S2 E32: The Monthly Protocol Method: A Smarter Way to Support Your Patients
Release Date: 08/12/2025
The Clinical Entrepreneur
Hey friends, can I get real with you for a minute? If you've ever wondered what perimenopause actually looks like for someone who's supposed to have it all figured out ā spoiler alert: I definitely didn't ā this episode is me pulling back the curtain on the messy, vulnerable truth of my own menopause journey. I'm sharing everything, and I mean everything. The early warning signs I completely ignored (hello, three cups of ice daily from Starbucks!), the transfusion-level anemia that finally woke me up to what was really happening in my body, and the moment I stood crying in my closet...
info_outlineThe Clinical Entrepreneur
I used to be that scattered practitioner throwing everything at patients hoping something would stick. Sound familiar? In this episode, I'm sharing the monthly planning breakthrough that transformed my practice after I completely overwhelmed a chronically fatigued friend with random protocols. (Spoiler: it didn't go well!) Instead of those overwhelming supplement lists we've all been guilty of, I'll walk you through my simple 4-part monthly framework that builds trust, improves compliance, and actually gets results. Plus, I'm spilling the tea on my AI prompt that cuts planning time in half!...
info_outlineThe Clinical Entrepreneur
If your patients show up once and never return, youāre not alone - but thereās a better way. In this episode, weāre breaking down how to create a patient loyalty program for your wellness practice that actually works. Youāll learn how to reward healthy habits, encourage follow-through, and build meaningful relationships that keep patients coming back for more. Iāll walk you through step-by-step strategies to increase retention, improve outcomes, and create consistent revenue - all without relying on complicated software or sales tactics. Whether youāre new to practice or looking to...
info_outlineThe Clinical Entrepreneur
Whether youāre moving into your first office space or re-negotiating a lease youāve had for years, this episode will change how you think about real estate. Iām joined by Colin Carr, CEO of CARR , and together weāre unpacking the biggest commercial real estate mistakes wellness practitioners make - and how to avoid them. We talk about how to negotiate like a pro (even if itās your first lease), the real story behind tenant improvement allowances, and what to look for in a space that actually supports your business growth. If youāve ever wondered whether location is really that...
info_outlineThe Clinical Entrepreneur
If you feel like your wellness practice is stuck on repeat - constantly chasing new patients, drowning in admin tasks, and praying for more consistent income - youāre definitely not alone. In fact, these are the top three business challenges I hear from nearly every practitioner I coach. In this episode of The Clinical Entrepreneur, Iām unpacking exactly why these problems keep showing up (spoiler: itās not just you) and how to shift out of survival mode into real, steady growth. Weāre talking simple strategies, mindset shifts, and no-fluff solutions that actually work in a wellness...
info_outlineThe Clinical Entrepreneur
If you see patients who struggle with stress, anxiety, perimenopause, or insomnia - this episode is for you. Iām breaking down the newest clinical research on adrenal health, adaptogens like ashwagandha and rhodiola, the real scoop on licorice, and proven herbal protocols that support a healthy stress response and better sleep. Hereās what youāll learn: Why āadrenal fatigueā is a misleading label - and what to focus on instead The impact of a flattened cortisol curve on burnout & memory My favorite adaptogens and calming herbs to reset the HPA axis ...
info_outlineThe Clinical Entrepreneur
Ever found yourself knee-deep in a lab report, trying to explain every little detail to a patient - only to watch their eyes glaze over? Youāre not alone. In this episode of The Clinical Entrepreneur, weāre talking all about how to simplify lab result explanations in a way thatās clear, empowering, and actually makes patients want to follow through. Whether itās food sensitivity panels, hormone testing, or blood chemistry markers, your patients donāt need the full textbook rundown - they need the aha moment. And thatās where your storytelling skills (and a few AI tricks) come in....
info_outlineThe Clinical Entrepreneur
If your brain is a cluttered inbox of to-dos, patient follow-ups, supplement orders, and social media reminders⦠this episode is your new best friend. Weāre talking SOPs - Standard Operating Procedures - but not the corporate, 57-page version. These are simple, no-fluff systems that help you organize your day, delegate tasks, and stop wasting time on things you do over and over again. Inside this episode, Iāll walk you through: What an SOP really is (and what it isnāt) The 3 areas of your business that desperately need one The best tools for creating SOPs - no tech wizardry...
info_outlineThe Clinical Entrepreneur
Have you ever thought everything was going just fine in your practice⦠only to realize (a little too late) that your patients were quietly confused, overwhelmed, or even frustrated? Yikes. š¬ The truth is, your patients are the only ones who can tell you how your practice is actually doing - and if youāre not asking for feedback, youāre flying blind. In this episode, Iām breaking down four super simple (and low-tech!) ways to collect patient feedback that will help you: Identify areas that need improvement Provide a better patient experience Create stronger relationships and...
info_outlineThe Clinical Entrepreneur
As wellness practitioners, we care deeply - sometimes too deeply. So what do you do when the people you love wonāt take your advice? In this vulnerable episode, Iām sharing what happened when my own parents rejected the help I offered, and how Iām learning to keep my heart soft without carrying the weight of other peopleās choices. Weāll explore: Why patients (or loved ones) reject help - even when they ask for it What it means to āplant the seedā without attachment 3 mindset shifts to protect your heart and keep your peace A powerful reminder: youāre not a failure -...
info_outlineI used to be that scattered practitioner throwing everything at patients hoping something would stick. Sound familiar?
In this episode, I'm sharing the monthly planning breakthrough that transformed my practice after I completely overwhelmed a chronically fatigued friend with random protocols. (Spoiler: it didn't go well!)
Instead of those overwhelming supplement lists we've all been guilty of, I'll walk you through my simple 4-part monthly framework that builds trust, improves compliance, and actually gets results. Plus, I'm spilling the tea on my AI prompt that cuts planning time in half!
šÆ KEY TIMESTAMPS:
2:25 - The wake-up call: How I was failing my patients with scattered protocols
6:51 - The 4-part monthly framework that changes everything
9:17 - Real example: Month 1 protocol for gut health and inflammation
13:55 - My game-changing AI prompt (this will blow your mind!)
16:15 - How to communicate monthly plans to build patient trust
18:37 - Why focusing on ONE goal per month gets better results
This isn't just about organization, friend - it's about creating that sense of safety your patients crave while making your job SO much easier. When your people know exactly what to expect each month, magic happens.
Ready to ditch the overwhelm and start creating plans that actually work? This episode is your roadmap to systematic success!
š GRAB THE FREE RESOURCE: Get my complete AI prompt + 3-month protocol example