moxie
Practice 360
Practice Home/Week of Apr 20 · 2026
Weekly rhythm · Monday refresh
LMDr. Mitchell · Owner
Your core KPIs · week of April 20

How the practice performed this week

AHEAD
Weekly revenue
$44.2K
▲ +$2.4K vs last week
Here's why3 Mother's-Day consults + 2 annual-member renewals closed Friday.
You · $44.2KSimilar · $38.1K
AHEAD
Average ticket size
$612
▲ +$18 vs last week
Here's whyHigher mix of combo Botox + filler sessions (12 this week vs. 7 last week).
You · $612Similar · $548
BEHIND
Rebook rate
48%
▼ -2 pts vs last week
Here's whyIn-room prompt still off. Priya booked 61% of her sessions; Jamie 36%.
You · 48%Similar · 64%
AHEAD
Utilization
72%
▲ +4 pts vs last week
Here's whyTue + Thu peak slots filled from the waitlist. Mon remains light.
You · 72%Similar · 68%
Team · Apr 14 – Apr 20, 2026

Team Performance

One focus per provider — the specific, measurable thing Moxie is coaching each of them toward this month. Auto-set weekly from their metrics. Click a row to see their book and full coaching notes.

Provider
Revenue (wk)
Appts
Close rate
Rebook
Focus for improvement
LM
Dr. Lauren Mitchell You · Owner
MD · Injector · Complex cases
$33.8K
42
74%
46%
Shift 40% of tox hours to Priya by Jun 1
3% shifted · 37 pts to go · frees 12 hrs/wk
PN
Priya Nair
NP · Injector · Laser
$7.4K
31
78%
52%
Lift rebook from 52% → 70% by May 15
At 52% today · 18 pts to go · unlocks when in-room prompt is on
JK
Jamie Kincaid
Patient Coordinator · Closer
$1.6K
41 consults
61%
n/a
Close rate 61% → 72% by Jun 1
At 61% · 11 pts to go · role-play Thu 2:30p on your calendar
MG
Maria Gutierrez
Esthetician · Facials · Skincare
$0
0
On PTO · focus resumes Apr 27
Returns Mon · facial bookings auto-held · HydraFacial add-on script queued
This week's intelligence

Top 3 patterns worth acting on

The 3 highest-$ patterns from your data this week, benchmarked against 240 similarly-sized practices. 4 more are tucked below.

Retention
+$24K/mo12-mo lift

Rebook rate is stuck at 48% — the single biggest gap to similar practices.

Only 48 of every 100 patients book a follow-up before leaving the room, vs. 70%+ at top practices. The 2 new providers you're planning to hire in Q3 will pour water into a leaky bucket unless this moves first.

Do this →
Turn on in-room rebook prompt in Moxie Suite. Train Jamie + Priya with 10-min script. Target: 60% by May 15.
Noticed

Flat for 6 consecutive weeks despite higher new-patient volume. Top-quartile segment (VIP) is healthy at 82%; mid-frequency patients (2–4 visits) are the leak — 71% of drop-offs happen Tue/Wed 4–6pm during front-desk handoff. 7 of 14 Scottsdale peers who turned on the in-room prompt saw +15pts in 8 weeks.

Equipment
+$22K/mopost-ramp (~mo 4)

Laser is your biggest missing service — 73% of similar-tier peers added one in the last 18 months.

You're turning away an estimated 9 laser consults/mo. Similar practices with a BBL/IPL device average $22K/mo net after lease by month 4. Financing a $98K device at 6.9% / 60 mo = $1.9K/mo — covered by visit 3 each month.

Do this →
Moxie Capital pre-qualifies you in 3 min (no hard pull). Lauren's practice profile is already in the application.
Noticed

9 "laser" search terms came through your lead form in the last 30 days with no matching service booked. Your two closest Scottsdale peers added a BBL device in 2025 and both hit $20K+/mo by month 5. Your margin profile (62% gross today) supports a $1.9K/mo payment without pinching cash.

Retention
+$14K/moYear 1 run-rate

Membership at 6% vs. similar 25% — you're leaving recurring revenue on the table.

You have 412 active patients. Only 25 are on a monthly plan. If you move to 20% (half the similar-practice benchmark in year 1), that's ~$14K/mo in predictable recurring revenue.

