How It Works

A straightforward path from clunky to confident. No mystery, no upsell traps, no endless dependency. We walk you through every step.

The Ecosystem Model

Everything happens inside the ecosystem. It's your home base—where you get support, learn, ask questions, and work through your projects. No one-off fixes that create new problems. No trying to explain your situation from scratch every time. One place, one team, real progress.

5-step process: Join the Ecosystem, Clarity Call, Strategy Session or Audit, Implementation, Graduation

Step by Step

1

Join the Ecosystem

$297/month (limited to 10 beta seats)

What's included:

  • Chat access to the team for questions
  • Quick stuff handled (small tasks, fast answers)
  • Course library + Sparks (automations and time-savers)
  • Office hours (drop in, get unstuck)
  • Your workspace in ClickUp
  • One-time Clarity Call with Stacey (30-60 min)

What's NOT included:

  • Strategy sessions or audits (separate purchase)
  • Scoped project implementation (quoted separately)

We cap membership at 10 seats so everyone gets real attention. If we're full, you can join the waitlist. And don't worry—you're never left guessing what comes next.

2

Clarity Call

Included (30-60 min with Stacey, one-time)

Purpose:

  • Understand your situation
  • Build trust (this work requires it)
  • Identify your biggest opportunities
  • Help you choose the right strategy session or audit

After your Clarity Call, you'll know whether to book a Strategy Session, Focused Audit, or System Audit—and why.

3

Strategy Session or Audit

Our team digs into your practice and scopes your prioritized project list.

Strategy Session

$397

Strategic triage: the ONE highest-impact move for your practice right now.

Focused Audit

$997

Focused roadmap: 3-5 prioritized projects for your biggest pain point area.

System Audit

$1,997

Complete assessment: 8-10 projects across your whole system, fully prioritized.

The value:

You're not just paying for a list of tasks. You're getting 20+ years of pattern recognition, healthcare workflow expertise, and systems thinking applied to YOUR specific situation. We identify the heart of the problem, the biggest bang for your buck—then create a plan that works with your business structure, demographic, and long-term goals.

What you walk away with:

  • Clearly scoped projects (each estimated at 1-5 hours)
  • Priority order (what to tackle first)
  • Context your implementation team needs to execute
4

Implementation

$197/hour (scoped work, you choose when)

How it works:

  • Each scoped project (we call them "taskets") is quoted at $197/hr
  • You choose what to work on and when
  • Madeline (systems specialist) collaborates with you to complete it
  • Repeat until your list is done

When you need more:

  • List empty? Book another strategy session or audit
  • Something new came up? That gets scoped in your next session
  • Just need a quick answer? That's what ecosystem chat is for
5

Graduation

You've completed your projects and your systems work.

Options:

  • Stay at $297/mo if you want ongoing access and support
  • Graduate to Alumni at $17/mo for continued workspace access and Sparks

Our job is to transform your systems and teach you to manage them independently. The goal is graduation, not dependency.

What's Included vs. What's Quoted

Tickets Included in $297/mo

  • "How do I turn on this setting?"
  • "Where do I find X in PracticeQ?"
  • "This thing stopped working, can you look?"
  • "Can you tweak the wording on this email template?"
  • "Quick question about calendar sync"

Taskets Quoted at $197/hr

  • "Build me a new intake form"
  • "Set up automated follow-up sequences"
  • "Restructure my documentation workflow"
  • "Create a new service with full booking flow"

If it's answerable or fixable in a few minutes, it's a ticket. If it needs building, it's a tasket.

Ready to Get Started?

Join the ecosystem and schedule your Clarity Call.

Apply for Ecosystem Access

Questions? Check the FAQ or reach out.