Home
Insights 6
Tasks 6
Action Plan 9
Monthly Review
Value Report
Team
5 Pillars
Vision & Bridge
Four things to watch this week
The numbers that decide whether you hit $4M — and why each one matters right now
BEHIND
Rebook rate
48%
▼ 3 pts MoM · −22 vs similar 70%
Here's whyEvery point of rebook ≈ $1.1K/mo. Turning on the in-room prompt today closes half the gap in 30 days.
You · 48%Similar · 70%
AHEAD
Avg ticket
$612
▲ $28 WoW · +$62 vs similar $550
Here's whyYou're in the top 18% of similarly sized practices. New providers tend to compress this 10–15%. Lock in your add-on script before hiring.
You · $612Similar · $550
BEHIND
Membership
6%
▲ +1 this wk · −19 vs similar 25%
Here's why412 active patients, only 25 on a plan. Moving to 20% = +$14K/mo recurring — the quickest path to a predictable floor.
You · 6%Similar · 25%
AHEAD
Reviews (L30D)
28
▲ +8 MoM · +16 vs similar 12
Here's whyMoxie sent 142 post-visit review requests. 28 new 5★ reviews = top 6% of similar practices. The 3★ in your inbox today is the one risk — 2-min fix.
You · 28Similar · 12
This week's intelligence
6 insights · ranked by $ impact to your vision
Patterns across your data, benchmarked against 240 similarly-sized practices. Each one maps to a specific action and an estimated dollar impact over 12 months.
#1
+$24K/mo12-mo lift
● Patient Retention
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.
Maps to vision: Path-to-$4M · Retention lever · closes 18% of the $148K gap
#2
+$14K/moYear 1 run-rate
● Patient Retention
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.
Maps to vision: Reduces owner-hours dependency · predictable floor revenue
#3
-12 hrs/wkfor strategic work
● Team & Leadership
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.
Maps to vision: Unlocks the "without becoming a workaholic" half of your vision statement
#4
+$11K/moif conv → 80%
● Patient Acquisition
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.
Maps to vision: Protects margin as you scale to 4 providers · codifies sales process
#5
Protectdon't dilute
● Financials
Avg ticket $612 beats similar ($550) — protect this as you add providers.
You're in the top 18% of similar practices on avg ticket, driven by strong add-on attach (2.3 services/visit vs 1.6 network median). New providers tend to compress this by 10–15% in month 1. Build a playbook now.
Do this →
Document your 3-step add-on script + load into onboarding. Bake into new-provider comp plan (bonus at $550 avg).
Maps to vision: Defends margin expansion path in years 2–3
#6
+$8KMay campaign
● Patient Acquisition
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.
Maps to vision: Seasonal lift · short-term cash for Q2 provider ramp
Do · Tuesday, April 21
Your tasks today · 6 open
Ranked by $ impact and deadline. Owner-only items up top. Check off as you go — Moxie logs the minute + updates your action plan.
P1 · Owner-only
+$8K (May) · 3 min
Approve Mother's Day gift-card + IG post
Copy + creative drafted by Moxie Growth. Window closes in 18 days — 14 Scottsdale peers already live.
P1 · Coaching
+$11K/mo · 30 min
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%.
P2 · Retention
+$24K/mo · 15 min
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.
P2 · Review
Protect NPS · 2 min
Review borderline 3★ reply draft (Sarah T · wait time)
Dex drafted the response in your inbox. Edit or send as-is.
P3 · Ops
Save 2 hrs · 5 min
Accept Maria-PTO schedule swap (3 facials → Priya)
One-click accept. VIP (Wed reschedule) auto-notified. Priya confirmed availability.
✓
Done · 7:14a
Saved $3.2K/mo
Signed renegotiated tox pricing with Allergan
Moxie Supplies auto-applied to your next 3 orders.
From your Feb 2026 Practice 360° assessment
Your 30/60/90 Action Plan · 9 active
Each action was generated from a specific pillar gap. Progress here is the fastest path to the benchmark KPIs elsewhere on this page.
Next 30 days3 active · 1 done
Retention
Launch in-room rebook prompt
Owner: Lauren · Due May 5
40%+$24K/mo
Workflows
Codify discount-approval rule in Moxie Suite
Owner: Jamie · Due May 2
70%+$11K/mo
Acquisition
Approve Mother's Day gift-card campaign
Owner: Lauren · Due Apr 24
10%+$8K (May)
Financials ✓
Renegotiated tox pricing with Allergan
Completed Apr 14 · Saved $3.2K/mo
Next 60 days3 active
Retention
Launch membership v2: $249/mo Botox + facial bundle
Owner: Lauren + Priya · Due Jun 1
20%+$14K/mo
Team
Shift Tue/Thu Botox blocks to Priya
Owner: Lauren · Due May 20
30%-12 hrs/wk
Acquisition
Double Instagram ad spend · test 2 creator collabs
Owner: Jamie · Due Jun 10
15%+7 NP/wk
Next 90 days3 active
Team
Hire 2nd injector (part-time Thu–Sat)
Owner: Lauren · Due Jul 15
5%+$42K/mo
Financials
Build 6-month cash model for 2nd location
Owner: Lauren + Dex · Due Jul 1
0%Gate yr-2
Workflows
Roll out standardized SOPs in Moxie Suite for new-hire ramp
Owner: Priya · Due Jul 20
25%Enables scale
Team · Apr 14 – Apr 20, 2026
Team Performance
How each provider is tracking against their weekly target. Click a row to see their book, close rate, and coaching notes.
