AIMS Method · Automate. Integrate. Monetize. Scale.

The systems I'd build for you, ready to run yourself.

Some businesses need me in the room. Some need the playbook and a free afternoon. These are the workflows, policies, scripts, and trackers I've built inside real businesses, cleaned up so you can put them to work on your own.

Starting a practice Running a small business
Private & group practice

Opening a practice means opening a small healthcare company.

You already know the clinical work. What catches people off guard is everything around it: the entity, the compliance, the credentialing clock, the first hire. Usually at the worst possible moment.

I've run operations for a four-location group practice and recruited and onboarded 27 clinicians through it. This is the order the work actually happens in, and the toolkit is everything I wish every founder had on day one.

Private practice

You, your license, your caseload

Simpler, but not simple. You still need the right entity, HIPAA from your first client record, real intake, and policies you actually enforce. Build it like you might grow, so you're not rebuilding it later.

Group practice

Now you're also an employer

Add a group NPI, practice-level credentialing, a W2 or 1099 decision, onboarding, supervision, and a team that needs to know exactly what to do without asking you. This is where most of the pain lives.

The order it actually happens in

01
Legal foundationForm your entity (usually a PLLC or PC, depending on your state), get an EIN, and open a separate business account before the first expense. Founding with someone who isn't licensed? Check your state's ownership rules before you sign anything.
02
ComplianceHIPAA applies from your first client record, at any size. Every vendor that touches client data signs a Business Associate Agreement or gets replaced. Group practices also need a Type 2 (group) NPI through NPPES.
03
Infrastructure before peopleEHR, permissions, intake forms, and the client portal set up and tested before anyone starts. Start insurance credentialing early. Sixty to 120 days is normal, and nobody gets paid by insurance in the meantime.
04
The first hireThe W2 vs. 1099 call is the most expensive one to get wrong. If you set the schedule, provide supervision, and own the client relationship, you're probably looking at W2. Decide it with an employment attorney, before the job post.
05
Revenue systemsA full caseload isn't a business model. Track utilization weekly, give your cancellation policy real teeth, answer inquiries fast, and read a P&L every month, not every quarter.

Who needs to be in the room

Most of these are one-time or fractional, not payroll. The point is knowing who to call before it's a crisis.

Healthcare attorney. Before you form the entity, sign a lease, or classify a hire.
CPA who knows clinical revenue. Before your first tax quarter, for entity elections and owner pay.
Billing help and a credentialing specialist. Before your first insurance claim, and at least 90 days before you plan to see insured clients.
Malpractice broker. Day one, and a group policy once you have a group.
Operations support. By clinician three or four. Past that point, running ops yourself costs you clinical hours.

Practice Ops Toolkit

$247

Ten ready-to-use documents and tools, built inside a real multi-location practice and stripped of anything specific to it. Works for a solo practice planning to grow or a group that's already feeling the strain.

  • 00Start Here guide
  • 01Client intake workflow
  • 02Inquiry response scripts
  • 03Clinician onboarding system
  • 04No-show & cancellation policy
  • 05Financial policies & fee schedule
  • 06Hiring kit
  • 07SOP template & guide
  • 08Practice metrics tracker
  • 09Practice dashboard
Get the toolkit Already open and stretched thin? Start with an audit

Operational guidance from running a real practice, not legal advice. Entity, classification, and compliance decisions belong with a healthcare attorney and CPA in your state.

Small businesses & service offers

Every service business runs on the same five handoffs.

A salon, a consultancy, a contractor, a coach. Different coats, same bones. Someone asks, someone gets onboarded, the work gets delivered, the money comes in, and someone follows up.

When any one of those lives in your head instead of a system, it breaks the week you're busiest. This toolkit gives each one a home.

01
The inquiryResponse-time standards and scripts, so a lead never waits three days for a reply that should take three minutes.
02
Intake & onboardingOne path from "yes" to first appointment or kickoff, the same way every time, no matter who answers.
03
Policies with teethCancellation, late payment, and scope policies written so you can actually enforce them without feeling like the bad guy.
04
Your peopleA hiring kit, team onboarding, and an SOP template, so the second person you hire doesn't have to learn everything from you.
05
Your numbersA pipeline tracker and a dashboard you own, so you can see what's coming in without paying for a CRM you use a third of.

Small Business Ops Toolkit

$297

The same backbone as the practice toolkit, rebuilt for any service business, whether clients book appointments or you quote projects. Fifteen working files, including a pipeline tracker and a private dashboard app.

  • 00Start Here guide
  • 01Client intake workflow
  • 02Inquiry scripts (English + Spanish)
  • 03Team onboarding system
  • 04Cancellation & late policy
  • 05Payment policies & pricing sheet
  • 06Hiring kit
  • 07SOP template & guide
  • 08Pipeline & metrics tracker
  • 09Business dashboard
  • 10Revenue leak check
  • 11Proposal & quote template
  • 12Hard conversations scripts
  • 13Wrap-up, reviews & referrals
  • 14Set up AI for your business
Get the toolkit Rather have help? Start with an audit

Operational templates, not legal, tax, or financial advice. Have an attorney or accountant review anything client-facing for your location.

How it's built

Four moves, in this order.

Every toolkit, and every build I do, follows the same sequence. Skip a step and the next one doesn't hold.

A
AutomateFind what someone is doing by hand every week, like reminders, intake, and status updates, and give it to a system. People keep the parts that need judgment.
I
IntegrateMake the tools talk to each other, or replace three half-used ones with one workflow shaped around how your team already works. Nothing falls between apps.
M
MonetizeOnce the work flows, find what's leaking: slow replies, unenforced policies, empty slots. Then turn the system into something that brings revenue in, not just keeps up.
S
ScaleGrow without it breaking. More clients, more people, more locations, on the same backbone. Documented, owned by your team, and built so the next hire plugs in instead of starting from scratch.
Rather not do it alone?

A toolkit is the map. An audit is me walking through your actual building.

If you're already open and things are held together with effort, start with an audit. I'll look at how your business really runs and tell you honestly what's worth fixing first.

Sometimes the answer is a toolkit and a weekend. Sometimes it's a few hours of focused work, or a full build. Whatever you spend on the audit is credited toward anything we build together.

Tell me what's going on
Questions

Before you buy

If you're a clinician opening or growing a private or group practice, the Practice Ops Toolkit. If you run any other service business, from a studio to a consultancy to a trade, the Small Business Ops Toolkit.
Yes. It comes as Word documents, an Excel tracker, and a dashboard that runs in your browser. Swap in your name, your policies, and your numbers. It's yours.
No. It's operational guidance from running a real group practice. Entity choice, employment classification, and compliance decisions belong with a healthcare attorney and CPA in your state.
Reach out. Start with an audit, and I'll tell you honestly where the toolkit covers you and where your business needs something built.
Not yet as downloads, but I work fully in Spanish. If you need the materials adapted, tell me when you reach out.