Formats

Plan Forward uses 3 email formats. The most common is {first initial} (e.g., j@planforward.io), used 62.5% of the time.

FormatExamplePercentage
{first initial}
j@planforward.io
62.5%
{first initial}{last name}
jdoe@planforward.io
25%
{first name}
john@planforward.io
12.5%

Key Contacts at Plan Forward

Flag of US

Devan Gillespie

Director Of Growth

Flag of US

Megan Lohman

Founder & Co-Chief Executive Officer

Flag of US

Jason Flannagan

Co-Founder

Company overview

Headquarters6161 N. Hillside Ave., Suite 2D, Indianapolis, IN 46220, US
Phone number+18337527526
Website
Keywords
Thought Leadership, Patient Experience, Dental Practice Growth, Dental Professional, Membership Plans, Dental Membership Software, Dental Leader, Females In Dentistry, Subscription Dentistry
Founded2018
Employees11-20
Socials

About Plan Forward

Plan Forward powers in house dental membership plans that create more predictable cash flow by increasing production, improving hygiene case acceptance, and generating recurring revenue. Born and battle-tested in an Indianapolis dental office, Plan Forward partners with practices to create a profitable plan that your patients will find valuable and are grateful for. Direct, long-term relationships with your patients, that are centered on their care, create a loyal patient base. Membership plans help your uninsured and cash-paying patients have easier access to oral care. Give them a transparent and affordable path to care, resulting in more overall production and higher case acceptance driving an increase in revenue and cash flow in your business. Let's get started today. Let's Plan Forward!

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Founder/Owner
Director

Employees by Department

Plan Forward has 6 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore Plan Forward's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2023-11-093$2,000,000
2025-02-073$863,900

Funding Insights

$2,863,900

Total funding amount

$863,900

Most recent funding amount

2

Number of funding rounds

Plan Forward Tech Stack

Discover the technologies and tools that power Plan Forward's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Gravity Forms

Form builders

WP Rocket

WP Rocket

Caching

Swiper

Swiper

JavaScript libraries

Hotjar

Hotjar

Analytics

Hello Elementor

Hello Elementor

WordPress themes

Animate.css

Animate.css

UI frameworks

Elementor

Elementor

Page builders

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Yoast SEO Premium

Yoast SEO Premium

SEO

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

Frequently asked questions

Plan Forward is located in 6161 N. Hillside Ave., Suite 2D, US.
You can reach Plan Forward at +18337527526.
Plan Forward was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Plan Forward has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.
Plan Forward has raised a total of $2,863,900 across 2 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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