Healthcare and Wellness Practices
Operations for membership medicine
Concierge, longevity, and wellness practices sell a relationship, not a visit. That means the business runs on membership sales, renewals, pricing, and the systems behind them, and most practices were never built for that. We have done this work from the inside: building a membership sales, marketing, and member experience function for a Sarasota concierge medicine practice from the ground up, and carrying a legacy practice through a merger and a pricing transition without losing the members who mattered.
Membership sales process, scripts, and CRM pipeline
Renewals, retention, and legacy-member pricing transitions
New member onboarding and the first-year member journey
Physician-led events and community partnerships
Merger and acquisition integration for practices
KPI reporting and weekly leadership rhythm (EOS)
Where we start
Most practice owners know something is off before they can name it: renewals slip, the front desk is doing sales, pricing is different for every member, and nobody can pull a clean number. We start with a short assessment of the membership base, the renewal calendar, the pricing structure, and the systems behind them, then set a 90-day plan the leadership team can run. You get a clear picture of what is working and what is costing you members.
Membership base and renewal calendar review
Pricing structure and legacy-rate cleanup
Sales and onboarding process audit
CRM, billing, and reporting systems check
Leadership team roles and accountability chart
90-day priorities with owners and dates