Services | Structured Practice Management — Allied Health Practice Support
Our Services

Services for Every Stage
of Practice Growth

From foundational setup to high-level strategic advisory, we provide the operational support and strategic guidance you need to build a practice that doesn't rely on you.

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Tier 01 START For $0–$1M Practices — Setup & Foundations
Tier 02 STRUCTURE For $500k–$1.5M Practices — Ongoing Operations
Tier 03 SCALE For $1.5M+ Practices — Advisory & Consulting
For $0–$1M Practices

START

Setup & Foundations

Foundational setup services to launch or restructure your practice properly from the start. Get the systems, branding, and infrastructure you need to grow with confidence.

What's Included

CRM Setup & Configuration

Full system setup with workflows and automations

Website Development

Professional website design and build

Branding & Identity

Logo, colours, and brand guidelines

Practice Planning

Strategic planning and launch support

Resource & Education Bundles

DIY templates for operations and resources

START

Setup & Foundations

Everything you need to launch properly from day one — systems, brand, website, and strategy all in one place.

For practices up to $1M revenue
01
For $500k–$1.5M Practices

STRUCTURE

Ongoing Operations Support

Retainers & Ad Hoc Services

Full operational execution support to stabilise and scale your practice. We handle the coordination, compliance, and day-to-day operations so you can focus on clinical excellence and strategic growth.

What's Included

Virtual Reception

Professional call handling and client coordination

Billing, Invoicing & Bookkeeping

NDIS, Medicare, and private billing management. Reconciling, budgeting & paying bills

Compliance Monitoring

AHPRA, privacy, and regulatory compliance & reporting

Marketing & Social Media

Content creation, social media management, podcast management and referrer relationship management

Strategic Check-ins

Dedicated Practice Manager & regular reviews and operational guidance

STRUCTURE

Ongoing Operations Support

We handle the day-to-day so you can focus on what you do best — delivering excellent clinical care and growing your practice.

For $500k–$1.5M practices
02
For $1.5M+ Practices

SCALE

Advisory & Consulting

Contract Advisory & Consulting — 90-Day Practice Stabilisation

An intensive strategic advisory engagement for established practice owners who are ready to remove founder dependency, reduce operational risk, and build a practice that can scale without them.

What's Included

Full Practice Audit

15+ page report identifying gaps, risks, and recommendations

Decision Authority Framework

Decision matrix for team empowerment

Core Operations Playbook

Critical SOPs with accountability structure

Founder Elimination Plan

Clear roadmap to remove yourself as the bottleneck

6 Fortnightly Working Sessions

Plus unlimited Voxer access throughout the engagement

SCALE

Advisory & Consulting

We see the whole board. A 90-day intensive engagement to remove you as the bottleneck and build a practice that runs without you.

For $1.5M+ practices
03
What's Actually Included

Every Service,
In Detail

Each tier is made up of individual services. Click any service below to see exactly what's included and what it covers.

START

Setup & Foundations — Project-Based

Full setup of your practice management CRM — configured specifically for your practice model, team structure, and client workflows. We build it so your team can actually use it from day one.

CRM platform setup and configuration Automated client intake workflows Appointment and scheduling automation Team permissions and access setup Billing and invoicing integration Reporting and dashboard configuration

A professional, conversion-focused website designed and built for your practice. Clean, brand-aligned, and built to attract the right clients and referrers from the moment you launch.

Custom website design and build Mobile-responsive layout SEO-optimised page structure Online booking integration Service and team pages Contact and enquiry forms

A complete brand identity that reflects who you are and positions your practice professionally. From logo to colour palette to brand guidelines — everything your team and suppliers need to stay consistent.

Logo design (primary + variations) Colour palette and typography Brand guidelines document Business card and letterhead design Social media profile assets Email signature design

Strategic planning and launch support to make sure you're set up for growth from the start — not just operationally ready, but commercially positioned and clear on your next 12 months.

Practice structure and model review Fee schedule and service menu planning Referrer and marketing strategy 12-month growth roadmap Staffing and capacity planning Launch checklist and timeline

DIY templates and operational resources so your team has what they need to run the practice properly — without reinventing the wheel every time.

Client intake and consent templates HR and onboarding document templates Policy and procedure templates Financial tracking spreadsheets Reception and admin scripts Referrer communication templates

STRUCTURE

Ongoing Operations — Monthly Retainer & Ad Hoc

Full operational management of your practice — we handle the coordination, compliance, billing, and day-to-day administration so you can focus on clinical work and growth. Available across three levels: Foundations ($1,900/mo), Momentum ($5,900/mo), and Elite ($9,500/mo).

Virtual reception and client coordination NDIS, Medicare & private billing management Invoicing, reconciling & bookkeeping AHPRA & regulatory compliance monitoring Dedicated Practice Manager Regular operational reviews and reporting

Done-for-you social media management that keeps your practice visible, credible, and consistently showing up — without it taking up your time or your team's time.

Content strategy and planning Post creation and scheduling Instagram, Facebook & LinkedIn management Referrer relationship content Podcast management (where applicable) Monthly performance reporting

A dedicated PA to support you as the practice owner — handling the tasks that pull you away from clinical work and strategic thinking. Designed for practice owners who need personal operational support, not just practice admin.

Calendar and schedule management Email management and correspondence Meeting preparation and follow-up Travel and appointment coordination Document preparation and filing Ad hoc research and task management

Professional supervision and mentoring for your Practice Manager or admin team lead — structured over 3 months with regular 1:1 sessions. Builds capability, confidence, and accountability in your operational team.

Monthly 1:1 supervision sessions Goal setting and accountability check-ins Role clarity and performance support Operational problem-solving guidance Leadership and communication coaching 3-month structured program

SCALE

Strategic Advisory — 3-Month Partnership Cycles

For practice owners who have internal capacity to implement but want clear strategic direction and expert oversight. You get a prepared plan each month — your team executes it, with Serena guiding the way.

Monthly 90-minute strategy session Prepared implementation plan each month Voxer support (Mon–Fri, 24hr response) Strategic oversight and accountability 3-month commitment 10% saving available upfront

Strategy plus hands-on implementation. We don't just tell you what to do — we help you do it. Includes a comprehensive practice audit, a 90/60/30-day project plan, and 10–15 hours of implementation support each month.

Monthly 90-minute strategy session 10–15 hours implementation support/month 2-hour goal planning intensive (Month 1) Comprehensive practice audit 90/60/30-day project plan, developed & managed Voxer support (Mon–Fri, 24hr response)

The highest level of strategic partnership — for established practice owners ready to build a practice that doesn't rely on them. Deep implementation, full audit, and 15–20 hours of hands-on support each month to drive meaningful, measurable change.

Monthly 90-minute strategy session 15–20 hours implementation support/month 2-hour goal planning intensive (Month 1) Comprehensive practice audit 90/60/30-day project plan, developed & managed Voxer support (Mon–Fri, 24hr response)
Find Your Fit

Where Is Your Practice
Right Now?

Answer 5 quick questions and we'll tell you which tier is the right starting point for your practice.

How long has your practice been operating?

What's your biggest operational challenge right now?

How many clinicians are currently in your practice?

What does your current admin support look like?

What outcome matters most to you right now?

Question 1 of 5

What's Your Move?

Not Sure Which Tier
Is Right For You?

Let's talk about where your practice is right now and what it actually needs. No pressure, no pitch — just a real conversation.