Ready to talk about your revenue leak?
Book an Audit Fit Call →Limited to 8 practices per month · Audit acceptance requires a 20-minute audit call
Most $5M+ plastic surgery practices are not struggling with leads. They have plateaued.
They have exceptional clinical outcomes, significant ad spend, and a full consultation calendar. Yet the growth curve has flattened in ways that more marketing hasn't fixed because the problem was never at the top of the funnel.
The problem is in what happens after the lead arrives, after the consultation ends, and in the gap between the patient who is ready now and the patient who needs more time. The "not yet" patient that nobody in plastic surgery is acknowledging or capitalizing on.
Three compounding system failures because of outdated patient acquisition architecture, resulting in significant revenue loss that compounds silently every single month.
More budget flowing into a pipeline with no intelligent filtering layer produces more noise, not more surgical procedures. The problem isn't the advertising or social media. It's the system receiving the leads.
When lead qualification depends entirely on human bandwidth rather than partnering it with intelligent automation, the system is optimized for lead waste and revenue leakage, especially during the practice's busiest and most valuable periods.
The highest-value prospect in your pipeline is the one who attended a consultation but wasn't ready yet. Without a structured nurture system, they book with a competitor who had better timing and/or whose system kept showing up.
The Revenue Leak Audit exists to find these revenue leaks in your specific practice, quantify them precisely, and give you a findings report that makes the path forward impossible to ignore. For some practices, these leaks can be corrected through system redesign. For others, the audit reveals foundational constraints that must be addressed first before tackling the system. Both outcomes are part of the audit’s purpose.
The audit is not a questionnaire you fill out alone. It is a structured, multi-step diagnostic engagement conducted by Shanelle Roberts. The founder of the Patient Growth OS and a product and systems designer with 20+ years building systems and applications at the intersection of technology, human behavior, and operations.
Every audit follows the same four-step process. Every step is designed to surface a specific category of revenue leakage that cannot be identified without it.
The kickoff meeting is where Shanelle walks you through the surgical procedure and capacity assessment and books the founder and practice manager interviews.
Why this step matters:
To reduce confusion for the plastic surgeon and the practice manager and streamline the audit process by clearly setting expectations and answering questions about the audit.
A structured diagnostic that identifies your top three surgical procedures by volume and revenue, your current monthly surgical capacity, and the gap between capacity and current utilization. This establishes the revenue baseline against which leakage is calculated.
Why this step matters:
Revenue leakage is not an abstract percentage. It is a specific number of procedures not booked against a specific capacity ceiling. Without this baseline the findings report is an estimate. With it, the findings report becomes a precise calculation.
Why this step matters: The founder's perspective on their own acquisition system almost always reveals the leaks they know about. The audit's job is to find the ones they don't
A focused conversation with you — the practice owner — covering your growth goals for the next three to five years, your current patient acquisition approach, your assessment of where the system is and isn't working, and a values alignment discussion to determine whether Patient Growth OS is the right fit for your practice.
A separate, confidential conversation with your practice manager covering current operational capacity, front desk workload, lead qualification process, follow-up protocols, and staff bandwidth. This interview is conducted independently of the founder interview by design.
Why this step matters: The practice manager's experience of the acquisition system is almost always different from the founder's. The gap between those two perspectives is frequently where the most significant operational leaks live.
A structured review of your practice website rated against a conversion framework developed specifically for high-ticket self-pay surgical procedures. The audit evaluates your site's ability to qualify leads, build trust with "not yet" patients, support the patient decision-making process, and convert traffic into consultation bookings.
Why this step matters: Your website is the first system a potential patient interacts with after seeing your ad or finding you in search. A website that fails to convert qualified traffic is a force multiplier for Leak 01 amplifying the volume of unqualified leads before they ever reach your patient coordinator.
The Revenue Leak Audit Findings Meeting is where Shanelle walks you through the findings from the assessment, website audit, and interviews. She will highlight the gaps identified in your practice's current patient acquisition process, and give you your revenue leak number. The findings are the key deliverable of the Revenue Leak Audit. Based on the Audit's findings, next steps may be offered to address the gaps.
Why this step matters:
Knowledge is power. You can't fix what you don't know is broken or how much its costing you. This step provides the owner with the clarity of what the gaps are in their surgical patient acquisition process and what it's costing them annually.
