The Report of Findings is where lifetime value is built.
We bring the patients in and get them ready to commit. Your Report of Findings decides whether they start the care they need. We help your whole team present it with clarity and close with confidence, so every patient we bring turns into lasting revenue.
It's not “sales.” It's helping patients commit to the care they need.
The word “sales” makes a lot of doctors uncomfortable, and it should never feel pushy. But a patient who needs care and walks out without a plan hasn't been helped. A clear Report of Findings, presented with confidence and care, is how people say yes to getting better.
CAC is half the equation. LTV is the other half.
What makes a clinic profitable and scalable is the relationship between what a patient costs to acquire and what they're worth. Most of our system works on the first half. The second half is built in your consultation room, and every part has to be optimized for the whole thing to work.
Patients find you.
A real person books them in.
They walk in, ready to commit.
They start the care they need.
That's why we don't stop at getting patients through your door. We want our growth partners to fully cash in on every patient we bring, so the whole system is as profitable as it can be.
You close well. Do your associates?
In many clinics, the doctor is the one presenting the Report of Findings, and their close rate is strong. But the way they do it was never written down. So associates each figure it out on their own, and every new hire or new location starts from scratch.
Years of experience, a natural rhythm, a strong close rate. All of it living in one person's head.
Different words, different structure, different results, and patients who don't start care as often.
Every new associate and every new clinic has to learn it all over again, with no playbook.
Documented, scripted and trained, so every associate, every new hire and every location presents and closes the same proven way. The result is a strong close rate across the whole team, not just the doctor.
Data most clinics never get to see.
Because we work with many cash pay clinics, we see what happens in Reports of Findings across many clinics, not just the ones in your office. That's what our training is built on.
From a review of how you close to a team that closes the same way.
We start before your calendar fills up, so every new patient we bring has the best possible chance of becoming a committed one.
We sit down with you and your associates and go through how you present your Report of Findings today.
We review how your care plans are structured and priced, and share what we see working across cash pay clinics.
A script built for your clinic, your care and your patients, objection handling included.
Your team trained on it until it's second nature, in the format that fits.
A documented script and playbook your team can learn from and refer back to.
Focused sessions with individual associates, where they need it most.
One or two sessions with your associates together, depending on what's needed.
Packages built to maximize lifetime value.
How your care plans are structured and priced matters as much as how they're presented. We review yours and share what we see working across cash pay clinics, so patients get the care they need in a plan that makes sense for them and for your clinic.
Then we'll tell you so.
Not every clinic needs this. Many already have a strong close rate and care plans designed to maximize lifetime value. When that's the case, we focus only where it helps, often getting your associates to close like you do, and share what our data shows along the way.
Everything it takes to close with care.
Tailored to your clinic, and only as much as you need.
Questions clinic owners ask about ROF training.
My close rate is already good. Do I need this?
Maybe not. Many clinics already close well, and if that's you, we'll say so. Often the doctor's close rate is strong but the associates' isn't, and that's where documenting your ROF into a system makes the biggest difference.
Isn't this just pushy sales?
No. It's the opposite. It's about presenting the care a patient needs clearly and confidently, answering their concerns honestly, and helping them commit to getting better. Pressure never enters into it.
How is the training delivered?
It depends on what your clinic needs: a documented ROF script, one on one calls with associates, or one or two group sessions with your team.
What happens when I hire a new associate?
They learn the same documented system as everyone else. That's the point of turning your ROF into a system: every new associate and every new location closes the same proven way, from day one.
Are your associates closing like you do?
Book a free discovery call and we'll look at your ROF process together.