Five phases · 90-day intensive scale program + ongoing mentorship through Day 120
Months 1–3 are the intensive Convert More Consults Scale Program. Months 4–6 transition into ongoing mentorship, leadership handoff, and continued sales training through Day 120.
Month 1 · 90-Day Scale Program
Phase 1 — Discovery, SWOT & Stabilize
Step 1 of 5
- Engagement kickoff + data access (EMR, accounting, payroll)
- Preliminary SWOT analysis across every area of the business
- One-day on-site visit: performance, team duties, workflows, patient journey
- Baseline KPI lock + financial / ops audit
- Pricing & menu audit; top-5 quick-win SOPs
Month 2 · 90-Day Scale Program
Phase 2 — Retraining & Convert More Consults System
Step 2 of 5
- Convert More Consults System rollout (C.O.N.V.E.R.T training + Patient Sheet + certification)
- Full team retraining on new workflows
- Phone-skills bootcamp (inbound, DM, follow-up)
- Patient qualification framework + objection-handling playbook
- Treatment-plan library live (Full Glow Up, Foundation, Signature, Elite)
- Deposit / financing policy + membership wrap live
Month 3 · 90-Day Scale Program
Phase 3 — Sales, Marketing & Funnel Excellence
Step 3 of 5
- Front-desk SOPs, rebooking standard, no-show policy
- Live KPI scorecard rolled out to entire team
- Reactivation campaign + Derma PRP launch + content engine
- 62-lead Low-Conversion Prospect reactivation campaign (segmented & scripted)
- Monthly marketing scorecard (CPA, ROAS, lead source)
- 90-day scale program graduation review
Month 4 · Ongoing Mentorship begins
Phase 4 — Owner Delegation, QBR & Management Training
Step 4 of 5
- Owner delegation matrix + decision-rights map
- QBR cadence and template launched
- Continuity plan documented
- Management training: lead injector / front-desk lead / emerging PM
- Weekly management huddle + monthly scorecard review
Months 5–6 · through Day 120
Phase 5 — Leadership Handoff, Continued Coaching & Sales Training
Step 5 of 5
- Full leadership handoff — clinic running operationally without ownership
- Continued sales training & C.O.N.V.E.R.T reinforcement through Day 120
- Year-2 roadmap on path to 2× current revenue
- Expansion readiness assessment
- Continuity advisory retainer in place
What success looks like by Day 120 (Month 6)
- Clinic running operationally without owner day-to-day involvement
- Revenue/hour averaging $400+ and trending to the $700/hr/room target
- Monthly run-rate on glide path to 2× current revenue
- 60%+ of revenue tied to treatment plans, packages, or membership
- Management team fully onboarded and running daily ops
- Continued coaching & sales training retainer in place post-Day 120
- Year-2 expansion plan board-approved