Client trainingVisited 0 of 32 modulesHow a medspa makes money, keeps it, grows it, and becomes worth something
Thirty two short modules for owners and their teams, in four tracks. Written for people who did not study accounting or marketing and do not want to. Every idea is shown on a sample clinic, every number has a source, every figure links to it, and every module ends with what to do this week.
Nate walks through the library in five minutes: what is in each track, where to start, and how the scorecard ties it together.
How to use this
Each module is ten to fifteen minutes and ends with a short quiz and a "try it yourself" list. Your progress is saved in this browser. The four tracks can be read in any order; within a track, read in order, because each module builds on the last. About five hours in all.
If you have one hour: Finance 1, Finance 4, Finance 5, Finance 6, and Operations 1. That is the language the scorecard is written in and the two places most clinics leak.
If you want to see what a client gets: the sample client area shows a scorecard month over month, a goals page and a value tracker for the sample clinic. Benchmark clients have their own at the bottom of the menu.
Finance: the numbers, from reading them to running on them
Reading your numbers
The two reports that matter, why profit and cash are different, and the one habit that makes both readable.
The rules that trip up medspas
Packages, memberships, gift cards, sales tax, equipment, contractors and owner pay.
QuickBooks basics
Enough to read the file, attach a receipt, and know what to leave alone.
The monthly close and your scorecard
What closing the books means, what arrives on business day ten, and how to read the four pages.
The KPIs, every number explained
Every scorecard metric: formula, source, what good looks like, what to do when it is off.
Cost savings 101: the seven leaks
Payroll, product cost, pricing, vendor contracts, card fees, software, compliance.
Pricing and unit economics
What you earn on a unit, a syringe and a session, and how to raise prices without losing patients.
Payroll and provider pay
The 25 to 35 percent band, the four pay plans, what a provider has to produce, when to hire.
Cash and runway
Why profitable clinics run out of cash, the shape of the year, five habits that keep you liquid.
Taxes, entity and your CPA
The calendar, what your entity type changes, estimated taxes as a cash problem, six habits of a good CPA relationship.
Operations: how the clinic runs
The patient's visit, start to finish
Eight moments, what to say at each, and which scorecard number each one moves.
Scheduling and provider productivity
Utilization, the heat map, the template, second room or second provider.
Inventory: counting, weighing, waste
The count, the reconstitution log, weighing syringes, what a variance is telling you.
Rules and automations
Fourteen automations every clinic should run, and three things never to automate.
Compliance and the medical director
Seven areas, the questions for your attorney, and why a gap here is a hole, not a leak.
Memberships
The biggest lever on what a clinic is worth. Design, pricing, selling, churn.
Keeping patients coming back
Rebook at checkout, recall, no-shows, the lapsed list.
Hiring and the team
When to hire, how to hire an injector, the offer, keeping people, written procedures.
Using AI in the clinic
Six things it is good at, the exact prompts, the two rules that keep you safe, what it is not for.
Opening a practice or a second location
Analyze the market and the site, the opening budget, the first 90 days, when it is too early.
Marketing: being found, and paying back
Your website
The front desk that never closes: the five minute phone check and what a good site does.
Local search and Google Business Profile
What decides the map, every field, prominence that compounds, what not to pay for.
Website SEO
The four parts, the treatment page done right, speed, how to tell if an agency is doing anything.
Paid ads and the funnel
Leads to consults to treatments, what a new patient should cost, the discount trap, and a calculator for your own numbers.
Reviews, referrals and social
Two reviews a week, a referral program people use, what social is for.
Analyzing your competitors
Who counts, the one page grid, how to read it, mystery shopping done properly.
Advanced finance: for the long game
Budget and the annual plan
Built from drivers, three scenarios, budget versus actual, which variances matter.
The 13-week cash forecast
The tool that turns "are we OK" into a number, week by week, a quarter ahead.
Financing growth
Does the device earn back, lease or buy, what a lender looks at, the second location as a model.
EBITDA
The number buyers and lenders start from. Build it by hand, then adjust it the way a buyer would.
How a medspa is valued
Multiples, the five things that move them, why year one books set the year five price.
Preparing for a sale
The process, the CIP, management presentations, diligence, and why the clinics that get full price started years early.
Start here, and reference
How we work with you
What Benchmark does every month, what you do, and how the sprint, the scorecard and the plan fit together.
The sample client area
A scorecard month over month, a goals page and a value tracker for Harbor Aesthetics, exactly as a client sees theirs.
Glossary, reading list, sources
Every term in one place, seven books, and the pages behind the numbers.
Disclaimers
What this library is and is not, in plain language.
The sample clinic used throughout
Most examples use Harbor Aesthetics, an invented single location medspa with one physician owner, two injectors, an aesthetician, and about $1.5 million a year in revenue. It is not a real business. Its numbers are set to look like a typical well run clinic so the lessons transfer to yours.