Spa transitioned from a disorganized solo-practitioner clinic generating ~$40K–$70K/month into a streamlined, multi-provider regenerative wellness practice scaling past $150K/month. We rebuilt her clinical foundation, recruited key hires, implemented a fully connected tech stack (Cerbo + HighLevel + website), automated workflows, and created a virtual-ready wellness model anchored in telehealth, longevity, and care plan-based delivery.
Initial Challenges Year 1
Owner Bottleneck:
Jnett was in full operator mode—handling everything from clinical to admin.
Recruiting Gaps:
No strong team in place—NP, nurse, and leadership roles were missing.
No Clinical Framework:
Lacked structured care plans, wellness protocols, or treatment stacks.
Inconsistent Tech Infrastructure:
No telehealth capability, disconnected EMR and website, no automation.
Underperforming Team:
No sales training, scripting, or clarity on the client journey.
Zero Membership or Supplement Strategy:
No recurring revenue or long-term client retention systems.
Strategic Interventions via The THRIVE System™
Recruitment of Clinical + Ops Team
Sourced and recruited:
- A highly skilled NP specializing in functional and regenerative medicine
- An experienced IV therapy nurse
- A full-time clinic manager to take over admin, HR, and patient coordination
Clinical Care Plan + Treatment Stack Development
- Designed custom care plans with peptides, hormone support, detox, gut health, and supplements
- Built out proprietary longevity treatment stacks for patient tiers
- Integrated lab review, supplement protocols, and follow-up automation
Membership & Wellness Revenue Design
- Created a membership with tiered access to labs, consults, and supplements
- Packaged care plans and memberships to create recurring revenue
- Revenue: $5,176/month in membership within 90 days
Tech + Automation Infrastructure
- Integrated Cerbo EMR with HighLevel and her website via API
- Built automations for onboarding, SOAP notes, supplement recommendations, and follow-ups
- Developed HIPAA-compliant Telehealth platform and workflows
Website Tools + Quiz Funnel
- Developed and implemented:
- Longevity Quiz for lead generation
- Biological Age Calculator for patient engagement and education
- Integrated directly into consult booking flows
Consultation Playbook + Client Pathway Development
- Coached team to build out custom consultation scripts
- Mapped the client journey from quiz → intake → labs → care plan
- Set clear decision trees and follow-up SOPs for all providers
Team Training + Enablement
- Trained staff on clinical scripting, sales psychology, and retention strategy
- Delegated admin workflows and defined KPIs for each role
- Conducted weekly live coaching and team development sessions
Results: Key Metrics
Financial Growth
Year
- 2024
- 2025 (YTD)
Monthly Avg Revenue
- ~$60K
- $126K
Peak Month
- $92K (Dec)
- $158K (Apr)
Total Year Revenue
- ~$719K
- On track for $1.5–1.8M
Revenue per Hour:
- $514 → $880+
Revenue per Patient:
- $397 → $709+
Membership & Recurring Revenue
- Monthly membership: $0 → $5,176+
- Patient retention and compliance increased through structured plans
Supplement & Retail Expansion
- Supplement sales from <$2K/month → $11K+ with full care plan integration
- Personalized supplement protocols directly tied to clinical outcomes
Team Performance & Utilization
- Owner reduced direct care time by 20+ hours/month
- Provider utilization at 85%
- Rebooking rates consistently 80–97%
New Patient Acquisition
- 15/month → 47/month through quiz funnel and web automation
- Events and launch nights generated up to $15K in same-day revenue
Operational Efficiency
- Cerbo, HighLevel, website, and supplement platforms fully integrated
- AI-driven workflows reduced manual admin and increased consult quality
What Worked
- Recruitment First, Then Scale: We helped build her team before driving traffic.
- Care Plans + Memberships = Predictable Revenue
- Telehealth + Tech Integration → Expansion Without Overhead
- Systemized Sales Through Consultation Playbook + Automations
- Owner shifted into CEO Role with Confidence