STEP 1 — Intake & Data Pull (15–20 minutes)
You complete a short form + send basics:
New patients / month (last 3-6 months)
Capacity (how many more you can handle)
Website , Google, Instagram, tracking, meta ad (if any)
Staff structure (who answers phone, close sales and follow-up)
STEP 2 — Deep-Dive Audit Call (60–90 minutes, Zoom)
We analyze your entire patient journey:
Map patient flow: how patients find you → book → show → stay
Review: Website , Google, Instagram , tracking, meta ad
Identify leaks: messaging, pages, content, follow-up gaps and more...
STEP 3 — Build the Blueprint (PDF or slide deck)
Patient Flow Map (visual of their journey)
Leak Report — top 5–10 bottlenecks costing you patients
Quick Wins — 3–5 fixes you can implement in 7 days
90-Day Growth Plan (what to fix first, second, third)
Projected Outcome (conservative path of bookings)
STEP 4 — Blueprint Presentation + Options (45 minutes)
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