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
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.
Breakfast
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.
Attract
Where new patients actually come from: lead sources, marketing spend as a share of revenue, and patient acquisition cost.
Convert
What happens after the inquiry: speed to first response, consult conversion and booking rate, side by side.
Lunch
Partner session
45 minutes from a partner the group voted in. Built to teach something, not to sell.
Treat
How full the schedule really is: utilization, revenue per provider hour, and room and device capacity.
Break
Retain
Whether patients come back: rebooking before checkout, 12-month retention, and how members structure memberships and packages.
Day one wrap
Each owner names the number that surprised them most.
Day two
Date, time and location TBD
Breakfast
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.
Break
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.
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.
Dana
Example memberAsk me about
Men’s health clinics
Marcus
Example memberAsk me about
Opening location two
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.