Welcome! Your Operational Friction Audit Begins Here.
A structured operational diagnostic for therapy and wellness practice owners. Work through each step below in order. Everything you submit is reviewed personally before your Clarity Call.
The full process takes about 20–30 minutes and can be completed all at once or across a few sessions.
A note from Lisa
This is a structured operational diagnostic. What I’m looking for is a clear picture of how your practice actually runs. Not how you wish it ran.
Complete each step honestly and in order. The quality of your inputs directly shapes the depth of your audit.
Lisa
Your Progress0 of 3 steps complete
Your Application Steps
✓ Complete
1
Complete Your Friction Profile
A structured questionnaire covering your practice systems, capacity, and operational friction points. Allow 10–12 minutes.
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✓ Complete
2
Run Your Friction Tax Calculator
Enter your practice numbers to calculate the annual cost of your current operational setup, including missed revenue, uncollected fees, and lost administrative time. Your results are submitted directly to me.
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Schedule Last
✓ Complete
3
Book Your Pre-Audit Clarity Call
Once Steps 1 and 2 are complete, book your 15–20 minute Clarity Call. I review your inputs before we speak. This call is required. It’s how I confirm your practice profile and determine audit scope.
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After Your Clarity Call
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What Happens Next
This process is founder-led and intentionally selective.
Following your Clarity Call, I personally review your practice profile, inputs, and readiness for the audit.
Practices approved for the Founding Round will receive a direct email from me with confirmed next steps, typically within one business day.
Accepted applicants receive a secure enrollment link with payment details. Enrollment is only opened after I’ve confirmed fit.
Once enrolled, you’ll receive access to the private audit portal and scheduling for your Full Diagnostic Audit Session.
Because this is a founder-led diagnostic process, each application is personally reviewed for alignment, readiness, and implementation fit before enrollment invitations are extended.
What You'll Receive
Delivered following your Full Diagnostic Audit Session.
Your Friction Profile Audit ReportA 9-section diagnostic document mapping every operational gap in your practice, with structural patterns named and a sequenced fix-first plan.
Your Operational Health SnapshotA one-page visual scorecard scoring your practice across five operational dimensions. Built for your practice specifically.
Your Dollar-Quantified Friction TaxThe estimated annual cost of your current operational setup, broken down line by line.
Your 90-Day Priority RoadmapA sequenced implementation plan across five phases of the Practice Architecture Blueprint. Each phase builds the foundation the next requires.
Five Executable Quick WinsSpecific actions tied directly to your audit findings. Each completable within 48 hours at zero additional cost.
Your Full Diagnostic Audit SessionA 50–60 minute structured diagnostic call across five operational domains. This is where your report gets built from.
An Optional 30-Minute Debrief CallOnce you’ve reviewed the report, if you want to talk through the findings and discuss next steps, the booking link is included inside your report. No pressure. Just clarity.