Most clinic owners wing it every quarter—and then scramble at the end when the numbers don't add up. But the most successful owners treat every quarter like a mini New Year: a fresh start to map out one goal, three clear strategies, and a weekly execution plan that gets results.

In this episode, we break down a proven quarterly planning system that clinic owners can follow to hit financial targets, become stronger leaders, and move their business forward—without guesswork.

🔑 Key Takeaways:

🔹 Start with ONE Thing – Every quarter needs a single, measurable goal. And yes, it should be financial. Top-line revenue is the anchor; if you don't hit it, nothing else really moves. Set your quarterly number, then break it down by month, week, and day.

🔹 Strategy #1 – Finance: Back Into the Numbers – How much of your goal can be met with continuity? What's left to bring in from new patients? Break that down into the number of leads you need based on your average conversion rate and lifetime value (LTV). When the math is clear, you'll stop playing defense.

🔹 Strategy #2 – Leadership: You Are the Bottleneck – Want to scale your clinic? You need to grow as a leader. That means reading, reflecting, setting weekly team rhythms, and committing to self-development. Your clinic can't grow if you don't.

🔹 Strategy #3 – Your Zone of Genius – Choose one project you actually enjoy: whether it's marketing, systems, or improving clinical operations. The key is focus. If it's outside your strengths, hire it out. Don't scatter your energy—go deep.

🔹 Execution – The Real Secret – Break every strategy into monthly, weekly, and daily actions. No more vague intentions or hoping things get done. If it's not on the calendar, it won't happen.

💬 Why This Matters:

Quarterly planning isn't a fancy productivity trick—it's how real businesses scale. Without a plan, you're just reacting. With one, you're in control. And when you focus on simple math, consistent habits, and a clear roadmap, your goals become inevitable.

📈 Ready to crush Q2? Get your plan in place, execute like a machine, and watch your clinic grow.

🔗 Want help building a game plan for your next quarter? Book a free strategy call at thepatchsystem.com.

👉 Like this episode? Subscribe and follow us on Instagram at @_jeremydupont for more strategies to grow your clinic. 🚀