Just wrapped up some quarterly planning with Ashley, and man, it's a game changer. If you're not doing this for your business, you're missing out on serious clarity and growth. We're breaking down how to plan for success by focusing on three key areas: marketing for lead gen, sales and fulfillment, and that all important retention and recurring revenue. Stop just chasing new patients and start building a more stable, less stressful business. It's like eating an elephant, one bite at a time.

🔑 Key Takeaways:

• Break down your business planning into three core areas: Marketing (new patient acquisition), Sales/Fulfillment (conversion and delivery of service), and Retention (recurring/reoccurring revenue).
• Don't just focus on new patient volume. Optimizing your sales process, pricing, and patient experience (the middle chunk) can often double your revenue with existing lead flow.
• Develop retention strategies and continuity options (like biannual check-ins, ongoing coaching, or programming) to stabilize your business and reduce reliance solely on new patients.

🧠 Pro Tip:

• Reverse engineer your annual goals into quarterly, then monthly, actionable steps. Assign specific tasks and KPIs to yourself or your team to ensure you stay on track. Clarity on the small steps makes the big goals achievable.

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