Culture Of One · Private Advisory

Onboarding — Sessions 1–4

The first four sessions build the foundation: why you're in this, where the money flows, how clients arrive, and who carries the business with you. From there, everything is bespoke.

How this works

Session 1

Foundations — Start With Why

You should leave this session: refreshed — a burden lifted — and energised about what comes next.

1Personal vision & values

  • Why did you become a physio?
  • What impact do you want to create?
  • What are your core values — gratitude, empathy, courage, others?

2Your business journey

  • How did you start the business?
  • What was the original vision — and has it changed?
  • What challenges have shaped how you operate today?

3Current focus & goals

  • What are your biggest business challenges right now?
  • Where do you most need help?
    • Staff · recruitment · workload · culture · systems · sales · marketing
  • What does success look like in 12 months?

4Ethics & beliefs about business

  • Team-based practice or solo practice — what do you actually believe in?
  • Any self-limiting beliefs shaping your decisions?
  • What's the ideal business model, long term?
Session 2

Business & Finances

Understand the money flow — income, expenses, profitMake informed financial decisionsFind the profit leaks and the opportunities

1Financial review

  • Current income, expenses and profit margin?
  • What systems track the finances — accounting software, bookkeeper?
  • Do you know your profit & loss numbers cold?
  • What's the financial buffer for emergencies?

2Revenue & pricing strategy

  • Are your fees aligned with your value and market demand?
  • Missed revenue opportunities — classes, programs, online, upsells?
  • Does pricing or service structure need adjusting?

3Growth & financial goals

  • Revenue milestones — one year out, three years out?
  • Financially stable as-is, or are adjustments needed?
  • Which costs can be optimised without compromising quality?

4Action planning

  • What small financial changes can start immediately?
  • Which bigger shifts need strategic planning?
  • What's the timeline?
Session 3

Sales, Marketing & Scaling

Build a consistent client pipelinePosition strategically in your marketLeverage relationships and networks

1Current marketing & sales

  • How do clients find you today?
  • What's working — and what isn't?
  • Is there a clear referral network?

2Lead generation & conversion

  • How do new clients arrive, channel by channel?
  • Is there a structured path from enquiry to booking?
  • How many new leads per month?

3Pricing & the market

  • How do your prices sit against competitors?
  • Should rates move based on the value delivered?

4Referral & relationship marketing

  • Which referral sources are you leveraging?
  • How often do you nurture existing referrers?
  • Partnerships worth developing?

5Optimisation & expansion

  • Additional revenue streams — products, online, classes?
  • Could the service offering diversify?
  • What does growth look like over 3–5 years?

6Action planning

  • Immediate tweaks — SEO, ads, networking?
  • Larger projects — website, social strategy?
  • Partnerships or collaborations to open?
Session 4

Leadership, Team & Systems

Build a strong teamDevelop scalable systemsAvoid burnout and bottlenecks

1Team & leadership approach

  • How do you currently manage the team?
  • Are employment and contractor agreements structured well?
  • What leadership challenges do you face?

2Hiring & staffing plan

  • Hiring ahead — who and when?
  • What gaps exist in the team structure?
  • How do you build staff buy-in and retention?

3Operational efficiency

  • What systems and processes are in place?
  • Are workflows actually efficient — or just familiar?
  • The single biggest operational pain point?

4Work-life balance & personal goals

  • How do you manage stress and avoid burnout?
  • Is time blocked for health and family?
  • What's the ideal weekly schedule?

5Scaling & exit strategy

  • Where is the business in 5–10 years?
  • Exit, scale, or stay in a leadership role?
  • The perfect long-term structure — what does it look like?

6Action planning

  • Small leadership adjustments to make now?
  • The long-term staffing plan?
  • Which systems get built to remove the bottlenecks?
From Session 5

Custom Strategy & Deep Dives

After the four foundation sessions, coaching moves to bespoke strategy built around what your business actually needs — informed by everything the first month surfaced.