start with real numbers
Ten places to look. Two or three are holding you back.
One export from your booking system, about a week of my time, and a conversation at each end. Your clinic analyzed across ten areas, from how you acquire patients to where the cash actually sits. What comes back is an economic model of your clinic and the two or three constraints that are costing you, each with a dollar figure attached.
Discovery call
Thirty minutes on your clinic and what you are trying to decide. Whether the audit is right for you gets answered here, before any data changes hands.
One export
Appointment history out of Jane, Boulevard, MindBody, or whatever you run on. You pull it yourself. I will show you exactly which report and which settings. Nothing identifying leaves your system.
The model gets built
Roughly a week. Patient journeys, retention, service economics, and capacity, reconstructed from your own history, with a short check-in once I have seen your data so the model reflects your clinic, not just your export.
Executive debrief
An hour together on what the model found, what it is worth in dollars, and which two or three things deserve your attention first.
Where the audit looks
Demand and acquisition
What can you afford to pay for a new patient?
Retention and lifecycle
Who should you call this week?
Pricing
How much can you raise prices before patients leave?
Service mix
Which service should you stop offering?
Capacity and utilization
Do you need more hours, or better ones?
Practitioner economics
Which practitioner keeps patients, and which one loses them?
Revenue stability
How much of next quarter is already spoken for?
Cash flow
Why is the money slower than the revenue?
Cost structure
Which software do you actually need?
Founder and focus
What are you doing that someone else should?
In any given clinic two or three of these are doing real damage and the rest are fine. Finding out which is where the work starts.
What findings look like
Three examples of what an audit surfaces.
A 6-point retention lift adds $42K in annual revenue, with no new patients.
This clinic sees 700 new patients a year and 62% return after their first visit. Moving that rate to 68% retains 42 additional patients. Retained patients generate $1,150 in average annual revenue versus $150 for patients who stop after one visit.
A 10% price increase on your flagship service adds $28K with zero change in volume.
A price increase may not cost you patients. The model shows the real tradeoff before you commit to it. Applied to this clinic's highest-volume service, a 10% increase adds $28,000 annually at current volume. The useful question is not whether anyone leaves, it is how many you could afford to lose.
The retention gap between team members is worth $47K a year.
Provider A retains 58% of patients at 12 months. Provider B retains 27%. That 58% is a repeatable set of behaviours, not luck. At current patient volume, bringing the team to Provider A's number is worth $47,000 a year, and it requires no new patients.
Figures are representative of clinic economics at this scale. Your model reflects your own patients, service mix, and pricing.
From the founders
What clinic owners say after the debrief.
“This was information I could not obtain from the standard reports in my EHR system. The analysis identified patterns in new patient visits and patient retention, along with suggestions on how to stabilize my business revenue using metrics I can track weekly.”
“Luke was incredibly helpful in identifying a decline in patient retention over the past few years that has affected our bottom line.”
“Working with Luke has been both a pleasurable and profitable experience. He is easy to engage with, always locked-in, on-point, and able to clearly explain the meaning behind the numbers.”
Common questions
The things founders ask before the first call.
What happens to my patient data?
Nothing identifying leaves your system. Before the export reaches me, dates are stripped and patient IDs are regenerated, so the analysis runs on behavior rather than people. I never see a name, and I do not need one to find the pattern. You pull the export yourself, so nothing touches your booking system but you.
Is this HIPAA compliant?
The audit is designed so the question barely comes up: the data I receive is de-identified before it leaves your building, so no protected health information reaches me. Deeper engagements that call for richer data are formalized properly, with a business associate agreement, when the scope justifies it. Happy to walk through the specifics on the call.
Is this just AI doing the analysis?
LUFT delivers everything AI does not supply: knowing which questions to ask, pattern recognition across clinics, knowing whether a finding is real or an artifact of how your data is structured, and a human who will tell you when the answer you wanted is not the answer your numbers give.
Am I big enough for this?
The bar is not a revenue number. It is enough visit history to model, usually three or more years, and enough complexity for the answers to matter: multiple providers, services, or revenue streams. Put differently, if you are big enough to be making hiring, pricing, or capacity decisions, you are big enough for those decisions to have numbers behind them.
How much of my time does this take?
Two conversations and one export. Thirty minutes for the discovery call, a few minutes to pull the report from your booking system with my instructions, and an hour for the executive debrief. The week of modeling in between is my time, not yours.
I'm not a data person. Will I understand what I get?
The debrief is a conversation, not a dashboard. You leave with two or three findings in plain language, each with a dollar figure attached and a clear sense of what acting on it looks like. If anything in the walkthrough needs a statistics degree to follow, I have done my job badly.
Will this feel like an audit of my staff?
No. The model measures process, not people. When a provider-level pattern shows up, it is almost always an operational finding, a rebooking habit, a scheduling difference, not a performance verdict. What gets shared with your team, and how, is entirely your call. Most founders end up using the findings to give their staff clearer systems, not harder conversations.
Is this going to turn into a pitch for more work?
The audit is useful on its own or it is not worth doing. Some of what it finds you will fix yourself in a week. Some findings need a tool your front desk can work from, and some open bigger questions, like whether a second location pencils. You will know which is which by the end of the debrief, and none of it obligates you to do anything further with me. One-time engagements are a perfectly good outcome.
Tell me about your clinic.
A few details so the first conversation starts somewhere useful. I read every one of these myself and reply within a business day with times for a thirty-minute call. No data required to get started.