A three-step consulting process designed to install predictable growth inside your practice — not to hand you another binder.
Step 01
01
Growth Assessment™
Every engagement begins with a comprehensive practice assessment.
We evaluate current revenue, practice goals, technology, memberships, patient retention, marketing, team, and operations. The output is a diagnostic — a clear-eyed read of where growth is being lost and where the largest levers actually sit.
—Revenue & profitability review
—Membership and recurring revenue audit
—Retention and patient lifetime value
—Consultation and conversion analysis
—Marketing funnel and referral systems
—Technology utilization
Step 02
02
Strategic Growth Plan
A customized roadmap built around the goals of the practice.
Based on the Assessment, we design the plan — recurring revenue models, retention frameworks, consultation systems, marketing priorities, and the operational infrastructure to support them. Not a template. Not a course. A plan built for one practice.
—Recurring revenue architecture
—Consultation and sales system
—Retention & referral engine
—Marketing priorities and content strategy
—Team roles, scripts, and KPIs
—Quarterly milestones
Step 03
03
Execution & Accountability
Ongoing partnership with implementation, not advice on a shelf.
Weekly focus. Monthly reviews. Quarterly Practice Health Score readouts. We work inside the practice — with owners, providers, and coordinators — until the systems are running on their own.
—Weekly working sessions
—KPI tracking and dashboards
—Team training and scripting
—Practice Health Score™ reviews
—Quarterly strategic planning
—Direct access to Edwin
Ready to begin?
Every partnership starts with a Growth Assessment.