Booked & Banked — Revenue Diagnostics for Appointment-Based Businesses

What we do

Four disciplines. One audit.

Your booking system has been recording everything. We apply enterprise-grade analysis to that history and translate it into decisions you can act on the same week.

Retention

Dynamic retention pricing

In many appointment businesses, roughly 4 in 10 first-time clients never rebook. We identify where your pricing and rebooking structure lets them drift — and how deposits, packages, and timing close the gap.

Lifetime value

CLV optimization

Optimizing client lifetime value — who returns, how often, and at what ticket — can as much as triple what a client relationship is worth. We show you where that headroom sits in your own book.

Protection

Cancellation & no-show recovery

Around 1 in 10 appointments is cancelled or no-showed — and without consistent policy enforcement, you absorb the full cost. We quantify the leak and structure a policy your clients will actually accept.

Focus

Service mix analysis

Not every service earns its time on your calendar. We map revenue per hour across your menu and show you what to push, reprice, or retire — grounded in your own demand, not guesswork.

Findings arrive numbered, prioritized, and in dollars. Most audits surface four to five figures of recoverable annual revenue.

Pricing

Fixed price. No retainers. No surprises.

Every engagement starts with the audit — you can't optimize what you haven't measured. Each tier builds on the last.

Starter

Revenue Clarity

$597one-time

Know exactly where you're leaking revenue.

Full revenue audit — retention, cancellations & no-shows, CLV, service mix
Recovery opportunity map, numbered and prioritized
Workbook delivered in 3 business days
45-minute strategy call

Start here

Monthly Intelligence

Your numbers refreshed and interpreted every month — KPI dashboard, at-risk client lists, upsell targets, ready-to-send outreach copy. Cancel anytime.

$197/mo

Quarterly Strategic Review

Refreshed audit, updated forecast, competitive re-check, and a priority strategy call. Requires Full Advisory.

$997/qtr

Need something the tiers don't cover?

Multiple locations, a team of providers, or a question your booking data should answer that isn't listed here — we scope custom engagements individually, priced to the work.

Request custom pricing

The fee is fixed. The finding usually isn't small — most engagements identify recoverable revenue worth several multiples of the price.

How it works

One export in. Every answer out.

No software to install. No integrations. No disruption to how you work.

STEP 1

Send your export

Download a CSV from your booking system and upload it to your private folder. Takes about five minutes.

STEP 2

We run the analysis

Your full appointment history goes through all four disciplines — with dollars attached to every finding.

STEP 3

Get your report

A numbered set of findings within 3 business days. Every gap has an amount and a prioritized action.

STEP 4

Walk through it together

A strategy call is included with every tier. No jargon, no overwhelm — just what to change and why.

From a client

The numbers do the convincing.

We don't lead with promises. We lead with your own booking history, turned into figures you've never seen before.

“

Thank you so much for all the knowledge you provided so I can do better for my business. This was so insightful and really put things into perspective! Seeing all the data opened my eyes more to how much money I was losing and how little fixes here & there could drastically improve the business overall.

@rougebrow

Eyebrow Artist · Revenue Audit

Who's behind this

Built by someone who does this for a living.

I'm a data analyst at one of the largest insurance companies in North America. Finding opportunity in numbers is what I do every single day — I hold a Bachelor's in Biochemistry and a Master's in Analytics, and I've spent years applying that rigour at enterprise scale.

What I kept noticing: independent service businesses are sitting on the same kinds of gaps — and nobody is looking. The same analysis that surfaces opportunity in a large organization can genuinely shift the trajectory of a small one. The impact is faster, more visible, and far more personal.

I genuinely want to see you win. That's not a tagline — it's why this exists.

BSc Biochemistry MSc Analytics Toronto, ON · Serving North America

Questions

Everything you'd want to ask first.

What do I actually send you?

One CSV export from your booking system — Acuity, Square, Vagaro, Fresha, Mindbody, and Jane App all support it. It takes about five minutes, and we'll walk you through it if you're unsure. No logins, no integrations, no software to install.

Is the calculator really free?

Yes. Enter five numbers and your email, and we reveal a conservative estimate of your annual revenue leak — plus a copy in your inbox with the fixes that recover the most, fastest. Try it here.

Is my client data safe?

Yes. We operate under a PIPEDA-compliant client agreement and privacy policy, reviewed by a lawyer. Your data is used only for your analysis, and nothing traceable to your business ever appears in shared material. Read the full privacy policy.

Do you implement the changes for me?

No — and that's deliberate. We tell you exactly what to change, why, and what it's worth. Execution stays in your hands, and if you need implementation help, we'll point you to the right specialist. Pure analysis means no upsell pressure and no conflict of interest.

How fast do I get results?

Your workbook is delivered within 3 business days of receiving your export. Every engagement includes a strategy call to walk through the findings together.

What if you don't find anything?

Cancellation leakage, lapsed clients, and pricing gaps appear in almost every appointment-based business — the open question is the size of the number, not whether it exists. If you'd like a sense of the format first, review the sample audit.

Your booking data knows
where the money went.