Client trainingVisited 0 of 32 modulesWhat a Benchmark client gets
Every client has a private area like this one, unlocked with a code. This is the sample, built for Harbor Aesthetics, the invented clinic used throughout the library, six months into an engagement. Every figure is illustrative; the layout, the rhythm and the method are exactly what a client sees.
Tap any of the four to open it. Each page has these four tabs at the top and bottom, so you can move between them.
The monthly dashboard
The four page scorecard, month over month: six headline numbers, service lines, providers, patients, marketing, membership, goals, the read, and the close.
Open the monthly dashboardGoals and progress
One growth initiative a month with why, the plan, weekly progress, who does what, and a decision log.
Open goals and progressThe value tracker
The five things a buyer pays for, where the clinic stands on each, and what is being built.
Open the value trackerA client lesson
A private module written for one clinic: their numbers, their decision, in the same format as the library.
Open a client lessonHow it works, month to month
- Business day 10The books are closed and locked. The four page scorecard arrives with the read: wins, risks, next moves. The dashboard updates.
- Mid monthA 30 minute call if a number needs a decision. One growth initiative is running, executed with you, with its weekly count on the goals page. Some months run two or three at once.
- Every quarterThe value tracker is reviewed: what moved on the five drivers, what the next quarter builds. The budget is compared to actual and targets are reset.
- Any timeA question about a vendor invoice, a hire, a price, a decision. Included. Answered within a business day.
What is different about this
Most owners get their books after the fact and their advice from whoever sold them the laser. A Benchmark client gets closed books, a scorecard read by someone who has sat on the buyer's side of the table, one growth initiative executed with them every month (some months two or three), and a running record of every decision and why. In year three, the data room is a folder, not a project.
The How we work with you page has the plans and prices. It starts with the 10-Day Sprint, $1,000 one time, then the plan from $2,299 a month if you continue.