Focus Areas

Patient
Acquisition
Internal
Marketing
Patient
Retention
Personal
Development

Practices who select this plan may be

  • Been in business 3–10 years or at a point that business needs a revamp
  • Has an active database of 250+
  • Bringing on another provider
  • Establishing a new division within the practice
  • Looking to acquire new technology or contract with a new marketing agency
  • Desire to optimize margins
  • Looking to increase patient volume or command a higher price point
  • Staffing plan is fundamentally in place but can use polishing or adjustments

Pain Points

  • Desires to stimulate their aesthetic practice and is looking for guidance and support with execution
  • Considering a rebrand to enhance their marketplace reputation
  • Looking for guidance to seamlessly expand their portfolio of offerings
  • Need to pivot from original strategy to better align with future vision
  • Looking to optimize margins by improving practice efficiency
  • Feels they have hit a plateau with new patient growth
  • Has dissention among staff or doesn’t feel equipped to appropriately handle necessary tasks
  • Feels overwhelmed with the many layers of entrepreneurial demand of the practice
image Kaeli Lindholm

Objectives

  • Work with KLC to restructure the architectural blueprint for the business
  • Reorganize a staffing plan for the business based on revenue goals
  • Evaluate and make adjustments to the branding strategy to support vision
  • Enhance or replace current practice management system to support the daily operations
  • Audit current patient acquisition system
  • Create a system “flow” to enable a more balanced practice and life
  • Develop a patient retention system

Activities

Reorganize hiring timeline to align staffing with business growth objectives

1
2

Support with search, selection, and onboarding of team members

Certify staff with KLC Core Competency Standards (CCS) protocol

3
4

Review and renew policy and procedures

Audit and nurture phone call talk tract

5
6

Private label skincare and niche procedures

Address staff compensation programs and bonus structure

7
8

Implement a process to increase lead–conversion rates

Prepare a full competitive analysis to position practice’s modified pricing strategy & unique value proposition

9
10

Create a patient–focused loyalty program

Commit to personal development activities to avoid MD burnout

11

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What are your goals?

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