Build the Sales KPIs & Systems Behind an Operationally Excellent Practice
A 90-minute intimate masterclass for practice owners and managers who want to understand what to track, how to track it, and how to use KPIs to improve sales, conversion, retention, and patient experience.
Most practices are sitting on unrealized revenue opportunities.
This masterclass will help you identify where revenue is leaking and how stronger sales systems, KPIs, and operational consistency can help your business grow more profitably.
You are working hard to generate more leads, book more consults, and grow revenue.
But your goal is to become the obvious first choice in your market, not just get better at generating leads.
The strongest practices:
Understand their numbers.
Know where opportunities are being created.
Can see where revenue is leaking.
Have visibility into conversion, retention, follow-up, and patient experience.
Use that information to make stronger decisions.
In this intimate 90-minute masterclass, we’ll break down the sales systems every growing practice needs to understand in order to create more consistency, profitability, and operational excellence.
You’ll Learn:
✔ The sales systems every growing practice should have in place
From lead handling to consultation conversion, follow-up, retention, and reactivation.
✔ The KPIs that actually matter
We’ll cover what to track across growth, retention, financial health, and operational excellence.
✔ How to understand what your numbers are telling you
Because your data should not just sit in a spreadsheet. It should help you make better leadership decisions.
✔ Where revenue is most commonly leaking
Including missed follow-up, inconsistent consultation experiences, poor lead tracking, weak rebooking systems, and lack of visibility.
✔ How to create more operational consistency
So your patient experience does not depend on one person’s memory, mood, or natural sales ability.
This Is For You If:
✔ You are a practice owner or manager who wants more clarity around sales performance.
✔ You are generating leads but want stronger visibility into conversion and follow-up.
✔ You want to understand which KPIs actually matter and what they mean.
✔ You want your team to be more consistent in how they manage patient opportunities.
✔ You are ready to move from guessing to leading with better data, stronger systems, and more operational confidence.
What We'll Cover
Sales System Foundations
How elite practices create consistency across lead handling, consultations, conversion, follow-up, and retention.
Growth Metrics
Lead volume, consultation bookings, conversion rates, lead source quality, and how to know whether demand is turning into real opportunity.
Retention Metrics
Repeat visits, rebooking, referrals, membership retention, and lifetime patient value.
Financial Health Metrics
Revenue per visit, provider productivity, average patient spend, margins, profitability, and payroll percentage.
Operational Excellence Metrics
No-show rates, cancellation trends, follow-up completion, treatment plan completion, and consultation consistency.
Why This Matters
Revenue alone does not tell the full story.
A practice can be growing on paper while quietly leaking opportunity through inconsistent follow-up, unclear sales processes, weak consultation standards, poor patient retention, or lack of visibility into performance.
This masterclass will help you understand how to read the story your numbers are telling you, so you can build a healthier, more profitable, more operationally excellent business.
Format: Virtual masterclass
Length: 90 minutes
Who it’s for: Practice owners and practice managers
Focus: Sales systems, KPI tracking, operational excellence, conversion, retention, and patient experience
Style: Intimate, practical, and highly actionable
Cost: Free
If you are ready to stop guessing and start understanding what is actually happening inside your sales ecosystem, this masterclass will give you the clarity, structure, and KPI framework to lead with more confidence.
Join the Sales Systems Masterclass!
Hi I'm Kaeli!
I’m the CEO of KLC Leadership Advisory and founder of the POP Aesthetic Leadership Academy, a 12 month leadership development incubator for women in aesthetics and wellness who disrupt the status quo.
We’re on a mission to help 1,000 inspiring and intentional women cross their next million-dollar milestone this year—without sacrificing alignment, sustainability, or the unique vision that sets them apart.
I'm delighted to have you here as part of our KLC Community where my team and I help you unleash your leadership and entrepreneurial potential to create a deeply satisfying, lucrative, freedom-based business.
“I was drowning in day-to-day tasks and had zero clarity on where to focus. The KLC framework helped me finally prioritize what matters and map out a plan my team can actually execute. I left feeling clear, confident, and ready for the new year.”
Heidi Hermel, MSN, APRN, FNP-C
“KLC masterclasses are game changing. I walked in overwhelmed and left with a simple, actionable roadmap. KLC made it so easy to reverse engineer my goals into real tasks. I’ve never felt more organized.”
Shannon Synoracki, MHS, PA-C
“The clarity I gained was priceless. I walked away with a strategic plan, manageable action items, and the confidence to actually follow through. Every aesthetic practice owner needs this.”
Ana Trevathan, FNP-C
© KLC Leadership Advisory