How It Works

Start free. Fix one thing at a time. Measure what moved.

Step 1 Free · 90 seconds

Free Practice Diagnostic

12 questions about what actually happens at checkout, at the front desk and after a patient's last visit. In about 90 seconds you get an estimate of recoverable revenue, broken down by area. A routine scores well whether your front desk runs it or software does.

  • ✓ Dollar estimate, not a vague "readiness tier"
  • ✓ 6 areas: Rebooking & No-Shows, Return Visits, Consult Follow-Up, Cross-Sell & Membership, Patient Reactivation, Pricing & Discounts
  • ✓ The one area to look at first, a free page on how to check it yourself, and the sprint that fits your answers, if one does
Take the Free Practice Diagnostic
Step 2 Fixed price · 2–4 weeks

A Sprint

A sprint is a fixed-scope, fixed-price install that closes one leak. I start with the features you already pay for and haven't turned on, add the glue and the AI where your software genuinely can't do the job, write the scripts your front desk will use, and report a 60-day before-and-after on the one number the sprint is meant to move.

No-Show & Cancellation $1,500 founding · 1–2 weeks
When someone cancels, the slot gets offered to the patient most likely to take it — before the hour is gone.
Inquiry-to-Booking $2,500 founding · 2–3 weeks
Every web form and missed call gets a fast, on-brand reply with a time in it she can actually book.
Rebooking & Recall $3,500 founding · 3–4 weeks
Every patient gets a due date, the next visit is booked at checkout, and somebody works the overdue list.
Membership & Next Treatment $3,000 founding · 3–4 weeks
A membership wired to the treatments patients repeat, sold at the two moments that convert, billed without drama.
  • ✓ A baseline measured before anything changes
  • ✓ Staff scripts, documentation and a 15-minute training
  • ✓ A soft launch on one segment before cutover
  • ✓ A 60-day before-and-after report on the named metric

The price is on the page

Each sprint page lists exactly what's included, what isn't, and who it doesn't suit, and asks a few questions before it sells you anything. Founding prices apply to the first three practices on each sprint. Two more leaks, the consult who didn't book and numbers you can trust, aren't sprints yet: they start with a conversation.

See the four sprints
When you need it $497 · 1 week

Found Money Audit

When several areas are leaking at once, when the question is pricing, or when your practice is outside a sprint's scope, look properly first. The audit is a 90-minute working session — a structured conversation with me, not a form or a chatbot. The AI is on my side of the table, not yours: before we talk it reads your intake and whatever reports you can pull and turns them into the questions worth asking, and afterwards it does the number-crunching while I make the judgment calls. Your answers are scored across the same six categories the free diagnostic uses, each one sized as an estimated dollar range against published industry benchmarks, and you get a Found Money Report with specific, prioritized recommendations. If I don't identify at least $10,000 in annual value, the audit is free.

  • ✓ Six-category analysis of your practice, each sized in estimated dollars
  • ✓ Found Money Report with dollar values per opportunity
  • ✓ Which sprint to do first, or whether any of them are worth it
  • ✓ 1-hour walkthrough call

I identify at least $10,000 a year in recoverable revenue, or the audit is free

Want the fully instrumented version?

The Full Practice Diagnostic runs the same six categories against your actual booking-system data — not interview answers — over 2–3 weeks, from $3,000. Your $497 audit fee is credited toward it, or toward a sprint, if you start within 60 days.

Book the Audit — $497 Not sure yet? Book a free 15-minute call
Afterwards $497/mo · Ongoing

Found Money Retainer

An ongoing partnership for practices capturing found money month after month. Its monthly artifact is the Patient Friction Review: a short read of what your patients are already saying and doing — reviews, unanswered messages, the booking path as a patient walks it — with each piece of friction tied to a category, an estimated dollar range, and what would close it.

  • ✓ Patient Friction Review every month, plus a 1:1 check-in call
  • ✓ Quarterly re-diagnostics with updated projections
  • ✓ Priority scheduling for sprints
  • ✓ Annual ROI report showing cumulative value captured
What Implementation Looks Like

From Finding to Fix

The diagnostic or the audit finds the leak. Then a sprint installs the routine that closes it. Three illustrative examples of the pattern — not client results. Every number is an estimate, and yours will differ.

The Retention Problem

Rebooking & Recall
Finding 42% of GLP-1 patients dropping off by month three. No automated outreach when refills are missed. Patients who discontinue aren't routed into alternative services.
Fix Automated retention system that detects missed refills within 48 hours, triggers personalized outreach with rebook options, and routes discontinued patients into alternative weight management or adjacent services.
Target Aim to cut third-month drop-off by more than half. Estimated recovery: $2,200–$4,400/mo in retained patient revenue.
Live in 5 days

The Follow-Up Problem

Inquiry-to-Booking + First-Visit Follow-Up
Finding Consult-to-treatment conversion at 45%. Unconverted consults receive no follow-up. Average response time to new inquiries over 6 hours.
Fix Speed-to-lead automation acknowledging every inquiry within 60 seconds with booking link. Post-consult nurture sequence with urgency triggers over 14 days for unconverted leads.
Target Lift consult conversion from 45% toward the high 60s. Estimated recovery: $3,200–$5,800/mo in converted treatments.
Built and tested in 2 weeks

The Cross-Sell Problem

Membership & Next Treatment
Finding 85% of GLP-1 patients are single-service. No membership program. No post-appointment sequence recommending adjacent treatments.
Fix Automated post-appointment sequences with relevant offers based on treatment history. Membership program with treatment-milestone triggers. AI-generated personalized recommendations.
Target Grow multi-service patients from 15% toward the high 30s. Estimated recovery: $2,500–$4,200/mo in incremental revenue per patient.
First version live in 10 days

These are illustrations, not case studies. Every practice is different. See the four sprints →

Start with 90 seconds.

The Free Practice Diagnostic is the first step. No credit card. No sales call. Just answers.

Take the Free Practice Diagnostic