The Revenue Leak Audit™ is a high-engagement, founder-led diagnostic. It requires access to your time, your practice manager's time, and your honest assessment of where your patient acquisition system is and isn't working.
We accept a maximum of 8 practices per month. Every engagement receives the full depth of analysis it requires, which means we are selective about who we work with.
✓ Your practice generates $5M+ in annual surgical revenue
✓ You are actively growing your surgical procedure volume
✓ You have a patient coordinator or front desk team managing surgical leads
✓ You have 20%+ surgical capacity available per month and want to fill it up
✓ You suspect your consultation conversion rate is underperforming
✓ You are serious about understanding the real cost of your acquisition gaps
✗ Your practice generates under $2M in annual surgical revenue and $5M in ARR
✗ You are not actively investing in patient acquisition
✗ You are looking for marketing tactics rather than system optimization
✗ You are not prepared to share operational details with an outside systems expert
✗ You want a quick fix rather than a precise diagnosis
✗ You want or have a lifestyle practice and growth isn't a priority for you
If you recognize your practice in the left column — and feel the weight of the right column — the Audit Fit call is the right next step.
When the first five audit steps are complete, Shanelle conducts a findings meeting with the practice owner.
This is not a summary call. It is a structured presentation of your practice's revenue leakage and quantified by leak area, ranked by impact, and calculated against your specific procedure volume and capacity.
What you receive in the findings meeting:
a visual representation of your current patient journey from first touchpoint to booked procedure, with leak areas identified and annotated.
a precise calculation of your annual revenue loss across each of the three leak categories, based on your actual procedure volume, capacity, and conversion data.
the three leak areas ranked by revenue impact, so you understand exactly where the highest-value recovery opportunity sits in your specific practice.
a written record of all findings, revenue leak calculations, and recommendations delivered after the meeting for your reference and internal use.
Findings meeting close:
For most practices we audit, the findings meeting is the moment the plateau makes complete sense for the first time. The number is no longer an industry estimate. It is yours. Specific, calculated, and no longer possible to unsee or ignore.
Marketing agencies optimize traffic and website creative. The Revenue Leak Audit diagnoses the system receiving that traffic and the patient journey that follows. Most practices we audit are spending significantly on marketing while losing revenue in the two steps that happen after the lead arrives. Those steps are invisible to a marketing agency whose job ends at the click.
The findings meeting is a diagnostic presentation of your current system's efficiency at patient conversion for your top 3 surgical procedures, not a sales call. The revenue leakage report is yours regardless of what happens next. The findings still belong to you.
The audit is a standalone engagement with intrinsic value regardless of what happens afterward.
The audit requires the completion of a 20-minute kickoff meeting, a 15-minute practice readiness diagnostic that digs deeper into your operations and surgical capacity, and two 45-minute interviews. One with you and one with your practice manager. Beyond that, the website audit is conducted on our end. The total time investment from your practice is approximately 125 minutes across the full engagement. The findings meeting is an additional 60 minutes. For a practice losing $1M+ annually, 3 hours and 5 minutes is an extraordinary investment for a plastic surgeon founder/owner to discover the biggest source of revenue leakage in their practice.
Then you leave with a precise understanding of exactly what needs to change before you are, and a guided pathway to get there.
We offer 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 figures are calculated against your actual procedure volume, capacity utilization, and consultation conversion data, not industry averages. Conservative assumptions are used throughout. The actual leakage in your practice is almost certainly higher than the calculated figure not lower.
The audit does not implement changes or guarantee outcomes. Its purpose is to diagnose your current system, quantify revenue leakage, and determine the conditions required for growth to succeed. Growth depends on your execution after the audit.
The Revenue Leak Audit™ begins with a strategy call. A focused 20-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, the audit service agreement to review an sign, and the week your audit is scheduled to kickoff. 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.
Audit Fit calls are booked on a first-come basis.
20 minutes · No obligation · Limited spots available
Calendly-powered scheduling · Confirmation sent immediately · Rescheduling available up to 24 hours before
The Revenue Leak Audit™ is designed exclusively for private plastic surgery practices generating $5M+ annually who are actively growing their surgical volume. 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.