Do this →
Bundle Botox + 1 facial + skincare at $249/mo. Pitch at every consult for 30 days. You'll convert ~40 of 120 qualified patients.
Noticed

Your current 25 members spend 2.1× non-members annually and rebook 2.4× more often — the economics already work at tiny scale. 120 of your 412 active patients visit 3+ times a year (classic "ready-to-convert" signal) and only 25 are on a plan. Members also carry your practice through seasonal troughs — you had 0 members cancel in Q1.

Acquisition
+$11K/moif conv → 80%

Consult-to-treatment dropped 3 pts this week — Jamie's close rate is the outlier.

Priya closes at 78%. Jamie closes at 61%. Same lead source, same intake script. Likely a price-presentation gap — Jamie is discounting 22% of the time without a policy.

Do this →
Add discount-approval rule (owner-only) + 30-min role-play with Jamie before Friday. Target: 72% close by June 1.
Noticed

14 of Jamie's last 64 consults closed at a discount, with no documented approval rule — that's 22%. Priya's discount rate over the same window: 4%. Same lead mix by source. The gap isn't skill; it's absence of a pricing policy when Jamie gets objection pressure at the table.

Acquisition
+$8KMay campaign

Mother's Day peak hits in 18 days — 14 Scottsdale peers are already advertising.

Scottsdale peers of your size (n=14) are seeing 34% of their May revenue come from Mother's Day gift-card bundles. You haven't launched yet. Window is tight.

Do this →
Approve $500 + gift-card campaign today. Dex drafted copy + IG post — one-click review.
Noticed

Moxie's campaign library is flagged the 14-day window as closing fast. Your pre-book list already has 41% of last year's volume (highest in the network) — the demand is there; the ad spend is the missing piece. Peer median: $600 ad spend, 11 new consults booked.

Financials
+$8K/moCOGS + pricing

Gross margin slipped to 62% vs. similar 71% — supplies cost + underpricing, not volume.

Tox cost/unit rose 11% over 6 months (supplier-driven). Galderma is 14% cheaper per unit and now stocked in Moxie Supplies. Separately, 3 of your 7 services are priced below the Scottsdale median — a P&L review with your PSM can surface the full list.

Do this →
45-min P&L review with Sawyer (your PSM) this week. Then switch tox supplier for May order — Moxie Supplies auto-applies your tier pricing.
Noticed

Your 6-month tox cost/unit is up 11% while your prices held flat — that's the full margin slip. Three services (HydraFacial, chemical peels, dermaplaning) are priced 8–14% below the Scottsdale median. Moxie Supplies now has Galderma in-network at your tier rate. Fix #1 is a supplier swap; fix #2 is a 45-min P&L review.

Team & Leadership
-12 hrs/wkfor strategic work

You're the bottleneck. 60% of your time is clinical — target for year-3 vision is 20%.

Your Botox and filler hours are 78% of your clinical load. Priya is NP-certified and averaging $380/hr when you let her — vs. your $680/hr. The math says: shift her to 60% of your current Botox book.

Do this →
Move Tue + Thu Botox blocks to Priya. You keep complex fillers + consults. Frees 12 hrs/week starting May 5.
Noticed

32 of your 54 weekly hours are clinical this month — 60%, vs. your 3-year target of 20%. Priya ran 22 more Botox hours in March than February with zero drop in patient outcomes or NPS. Revenue capture per hour: Priya $380 vs your $680, but you keep the $680/hr on complex fillers + consults. Net: you free time, the top line doesn't move.

Do · Tuesday, April 21

Your tasks · 11 open

Ranked by $ impact and deadline. Top 3 visible; the rest collapse below. Tap Why this? on any task to see what Moxie noticed.

P2 · Retention
Turn on in-room rebook prompt in Moxie Suite
Then: 10-min team huddle to demo. Kicks off the biggest lever on your $4M path.
Noticed

Rebook is flat at 48% for 6 consecutive weeks — your single biggest gap to the 70% benchmark from similar practices. Priya books 61% when she remembers; Jamie books 36%. The in-room prompt is the one setting that forces the conversation before the patient leaves the room. 7 of 14 Scottsdale peers who turned it on saw +15pts in 8 weeks.

Rolls up to → Patient Retention · "Launch in-room rebook prompt" (40% done)
P1 · Coaching
Role-play discount-presentation with Jamie (before Fri)
Script + scenarios pre-loaded. Block on calendar: Thu 2:30p. Jamie’s close rate 61% vs. Priya 78%.
Noticed

Jamie closed 14 of her last 64 consults with an ad-hoc discount — 22% — with no documented approval rule. Priya's discount rate over the same window is 4%. Same lead mix. The gap is absent pricing policy when she faces objection pressure. Role-play + a written discount-approval rule closes it. Script + scenarios pre-loaded; block on calendar Thu 2:30p.

