Which audit is right for your situation is confirmed during the strategy call.
Book a Strategy Call →Limited to 8 practices per month · Acceptance requires a 30-minute strategy call · Values alignment required to proceed
Read both. Most practice owners recognize themselves in one immediately.
Patients who consulted and went quiet. Leads that were never nurtured. Qualified candidates hitting your website, directed to a contact form and then crickets. The Revenue Leak Audit™ identifies exactly where that revenue is going, what it's costing you, and what it would take to recover it specific to your procedures, your patient volume, and your CRM.
What it produces:
Who it’s for:
Private plastic surgery practices generating $5M or more in annual revenue that want to understand their acquisition gap before committing to a growth system.
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You have built something real. Now the decision in front of you is too expensive to get wrong. The Founder Growth Audit™ is a structured diagnostic for practice owners evaluating a hire, a partnership, or a merger or acquisition, giving you the data to make that decision from evidence rather than gut instinct.
What it produces:
Who it’s for:
Solo surgeons at capacity considering associate hires to expand their practice’s surgical capacity. Solo and multi-surgeon practices evaluating mergers, acquisitions, or partnership structures. Practice owners who have stalled on growth and need data before committing to a direction.
Both audits draw from the same approach and research methodology behind the Patient Growth OS™ Website Audit. A structured evaluation of 100 high-revenue plastic surgery practice websites focused on patient qualification infrastructure, online booking capability for surgical procedures, and conversion architecture. The research is available for plastic surgery practices upon request. The methodology is documented. The findings from your audit stand on the same foundation.
Request your copy of The Surgical Procedure Acquisition Gap Finding Report. It is the PGOS™'s Full Research Study Findings from Their Website Audit of the Top 100 Plastic Surgery Practices in the US.
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The audit findings are not shaped by a party interested in a specific outcome.
A finding that recommends against Patient Growth OS™ enrollment, suggests addressing gaps before adding another surgeon, completing a merger or acquisition, or identifies a path other than the one you came in expecting is a finding that will be delivered and documented at the Findings Meeting.
The audit’s independence is what makes it valuable.
The Findings Summary Document belongs to your practice regardless of what you decide to do next.
You are not paying for a sales pitch. You are paying for a growth diagnostic.
What you do with the findings is entirely your decision.
Both audits are conducted personally by Shanelle Roberts, Founder of The Patient Growth OS™.
A maximum of eight audits per month are accepted across both products.
When capacity is full, reservations for either audit are available for the following month.
Both audits follow the same six-step process. The content of each step is specific to your situation and your audit type. The architecture is the same.
A thirty-minute call to confirm which audit is right for your situation, review your practice’s eligibility, answer your questions, and confirm the timeline. No commitment is required before the call. The engagement begins when the agreement is signed and the fee is received.
Within five business days of the Effective Date — two if it’s a priority turnaround — you complete a structured intake form covering your practice’s revenue profile, surgical volume, procedure mix, and CRM platform. Founder Growth Audit™ clients also identify the specific growth decision the audit is designed to inform.
A structured video conference with you — the practice owner or physician founder — and Shanelle. The interview covers your growth goals, your current patient acquisition methodology, your surgical capacity situation, and the specific question the audit is built to answer.
A separate, confidential interview with your practice manager, patient coordinator, or operational equivalent. Conducted independently from the Founder Interview to surface candid operational insight into daily lead management workflows, consultation booking and cancellation patterns, post-consultation follow-up practices, and operational friction points that contribute to revenue leakage. The confidential structure of this interview is what produces the ground-level perspective the Founder Interview cannot fully capture.
Conducted concurrently with the Founder and Practice Manager interviews, so it does not extend the delivery timeline. A structured independent evaluation of your practice’s public-facing digital presence, including your primary website, using only publicly available information.
No access to your website backend, analytics platforms, or proprietary systems is required. The evaluation assesses website conversion architecture relative to high-ticket surgical procedure acquisition, patient qualification pathway design, call-to-action clarity and placement, trust signal integration at the procedure level, and digital signals relevant to your target patient demographic.
This step draws directly from the methodology behind the Patient Growth OS™ Website Audit of 100 high-revenue plastic surgery practices — the same framework applied to your specific site.
