moxie
Practice 360
Practice Home/Week of Apr 20 · 2026
Weekly rhythm · Monday refresh
LMDr. Mitchell · Owner
Home
Insights 7
Tasks 11
Action Plan 9
Monthly Review
Value Report
Team
5 Pillars
Vision & Bridge
This week's intelligence

7 insights · grouped by what they unlock

Patterns across your data, benchmarked against 240 similarly-sized practices. Every insight links to a specific action inside Moxie — apply for Capital, book your PSM, order through Supplies, or turn on the right workflow in Suite.

Grow the top line
New revenue — acquisition, conversion, equipment
+$33K/mo recurring · +$8K May lift
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.
Review & approve campaign →
Maps to vision: Seasonal lift · short-term cash for Q2 provider ramp
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.
Set discount rule in Moxie Suite →
Maps to vision: Protects margin as you scale to 4 providers · codifies sales process
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.
Apply for Moxie Capital →
Maps to vision: New service line · diversifies revenue away from tox-only dependency
Keep what you've earned
Retention levers — rebook, membership, loyalty
+$38K/mo recurring
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.
Turn on in Moxie Suite →
Maps to vision: Path-to-$4M · Retention lever · closes 18% of the $148K gap
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.
Launch membership v2 →
Maps to vision: Reduces owner-hours dependency · predictable floor revenue
Protect the margin
Cost control · owner leverage · margin discipline
+$8K/mo · 12 hrs/wk back
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.
Book PSM P&L review → Try Galderma on Moxie Supplies →
Maps to vision: Protects margin expansion · frees cash for provider + device ramp
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.
Update Priya's schedule →
Maps to vision: Unlocks the "without becoming a workaholic" half of your vision statement
Do · Tuesday, April 21

Your tasks · 11 open

Ranked by $ impact and deadline. Owner-only items up top. Today's revenue-moving work first, then this week's compliance & setup. 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.
Approve & launch campaign →
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%.
Open role-play in Moxie Suite →
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.
Turn on in Moxie Suite →
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.
Review & send reply →
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.
Accept swap (one click) →
P1 · Compliance 5 appts this week · 8 min
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.
Open GFE queue in Moxie Suite →
P2 · Compliance Due Fri · 4 min
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.
Review & e-sign P&P →
P3 · Setup Unlocks live margin · 3 min
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. Also unlocks the team-cost view Lauren asked about last week.
Sign up for Moxie Payroll → Connect existing provider →
P3 · Finance Est. save $4–9K · 10 min Triggers Oct 15
Confirm Q4 PC tax situation before year-end
You're set up as a Professional Corporation. Last year's K-1 + this year's owner draws put you in a different bracket — Moxie's tax tool flags the likely S-corp vs. C-corp split and walks you through a 10-min confirmation. Surfaces in your October task list automatically.
Open Q4 tax walkthrough →
P3 · Setup Save ~18% on patient Rx · 5 min
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, and follow-up care looks more polished. Your medical director is already credentialed.
Set up e-scripts →
✓
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
Do this in Moxie Suite →
Workflows
Codify discount-approval rule in Moxie Suite
Owner: Jamie · Due May 2
70%+$11K/mo
Do this in Moxie Suite →
Acquisition
Approve Mother's Day gift-card campaign
Owner: Lauren · Due Apr 24
10%+$8K (May)
Approve campaign →
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
Add to PSM agenda →
Team
Shift Tue/Thu Botox blocks to Priya
Owner: Lauren · Due May 20
30%-12 hrs/wk
Do this in Moxie Suite →
Acquisition
Double Instagram ad spend · test 2 creator collabs
Owner: Jamie · Due Jun 10
15%+7 NP/wk
Add to PSM agenda →
Next 90 days3 active
Team
Hire 2nd injector (part-time Thu–Sat)
Owner: Lauren · Due Jul 15
5%+$42K/mo
Submit Moxie Recruiting application →
Financials
Build 6-month cash model for 2nd location
Owner: Lauren + Dex · Due Jul 1
0%Gate yr-2
Add to PSM agenda →
Workflows
Roll out standardized SOPs in Moxie Suite for new-hire ramp
Owner: Priya · Due Jul 20
25%Enables scale
Do this in Moxie Suite →
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
—
61%
—
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
Working while you sleep

What Moxie did for you this week

32 automations ran across your practice. Here are the 8 that moved the needle. Anything that needed a decision or coaching is already on your task list or your providers'.

32
Automations run
$8.4K
Revenue recovered
11.5 hrs
Staff time saved
12
Rebooks generated
✓
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).
Mon 6:00a · Moxie Nurture
✓
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.
Daily 4:00p · Suite
✓
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.
Rolling · Suite Intake
✓
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.
Rolling · Moxie Reputation
✓
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.
Tue 2:14p · Supplies
✓
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.
Rolling · Waitlist bot
✓
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.
Rolling · Nurture
✓
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.
Sun 11:58p · Books
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.
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
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
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.