Rolls up to → Workflows & Compliance · "Codify discount-approval rule" (70% done)
P1 · Owner-only
Approve Mother's Day gift-card + IG post
Copy + creative drafted by Moxie Growth. Window closes in 18 days — 14 Scottsdale peers already live.
Noticed

Mother's Day peak hits in 18 days and 14 Scottsdale peers are already advertising — median spend $600 driving ~11 new consults. Scottsdale peers of your size see 34% of May revenue from Mother's Day gift-card bundles. Your pre-book list is already at 41% of last year's volume (highest in the network) but there's no ad flight live. Copy + IG creative drafted by Moxie Growth — needs your one-click approval.

Rolls up to → Patient Acquisition · "Approve Mother's Day gift-card campaign" (10% done)
P2 · Review
Review borderline 3★ reply draft (Sarah T · wait time)
Dex drafted the response in your inbox. Edit or send as-is.
Noticed

Sarah T left a 3★ mentioning a 22-min wait on Apr 18. Your rolling NPS is 72 — a single unanswered borderline review drops the 30-day average ~4pts and new-patient conversion dips 6% while it sits. Dex drafted an empathy-first response that offers a complimentary HydraFacial; edit or send as-is.

Rolls up to → Patient Retention · "Reputation response SLA" (ongoing)
P3 · Ops
Accept Maria-PTO schedule swap (3 facials → Priya)
One-click accept. VIP (Wed reschedule) auto-notified. Priya confirmed availability.
Noticed

Maria goes on PTO Apr 27 — 3 facials would otherwise cancel. Priya has matching open blocks and NP-facial credentials. One VIP (Wed reschedule) needs auto-notification; Moxie queues both with one click. Doing nothing costs you ~$720 in cancelled bookings plus 2 hrs of front-desk re-scheduling.

Rolls up to → Team & Leadership · "Shift Tue/Thu Botox blocks to Priya" (30% done)
P1 · Compliance
Complete GFEs for 5 appointments this week
AZ law requires a Good-Faith Exam before injectable treatment. Moxie Suite pre-loaded all 5 patient files — review + sign in one pass.
Noticed

AZ law requires a Good-Faith Exam before any injectable treatment. 5 appointments this week don't yet have one on file — missing even one is an automatic audit flag from the AZ Board of Nursing and blocks Moxie's malpractice rider. Moxie Suite pre-loaded all 5 patient files; review + sign is one pass.

Rolls up to → Workflows & Compliance · "Clinical charting consistency" (ongoing)
P2 · Compliance
Sign updated Policies & Procedures (2026 Q2)
AZ Board of Nursing updated 3 sections this quarter — infection control, medical director oversight, and adverse-event reporting. Pre-filled with your practice info.
Noticed

AZ Board of Nursing updated three P&P sections this quarter — infection control, medical director oversight, adverse-event reporting — with a Fri deadline for signed acknowledgement. Moxie pre-filled your practice info and highlighted the 6 material changes. Your medical director already countersigned his half yesterday.

Rolls up to → Workflows & Compliance · "Regulatory hygiene" (ongoing)
P3 · Setup
Connect your payroll data (currently in Google Sheets)
Your gross-margin and labor-cost math is running on your last manual upload. Move payroll into Moxie and the P&L stays live — no more monthly rebuild.
Noticed

Your gross-margin and labor-cost math is running on a manual CSV upload from Mar 31. Three weeks of payroll drift means the team-cost view you asked about last week is stale. Moving payroll into Moxie keeps the P&L live and auto-feeds the cash model for the 2nd-location work. Or connect your existing provider (Gusto/Rippling) in 3 min.

Rolls up to → Financials · "Build 6-month cash model for 2nd location" (0% done)
P3 · Finance Triggers Oct 15
Confirm Q4 PC tax situation before year-end
You’re set up as a Professional Corporation. Last years K-1 + this years owner draws put you in a different bracket — Moxies tax tool walks you through a 10-min confirmation.
Noticed

You're set up as a Professional Corporation. Last year's K-1 plus this year's YTD owner draws put you in a different bracket — Moxie's tax tool flags a likely S-corp vs. C-corp split decision. A 10-min confirmation now saves $4–9K vs. deciding in December. Surfaces automatically in your October task list so you don't have to track it.

