Our Services
From strategic planning to the nitty gritty operations processes needed for a successful practice, The Innovative Practice has your back! Think about what your practice could look like if you had an experienced business partner dedicated to your success.
If your specific needs are not reflected in the packages below, let’s talk about it! We’re open to special projects.
Core Strategic Planning & Implementation
Strategic Focus Intensive (Entry Level)
What: Two 90-minute strategic planning session using Top 3 Canvas methodology.
Helps you to:
Assess your business & identify gaps
Create goals that align with your values
Identify your top 3 priorities
Design & implement a 90-day action roadmap
Measure success & know how to pivot
Investment: $997
Perfect for: Business owners who need immediate clarity on priorities
Quarterly Strategic Planning Partnership (Mid-Level)
What: Ongoing strategic planning and performance tracking.
Helps you to:
Build on momentum with monthly strategic planning sessions (2 hours each)
Use the power of AI for market intelligence
Evaluate performance
Make updates to your roadmap based on performance
Investment: $4,997/quarter
Perfect for: Growing businesses that need consistent strategic guidance
Complete Strategic Operations System (Premium)
What: Comprehensive strategic planning and execution system implementation.
Helps you to:
Conduct a strategic assessment of your business
Implement AI-powered marketing & competitive intelligence
Implement the Top 3 Canvas system
Conduct quarterly business reviews
Evaluate performance tracking & make strategic adjustments
Roll out team training on strategic execution
Create 6-month strategic roadmap with milestones
Investment: $14,997 for 6-month engagement
Perfect for: Established businesses ready for systematic strategic transformation.
Practice Management
Essentials
The Essential Support Package offers general operational support both within & in addition to your practice management software that reduces your administrative burden & gives you more time to focus on client care.
Monthly P&L
Document and form creation
New client intake process
EHR system updates
Session/visit notes
Investment: $1,297/month
Perfect for: Start-up and small practices to provide a basic operational structure
Note: There is a flat $2,497 one-time fee to set up or transfer data to a new practice management software.
Growth
The Growth Package includes the Essentials and adds higher-touch operational services to maximize your practice’s efficiency and help you scale.
Evaluate & modify workflows to eliminate gaps & time drains
Create & maintain comprehensive SOP’s to document your processes
Investment: $1,997/month
Perfect for: Growing practices ready to scale