Your 12-Month Practice Growth Plan
Let's Build a Practice You're Obsessed With!
Check out the additional resources below to help you design a streamlined, efficient, and income-generating practice you love!
Month 1
Define Your Mission and Goals
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Your mission and goals are the foundation of everything you do -they define your purpose and set the direction for your practice.
Learn how to craft a mission statement that inspires action and set meaningful goals that move you closer to the practice (and life) you’ve always wanted.
Month 2
A Common Patient Challenge
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When you understand what your patients are struggling with most, you can position your practice as the go-to resource to meet their needs.
Learn how to uncover those pain points and use them to create services and programs that align with your mission.
Month 3
Creating Patient Programs
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Patient programs are the secret to providing consistent, high-quality care while streamlining your practice.
A well-designed program helps patients achieve better outcomes, increase compliance, and build greater trust and loyalty in your practice.
Month 4
Upgrade Your Online Presence
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Your website and social media are the first thing new patients see - so let’s make sure they’re saying the right things.
In this month’s episode, we’re giving your online presence a patient-focused makeover that builds trust, increases visibility, and makes it crystal clear why you are the right provider for the job.
Month 5
Your AI - Powered Email Toolkit
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This month, we’re showing you how to train your AI to write warm, trust-building emails that sound like you.
Learn how to generate patient-relevant topics, batch your emails with ease, and finally stay consistent - without spending hours writing every week.
Month 6
Referral Relationships That Work
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Referrals are the most overlooked (and underused) strategy in most wellness practices. But when you know how to create real relationships - and stay top of mind without being pushy - you’ll never run out of new patients.
These resources will help you track your outreach, know what to say, and turn connections into consistent referrals.
Month 7
Systems That Streamline Your Practice
Month 8
Increase Patient Retention With a Loyalty Plan
Month 9
Hiring the Right People to Help You Grow
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It’s time to get the details out of your head and into a repeatable, stress-free system. Whether you’re flying solo or building a team, learn how to document your processes, delegate with ease, and finally free up your brain (and your time) for what matters most.
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Month 8 is all about turning satisfied patients into repeat visitors who stay engaged, follow through, and keep coming back. This is your roadmap for creating patient loyalty in a way that feels authentic, not salesy, while generating more consistent revenue and better outcomes for everyone you serve.
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Your team can be your biggest asset. This month is all about building the right team - by hiring people who align with your values, setting clear expectations, and creating systems that help everyone succeed. With the right people in place, you’ll have more time to focus on what you love most - caring for your patients.
Month 10
Diversify Your Revenue
Month 11
Map Your Best Year Yet Turn Goals Into Growth
Month 12
Turn Success Stories Into Next Year’s Momentum
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This month is all about adding stability to your income. You’ll learn how to turn existing protocols into structured programs, set up simple autoships, and create low-lift memberships that bring in recurring revenue. Think of it as your financial seatbelt, keeping your practice steady even when life throws curveballs.
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This month is about setting yourself up for a smoother, more profitable year ahead. By reflecting on what worked (and what didn’t), setting SMART goals, and creating a clear 12-month action plan, you’ll leave guesswork behind. With your marketing mapped out, you’ll finally have focus, consistency, and momentum you can count on all year long.
Your Month 12 resources will be available soon!
Month 12 is your chance to celebrate big and small wins, with your patients, your team, and yourself. By sharing success stories, you’ll strengthen community trust, highlight the impact of your care, and inspire loyalty. Reflection keeps the momentum going, helping you enter the next year with clarity, confidence, and fresh energy.