Fixed Scope · Built for Therapy & Wellness Practices
Who this is for
“I’m great at therapy. I’m drowning in everything else.”
Group practice owners
You've grown past solo but your systems never caught up. Staff keep asking questions that should be answered by a manual that doesn't exist yet.
Solo practitioners
You're the clinician, the CEO, and the billing person. You know this isn't sustainable and you are doing everything yourself without a clear roadmap.
Practice managers & admins
You're drowning in manual processes. You want to focus on strategic growth but the thought of another spreadsheet creates more anxiety than relief.
Option 01 · One-time
Operations Audit
$500 – $800
A deep dive into your practice — tools, processes, team, and bottlenecks. You get a written PDF report with findings and a prioritized action plan. No implementation. Just clarity.
What you walk away with
- A deep dive report identifying bottlenecks.
- A written PDF roadmap findings and a prioritized action plan.
- Clear understanding of tools, processes, and team gaps.
Note: This is a diagnostic service only. Implementation support is not included but can be credited toward a Playbook project.
Timeline
01
Kickoff
Questionnaire & Access
02
Analysis
Deep dive into your backend systems
03
Presentation
60-min deep dive & plan
04
Wrap Up
Final Roadmap delivery
Option 02 · Project-based
Audit + Playbook
Starting at $2,000
The audit tells you what’s broken. The Playbook fixes it on paper — so your team can run it without you.
What you walk away with
- Standard Operating Procedures (SOPs) for key clinic workflows
- Custom Onboarding Roadmap for new staff hires
- Role-based Accountability Maps
- Integrated KPI Tracking Dashboard built in your CRM
- Full PDF Analysis Report & Action Plan
Timeline
Phase 01 · Week 1
Deep-dive audit & tool assessment
Phase 02 · Weeks 2-3
Playbook structure & documentation build
Phase 03 · Week 4
Final delivery & team implementation call
Side by side
Which one is the right starting point?
Evaluate both paths to identify the ideal strategy for your level of business.
Operations Audit
Audit + Playbook
Price
$500 – $800
Starting at $2,000
Timeline
2–3 Weeks
6 – 8 Weeks
You get
Written PDF report of findings & prioritized action plan.
Full report + a folder of practice-ready SOPs and guides.
Implementation
DIY — You execute the plan.
DFY — Mostly done for you assets.
Best for
Needs clarity and strategy first.
Ready to build and delegate now.
how it works
The same process, every time.
No surprises, no vague scope. Here's exactly what happens after you book a call.
01
Free Discovery Call
A 30-minute conversation, not a pitch. We talk through your practice and I tell you honestly whether the audit is the right fit and send you a custom quote with a price no more than one business day after our chat.
02
Contract & Payment
You get a contract with defined scope, deliverables, and timeline.
03
Intake Questionnaire
Sent within 24 hours of payment. You complete it on your own time and have 5 business days to submit, with one reminder if you need it.
04
Analysis & Report
I review your answers, ask targeted follow-up questions if needed, and build your written audit report with findings and a prioritized plan.
05
Delivery Call
We walk through the findings together. If you have a team and want the documents built out, this is where we scope the Playbook (a further call may be needed depending on team size).