Intelligence Brief & 120-Day Roadmap
Your market. Your competition. Your probability. Your roadmap.
THE PROBLEM
You have a goal. You probably don’t know the objective odds of hitting it.
You most likely can’t clearly see how to give yourself the best chance of achieving it.
THE SOLUTION
Your Intelligence Brief gives you what most practices never get: a clear picture of where you stand, what’s holding you back, and exactly what to do about it.
In 3 weeks, you’ll have a strategic intelligence report with your probability of hitting your 90-day goal and a prioritized roadmap to improve those odds.
If your probability isn’t where you want it, you’ll see exactly what to adjust to get closer to 100%. Plus, you get 2 updated reports within 12 months to recalculate as you make progress.
You also get a Strategic Intelligence Assistant for 12 months. Ask it questions about your plan, your priorities, what you should be doing next. It knows your market, your competition, your gaps. Available 24/7.
THIS IS HOW IT CAN TYPICALLY PLAY OUT
Dr. Linn, Orthodontist
57% More New Patient Starts in 90 Days
His practice had been stagnant for years. He didn’t know why.
The Intelligence Brief revealed a messaging gap: what patients loved about him wasn’t anywhere on his website. We recommended a new USP based on what actual patients were saying and a new headline for his homepage hero image.
He started using the USP in ads and direct mail to existing patients. Third month after his deposit: 57% increase in new patient starts compared to the same month last year.
Dr. Loberg, Dentist
New Patients Saying "I'm Here Because of That Testimonial"
He had amazing testimonial videos from patients. They were sitting unused.
He knew he should be maximizing them on his website, social media, and in follow-up sequences. He just didn’t know which ones to use where and when. Too busy to figure it out.
The 90-Day Roadmap gave him clear instructions. He handed it to his office manager to implement. Within a week, new patients started coming in saying “I’m here because of that testimonial.”
Jared, Hearing Care
69% Increase in New Patient Starts by Month Four
He’d been doubling his business year after year, adding locations across the country. He loves being first in his industry to try anything new.
The Intelligence Brief was a no-brainer. He submitted his deposit, did everything the 90-Day Roadmap told him to do, and increased new patient starts by 69% by the end of month four.
Kristen, Women's Health APRN
Two New APRNs Increased Patient Load by 86%
She started her perimenopause practice a couple of years ago. It was growing faster than expected. Two more APRNs had joined her.
The challenge: she didn’t know how to fill their schedules or take the practice to the next level. She was confused about what to do next.
The 90-Day Roadmap made everything clear. Her two new APRNs increased their patient load by a combined 86% implementing just a quarter of the roadmap. She’s working on the next chunk now.
Dr. Chen, Concierge Family Physician
From Dipping Into Savings to Profit
She left a private equity-backed practice because she felt like she was working in a factory, not healthcare. She started her own concierge practice that didn’t take insurance. Just her and a front desk person.
Friends and family filled about a third of her capacity. Then new patients stopped coming. She didn’t know how to get busier.
The 90-Day Roadmap recommended free webinars and in-person seminars about “another option for better healthcare.” People started sharing her invitations on social media. Within 90 days: another 14% of capacity filled.
The roadmap also recommended grassroots guerrilla marketing. Her admin started dropping flyers at gyms, dental offices, jewelry stores, car dealerships, restaurants, golf courses, martial arts studios. Anywhere that wasn’t a family doctor’s office. She sponsored a table at a local charity carnival. Another 22% of capacity filled.
Personal expenses finally covered. No more dipping into savings. She used one of her included updates for a new 90-Day Roadmap. Now she’s working on filling that last 31%, which is almost all profit.
WHAT YOU GET
Your Intelligence Brief with 90-Day Roadmap includes
01
Strategic Intelligence Report — $1,500 Value (What consultants charge $8,000+ to produce)
Your market. Your competition. Your position.
- SWOT Analysis specific to YOUR practice in YOUR market
- Industry headwinds and tailwinds affecting your 90-day window
- Geographic market analysis (demographics, saturation, growth trends)
- Competitive landscape review (who you’re up against, where they’re vulnerable)
This isn’t generic industry data. This is intelligence specific to you.
02
Voice of the Market Analysis — $1,000 Value (What brand agencies charge $5,000+ to research)
What patients and clients actually say. Not what you THINK they say.
- The exact words people use to describe practices like yours
- Review intelligence from your practice AND your competitors
- Messaging gaps between what people value and what your marketing says
- Differentiation opportunities you’re not communicating
The average practice has 5.8 of these gaps. You’ll know exactly where yours are.
03
90-Day Marketing Roadmap with Probability Assessment — $1,500 Value (What marketing strategists charge $10,000+ to develop)
Your probability. Your gaps. Your priorities.
- Calculated probability of hitting your 90-day goal
- Specific gaps holding your probability down
- Prioritized action plan (what to do first, second, third)
- Expected impact of each action
Not hope. Math.
04
Strategic Intelligence Assistant — $500 Value
One AI assistant loaded with your strategic intelligence.
- Ask follow-up questions about your report
- Get recommendations for specific situations
- Available 24/7 for you and your team
- Access for 12 months
05
45-Minute Strategy Call — $500 Value
Walk through everything together.
- Review your probability assessment
- Discuss each gap and priority
- Answer your questions
- Leave with absolute clarity
Call recording included. Yours to keep.
2 Roadmap Updates — Included
Your intelligence evolves with you.
Submit additional information through our portal up to 2 times in the next 12 months. We’ll update your roadmap and probability assessment.
New competitor enters your market? Let us know. We’ll adjust.
You implemented the first three priorities and want new ones? Send us an update. We’ll recalculate your probability and show you what’s next.
TOTAL VALUE | $5,997 |
YOUR INVESTMENT | $4,000 |
THE INVESTMENT
$500 deposit to start. $3,500 charged 3 days later.
Submit your deposit. We start researching immediately. Answer your 15 questions whenever it fits your schedule. You’ll have your deliverable and strategy call within 3 weeks.
No upsells on the thank you page. No tricks. Just confirmation that we’re on it.
WHAT YOU NEED TO DO
Answer 15 short and simple questions. That’s it. We do everything else.
You can answer via writing, audio, or video through our secure portal.
100% MONEY-BACK GUARANTEE
At the end of your strategy call, if you don’t believe your Intelligence Brief and 90-Day Roadmap were worth the investment, request a refund. You’ll get 100% of your money back.
You keep the report. You forfeit the 2 roadmap updates and access to your Strategic Intelligence Assistant.
We take the risk.
THE UPGRADE PATH
Want the full Intelligence Machine later? You get a $2,500 credit toward the upgrade.
Upgrade within 12 months of your deposit and $2,500 of your Intelligence Brief investment applies as a credit. You pay $8,000 instead of $10,500.
Everything we learn in your Intelligence Brief feeds into your Intelligence Machine. You’re not starting over.
Start with clarity. Upgrade when you’re ready.
THREE PATHS
01
Do Nothing
Keep guessing. Another quarter goes by without knowing your real odds or having a clear and objective plan.
02
Schedule a Clarity Call
Let’s talk. 20 minutes. No pressure. See if this is right for you.
03
Get Started Now
Submit your $500 deposit. In 4 to 6 weeks, your Intelligence Machine will be ready.
WANT THE FULL SYSTEM INSTEAD?
If you already know you want 50+ AI Specialists, 12-month playbook, and mastermind access, skip the Brief and get the Intelligence Machine.