Operations & Systems
Revenue & Growth
Finance & Margin
Rebuilding a medical practice's revenue engine
Problem: Revenue underperformed relative to demand. Pricing was misaligned with value,
cancellations limited capacity, and operations were manual and reactive.
What I did:
- Overhauled pricing strategy.
- Expanded service lines into high-demand areas including peptides, laser, hair treatments, and
retail.
- Optimized patient flow and capacity.
- Built scheduling, inventory, and analytics systems.
- Built loyalty programs and referral partnerships with 4 local partners.
- Redesigned internal processes to replace manual workflows.
Result: More than doubled monthly revenue. Operating costs down 45%.
Operations & Systems
Staffing & Teams
Finance & Margin
Turning around a senior living facility
Problem: Staffing inconsistency, documentation gaps, and heavy agency labor dependence
put compliance and finances at risk.
What I did:
- Restructured the staffing model.
- Established documentation and compliance standards.
- Recruited, trained, and supervised the team.
- Built daily execution systems.
- Eliminated agency dependence.
Result: 60% to 85% occupancy. Agency dependence eliminated. $1.2M
annual labor savings.
Operations & Systems
Staffing & Teams
Revenue & Growth
Census growth in a struggling care unit
Problem: Low census, weak coordination, inconsistent execution, and limited operational
discipline.
What I did:
- Restructured the staffing model.
- Overhauled daily programming.
- Built cross-department coordination systems.
- Restored operational discipline and accountability.
- Built a census growth strategy.
Result: 8 to 39 residents. 20% to 96% occupancy in 10 months.
Technology & Digital
Operations & Systems
Modernizing a practice's systems for growth
Problem: Clinical and administrative workflows could not support growth. Processes were
outdated and inconsistent.
What I did:
- Implemented an electronic health record system and migrated data with Epic.
- Standardized intake, scheduling, and documentation.
- Improved digital systems and patient-facing workflows.
Result: 25% increase in appointment bookings. 30% increase in
patient engagement through portal usage and inquiries.
Technology & Digital
Marketing & Acquisition
Driving a med spa's digital growth
Problem: Outdated website with broken pages, weak search visibility, no digital
marketing strategy, and content gaps limiting visibility.
What I did:
- Overhauled the full website across content, structure, and broken pages.
- Optimized search and built the content strategy.
- Launched a Meta advertising campaign.
- Improved Google rankings.
- Guided positioning and client acquisition.
Result: Page 1 Google rankings for local zip code searches.
Technology & Digital
Marketing & Acquisition
Building a repair shop's presence from zero
Problem: No online presence, no advertising, and minimal visibility. The business was
nearly invisible to potential customers.
What I did:
- Designed and built a one-page website from scratch.
- Launched a Google Ads campaign and worked through platform restrictions on third-party repair
advertising.
- Overhauled the Google Business Profile across photos, services, and optimization.
Result: From zero online presence to 9.6K monthly search impressions,
126 sessions per month, 47% GA4 engagement rate, and average sessions over a minute in a 28-day reporting
window as of May 2026.
Technology & Digital
Operations & Systems
Automating a service business
Problem: Manual booking management was eating time. There was no lead capture system,
and website issues limited conversions.
What I did:
- Designed and built a full booking automation system.
- Fixed and upgraded the website.
- Built a lead generation management system.
- Automated response workflows.
Result: Fully automated booking and lead pipeline. Owner removed
from manual booking process entirely. Quantitative metrics pending while the engagement continues.
Operations & Systems
Staffing & Teams
Stabilizing senior care operations
Problem: Senior care operations struggled with caregiver scheduling, workflow
misalignment, documentation gaps, and inconsistent accountability.
What I did:
- Restructured caregiver scheduling and aligned workflows.
- Rebuilt documentation and compliance processes.
- Recruited, trained, and supervised caregivers.
- Restored accountability and execution discipline.
Result: Stabilized staffing, reduced agency dependency, and improved
operational consistency across engagements.
Business Launch & Strategy
Launching a business from scratch
Problem: The owner wanted to enter a new market and needed to validate viability before
investing in the wrong foundation.
What I did:
- Studied market feasibility.
- Analyzed the competitive landscape.
- Mapped regulatory and legal requirements across zoning and licensing.
- Designed the business model and pricing strategy.
- Built the full launch strategy and execution plan.
Result: Complete launch-ready business plan with validated market
opportunity and clear execution path. Business currently in launch phase.