Spinoso Audit Form

How to Make More Money In Your Clinic

The 5-Part Growth Audit with Dr. Alex Spinoso
For medical & aesthetic entrepreneurs who want more profit, less stress,

and a team that runs like clockwork
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Read this first:
I realize that the following questions may take some time and thought. Just do the best you can - and answer the questions as thoroughly as you are able to. The more information you provide me, the more I can help you!

At the same time, if it's easier for you to send a voice memo / audio file of you answering the questions, then text or email that to Vaughn Kohler - 785.410.7461 or vaughn@charismedx.com.
1. Culture, People & Leadership Alignment
Let’s talk about your clinic’s vibe—and the people driving it.What core values are you building your team around? Like, if I pulled any staff member aside, could they tell me what your clinic actually stands for—or are they just smiling through meetings and hoping for snacks?Are you hiring people who are truly on mission—or just filling a seat?Can your team really run the place without you? Like, if you went on vacation (and I hope you do), could they onboard clients, sell confidently, and talk about Emsculpt NEO like pros?What are you doing to develop leadership at every level—from front desk to injectors?
2. Standard Operating Procedures (SOPs)
Let’s be real—do you actually have SOPs... or just vibes?Have you written out your most important workflows—consults, onboarding, device use, follow-ups?Can your team find these SOPs without a scavenger hunt through Slack, Dropbox, and random sticky notes?If you hired a new front desk or provider tomorrow, could they learn how to operate EXO Mind or EmFace without shadowing you for a month?
3. Operational Efficiency & Scalability
Let’s optimize your calendar and get rid of chaos.Where are the biggest bottlenecks in your clinic’s day-to-day operations?What systems are you using to cut no-shows, increase conversion, and stack services like Emsella + Emsculpt NEO?Could your current setup handle 3x more clients… without 3x more headaches?
4. Financial Health & Profitability
Busy doesn’t always mean profitable. Let’s fix that.Are you actually tracking profit margins per service, room, and provider—or just going off gut?Which services are “popular” but quietly draining your bottom line?Are you spider-webbing services—pairing complementary treatments to boost lifetime value?Are you doubling down on what actually works (like Emsculpt NEO), or spreading yourself too thin?
5. Marketing & Client Acquisition
People don’t buy what they don’t understand—are you educating them before the consult?Where are your best clients coming from—SEO, Instagram, paid ads, referrals?Are you creating content that educates, pre-frames trust, and positions you as the expert before they walk through the door?When someone books a consult, do they already believe in your services—or are you starting from zero?
Thanks for filling out this questionnaire. I'm excited to help you. Due to my full schedule and obligations, please allow 7-10 business days for me to follow-up. In the meantime, do I have your permission to share your answers with my team, so that together we can produce the best, more helpful audit - that will enable you to grow your clinic, make more money, and impact more lives?*

Yes, you have my permission!
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How to Make More Money In Your Clinic

Read this first:

1. Culture, People & Leadership Alignment

2. Standard Operating Procedures (SOPs)

3. Operational Efficiency & Scalability

4. Financial Health & Profitability

5. Marketing & Client Acquisition