How It Works

Start free. Go as deep as you need. Every step builds on the last.

Step 1 Free · 90 seconds

Free Practice Diagnostic

12 questions about your practice. You'll get a dollar-value estimate of recoverable revenue — broken down by category — in 90 seconds.

  • ✓ Dollar estimate, not a vague "readiness tier"
  • ✓ 6 categories scored: Retention, Consult Follow-Up, Rebooking, Cross-Sell, Reactivation, Pricing
  • ✓ Top opportunity identified with "start here" recommendation
Take the Free Diagnostic
Step 2 $497 · 1 week

Found Money Audit

A 90-minute diagnostic interview — a structured conversation with me, not a form or a chatbot. Your answers run through the nine diagnostic modules I've built specifically for med spas, each leak scored against industry benchmarks and quantified in dollars, 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.

  • ✓ 6-category professional analysis of your practice
  • ✓ Found Money Report with dollar values per opportunity
  • ✓ Prioritized implementation roadmap
  • ✓ 1-hour walkthrough call

$10K value guarantee or the audit is free

Want the fully instrumented version?

The Full Practice Diagnostic runs all nine modules against your actual PMS data — not interview answers — over 2–3 weeks, from $3,000. Your $497 audit fee is credited toward it.

Step 3 From $2,500 · 30–90 days

AI Implementation

I build and deploy the AI systems identified in your audit. Automations, agents, and workflows — tuned to your specific practice and team.

  • ✓ Custom-built automations for your top opportunities
  • ✓ Team training and documentation
  • ✓ 30-day support after deployment
  • ✓ Value tracking against audit projections
Step 4 $497/mo · Ongoing

Found Money Retainer

An ongoing partnership for practices capturing found money month after month: 1:1 monthly check-ins, quarterly re-diagnostics with updated reports, priority implementation booking, and an annual ROI summary showing cumulative value captured.

  • ✓ 1:1 monthly check-in calls
  • ✓ Quarterly re-diagnostics with updated projections
  • ✓ Priority access for new implementations
  • ✓ Annual ROI report showing cumulative value captured
What Implementation Looks Like

From Finding to Fix

The audit identifies the opportunity. Then I build the system that captures it. Here's what that looks like in practice.

The Retention Problem

Automated re-engagement system
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.
Result Third-month drop-off reduced by 60%. Recovery: $2,200–$4,400/mo in retained patient revenue.
Live in 5 days

The Follow-Up Problem

AI-powered consult nurture
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.
Result Consult conversion from 45% to 68%. Recovery: $3,200–$5,800/mo in converted treatments.
Built and tested in 2 weeks

The Cross-Sell Problem

Membership + treatment pathway engine
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.
Result Multi-service patients from 15% to 38%. Recovery: $2,500–$4,200/mo in incremental revenue per patient.
First version live in 10 days

These are three examples. Every practice is different. See what's possible to build →

Start with 90 seconds.

The free diagnostic is the first step. No credit card. No sales call. Just answers.

Take the Free Diagnostic