HOW WE WORK
12 levers. One flywheel. A practice that compounds.
The kat-e-list methodology in detail - the framework, the engagement types, and the operational rhythm.
The flywheel principle
This is the central idea behind the methodology. It is also why we never work on a single lever in isolation. Fixing marketing in a practice with a broken recall process leaks the marketing investment back out the other side. Fixing consumables in a practice with no financial visibility produces a saving the principal can't see. The system is the unit of intervention. Anything less is a fragment.
The 12 profit levers are not a checklist. They are a flywheel. Each push makes the next push easier. A practice that improves its recall by 10%, its treatment plan acceptance by 10%, and its chair utilisation by 10% doesn't see a 30% increase it compounds to 33% more production and with a mainly fixed cost base, we will see a profit increase closer to 45%. The maths is the maths. The levers compound.
“Three pushes of 10% compound to 33% more production. On a fixed cost base, that’s closer to 45% in profit. Multiplication, not addition.”
The 12 profit levers
4 domains. 12 levers. Each one measurable, each one connected to the others, each one with a clear path from current performance to target.
Three step process
01 · DISCOVERY · 90 MINUTES
The Discovery Conversation
A structured 90-minute conversation about your practice, your vision, and the gap between the two. We listen more than we talk. By the end you'll have articulated three things: what success looks like in three years, the biggest frustration today, and a rough estimate of the profit potential currently being left on the table.
Output: clarity on whether there's a real opportunity, and whether kat-e-list is the right partner for it.
Fee: no cost. No commitment. No follow-up unless you want one.
02 · DIAGNOSTIC · 4 WEEKS
The Diagnostic Engagement
Four weeks of structured assessment across the 12 profit levers. We extract operational data, score the practice against benchmarks, identify the three to five priority levers carrying the largest dollar opportunity, and produce the 12-month roadmap.
Output: a documented baseline, a priority lever ranking, an estimated dollar opportunity, and a sequenced action plan to execute.
Fee: fixed, depending on practice scale.
03 · FULL ENGAGEMENT · 12 MONTHS
The Profit Programme
12 months of mentored execution against the diagnostic roadmap. Monthly business reviews with the principal, quarterly strategic reviews with the broader team, full performance dashboard, real-time access for ad-hoc questions. The same advisor for the entire engagement.
Output: documented profit improvement against the baseline, measured monthly.
Fee: monthly retainer plus a % of documented profit improvement
The 12-month rhythm
What you can expect - month by month.
First four weeks
Diagnostic
Diagnose · StrategyDiscovery
Deep practice immersion. Interviews with the principal, the practice manager, and the leadership team. Data extraction from your practice management software. Establishment of the baseline financial position.
Analysis & roadmap
12-lever scorecard completed. Priority levers identified. 12-month roadmap published. Performance dashboard built and populated. First monthly business review held.
Months 1-6
Priority lever work
ExecuteFocused execution on the top three to five profit levers identified in the diagnostic. Monthly business reviews. Weekly dashboard refresh. First quarterly business review held in month three.
Months 7-9
Compounding phase
ExecutePriority levers stabilised. Secondary levers engaged. Half-year strategic review. Performance share recalculation against documented baseline.
Months 10-12
Sustainment
SustainAll 12 profit levers actively measured. Operational rhythm fully installed. 12-month review with the principal. Decision on renewal, graduation to lighter-touch, or formal close.
The best way to understand it is to do it.
A 90-minute Discovery Conversation is the only commitment that matters at the start. We'll talk about your practice, your goals, and whether there's a fit. No pitch deck. No follow-up unless you ask for one.