Your fractional CFO for owner-operated wellness clinics on the California coast.
Longevity. IV therapy. Hormone optimization. Functional medicine. Recovery. Each modality has different unit economics, different patient LTV, different retention math. Most clinics report one bottom line for all of them — and miss which lines are actually paying.
30 minutes. Free. Written one-pager within 24 hours.
Five operational pains we hear most often
1. New patient acquisition is unstable, and the cost is climbing
Wellness patients shop on reviews + outcome stories + provider credentials + price, usually in that order, usually on mobile, usually late at night. Paid ad acquisition cost for "longevity clinic near me" has climbed materially in the last 24 months. The clinics holding ground are the ones who built an organic + referral motion strong enough to subsidize paid.
2. Patient retention math does not pencil at most clinics
Membership and protocol-subscription models need 12+ month average tenure to work. Industry median is closer to 6-9 months. The difference between a healthy clinic and a struggling one is usually four months of average tenure, and most operators cannot tell you their exact tenure distribution by protocol or by acquisition channel.
3. Multiple revenue streams, commingled reporting, one fuzzy P&L
A typical wellness clinic runs memberships + à la carte protocols + supplements + IV drips + recovery services. Each line has different cost of goods, different staff time, different patient experience economics. Commingled monthly P&L hides which lines are actually profitable. Pricing decisions get made on instinct.
4. The owner-clinician's time is the constraint
Most clinics are owned by an MD, NP, or NDR who is also the lead clinician. Clinical time and business time compete. Business decisions get made in the gaps. The clinics that scale are the ones where the owner gets to spend more time on clinical work and patient outcomes, not less.
5. Compliance and ad-platform rules make paid acquisition risky
FTC plus state medical board plus platform-specific restrictions (Meta, Google) on health claims, before/after content, treatment outcome language. Most clinics either over-restrict and lose effective ad copy, or under-restrict and risk takedowns or fines. The right framing is a documentable rules-of-engagement decision, not a pattern of repeated guesses.
Visibility, acquisition, closing, servicing
Four operational layers, each with specific work we take off your plate.
Visibility
Three-layer audit (classical search + answer-engine + generative AI) calibrated to the wellness-longevity vertical, including platform-specific compliance constraints. AI-search query pack tuned to actual patient search behavior in your region and your modalities. Monthly Monitor briefing tracking how you move against four named regional or modality peers.
Acquisition
Public-surface channel diagnosis: where is your website, search, and AI visibility delivering patient attention, and where is it underperforming for the patient mix you need? Buyer Alignment Audit if the patient mix your public properties are attracting does not match the membership economics you need. Compliance-aware ad copy review (FTC + state medical board + platform rules) so paid spend is defensible.
Channel-by-channel CAC and payback analysis (memberships vs. one-shot protocols vs. concierge patients) requires inside access to your marketing spend, attribution, and patient-source tracking. The Full Business Diagnostic gives you a framework-level read using your reported numbers; Engage and Manage retainers deliver the ongoing data-driven version.
Closing
Consultation-to-protocol conversion analysis across your service lines (from public surface plus the conversion data you supply). Pricing strategy across memberships, à la carte, supplements, recovery, and bundled protocols. Patient LTV + Cohort Model: retention curves, three-year value projections, and identification of high-churn vs. high-LTV cohorts.
Servicing
Quarterly Buyer Alignment Audit (inside Engage and Manage) catches drift before it shows up in numbers. Monthly cohort intelligence on what peer clinics are doing in protocol mix, membership pricing, communication cadence. The retainer tiers put a CFO-grade voice in monthly reviews so the clinical owner can stay clinical.
Time redeployed, role by role
The owner-clinician
Time freed: 10-15 hrs/month on business reporting, ad strategy decisions, channel reviews.
Redeploys to: Clinical care, patient outcomes, training the team, the work the lead clinician alone can do.
The clinical operations manager
Time freed: Manual reporting cycles, ad-copy compliance reviews.
Redeploys to: Patient experience, staff training, protocol delivery quality.
The patient coordinator
Time freed: Custom reports for monthly reviews.
Redeploys to: Actual patient communication, retention conversations, intake quality.
The marketing partner
Time freed: Monthly status recap production.
Redeploys to: Real campaign optimization with a sharper brief.
Three entry points; most graduate to Monitor Plus
Buyer Alignment Audit
$3,995 one-time. Usually the right entry point for wellness clinics. Diagnoses whether the patient mix you are attracting matches the membership / protocol economics you need.
Customer Acquisition Audit
$2,995 one-time. Best if you specifically suspect the website and search layer is the bottleneck.
Full Business Diagnostic
$9,995 one-time. Best if you want the full read across patient acquisition, retention, service-line profitability, and operational efficiency.
Then most graduate to Monitor Plus ($1,200/mo) for ongoing cohort intelligence and monthly briefings — peer movement, AI visibility drift, pricing drift, sentiment, visual asset inventory, and three prioritized actions per month.