Sample Report

They didn't know $148,200 a year was walking out the door.

The Found Money Audit mapped it in one week. The findings below are built from published industry benchmarks for a representative $1.4M cash-pay practice. The methodology, format, and depth are exactly what your report would contain — with your numbers, your tools, and your specific opportunities.

Found Money Report

Found Money Audit

Representative model · $1.4M cash-pay practice

Executive Summary

Estimated Annual Recoverable Value

$148,200 /yr

High Confidence

Analysis across six revenue categories reveals significant untapped value in GLP-1 patient retention and consult follow-up, with additional opportunity in cross-sell, rebooking, reactivation, and pricing integrity.

Top Opportunity

Consult follow-up gaps — unworked inquiries and slow response — represent the single largest leak at $38,400/yr. A structured speed-to-lead system with automated follow-up sequencing can recover the majority within 60 days.

GLP-1 & Weight-Loss Retention

$26,300

Findings

High Priority Refill drop-off after month three with no automated re-engagement or rebook prompt
Quick Win Patients who discontinue GLP-1 are never routed into alternative weight-management services

Recommendations

Automated month-three retention sequence with rebook triggers $16,800/yr
Discontinuation-to-alternative pathway for departing GLP-1 patients $9,500/yr

Cross-Sell & Membership

$29,600

Findings

High Priority GLP-1 patients never offered membership or adjacent modalities (facials, IV therapy, hormone panels)
Easy Fix No post-appointment cross-sell sequence or treatment-plan upgrade pathway

Recommendations

Automated cross-sell sequences triggered by treatment milestone $18,200/yr
Membership upsell pathway for single-service patients $11,400/yr

Consult Conversion & Follow-Up

$38,400

Findings

High Priority Average response time to new inquiries exceeds 6 hours; 30%+ of leads receive no follow-up
Quick Win Consult-to-treatment conversion rate 15% below benchmark — no structured follow-up after initial consult

Recommendations

Speed-to-lead automation with under-5-minute response $22,100/yr
Post-consult nurture sequence with urgency triggers $16,300/yr

Rebooking & No-Shows

$22,100

Findings

High Priority No-show rate of 12% with no automated backfill or waitlist pull
Easy Fix Treatment-cycle rebooking happens at checkout only — no automated reminder at the protocol-recommended mark

Recommendations

Automated waitlist backfill for same-day no-show recovery $13,200/yr
Protocol-timed rebook reminders for treatment-cycle adherence $8,900/yr

Patient Reactivation

$17,900

Findings

Quick Win 200+ dormant patients (no visit in 6+ months) with no systematic re-engagement campaign

Recommendations

Automated reactivation campaign segmented by last service and time dormant $17,900/yr

Pricing & Discount Integrity

$13,900

Findings

High Priority Blanket 10% discount applied to repeat patients without segmentation — eroding margin on high-value services
Easy Fix Pricing unchanged in 18+ months despite rising demand and competitor price increases

Recommendations

Segmented discount policy replacing blanket discounting $8,400/yr
Competitive pricing analysis with recommended adjustments $5,500/yr

Prioritized Action Plan

Next 30 Days

1 Deploy speed-to-lead automation for new inquiries (under 5 minutes)
2 Launch GLP-1 month-three retention sequence with rebook triggers
3 Activate automated waitlist backfill for same-day no-shows

90-Day Roadmap

1 Build cross-sell sequences triggered by treatment milestones
2 Launch dormant-patient reactivation campaign (200+ patients)
3 Implement segmented discount policy and pricing adjustments
4 Deploy post-consult nurture sequences with conversion tracking

What happens next

This is a representative model. Your report would contain your numbers, your tools, and your specific implementation plan. The diagnostic takes 90 seconds and tells us whether it's worth pursuing.

Prepared by Bill Eisenhauer · Alchemy Inside

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