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Appointment Set! You’re on your way to realizing your estimated annual benefit.

We’re looking forward to speaking with you. To ensure your session delivers maximum value, please review the preparation steps below.

How to Prepare for Maximum Value (Required)

To ensure your session delivers actionable insights, please complete these preparation steps before our meeting:

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Financial Documentation

  • Last 3 months of collection reports
  • Current provider count and compensation structures
  • Annual claims volume (if available)
  • Current system costs (EHR, billing, payroll, marketing)
Why This Matters:

We'll calculate your exact Growth Model ROI using real data, not estimates.

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Stakeholder Alignment

  • Practice owner/CEO (required)
  • Clinical director or operations manager
  • Anyone involved in operational or financial decisions
  • Maximum 3 attendees for productive discussion
Why This Matters:

We'll discuss implementation timelines and investment decisions.

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Operational Assessment

  • Current collection rate analysis
  • Commission calculation process documentation
  • Authorization tracking method review
  • System integration pain points identification
Why This Matters:

Identifies your specific operational gaps for targeted solutions.

Completion Time: 15–20 minutes

Common Questions About Your Strategy Session

Q: What if I need to reschedule?

A: Use the calendar link in your confirmation email to reschedule up to 24 hours before your session. We recommend booking 3–7 days out for adequate preparation time.

Q: Who should attend from our practice?

A: The practice owner/CEO is essential. Include your clinical director, operations manager, or CFO if they're involved in operational decisions. Maximum 3 attendees for productive discussion.

Q: What if I don't have all the preparation materials ready?

A: Complete what you can—we'll work with available information. However, practices with complete preparation receive more detailed analysis and custom recommendations.

Q: Is this really no-obligation?

A: Absolutely. You'll receive valuable insights regardless of partnership decisions. Approximately 15–20% of sessions result in “timing isn't right” conclusions, and we maintain those relationships for future consideration.

Q: How soon could we start if we decide to move forward?

A: Growth Model implementations typically begin within 7–14 days of decision.

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Results shown are from actual client implementations. Individual results may vary based on current collection rates and operational efficiency.