Fractional COO · 2026–present
Cash-pay medical aesthetics & wellness practice
- Type
- Owner-led, APRN-run medical aesthetics and wellness
- Region
- Northeast Florida
- Engagement
- Assessment, growth plan and 90-day operating plan
A growing two-location practice with strong clinical work and an owner carrying the whole operation. The engagement started with a diagnostic scorecard and a SWOT, then moved into a 90-day operating plan and a one-year roadmap.
Strategy and market
- Practice Health Assessment, diagnostic scorecard, SWOT and a strategic growth plan with a one-year roadmap
- Competitive analysis of 16 med spas across Jacksonville, Ponte Vedra, Durbin Park and Jacksonville Beach, covering pricing and services
- Consolidated two locations into one site, with patient and staff communications to keep patients through the move
New income streams
- Tiered patient membership programs with 6- and 12-month terms and a founder tier for existing clients
- A medical weight-loss program at one flat monthly price, benchmarked against national telehealth brands
- Treatment packages, maintenance memberships and service landing pages for new treatments
Software and systems
- Evaluated EMR platforms and led the migration from Elation to Aesthetic Record on a 10-week implementation roadmap
- Configured services, injectable inventory and lot tracking, online booking rules, deposits, memberships and integrated payments
- Set up CRM and marketing automation for lead follow-up and patient email campaigns
- Moved business email to Google Workspace under a HIPAA BAA and planned the phone number port
Policies and compliance
- Deposit and cancellation policies benchmarked against local competitors
- Good Faith Estimates under the No Surprises Act, informed consents, intake forms and a patient policy agreement
- Patient-facing treatment guides, portal copy and re-engagement emails
Client name withheld. Outcomes will be added as the engagement completes.

