TRA
Group Concierge Medicine  ·  Direct Primary Care

Turn Clinical Excellence Into Predictable Revenue.

We install the lifecycle revenue infrastructure that stops revenue from leaking — and converts what you've built into predictable, recurring cash flow.

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01
The Revenue Leak

Revenue Breaks Where the Patient Relationship Does.

In most growing practices, every patient-facing role describes the practice a little differently. Front desk. Office manager. Billing. The physicians themselves. Patients enroll unclear about what they're actually getting — feel that inconsistency — and leave early.

By the time the math shows up in a dashboard, the damage is done. The leak is structural. And it compounds every month.

The problem isn't clinical. It's structural. And it's fixable.
  • No Shared Language Your team describes the practice four different ways. Patients feel the inconsistency — and leave early.
  • Broken Onboarding Patients enroll with unclear expectations. Churn starts on day one, before it shows in any report.
  • No Referral Infrastructure Your best patients leave and nothing captures the relationship. Every exit is final.
  • Untracked Renewal Risk Memberships lapse without an automated sequence. Revenue falls off quietly — and suddenly.
  • No Win-Back Process Former patients cost a fraction of new ones to recover. But there's no system to reach them.
02 — The Installation

Three Systems.
One Integrated Result.

We don't consult and leave. We install complete infrastructure — language, lifecycle, and reporting — then hand it to you running.

01
Shared Language & Owned Onboarding

We codify exactly how your team describes the practice and install it into a done-for-you onboarding experience that sets expectations correctly from the first interaction. It draws in the right patients, filters the wrong ones before they enroll, and gives every team member one clear story to tell. The practice owns the result outright.

02
Full Lifecycle Automation

Referral. Renewal. Ascension. Win-back. We build the complete patient lifecycle, wire the automation, and hand it over running — without adding headcount, new payroll, or new operational overhead. Every patient relationship is managed. Nothing falls through.

03
Reporting That Proves the Return

Ongoing reporting that shows where patients convert, where they churn, and what the system is producing — in numbers, every month. You see the return on what we built. No guessing. No vanity metrics. Just the cash flow picture, clearly.

Why retention is the highest-leverage revenue lever — established industry research, not practice-specific results.

5–25× Costlier to acquire a new patient than to keep one Harvard Business Review, 2014
25–95% Profit increase from a 5% lift in retention Bain & Company · Reichheld
60–70% Odds of selling to an existing patient — vs. 5–20% to a new one Marketing Metrics · Farris et al.
03
The Right Fit

Built for Owner-Operators Who Buy Outcomes.

We work with physicians running group concierge or Direct Primary Care practices on a cash-pay membership model. Time-poor delegators who want results installed — not tools handed to them, not advice dispensed at an hourly rate.

If your practice is clinically excellent and the revenue side isn't keeping pace — you're exactly who we built this for.

Group Concierge Medicine Direct Primary Care 3–15+ Physicians Cash-Pay Membership Owner-Operator Led
You delegate — you don't manage
You hire outcomes, not DIY tools. You want systems installed and reporting delivered — not a training program you have to run.
Your practice is clinically excellent
The medicine is strong. Patient experience is high. The gap is on the revenue infrastructure side — that's exactly where we operate.
You run a membership model
Cash-pay, recurring, relationship-driven. Your revenue depends on retention — and retention depends on infrastructure you may not have yet built.
You're ready to scale
3 doctors or 15, the systems we install are built for practices growing fast enough that the revenue engine has to keep pace — or it becomes the ceiling.

We install infrastructure — not advice. Referral, renewal, ascension, and win-back, built to run on their own.

Start Here

Your Practice Is Excellent.
Your Revenue Should Be Too.

If the revenue side of your practice isn't keeping pace with the medicine — we should talk. One conversation to find out if we're the right fit.

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