Growth Channels
Patient Success | Growth Strategist
Primary Objective: To manage the Life Cycle of the Patient, ensuring they move from initial inquiry to long-term wellness advocate through personalized follow-ups, education, and strategic care-plan expansion.
Key Performance Areas (The "What")
The Concierge Intake:
Acting as the first high-transparency touchpoint for new inquiries. Instead of booking an appointment, I am "qualifying their health goals" and educating them on the path.
Proactive Wellness Check-ins
Using a "Grit and Gratitude" approach to check on patients 48 hours, 30 days, and 90 days post-treatment. This drives retention and uncovers new needs.
Care-Plan Optimization (Strategic Upselling)
Identifying opportunities to introduce complementary services—such as IV therapy, peptides, or cognitive health assessments—based on the patient's recovery data.
Digital Relationship Management:
Managing the "Modern Stack" (HubSpot) to ensure no patient falls through the cracks, utilizing video messaging (Vento) for personalized post-op instructions or encouragement.
Reducing Leakage
Keeping patients within the clinic’s ecosystem for all their longevity needs.
Building Community
Turning patients into referral engines by providing a level of care they can't get at a standard GP office. Managing your own LinkedIn account can give you an advantage. (optional, but powerful)
Virtual Consultations
Conducting "Discovery Calls" via Google Meet, Meetn, or platform of your choice to prepare patients for their in-clinic visit.
Social Selling/Advocacy
Proactive commenting, invites, partner channel discovery.
Workshops/Educational Webinars & Events
Recruiting monthly sessions on "The Future of Longevity" or any new focused topics that you would like to attract high-intent leads. Current patients and new ones!
Omni-Channel Exposure
I secure high-impact placements for your brand through podcast appearances, newsletter features, and strategic backlinks, ensuring you are the "Top of Mind" expert in your space.
Joint-Venture Events
I coordinate collaborative workshops with well-aligned providers like high-end gyms, executive health groups, athletic clubs to tap into their established trust with your target audience.
Sponsorship Revenue Generation
As your brand authority grows, I unlock new revenue streams by securing sponsorships from high-integrity vendors (nutraceuticals, lab providers, or tech to support your webinars and marketing initiatives ,turning your marketing efforts from a cost center into a profit center. (optional)
The Proven Track Record: Clinical & Strategic
I bring 20 + years of business development expertise, combining front-line medical consulting with elite-level performance coaching frameworks.
Integrative Medicine Specialist (BodyLogicMD)
I spent two years on the front lines of the patient journey. As a Top Tier Consultant, I mastered the art of high-transparency, education-first consulting. I managed heavy inbound and outbound inquiries, ensuring patients were educated and empowered before their first appointment.
Impact
Increased the Atlanta franchise revenue by 50% in one year.
Conversion
Consistently converted 21+ new patients per month while simultaneously mentoring and assisting team members to close their cases.
Certified High-Performance Strategist
Trained under Brendon Burchard, I apply the psychology of high performance to the sales process. I have successfully scaled personal development coaching programs to a $10k per week average, a level of discipline and strategy I now bring to your patient acquisition engine.
The Strategy | Connection Meets Consistency
I implement a systematic follow-up engine that ensures no lead is left behind and every patient feels advocated for.
The Conversion Engine
I remove the friction from elective medicine by educating patients on the long-term ROI of their health. I handle the sticker shock through value-based conversations, not high-pressure tactics.
Care-Plan Optimization
I identify the exact moments to introduce complementary services, such as IV therapy, peptides, or advanced wellness assessments, etc. ensuring patients stay committed to a holistic longevity plan.
The Partnership
I handle the human connection and the revenue growth; you focus on delivering life-changing patient treatments.
The Modern Relationship Stack
I leverage a high-performance technology stack to ensure white-glove service at scale.
HubSpot
Full CRM management to ensure no follow-up is missed and every patient stage is tracked.
Vento Video Messaging
Sending personalized, "face-to-face" video updates for post-op encouragement or educational deep-dives.
Social Advocacy
Proactive LinkedIn/Social engagement to discover new partner channels and build the clinic’s digital authority. 10K + and growing, I can also create a business page for you if you do not have one and manage that for you, coordinate with your marketing team to make sure I am using what you want to focus on, Many practices have social meda, they do not all have a business page on LinkedIn.
Community Authority Building
I manage the "Top of Funnel" by positioning you as an educational leader.
Educational Webinars: turn your clinical knowledge into a lead-generation engine. While you focus on delivering the presentation, I manage the back-end recruiting high-intent attendees, managing the live event logistics, and executing the immediate follow-up strategy. This ensures that your expertise reaches both new prospects and current patients without adding to your administrative burden.
Partner Discovery, Identifying partner channels and building Preferred Provider relationships can create additional revenue opportunities while expanding your reach into new audiences and communities.
If your work helps people look better, feel better, or live better, we should talk.
There is no greater feeling than being part of a business that truly changes lives. I primarily partner with organizations in the medical and wellness space, but I am always open to connecting with professionals who are improving lives in meaningful ways.
Service Tiers & Monthly Investment (DOC)
