Axe Holistic Medicine — what the levers do

Slide anything. One steady month, read as a rolling quarter of it. Grounded defaults come from the August sales data; anything marked GUESS is a placeholder waiting on real cost numbers.

Sales & marketing levers

Capacity & cost of the team

What comes out

Monthly revenue
Green at $125k (quarterly avg). 12-month roll target: $300k. No yellow set yet.
Monthly profit
Yellow at $25k, green at $100k.
Profit margin
Yellow at 25%, green at 40%.
Active patients (steady state)
Sales per month × program length. This is what the team has to hold.
RoleCapacity eachNeededHave
Doctor
Health coach
Sales rep

Where the money goes

Grounded defaults: $4,640 average deal, 42% show rate, 28% close-of-conversations and ~$123.7k/month revenue are August/2026 actuals. ~50% of leads book a call per the sales SOP. $450 testing cost is the stated $400-500 range. $2,000 rep base is on file.
GUESS defaults (doctor cost, coach cost, commission, fixed overhead) are placeholders. The real numbers come from the cost side, which nobody has measured yet.
Capacity assumptions: a full-time doctor carries ~100 active patients, a coach ~60, a rep ~60 conversations a month. Adjustable in the source if the team disagrees.
The recurring-revenue slider is the biggest guess of all. The new-sales funnel at August's real numbers produces about $55k/month, but the clinic averages $123.7k. The difference is maintenance plans, Rx/BHRT, supplements and testing, and nobody has said what that mix actually is. Commission applies to new-program revenue only; no COGS is modeled on the recurring side yet.
Revenue here is contract value. Whether the lights run on contract value or cash collected is one of the open definition questions.