The assessment synthesizes findings from the intake data, both interviews, and the website audit against your practice’s capacity and revenue baseline.
Founder Growth Audit™ clients receive a surgical capacity analysis and growth strategy readiness evaluation in addition to the standard acquisition infrastructure assessment.
Your findings are delivered in a structured presentation covering all four diagnostic dimensions.
You receive your complete Findings Summary Document at or within two business days of the Findings Meeting.
Three outcomes are possible. Each one an honest assessment of what the data shows.
What happens after the Findings Meeting is entirely your decision.
Some practice owners move forward with the Patient Growth OS™. Some take the findings to their management team, their attorney, or their financial advisor. Some use the data to make a decision they have been putting off for months.
The findings belong to your practice regardless of what you decide.
If you recognize yourself and your practice in one or both of the audits, the strategy call is the right next step.
You'll receive one of 2 outcomes in the findings meeting:
Your practice meets all eligibility criteria — revenue threshold, surgical capacity, CRM readiness, and values alignment with the patient-first acquisition model Patient Growth OS™ requires. You receive an invitation to explore enrollment in the Patient Growth OS™. The invitation is not a commitment. Enrollment is governed by a separate service agreement executed by both parties.
Your practice demonstrates genuine revenue recovery potential and values alignment but has one or more identifiable operational, infrastructure, or revenue threshold blockers that need to be resolved before the Patient Growth OS™ can be deployed effectively. A PRE recommendation is a defined preparatory pathway, not a rejection.
Practices that complete a PRE and enroll in the Patient Growth OS™ within thirty days of completion receive a credit toward their Patient Growth OS™ Implementation Fee.
The audit surfaces a fundamental incompatibility between your practice’s current operational posture and the patient-first model the Patient Growth OS™ requires. Or, for Founder Growth Audit™ clients, a finding that the growth move being considered is not supported by the data at this time. This outcome is delivered honestly, with the specific observable findings documented. You keep the Findings Summary Document. The engagement concludes.
The audit fee compensates the Patient Growth OS™ for the diagnostic work and the findings produced, not for any particular outcome.
The strategy call is a 30-minute conversation about where your practice is and what decision you are trying to make. Practice owners focused on understanding and recovering their patient acquisition gap move forward with the Revenue Leak Audit™. Practice owners evaluating a hire, a merger, an acquisition, or a partnership structure move forward with the Founder Growth Audit™. If your situation involves elements of both, the call identifies the primary diagnostic need and Shanelle responds accordingly if it’s the right fit.
You keep the Findings Summary Document regardless of outcome. A Practice Readiness Engagement recommendation comes with a defined pathway to Patient Growth OS™ eligibility. A Values Misalignment Close or No Further Engagement finding comes with specific documented observations you can use independently. The audit fee compensates for the diagnostic work Shanelle performs, not for a particular result.The findings meeting is a diagnostic presentation, not a sales call. The founder growth report is yours regardless of what happens next. If your practice is not invited to the Patient Growth OS™, or if you choose not to proceed, the findings still belong to you.
The audit is a standalone engagement with intrinsic value regardless of what happens afterward.
Both audits are conducted by Shanelle Roberts, Founder of the Patient Growth OS™ — a UX researcher + digital product and systems designer with more than 20 years of experience building user-centered systems across consumer and enterprise contexts, including a patent in user experience architecture across multi-device and multi-platform environments in a highly regulated industry.
Shanelle's research that underlies the Patient Growth OS™ methodology began with a personal experience. In 2025, she navigated five plastic surgery practices as a prospective patient for a procedure of her own. The friction, the absence of qualification or post-consult nurture, the contact forms with no follow-up. That experience prompted a systematic audit of 100 high-revenue plastic surgery practice websites across major U.S. markets.
Shanelle built the Patient Growth OS™ to fix the gaps her research identified.
The audit fee is non-refundable except in the specific circumstances described in the audit agreement. Shanelle’s failure to deliver findings within sixty days for reasons solely attributable to Shanelle and/or the Patient Growth OS™.
There is a priority version of both audits that can be partially refunded if the audit isn't completed within the 7-day timeline. If that happens, the audit gets converted to the standard version and the 30 day timeline of the audit now applies.
