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Find where patients drop off before a paid treatment. Then fix it.

We look at how your whole patient journey is designed, from first inquiry to paid treatment, and fix where it breaks. Fully remote, anywhere in the US.

Three moments where patients decide

A patient messaging a practice from her phone
The inquiryA patient reaches out, often after hours.
A patient checking in at a reception desk
The front deskHow quickly and clearly someone answers.
A dentist walking a patient through her X ray on a screen
The consultHow the plan and the price are explained.

Where patients drop off

Eight steps from first inquiry to paid treatment. The numbered ones are drop offs the industry already measures.

  1. Inquiry1
  2. Response1
  3. Booking2
  4. Consult3
  5. Follow up
  6. Financing
  7. Intake and consent
  8. Paid treatment
  1. 1

    Inquiry and response

    64.3%

    of med spa leads arrive after hours, and 52.1% got no phone call within a week.

    IJRCMS, 2026 (opens in a new tab)

  2. 2

    Booking

    43%

    of 98 mystery shopped aesthetic practices didn’t give callers enough direction to schedule.

    Elevated Practice, 2020 (opens in a new tab)

  3. 3

    Consult to procedure

    45.8%

    of consults become procedures at the median practice. The top 10% convert 66.7%.

    BSM Consulting and Allergan, 2018 (opens in a new tab)

Industry figures from the linked studies, not client results.

These are the drop offs the industry already knows about. Our job is to find where else your patients drop off before a paid treatment, and why.

The offer

Three packages, no subscriptions

Each package stands on its own. Choose the one that fits what you need.

1A quick look

Inquiry Check

Best for a quick, low cost look at how you answer new inquiries.

$950

About 1 week, fully remote

What we do

We test the front of your journey the way a new patient would: website form, phone, text, social messages and booking.

What you get

A short written report with the top 3 leaks we found, and how to fix each one.

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2The full picture

Patient Journey Audit

Best for seeing the whole journey, through to paid treatment. No Inquiry Check needed first.

$2,500

About 2 weeks, fully remote

What we do

  • Walk the whole journey, from first inquiry to paid treatment
  • Short interviews with 2 to 3 of your patients, recruited by your staff with their consent, to hear the journey in their own words
  • Review the stage by stage counts you already track
  • Review redacted screenshots and blank forms
  • Short interviews with your front desk or coordinator

What you get

  • A drop off map of your whole journey
  • Why each leak happens
  • Real patient perspective on where and why people hesitate, shared anonymously in the report
  • A fix list ranked by impact and effort
  • A written report and a 60 minute walkthrough call

You keep the report whether or not you continue with us.

Patient interviews are done with proper sign off: a signed Business Associate Agreement with your practice, and each patient’s consent. Your staff invites patients, so we never pull names from your records, and everything in the report is anonymized.

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3The hands on fix

Fix Implementation

Best for putting the top fixes in place with your team.

Quoted after your audit

Fixed scope, typically from $5,000. No retainer.

About 3 to 6 weeks, depending on scope

What we do

We design the priority fixes from your Patient Journey Audit and set them up with your team, using AI behind the scenes to move faster.

Designed and handed over, ready to use

  • Coordinator scripts and guides
  • Consult prep and recap messages
  • Clearer financing handoffs
  • Redesigned intake and consent forms

Set up with your team, inside your current tools

  • After hours replies and instant booking links
  • Follow up and reminder sequences

What you get

Every fix set up inside the booking and patient tools you already use, like your scheduling or practice management software, with simple documentation so your team owns it.

Book Fix Implementation within 30 days of your audit and $1,000 of your audit fee comes off the price.

No new systems and no access to patient records. We work alongside your team on a screen share or with a staff login you control. If a fix needs a new tool, we’ll recommend one and help you set it up, but you own the account.

Book a free intro call

Running more than one location, or an agency managing practices? Let’s talk about a scope that fits.

Talk to us

How it works

  1. 1

    Book a free intro call

    20 minutes to understand your practice and whether we can help.

  2. 2

    Start with an Inquiry Check or a Patient Journey Audit

    We walk you through every finding, in plain language.

  3. 3

    If you want, we fix it

    A fixed quote for the changes that matter most. No retainer.

Data and HIPAA

We never need your patient records

  • How we work instead

    We don’t need access to patient records. We work from counts, redacted screenshots, blank forms, test inquiries we create ourselves, and a few consented patient interviews your team arranges.

  • AI, used carefully

    Only in ways that don’t touch protected health information or change how you collect data. Anything that handles patient information runs in your own HIPAA compliant systems, under a signed Business Associate Agreement where required.

  • Experienced team

    Our team has experience in service design, service blueprinting and user experience design, including HIPAA compliant patient onboarding. We help identify how patients experience your practice and where it falls short.

Questions

What kinds of practices could benefit from this?

Traditionally we evaluate wellness and medical offices. Whether you call them patients, clients or guests, the journey from first message to booked treatment works the same way. Reach out to our team to see if this is the right fit for you.

Which should I start with?

The Inquiry Check if you want a quick, low cost look at how you answer new inquiries. The Patient Journey Audit if you want the whole picture, through to paid treatment. Each one stands on its own.

Do I need to give you patient data?

No. We work from counts you already track, redacted screenshots, blank forms, test inquiries we create ourselves, and a few consented patient interviews your team arranges.

How do patient interviews work?

Your team invites 2 to 3 patients, ideally including someone who consulted but didn’t go ahead, to a 20 minute call. Each patient agrees before we talk. We sign a Business Associate Agreement with your practice first, keep notes anonymous, and delete recordings when the Patient Journey Audit is done.

Do I have to buy Fix Implementation?

No. Each package stands on its own, and every report is yours to keep and use however you like.

Do you work outside Atlanta?

Yes. We’re fully remote and work with practices anywhere in the US.

Is this a mystery shop?

Mystery shopping is one input. The Patient Journey Audit covers the whole journey, through to paid treatment.

Will you need access to our systems?

Usually not. Most fixes are designed and handed over for your team or software vendor to add. For setup inside your booking or patient software, we work alongside your staff on a screen share or with a login you control. If any work would involve patient information, we sign a Business Associate Agreement first.

What AI tools do you use?

We choose them per practice, and only where they don’t interfere with how you collect data or with HIPAA.

Find out where your patients are going

Start with a free 20 minute intro call.

Or email hello@goodfirstvisit.com