Mapped to the 13 needs BRB identified
Every area BRB called out in their request, with the DAC offering against it.
Consult choreography, scripts, treatment-plan presentation, close & deposit standards.
Phone scripts, SLAs, rebooking, no-show policy, daily KPI standups.
Build live scorecard, weekly/monthly review cadence, accountability framework.
Eliminate à-la-carte leakage, tiered plans, premium positioning of Ulthera/PRP/MOXI.
Tier design, retention math, integration with treatment plans, upgrade paths.
Reactivation, content engine, PRP launch, referral, monthly marketing review.
Monthly P&L review, COGS targets, OPEX control, accrual vs cash visibility.
Org chart, role scorecards, provider/PM/front-desk comp models with bonuses.
JDs, interview rubrics, working interviews, 90-day onboarding.
PRIORITY — recruit, onboard, and mentor the PM as an extension of DAC standards.
Delegation, decision rights, meeting cadence — supporting the 20% owner reality.
SOP library, EMR templates, room turnover, supply control.
Year-2 financial model, location/room expansion criteria, exit-optionality planning.
Recommended engagement
Customized 6-Month Mentorship Program — positioned between the 90-Day Scale Up and the Builders Program. BRB is past the build phase; this engagement is calibrated to refinement, leadership development, and PM hire.
Investment structure: monthly retainer + onboarding fee + on-site travel allowance. Continuity advisory option available post-program (monthly QBR cadence).
Success measures: Revenue/hour, treatment-plan close rate, owner time-on-floor reduction, Practice Manager fully operational, and a board-ready year-2 plan.