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STRATABook Audit
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Healthcare

STRATA for med spa operators. The five operating gaps that cost practices recoverable treatment revenue every month.

Platforms at v1: Aesthetic Record, Boulevard, Mindbody, Mangomint, PatientNow

The operating gaps

Named in operator language. One paragraph each.

  1. 01

    Inbound consultation-request response time

    High-intent leads from social media and search expect a same-hour response. Speed-to-Lead routing closes the gap during business hours and through evenings.

  2. 02

    Treatment-plan follow-up after the consult

    The consult ends, the treatment plan goes home, and the booking happens at the competing practice. Multi-touch follow-up sequences capture the conversion.

  3. 03

    Membership and package retention

    Monthly membership and pre-paid packages depend on consistent re-engagement. Inconsistent cadence costs retention.

  4. 04

    Dormant patient reactivation for seasonal and event-driven treatments

    Past patients respond to pre-event reactivation (weddings, summer, holidays) at predictable rates with proper sequencing.

  5. 05

    Internal reporting on provider utilization and treatment-mix margin

    Provider hours, treatment-mix revenue, and inventory consumption stitch from the EHR and the POS.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for med spa operators is a fifteen-minute working session against a practice-management export and a recent month of inquiry-and-booking data. We calculate recoverable revenue across inquiry response time, treatment-plan follow-up conversion, and dormant-patient reactivation. The retainer is sized against the figure. Honest no on the call.

  1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
  2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
  3. 03A reference conversation with an operator in your vertical or an adjacent one.
  4. 04A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in med spa and run them against the same diagnostic; the engagement timeline is set during the call.

Stack recommendation for Med Spa

Layered in the order that produces the visible ROI event first.

  1. Layer 1

    Speed-to-Lead

    Inbound consultation response time produces the visible booking lift inside thirty days.

  2. Layer 1

    Follow-Up Automation

    Treatment-plan follow-up sequences pair with Speed-to-Lead.

  3. Layer 2

    Revenue Recovery

    Dormant-patient reactivation against seasonal triggers.

  4. Layer 3

    Document Processing

    Intake forms, consent paperwork, and insurance-of-record packets create depth.

  5. Layer 3

    Internal Reporting

    Provider utilization, treatment-mix margin, and inventory in one weekly view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.

  • Aesthetic Record, Boulevard, Mindbody, Mangomint, and PatientNow are supported at v1.

How the engagement is governed

Three structural promises. All on the record.

The Pause Clause

If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.

The Honest No

If the Revenue Audit shows that the recoverable revenue does not justify the retainer, STRATA says so on the audit call. The firm is not the right fit for every business in this vertical, and we will name that directly.

Month-to-month

The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance.

STRATA for Med Spa

Your recoverable revenue is a specific number.

The Revenue Audit calculates it from your med spa data in fifteen minutes.

The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.