Provider
Revenue (wk)
Appts
Close rate
Rebook
vs. Target
LM
Dr. Lauren Mitchell You · Owner
MD · Injector · Complex cases
$33.8K
42
74%
46%
PN
Priya Nair
NP · Injector · Laser
$7.4K
31
78%
52%
JK
Jamie Kincaid
Patient Coordinator · Closer
$1.6K
—
61%
—
MG
Maria Gutierrez
Esthetician · Facials · Skincare
$0
0
—
—
Working while you sleep
What Moxie did for you this week
32 automations ran across your practice. Here are the 10 that moved the needle — and 3 that need your eyes.
32
Automations run
$8.4K
Revenue recovered
11.5 hrs
Staff time saved
3
Need your review
✓
Re-engaged 47 lapsed patients via auto-nurture sequence
Used the "90-day quiet" trigger. 12 rebooked (est. $3,100 recovered). Top converter: Botox-refresh offer (8 of 12).
✓
Auto-confirmed 94 of 98 appointments, reduced no-shows to 4.1%
SMS + email 48h ahead. 4 confirmed reschedules filled by waitlist within 22 min. Net: +$1,260 protected.
✓
Completed 23 intake packets before consult — saved 5.75 hrs at the front desk
All forms, consents, photo waivers signed digitally. Jamie started 23 consults on-time vs. avg 7-min late last month.
✓
Collected 18 new 5-star Google reviews, responded to all within 1 hr
NPS rolling 30 lifted +4 to 72. Flagged 1 borderline review (Sarah T · 3★ · wait time) — drafted reply in your inbox.
✓
Auto-reordered Botox + filler · $2,140 saved vs. list pricing
Moxie Supplies triggered at par level. Allergan Q2 rebate applied. Next drop-ship arrives Thu 10a.
✓
Filled 9 last-minute cancellations from the waitlist in under 30 min each
Avg fill time 18 min. Recovered revenue: $4,050. Top fills: 3 Botox, 4 facials, 2 laser touch-ups.
✓
Sent 61 personalized birthday offers · 14 booked (23% conv)
Member-tier bonus (20% off + free brow map). Normal conv 9% — 2.5× lift this month.
✓
Categorized 142 transactions · payroll + P&L auto-posted to your book-keeper
Moxie Books reconciled Stripe, Alle, Square, Amex. 3 edge cases auto-flagged + fixed. Clean trial balance.
!
Flag: Jamie's close rate is 61% (vs. Priya 78%) · coaching draft ready
Likely discount leak — 22% of closes with unapproved discount. Dex pre-drafted a role-play + policy. Review in Action Plan.
!
Flag: Maria's PTO overlaps 4 booked facials next Tue — Priya has open slots
Suggested swap: move 3 to Priya (trained on HydraFacial), reschedule 1 VIP to Wed. One-click accept.
?
Asks: Approve Mother's Day gift-card + IG post? · Peer window closing
14 Scottsdale peers already running. Draft copy + image ready. Est. +$8K May. One-click approve.
◎
Learned: You prefer rebook scripts on weekdays, not weekends
Detected the pattern across 3 corrections. Updated your communication preferences. Will retune weekend cadence.
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° Pillar scorecards
Where your practice stands across the 5 pillars
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.
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.
Patient Acquisition
3.9/5
+0.2 since Feb
Lead → consult strong (62%). Instagram engaged. Gap: no referral program, Scottsdale comps spending 2× you.
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.
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.
Your 3-Year Vision · context for the levers below
From $185K/mo solo practice to a $4M multi-provider Scottsdale brand — without becoming a workaholic.
This is the destination behind every lever in the Revenue Bridge and every action in your 30/60/90. Gap today: $148K/mo. Target close: Q2 2029.
Today$185K/mo · 1 provider
12-mo target$275K/mo · 2 providers
3-yr vision$333K/mo · 4 providers
Revenue bridge to $4M$185K/mo today · gap = $148K/mo
Today
$185K
/ month
Optimize existing
+$62K
9 P360 levers · 0–12 mo
Add providers
+$86K
2–3 new providers · yr 2–3
Vision
$333K
/ month · $4M run-rate
Pain → data
Your #1 frustration — "I'm working 55 hrs and revenue plateaued" — shows up as 3 red metrics above: rebook rate 48%, membership 6%, owner clinical time 60%. Fix those three and you claw back ~$38K/mo and ~12 hrs/week.
⌘K
Ask P360 anything about your practice
ES
Emma Sanchez
Your Moxie PSM
"Lauren — saw your rebook insight. I'm running a 45-min session with 6 practices on Thursday showing what worked at Glow Med in Phoenix (48% → 72% in 10 weeks). Want in?"