Expiring policies go unnoticed. Patients lapse without a call. Members churn without a flag. The signals are already in your systems — you just need the right tools to see them.
Every business loses customers it didn't have to — lapsed policies, missed recall appointments, churned memberships. The data to retain them is already in your systems. Find out what it's costing you.
Defaults are based on typical businesses with 15–75 employees. Adjust to match your operations.
Start with a free Revenue Acceleration Readiness Score. If you want help, we'll scope a fixed-price engagement.
2 minutes. No signup. Get scored across 5 dimensions with tailored recommendations for your business.
Optional 30-minute call to walk through your results, identify where the biggest revenue is hiding, and see if an engagement makes sense.
Fixed scope. Fixed price. Analytics and automations that surface hidden revenue across your locations — built, tested, and handed off cleanly.
Real feedback from real engagements.
Select your industry to see how we typically help businesses like yours.
Find the patients who are overdue, at risk of leaving, or ready for additional services — using data you already have.
Stop losing patients to missed recalls. Automated outreach for recare, retreatment, and intake response — so no appointment falls through.
Compare performance across practices — patient volume, reactivation rates, and revenue per provider in one view.
See which members are about to churn before they cancel — and which are ready for upsell — using check-in, payment, and engagement data.
Automated campaigns for lapsed members, trial follow-ups, and upsell triggers — no manual tracking required.
Compare performance across studios — membership trends, churn rates, and revenue per location at a glance.
Every engagement is customized to your business. These are starting points.
13+ years helping businesses find and capture opportunities in their processes and data.
I built excSolutions because SMBs deserve the same data-driven decision-making that Fortune 500 companies get — without the Fortune 500 price tag. Every engagement is scoped, priced, and delivered by me personally.
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