How We Work Together

The Partner Package

Growth rarely fails for lack of demand. It fails because the systems behind the schedule and consultations were never built to handle it. This single, three-stage engagement finds the gap, builds the fix, and scales for growth.

STAGE 01

Revenue Diagnostic

A paid, in-depth analysis of your CRM and patient data, building on the outside-in view from the Mystery Shopper Report.

Full analysis of CRM and patient data
Booking platform and CRM review
Patient reactivation and no-show recovery assessment
Findings ranked by revenue impact, not busywork

Engagement note: Scoped and proposed during or after your free Mystery Shopper Report consultation — not a self-serve booking.

STAGE 02

System Build

The Diagnostic tells you where the gaps are. System Build closes them without adding to your team's workload.

Response systems for after-hours and weekend inquiries
Post-appointment nurture for reviews and retention
Reporting for fill rate, reactivation revenue, and lifetime value

STAGE 03

Ready to Scale

Lead volume gets turned on, and the system is actively managed as it comes in — so growth is deliberate, not chaotic.

Lead volume switched on when the pipeline is ready
Monthly promotional advertising management
Ongoing pipeline optimization
Monthly performance review in owner language
A direct line to Courtney for strategic questions

The usual first step

Most partnerships start with a free Mystery Shopper Report.

Every Partner Package is fixed-fee — never tied to patient volume or commission.

Get Your Free Report →