MED SPA
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Group 1’s first meeting.

One evening, one full day, one morning. Nine owners, a written agenda and the group’s first benchmark, read together.

Date, time and location are TBD. Session times below are a draft and will be confirmed with members once Group 1 is full.

When
Date and time TBD. Quarterly after that.
Where
Location TBD
Who
Group 1 and the group’s facilitator
Cost
Included. Travel and hotel are yours.

The evening before

Date, time and location TBD

  1. Welcome reception

    Two hours of drinks and appetizers. Meet the eight other owners before anyone opens a laptop. Pick up your ask-me-about badge.

Day one

Date, time and location TBD

The day follows a patient from first inquiry to their next visit. Each session opens with the group’s numbers for that stage, then the floor is open.

  1. Breakfast

  2. The number drop

    Each owner shares one real number and one honest sentence about it. Then the ground rules: the NDA, fair competition and the no-pitch pledge.

  3. Attract

    Where new patients actually come from: lead sources, marketing spend as a share of revenue, and patient acquisition cost.

  4. Convert

    What happens after the inquiry: speed to first response, consult conversion and booking rate, side by side.

  5. Lunch

  6. Partner session

    45 minutes from a partner the group voted in. Built to teach something, not to sell.

  7. Treat

    How full the schedule really is: utilization, revenue per provider hour, and room and device capacity.

  8. Break

  9. Retain

    Whether patients come back: rebooking before checkout, 12-month retention, and how members structure memberships and packages.

  10. Day one wrap

    Each owner names the number that surprised them most.

Day two

Date, time and location TBD

  1. Breakfast

  2. The first read

    Group 1’s first Shared IQ benchmark, walked through line by line. Every figure uses one definition, so the gaps you see are real.

  3. Break

  4. Open floor

    Members put the decisions they brought on the table: a second injector, location two, a device lease. The group decides where to spend the hour.

  5. Commitments

    Each owner leaves with two or three changes, written down. The group checks them at meeting two.

Before you arrive.

The first read only works if every member’s numbers are in.

Connect your data before the meeting

Finish your Shared IQ connection, or send the template if your EMR has no open API.

Bring your laptop

Signed in to your team’s Claude or ChatGPT account, so you can query the group’s numbers in the room.

Bring one decision

Something you’re weighing this quarter. It goes on the table at the open floor.

Tell us what you need

Dietary needs and accessibility requests ahead of time, so the room is ready for you.

We take the room seriously.

The brand is mostly what happens at the table. These rituals turn “peer group” from a promise into a habit.

The number drop

Every meeting opens with one real number and one honest sentence from each member.

The no-pitch pledge

Members and sponsors sign it. Pitch the room and you lose the chair.

The empty-chair letter

When a seat opens, members write the brief for who should fill it.

Ask-me-about badges

Every badge says what you’re good at, so the hallway does the networking.

Benchmarks inform decisions; they never coordinate them. Prices, wages and hiring agreements stay out of every session, and the facilitator stops any discussion that strays there. Fair competition rules.

Nine seats at the first table.

6 seats open.

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