Turn Your Intake + Labs Into a Premium Wellness Product

The Intake Conversion System™ turns your intake + labs into a premium wellness product—so you deliver undeniable value upfront, stand out from outdated care models, and stop asking patients to commit to treatment before they even know what they need.

One of the most effective ways I’ve structured my practice to deliver clarity, confidence, and consistent revenue is by breaking the patient journey into two standalone products:
Intake + Labs as one offer, and treatment as the next.

Here’s why this works:

👉🏻 Streamlined Processes
Patients know exactly what they’re paying for upfront—no surprises, no vague follow-ups, and no confusion about next steps.

👉🏻 Value at Each Phase
The intake and labs phase isn’t just a formality. It’s the foundation. Clients see the worth in every part of the process because it’s designed to deliver value before you ever pitch a plan.

👉🏻 Increased Clarity
When patients understand what’s happening at each stage, they stop hesitating. Confused people don’t buy—this structure removes friction and builds momentum.

👉🏻 Customized Care
You don’t lock patients into a plan before understanding their needs. You gather data, offer real insight, and design care with them—not for them.

👉🏻 Predictable Revenue
Your intake becomes a paid, repeatable product—not a free pre-sale. That means stable cash flow before treatment begins.

👉🏻 Client Confidence
Patients feel safer committing to care when they aren’t pressured. They’re not ghosting—they’re grateful for the clarity.

Because the modern wellness consumer wants data.

They don’t want a pitch about why they need hormone therapy—they want proof.

They’re savvy. They’re research-driven. They want to understand what’s going on with their body before investing in a plan.

And if your intake process doesn’t meet that level of clarity and customization, they’ll hesitate—or worse, walk away.

This isn’t just a more modern patient experience.
It’s a high-converting, premium front-end product that builds trust, scales revenue, and positions you as the expert from day one.

Mini Course: The Intake Conversion Framework™
Learn the exact strategy to turn your intake + labs process into a profitable standalone product that increases conversion, trust, and patient readiness—before they ever commit to treatment.

Module 1: The Intake Conversion System™

Module 2: Build Your Discovery Offer

Module 3: Position + Sell Your Discovery Offer

Worksheets, Tools & Done-For-You Templates

• The Discovery Offer Builder Worksheet—walks you through how to create your premium Lab + Wellness product.
  
  
• Customizable Intake & Onboarding Workflow — guidance on the forms, consents, and welcome assets to include in your offer to simplify practice implementation and delivery
   
• Signature Lab Panel Templates —curated lab bundles provided for you to address hormones, gut health, and burnout. Use these as is, or as inspiration to create your own! 
   
• Lab Prep Guide — This done-for-you customizable template provides information on what labs have been ordered, instructions on how to prepare for the lab draw, and answers to FAQ's
  
  
• Personal Wellness Report Template — This done-for-you customizable template is the full personalized report that the patient will receive with their lab interpretation and your professional recommendations
   
• Consult Script & Follow-Up Emails —move clients from curiosity to conversion with a simple email sequence to introduce the Discovery Offer, present the results of their personalized wellness plan, and transition them into a full treatment package.
   
• Sales Messaging Framework —position, present, and pitch your Discovery Offer with clarity and confidence with clear, concise scripting.
  
  

✅ Full Course Training
✅ Done-for-You Templates & Tools
✅ Instant Access
✅ Lifetime Use

Build, launch, and fill your practice with modern clients seeking modern wellness solutions—today.