The non-refundable structure reflects the preparation, capacity reservation, and founder attention committed at the time of execution. Then you leave with a precise understanding of exactly what needs to change before you are, and a guided pathway to get there.
There is a 3 to 6 month readiness engagement specifically for practices in this position. You do not leave the audit without a clear next step regardless of the outcome.
The strategy call typically happens within one week of your request. The full audit process — intake through Findings Meeting — is completed within thirty calendar days of the Effective Date, subject to your timely cooperation with the intake and interview scheduling process or 7 business days for a Priority request.
For practices with 3 or more owners looking at a Founder Growth Audit, a priority request will be dependent on their ability to coordinate schedules and complete the Intake Form within 2 business days.
The pre-audit intake covers your top three surgical procedures by revenue, monthly surgical volume, average procedure revenue, consultation-to-booked conversion rate, and CRM platform. Founder Growth Audit™ clients also are asked to describe the specific growth decision the audit is designed to inform. No patient-level data or protected health information is required or requested.
No. The website and digital presence audit is conducted using only publicly available information.
What a prospective patient sees when they navigate your site without any prior knowledge of your practice. No backend access, no analytics platform credentials, no proprietary system access is required for this step. The evaluation framework is the same one used in The Patient Growth OS™ research audit of 100 high-revenue plastic surgery practices.
No. The Findings Summary Document belongs to your practice.
It is not shared with any third party — including brokers, attorneys, or financial advisors — without your and our explicit written authorization. We decide who sees the findings and when.
Our Audits include proprietary strategies and methods that aren't available to the public.
No. The published research documented a category-wide gap across 100 practices.
The Revenue Leak Audit™ is a practice-specific diagnostic that quantifies what that gap is costing your practice: your procedures, your patient volume, your CRM, your conversion rate.
The research shows the problem exists. The audit shows what it costs you specifically.
Patient Growth OS™ currently supports PatientNow, Nextech, and Aesthetix CRM. CRM compatibility is evaluated as part of the audit.
If your practice is not operating on a supported platform, that finding will be addressed in the audit outcome.
No. The Revenue Leak Audit™ is a diagnostic engagement only. It identifies and quantifies the gaps. It does not implement changes to your website, CRM, or patient acquisition process. Implementation is governed by a separate Patient Growth OS™ Service Agreement for practices that receive a Patient Growth OS™ Invitation.
Yes. It may be most relevant for founders who have not yet committed to a direction. The audit surfaces the data that informs the decision before you make it rather than after.
A finding that your practice is not operationally ready for a hire is a finding that saves you from a costly mistake. A finding that your revenue leak is large enough to address before a transaction can meaningfully change your business valuation.
The audit is useful precisely because the decision is not yet made.
Then we will tell you that specifically, with the data to support why. A finding that recommends against a hire, a merger, or a transaction is a finding that may save you from a decision you regret. You keep the Findings Summary Document regardless of what it shows.Patient Growth OS™ currently supports PatientNow, Nextech, and Aesthetix CRM. CRM compatibility is evaluated as part of the audit.
If your practice is not operating on a supported platform, that finding will be addressed in the audit outcome.
Only if you choose to share them. The findings belong to your practice. We will not share the findings with any third party — including brokers, M&A advisors, or attorneys — without your written authorization.
The Audit journey begins with a strategy call. A focused 30-minute conversation to discuss your practice's growth goals, your current patient acquisition approach, and whether the audit is the right fit.
There is no obligation beyond the call. If the fit is right, you will receive a payment link and an audit start date. If it is not, you will leave the call with at least one insight about your patient acquisition system that you did not have before.
Eight audit slots are available per month.
Strategy calls are booked on a first-come basis.
30 minutes · No obligation · Limited spots available
Calendly-powered scheduling · Confirmation sent immediately · Rescheduling available up to 24 hours before
The Revenue Leak Audit™ and the Founder Growth Audit™ is designed exclusively for private plastic surgery practices generating $5M+ annually who are actively growing their surgical volume and want to expand their surgical capacity by hiring additional surgeons or considering a merger or acquisition. If that is your practice, and you suspect your patient acquisition system is not converting at the level your clinical outcomes deserve, this call is your next right step.