Rolls up to → Financials · "Year-end tax hygiene" (scheduled)
P3 · Setup
Set up e-scripts — patients save ~18% on prescriptions
Moxie-integrated e-scripts route prescriptions to our partner pharmacy network — patients pay less, you get adherence data. Your medical director is already credentialed.
Noticed

Moxie-integrated e-scripts route to partner pharmacies at negotiated rates — patients pay ~18% less, you get adherence data, and follow-up care looks more polished. Your medical director is already credentialed in the network; setup is one form. Peers using e-scripts see +6pts in patient loyalty surveys (care-continuity signal).

Rolls up to → Patient Retention · "Care-continuity stack" (ongoing)
Done · 7:14a
Signed renegotiated tox pricing with Allergan
Moxie Supplies auto-applied to your next 3 orders.
Noticed

Allergan's Q2 rebate schedule came in 14% above last quarter for Gold-tier practices. You were at the tier cutoff based on trailing volume — one signature at 7:14a locked the new rate into your next 3 Moxie Supplies orders. Net savings: $3.2K/mo starting with the May drop-ship.

Rolls up to → Financials · "Renegotiated tox pricing with Allergan" (complete)
Working while you sleep

What Moxie did for you this week

32 automations ran across your practice. The headline numbers below — open the full activity log for line-by-line detail.

32
Automations run
$8.4K
Revenue recovered
11.5 hrs
Staff time saved
12
Rebooks generated
Last month · March 2026
Your Monthly Business Review is ready
$191K net revenue · 104% of goal · 312 appointments · 29 active members. Full breakdown of revenue, team, services, marketing, and supplies savings.
$191KNet revenue
104%of $185K goal
$612Avg ticket
3.2×Marketing ROI
Open full report
Moxie value delivered · Q2 2026
$12,400 delivered this quarter · every dollar has a receipt
Patients acquired, patients retained, supplies saved, time saved. À la carte market value of what you use today: $11,780/mo.
+$4,800Patients acquired
+$3,100Patients retained
+$1,800Supplies saved
+$2,700Time saved
Open full report
Practice 360°

Where your practice stands

Scored Feb 14, 2026 · next re-assessment Aug 14, 2026. Deltas reflect movement since your last assessment.

Workflows & Compliance
3.4/5
+0.4 since Feb
SOPs in Moxie Suite getting traction. OSHA + HIPAA current. Gap: clinical charting consistency.
2 actions active1 done
Team & Leadership
2.8/5
flat since Feb
You're the constraint. Priya under-utilized, no bench depth. This pillar gates the $4M vision more than any other.
2 actions activeHire 2nd injector
Patient Acquisition
3.9/5
+0.2 since Feb
Lead → consult strong (62%). Instagram engaged. Gap: no referral program, Scottsdale comps spending 2× you.
2 actions activeMother's Day live
Patient Retention
2.5/5
-0.1 since Feb
Biggest gap. Rebook 48%, membership 6%, 12-mo retention 52%. Every insight on this page points here first.
2 actions activePriority pillar
Financials
3.6/5
+0.3 since Feb
Margins healthy (payroll 22%), Allergan deal closed. Gap: no P&L visibility for team, no cash model for expansion.
2 actions active1 done
On tap with your PSM

Your next call · Wed Apr 30, 2:30p with Sawyer Kim

Proposed agenda — Sawyer will reach out if anything here blocks progress before then.

SK
Sawyer Kim
Your Moxie PSM
"Lauren — saw your rebook insight this morning. I just walked another Scottsdale practice from 48% → 72% in 10 weeks, same size as yours. Let's chat next week — I'll send you their exact playbook and we can tune it for Mitchell Aesthetics. 30 min, pick your time."
Agenda · Next PSM call
3 items
  • Cash model for 2nd location — walk Sawyer through assumptions + financing options
    Added from 30/60/90 · Due Jul 1
  • Membership v2 pricing review ($249/mo bundle) — want Sawyer's input on the stack
    Added from 30/60/90 · Due Jun 1
  • P&L margin review — supplies cost + 3 under-priced services
    Added from Insights · Protect the margin
Click Add to PSM agenda on any action or insight — it lands here, and Sawyer sees it before your next call.
⌘K
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