The Revenue Leak Assessment™
A structured, data-driven diagnostic that maps your entire patient acquisition journey, quantifies your revenue losses, and delivers a prioritized 30-day action plan.
What Is the Revenue Leak Assessment™?
Most aesthetic practices are sitting on untapped revenue. Leads are coming in—but somewhere between the first inquiry and the booked treatment, patients are falling through the cracks. The Revenue Leak Assessment™ is a 90-minute, structured diagnostic designed to find exactly where that's happening in your practice.
Using our proprietary CDQOE™ framework, we evaluate your entire patient acquisition and conversion process across six critical categories. You'll leave with a Revenue Leak Score™, a quantified estimate of lost revenue, and a customized 30-day action plan built around your specific gaps.
Live assessment session
Conversion categories scored
Delivery of all deliverables
Prioritized action plan
The CDQOE™ Framework
A proprietary five-phase methodology developed specifically for med spas and aesthetic practices. Every assessment follows this structured process to ensure nothing is missed.
We document every touchpoint in your patient acquisition funnel—from lead source to first contact to booked appointment. This creates a complete, objective picture of your current process before any analysis begins.
- Lead source and volume documentation
- First-contact response process review
- CRM and pipeline structure mapping
- Team roles and responsibilities audit
Everything Included in Your Assessment
The Revenue Leak Assessment™ is a complete, standalone deliverable. Here's exactly what you receive.
90-Minute Strategy Session
A focused, structured assessment call with your leadership team covering your entire patient acquisition and conversion process.
Patient Journey Map
A complete end-to-end map of your current patient acquisition flow, from first inquiry to booked treatment.
Sales Process Audit
A detailed evaluation of your consultation structure, scripts, objection handling, and close process.
Follow-Up Sequence Analysis
A review of your lead nurture sequences, response timing, touchpoint quality, and re-engagement strategy.
CRM & Automation Review
An assessment of your CRM setup, pipeline utilization, and automation effectiveness.
Revenue Leak Score™
A proprietary scorecard rating your conversion health across six key categories with benchmark comparisons.
Estimated Revenue Leak Analysis
A quantified estimate of the revenue currently being lost in your pipeline, broken down by category.
Executive Summary Report
A professional written summary of all findings, gaps, and prioritized recommendations delivered within 48 hours.
Customized 30-Day Action Plan
A prioritized roadmap with specific actions, owners, timelines, and success metrics for immediate implementation.
One Engagement. Immediate Clarity.
The Revenue Leak Assessment™ is priced as a professional consulting engagement. Most clients identify recoverable revenue that exceeds the investment many times over.
Pricing reflects the depth of analysis and value of deliverables
- 90-minute live assessment session
- Revenue Leak Score™ scorecard
- Estimated revenue leak analysis
- Executive summary report
- Customized 30-day action plan
- 48-hour delivery of all deliverables
Limited availability — we accept a small number of assessments each month
Our Guarantee
If you don't identify at least one actionable revenue opportunity during our session, we'll refund your investment in full.
Is This Assessment Right for You?
- You're generating leads but struggling to convert them into booked consultations
- You want a data-driven diagnosis—not generic marketing advice
- You're ready and willing to implement process changes
- Your practice generates $500K+ in annual revenue
- You believe your current conversion rate is leaving money on the table
- You're just starting out and haven't yet built a lead generation system
- You're primarily looking for lead generation or marketing services
- You're not open to changing your current processes or workflows
- You're looking for a quick fix rather than a strategic improvement
Ready to Find Your Revenue Leaks?
Book your Revenue Leak Assessment™ today. We'll map your patient acquisition journey, score your conversion health, and hand you a 30-day plan to recover the revenue you're already generating—but not capturing.
Book My Revenue Leak Assessment90-minute session · Revenue Leak Score™ · 30-day action plan · 48-hour delivery