Building Pivotal Processes for 2026 Success

Here's the truth: There are lots of important pieces to running a successful practice. But once you get really good at these two things, sustainability becomes so much more attainable:

1) A solid and consistent intake processĀ 

2) A solid and consistent revenue cycle management system (billing and collecting payments)

These are the processes that generate and collect revenue - which is literally how we sustain a healthy business.

We'll dig into:

  • Creating an intake process that converts inquiries into clients quickly and consistently
  • Building a revenue cycle management system that actually works
  • Where most practices lose money (and how to fix it)
  • Setting up processes now that will set you up for success in 2026 and beyond

If you're heading into the new year wanting your practice to be more profitable and sustainable, this is where to focus. Get these two things right and everything else gets easier.

Bring your questions and let's build something solid together.

Register for Lunch with Rachel!

Friday,Ā December 12th, 2025
12:00pm-1:00pm ET