margot business bundle
celeste business bundle
Business Tools & Resources
reese business bundle
chloe business bundle
LUXE. CLEAN. HIGH-END.
FLIRTY. FUN. FABULOUS.
BOLD. UNBOTHERED. CONFIDENT.
ORGANIC. CLEAN. SWEET.
NEW TO LIVI? HERE'S HOW IT WORKS.
Beautiful branding is nice. But beautiful, built to convert, and strategically designed for retention? That’s where the magic (and the revenue) happens.
These aren’t just pretty resources.
They’re your entire patient journey—front to back—engineered to make every touchpoint intentional, elevated, and effective.
From the first time someone hears your name to the moment they renew their quarterly maintenance plan, these assets work in unison to position you as the premium, results-driven provider you actually are.
each bundle includes:
Menu of Services
Package Presentation
Client Onboarding Guide
Maintenance Plan Presentation
- A first impression that instantly sets you apart.
- A consult experience that feels curated, not copy-paste.
- A package presentation that closes with confidence.
- A maintenance plan that makes saying “yes” again the easiest decision they’ll ever make!
Each one blends fill-in-the-blank copy, ready-to-use sample language, and Provider Customization Notes so you can adapt them for wellness, aesthetics, or hybrid practices, quickly and easily.
Together, these assets transform your patient experience into your practice’s most powerful differentiator.
NOT YOUR AVERAGE CANVA TEMPLATES
Watch this video to get a sneak peek inside each of the Business Resources below. See how these strategically designed Canva templates guide your prospects through a complete customer journey from first inquiry to committed client.
Created by clinicians for clinicians, everything is fully customizable—fonts, colors, content, logos, and images—so you have beautifully branded resources designed for client conversion, in minutes!
Menu of Services
Your Menu of Services is more than a list. It’s the first step in your sales process. It positions your brand, pre-qualifies patients, and builds curiosity to learn more without talking pricing or packages just yet.
Why It’s Non-Negotiable:
Without it, people shop on price. With it, they understand the value of your expertise and the results and experience you deliver before they even ask.
What's Inside?
Welcome note that feels personal and positions you as the obvious choice.
High-impact “Who We Are” and “Who We Serve” sections that speak directly to your ideal client.
Overview of services with “Why It Matters” benefit statements so they connect the dots between your offer and their results.
Clear explanation of "How We Work" so patients understand your practice model and unique methodology from the start.
Easy, strategic “How to Get Started” steps and FAQs.
Overview:
Client Onboarding Guide
The moment they book, they’re already building their first impression of you. This guide makes sure that impression is flawless.
Why It’s Non-Negotiable:
It controls the narrative, sets the tone, and has patients walking into that first visit already bought into your process, your expertise, and your value. It’s not just about showing up. It’s about showing up ready to say yes.
What's Inside?
Personal note from the provider to build trust.
High-level breakdown of your practice model that's clear, confident, and compelling.
A walkthrough of the consultation process, so they know exactly what to expect.
Clear explanation of how to prepare (think intake forms, patient portal access, obtaining labs, etc).
A soft preview of your premium packages so the sell starts before they ever step foot in the door.
FAQs that cut off hesitation before it starts.
How to contact the practice and clear expectations for provider access and response times.
Overview:
Package Presentation
This is your high-ticket closer. Given right after the consultation, it clearly lays out the structure, inclusions, and investment for your premium programs, packages, or memberships moving patients from “I’m interested” to “When do we start?”
Why It’s Non-Negotiable:
Premium care demands a premium close. This is the piece that gets them to sign on the dotted line even as a cash-based practice!
What's Inside?
“How Our Programs Work” overview to show your strategic approach.
Visual "Patient Journey" that makes results feel inevitable.
Outcome-based package descriptions that make the value obvious.
Investment, payment plans, and policies laid out with complete transparency.
Built-in links to purchase packages or programs directly from the document.
FAQs designed to dissolve any last-minute objections.
Overview:
Maintenance Plan Presentation
Your most profitable patients are the ones who stay. If your patients don’t have a plan for after their initial package ends, you’ll be forgotten faster than last season’s “it” bag. This guide makes the transition from initial program to ongoing maintenance feel natural and essential.
Why It’s Non-Negotiable:
Because one-and-done isn’t a business model. This is how you maintain patient results—and practice revenue—long term.
What's Inside?
Patient-facing education on why maintenance matters.
Single or tiered maintenance plan breakdowns.
Visual roadmap of the maintenance journey.
Outcome-driven inclusions so they know what they’re paying for (and why).
Investment and payment plans laid out with complete transparency.
FAQs to anticipate and address concerns about frequency, cost, or ongoing value.
Overview:
