Onsite Practice Assessment and Consulting

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If you want more clarity and growth, better-trained staff who know how to convert calls and consults and streamlined processes that save you time and money…let’s spend the day together.

Hi, it’s Catherine,

Is another year flying by …just like last year? Is your practice stuck in stagnant growth? Unmotivated staff? Fading profits…

Do you make a decent income, but not the amount you should be making? Not the amount you EXPECTED to make when you decided to give up a huge part of your life studying to become a surgeon?

Are you exhausted trying to keep up with the demands of your fickle patients, your ever-changing staff, lightning speed technology advancements, bewildering social media and STILL have a relaxing time with your family that does NOT include stressing about your rising overhead?

Do you ever feel like there’s something you’re missing? Like your competitors know something you don’t and you have this nagging feeling that if you DID know it, it would catapult your results?

Then here’s an idea worth considering.

The only reason the top practices are the best is because they know something others don’t.

And here’s the secret…They stopped trying to figure it out on their own. They know business trends, patient trends and technology are changing so fast, there’s no way they have the time to keep up with that AND be doing what they do best… SURGERY.

The bottom line: Top practices fast track to the top by getting the tips, tricks, shortcuts, and resources from experts who know what’s working NOW to get the optimal results.

The fastest way to shortcut your progress is to do what other practices have already proven to work to get you more patients and more profits. There’s no need to waste another hour or dollar on anything that does NOT propel you forward.

Tap into my 19 years of working closely with, learning from, and discovering the business practices that have made the top practices all over the United States successful in the aesthetic industry.

Here’s What We’ll Do with Our Time Together:

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Your Vision

We’ll start with your vision for your practice so we know where you are, where you’re trying to get to and what your challenges are holding you back.

You’ll get more clarity than ever because you will get multiple perspectives from me working with hundreds of practices all over the country who have experienced what you are experiencing.

I’ll share with you how they overcame their challenges and moved on to success and you can do the same. These shortcuts will catapult your thinking as well as your revenues.

Key Performance Indicators

We’ll look at your data since the answers are in your numbers.

We will identify your key performance indicators and then DROP the rest of the busy work that is pulling you down and draining your resources.

We’ll also identify the gaps costing you time, money, hassle and sleepless nights so we can address them, fix them and move on to success. This alone will pay my fees but there’s much more.


You may have the best team in the world but they need ongoing training to promote you as the best choice for your callers. My team will mystery shop your practice to get a feel for how your callers are being handled and if your staff is able to position you as the best choice and convert the caller to a booked appointment.

You will be provided with a CD of the recordings as well as my notes and feedback for improvement on handling each type of call. We can review these calls privately or with your staff during my staff training session.

Do NOT alert staff to this. I need to see where their skills are for training purposes.

Customized Staff Training

What I have found in my years of working with hundreds of practices is that so much money is left on the table when your staff is not trained to close callers to appointments and consultations to paid procedures.

My training is guaranteed to increase your conversions in BOTH areas by at least 10% so what it’s worth to you to get 10% more appointments and 10% more booked procedures?

Here’s what you can expect:

Currently10% More

That’s an extra $630,000 per year when your staff is properly trained and here’s how we’ll do it:

Based on the skill level of your staff we learned from our mystery-shopping, I will then conduct customized, interactive training on the following topics:

Training #1: “How to Turn Your Phone Calls Into Profits”

This training is for all staff who answer your phones (even if they are just back-up staff).
The topics will include:

  • 5 phone fixes to be addressed on EVERY call for the best possible outcome
  • how to strategically ask for the appointment without pushing
  • how to promote YOU, the physician, as the BEST choice and much more..

Training #2: “Prospect to Patient: How to Get a Patient to a YES”

This training is mainly for you, the physician and the patient care coordinator (although all staff can benefit from it since every step in the patient experience leads to a Yes or a NO. The topics will include:

  • how to frame YOU, the physician, as the best choice BEFORE the consultation
  • how to address price questions and patients who want to negotiate
  • how to professionally “close” the consultation without being pushy and much more

There is an interactive training with a Q&A session so you and your staff understand how to use the strategies so your results improve immediately.

Your Patients’ Experience

Another focus of my visit is how “the patient” views you (not how you view you) because the person trusting you enough to give you their disposable income is what counts more than anything.

We will walk through your processes as a patient would to determine what’s working and what should be tweaked to improve upon the patient experience so they say YES to you, return for more, refer their friends and give you great reviews. This is where a lot of money is left on the table and my insights here pay my fees and increase your profits with minimal effort.

Your New Patient Attraction and Conversion Blueprint

We will map out a New Patient Attraction and Conversion Blueprint you follow to give you step-by-step clarity of what needs to happen to build a solid foundation of a busy schedule of new and existing patients.

After reviewing your marketing efforts and materials to determine what’s working and what’s not, so you can be sure you are spending wisely to bring in a solid ROI, we’ll then look at your “sales funnel” to be sure your conversion rates are as good as they could be. This includes everything that happens step-by-step from the time an inquiry comes in from the Internet or referral to ensure you are following up on every lead in a professional and systematic way so they don’t fall through the cracks.

You will now have automatic systems in place to monitor new patient progress through your processes so they stay, pay and refer.

Follow-Up Assessment and Evaluation Report

I will prepare a follow-up report outlining the practice’s strengths, challenges and strategies for improvements including a checklist to prioritize execution and marketing plan outlining measurable promotions and timelines to effectively promote your aesthetic services.

Too busy to execute? My team can do it for you; however, this practice assessment never obligates you to use my services.

1-Year Marketing Plan

I will create a tailored marketing plan and follow-up outlining measurable promotions and timelines to effectively promote your aesthetic services based on my finding from your evaluation and onsite visit.

Too busy to execute? My team can do it for you; however, this practice assessment never obligates you to use my services.

Marketing Checklist

Step-by-step checklist of exactly what the top practices do habitually to stay at the top. This review will keep you on your A-Game.

On-Going Phone Support

To help keep you on track after my on-site visit, we’ll have (3) scheduled post monthly strategy calls. We can use our time to answer new questions that come up and also give you additional clarity on topics such as practice building, patient attraction or staff training. You also get unlimited email access to me at my private email address.


2 Day Visit = $20,000* or Easy Pay Plan = $7,000/month for 3 months

1-Day Visit = $15,000* or Easy Pay Plan = $5,250/month for 3 months

½ -Day Visit = $4,997 or Easy Pay Plan = $2,750 for 2 months

*Travel Expenses Included in Fees