A system for each of the six leaks.
The Found Money Audit finds the money. These are the systems that capture it. Every one is tailored to your practice, your tools, and your team.
6
Leak Categories
5–21
Days to Live
Custom
Every Build
These are real capabilities — the systems I design and build after the Found Money Audit reveals where the value is. Every practice gets a custom configuration matched to their tools and team.
Most urgent right now
GLP-1 Month-Three Retention Sequence
Half your GLP-1 patients quit within a year. This system catches them at month three — the highest-risk moment — with rebook triggers and a pathway into your other services before they disappear.
Speed-to-Lead Consult Response
Every consult inquiry gets a sub-5-minute response with a booking link — even at 2am. The system qualifies, follows up, and escalates to a human when judgment is needed.
GLP-1 & weight-loss retention
Systems that keep weight-loss patients in your practice — or route them into your other services before they disappear.
Month-Three Retention Sequence
Month three is where GLP-1 patients drop off. Refill gaps widen, motivation fades, and nobody follows up until they're gone.
What I Build
Automated retention sequence triggered by refill gap patterns. Personalized check-ins at month two, three, and six. Rebook triggers based on appointment cadence. Escalation to the provider when a patient goes silent at a critical window.
Typical Recovery
$15K–$30K/yr in retained patients
Timeline
Live in 1 week
Discontinuation-to-Alternative Pathway
Patients who quit GLP-1 don't have to leave your practice. Most are never offered an alternative.
What I Build
When a patient signals discontinuation, the system routes them into adjacent services — body contouring, hormone therapy, nutritional counseling, or maintenance protocols — based on their history and your service menu. The patient stays in the practice instead of walking out the door.
Typical Recovery
$8K–$20K/yr in retained revenue per provider
Timeline
Live in 10 days
Consult conversion & follow-up
Systems that respond to every inquiry fast, then nurture until the consult converts.
Speed-to-Lead Automation
Inquiries wait hours or days for a response. By then, the patient has booked with someone else.
What I Build
AI agent that acknowledges every consult inquiry within 5 minutes — via web, email, or SMS. Sends a booking link, asks qualifying questions, and escalates to the front desk when judgment is needed. Works 24/7.
Typical Recovery
$20K–$45K/yr in recovered consults
Timeline
Live in 5 days
Post-Consult Nurture Sequence
The consult went well, but the patient didn't book. Nobody follows up systematically, and the opportunity dies.
What I Build
Automated multi-touch follow-up triggered when a consult doesn't convert within 48 hours. AI personalizes each message based on the service discussed. Urgency triggers (limited availability, seasonal offers) fire at the right intervals. Escalation alert when a prospect re-engages.
Typical Recovery
$10K–$25K/yr in converted consults
Timeline
Live in 1 week
Rebooking & no-shows
Systems that fill empty slots and keep patients on their treatment cycle.
Automated Waitlist Backfill
A no-show means an empty chair and lost revenue. The waitlist exists but nobody works it fast enough.
What I Build
Same-day no-show recovery that instantly contacts waitlisted patients with the open slot. SMS and email in parallel. First to confirm gets the booking. The slot fills before the provider's next break.
Typical Recovery
$8K–$20K/yr in recovered appointments
Timeline
Live in 5 days
Protocol-Timed Rebook Reminders
Treatment protocols have optimal rebooking windows. Most practices rely on the patient to remember.
What I Build
Rebook reminders timed to your specific treatment protocols — 4 weeks for Botox, 6 weeks for fillers, monthly for GLP-1. The system knows when each patient is due and sends the right message at the right time, with a one-tap booking link.
Typical Recovery
$10K–$25K/yr in treatment-cycle adherence
Timeline
Live in 1 week
Patient reactivation
Systems that bring dormant patients back — segmented by what they bought and how long they've been gone.
Segmented Dormant-Patient Campaign
Hundreds of past patients in your PMS who haven't been back in 6+ months. Nobody has time to go through them.
What I Build
AI segments your dormant patients by last service and time since last visit. Each segment gets a tailored reactivation sequence — a Botox patient gone 6 months gets a different message than a GLP-1 patient gone 3 months. Personalized outreach that sounds like a check-in, not a blast.
Typical Recovery
$10K–$25K/yr in reactivated patients
Timeline
First campaign in 5 days
Cross-sell & membership
Systems that move single-service patients into your full menu and membership programs.
Treatment-Milestone Cross-Sell Sequences
Patients who get Botox never hear about fillers. GLP-1 patients are never offered body contouring. The cross-sell doesn't happen because nobody asks.
What I Build
Cross-sell sequences triggered by treatment milestones — third Botox session, post-filler follow-up, GLP-1 month-six mark. The system maps your service adjacencies and sends the right offer to the right patient at the moment they're most receptive.
Typical Recovery
$15K–$35K/yr in expanded patient value
Timeline
Live in 10 days
Membership Upsell Pathway
Single-service patients are your biggest untapped revenue pool. Most leave without knowing a membership exists.
What I Build
After a patient's second or third visit, the system identifies them as a membership candidate and sends a personalized offer based on their treatment history. Shows them the math — what they'd save on the services they already buy. Timed to post-treatment satisfaction.
Typical Recovery
$12K–$30K/yr in membership conversions
Timeline
Live in 1 week
Pricing & discount integrity
Systems that replace blanket discounting with data-driven pricing.
Segmented Discount Policy
Everyone gets the same discount. New patients, loyal members, Groupon shoppers — all treated identically.
What I Build
A structured discount policy that replaces blanket discounting with segment-specific rules. New patient introductory offers, loyalty tiers for members, and full-price enforcement for high-value treatments. Integrated into your PMS so the front desk follows the policy automatically.
Typical Recovery
$5K–$15K/yr in recovered margin
Timeline
2 weeks to implement
Competitive Pricing Analysis
Your prices haven't been updated in a year. You don't know where you sit relative to the market.
What I Build
AI-driven competitive pricing analysis for your market and service mix. Shows where you're underpriced, where you're competitive, and where an adjustment is justified. Comes with specific recommendations and a rollout plan your team can execute.
Typical Recovery
$5K–$15K/yr in pricing adjustments
Timeline
1 week to deliver
Every system follows three rules.
It works with what you have.
I don't rip out your tools and start over. I connect your existing systems — your PMS, your booking platform, your email — and make them work together. New tools only when they earn their place.
Your team can use it Monday morning.
Every system comes with documentation, training, and a transition period. If your team can't operate it independently within 2 weeks, I haven't done my job.
The math has to work.
I don't build cool things that don't pay for themselves. Every system has a projected ROI. If the numbers don't justify the investment, I'll tell you — and recommend what to spend the money on instead.
I build with what works.
Not married to any vendor. I pick the right tool for your practice, your budget, and your team's comfort level.
Plus dozens of practice-specific integrations. Your audit identifies which ones fit your situation.
Every build starts with a finding.
The Found Money Audit identifies where the value is. Then I build the systems to capture it. Start with the free diagnostic to see what's possible.