Each level adds a defined working cadence and a broader level of implementation support. Final scope, timing, responsibilities, and exclusions are confirmed in the consulting agreement before work begins.
Leadership
Direction and accountability
One weekly one on one leadership meeting
Current business practice analysis
Priority setting and leadership checklist
Guidance on conversion, value, productivity, and growth
Best for: leaders who will direct implementation through their own team.
Performance
Leadership plus team execution
Everything included in Leadership
One weekly team performance meeting
Team training and implementation guidance
Retention, referral, performance, and accountability support
Best for: clinics that need help moving the plan through the team.
Scale
Full operating support
Everything included in Performance
One weekly efficiency meeting
Marketing management and scale planning
Procurement, sourcing, partnership, and personnel guidance
Best for: clinics coordinating multiple growth initiatives.
Package descriptions are service summaries, not promises of a specific business result. Advertising spend, equipment, supplies, software, contractors, and other third party costs are separate unless expressly included in a signed consulting agreement.
The opening phase
Your first 30 days establish the operating rhythm.
The exact sequence is tailored to the clinic, but every engagement begins by turning the current situation into clear priorities, ownership, and a working cadence.
01
Orient
Confirm the engagement scope, decision makers, communication path, and meeting schedule.
02
Diagnose
Review the current goals, constraints, workflows, team, marketing, and active initiatives.
03
Prioritize
Choose the highest value moves, assign owners, and establish the first working checklist.
04
Operate
Begin the weekly review rhythm, resolve friction, and keep implementation moving.
Compare support
One operating system. Three levels of involvement.
Choose the level that matches the complexity of the work and the amount of implementation support your team requires.