Every engagement runs the same five-phase procedure. It’s boring on purpose — repeatability is what makes results predictable.
Two weeks of intake. Practice-management data pull, referral-source mapping, insurance mix, competitive audit, call-tracking baseline. We arrive at kickoff already knowing your numbers.
We produce a written diagnosis — the Case File. One PDF, one clear thesis on what’s costing you cases and what’s leaving revenue on the table. No 60-slide deck.
Roadmap of interventions, priced. You approve the ones you want, in the sequence you want. Nothing gets built without a signed line-item.
Build, ship, measure. Every deliverable ties back to a KPI in the Case File. Weekly async updates, monthly review call.
Quarterly written debrief — what shipped, what moved, what didn’t, what’s next. Renewal decision is made on data, not vibes.