When the owners came to me, they had just secured a space and had a single provider. They were passionate about creating a high-end, integrative med spa experience, but had no infrastructure in place. No operations, branding, team, pricing, marketing, or client base. They came to us to build the entire business model and execution plan from scratch.
Initial State
- No brand, systems, or marketing
- One provider on staff
- No pricing or service structure
- No patients or sales pipeline
- No EMR, CRM, or rebooking systems
What We Did: Full Buildout
Strategic Staffing
We built the core team from the ground up, placing:
- A Practice Manager to run daily operations, track KPIs, and manage follow-ups
- A Wellness Provider (Hormone RN) to launch the HRT program
- An Esthetician to support injectables, facials, and post-treatment upsells
Operational Systems
- Designed the entire patient journey, intake process, and treatment room SOPs
- Implemented a structured consultation model with comprehensive treatment planning
- Installed Jane EMR, integrated with CRM and financing tools (High Level, Cherry)
- Developed a 90-day KPI dashboard, tracking revenue, breakeven, utilization, rebooking, and product sales
Financial Modeling & Pricing
- Created custom COGS-based pricing for all services
- Calculated room profitability per hour, identifying initial rate of $440/hour (high) and pathway to decrease
- Defined monthly break-even targets with margin buffer
- Initial target: $72,000
- Adjusted breakeven: $60,000
- Built a 3-tier membership program with clear value incentives and upsell options
- Structured bonus incentives to trigger at $75,000/month revenue
Branding & Marketing
- Created brand visuals, messaging, and identity anchored in education, innovation, and long-term relationships
- Designed full Canva branding kit, 90-day content planner, and campaign calendar
- Managed launch of monthly live Zoom sessions, patient-facing education, and email flows
- Developed KPIs for social: engagement, followers, redemptions, and retention
Revenue Diversification & Growth
- Shifted model from weight-loss-centric to high-margin, scalable services:
- Hormone therapy (pellets and injectables)
- Laser services (hair removal, tattoo removal, IPL)
- IV wellness & supplement protocols
- Created detailed scripting and protocol binders for new services
- Implemented upsell and cross-sell systems across all verticals
Month by Month Revenue Metrics
| Month | Revenue | Notes |
|---|---|---|
| November | ~$16,000 | Pre-launch testing; revenue mostly from weight loss services |
| December | ~$40,000 | Launch of injectables, facials, and laser; average revenue per client increased by $100 |
| January | $60,000+ | Hormone therapy launch; product sales exceeded 10% of revenue |
| February+ | Consistent Growth | Tracking toward $75,000+/month with strong rebooking and member base |
Results Within 6 Months
| Area | Before | After 5 Months |
|---|---|---|
| Providers | 1 | Full team: Manager, RN, Esthetician |
| Revenue | $0 | Over $60,000/month |
| Memberships | None | 3-tier system with growing recurring revenue |
| Room Utilization | Zero | 4 rooms in active use |
| Retail Product Sales | 0% | Surpassed 10% of monthly revenue |
| Break-even Performance | Unclear | Break-even reached by Month 5 |
| Systems & Automation | None | Fully integrated EMR, CRM, KPI dashboard |