A partner in your practice, month after month
Already open and seeing patients? Bring us into your leadership rhythm. Every month we review the numbers, sit in on staff meetings, and help you set direction — continuous, hands-on involvement, not a one-off report.
What the retainer looks like each month
We become part of your leadership rhythm — reviewing the numbers, joining your meetings, and steering strategy month over month.
Monthly report & KPI reviews
We read the numbers with you every month — production, scheduling, where the money goes — and turn them into a plan you can hold to.
Staff-meeting participation
We sit in on your staff meetings — so the plan doesn't live in a document, it lives in the room where your team makes decisions.
Ongoing strategic guidance
Help setting direction, month over month: what to fix first, what to say no to, and how to keep the plan on track between reviews.
Continuous, hands-on involvement
Most of the work happens over video and screen-share — how we serve practices in all 50 states. When an on-site visit would help, we make the trip.
The problems owners call us about most
Production & scheduling
Empty slots, no-shows, patients who don't say yes to treatment — we work out why.
Team & operations
Hiring, who does what, and the routines that keep the practice running while you're with a patient.
Profit & strategy
We read the numbers with you, find where the money goes, and set a plan you can hold to.
One flat monthly fee
No tiers, no surprises. And if a single session is all you need, we'll say so.
For growing practices that want continuous expert support
Month-to-month · 30 days' notice
We become part of your leadership rhythm — reviewing the numbers, joining your meetings, and steering strategy month over month.
- Continuous, hands-on involvement
- Monthly report & KPI reviews
- Staff-meeting participation
- Ongoing strategic guidance
For practice owners who need expert advice on a specific challenge
No long-term contract
Bring a specific problem — pricing, scheduling, a stalled marketing channel, a hiring decision — and leave with a clear, actionable plan.
- Focused, one-off problem solving
- Actionable takeaways you can implement now
- An easy way to try working with us
Just opened? If we built your practice through the Turnkey Practice Launch, your first 90 days of post-launch advisory are already included — the retainer is the way to keep that support going.
The same terms on every engagement
Month-to-month
30 days' notice — no long-term lock-in on billing or ads.
HIPAA first
A Business Associate Agreement is signed before we touch patient data.
In writing
Service-level commitments live in every agreement, every time.
Retainer questions, answered
Tell us where the practice stands
The first 30 minutes are free. Walk us through your numbers and your team, and we'll say honestly whether the retainer — or a single hourly session — is the right fit.