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Strategic Growth: When to Add or Remove Modalities and Services in Your Clinic

Strategic Growth: When to Add or Remove Modalities and Services in Your Clinic

Mar 06, 2025

In this insightful episode, Anna and Kendall tackle the complex decision-making process behind adding or removing services in wellness practices. They begin by distinguishing between services (specific offerings within a modality) and modalities (entire therapeutic approaches), while noting that the evaluation principles remain similar for both.

The hosts share their experiences with both successful and unsuccessful service additions. Kendall emphasizes the importance of brand alignment and practical considerations: "Does it fit with your other offerings? Does it fit with the vision of your company? And do you have the provider who can do that service within the modality?"

A significant portion of the discussion focuses on handling new service proposals from team members. Anna shares their systematic approach: "We've now created a document... called 'So you want to bring this into the clinic'... We understand it's a great idea, but first of all, tell us what the plan is." This structured process helps evaluate proposals while maintaining profitability and alignment with practice goals.

The hosts stress the importance of being willing to end unsuccessful initiatives. As Kendall notes, "If it's been three months and it's just really feeling forced, like it's not working, it's not the right time, it's not the right provider, people don't want this service... Cut the losses, let it go, move on."

They also discuss the importance of market research, with Kendall reflecting: "We're so passionate about what we're doing and what we think people should want and need. But doing that market research and really understanding what is the community looking for and what are they willing to pay for and what type of care do they want, that's really important."

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About Anna Rudel

Anna Rudel, L. Ac is the owner and founder of Lokahi Acupuncture Clinic in San Jose California, founded in 2003. Anna is a master organizer and clinician, and as a Coach she specializes in working with Clinic Owners in the state of California, and Acupuncturists and Acupuncture Clinic Owners, or groups wanting to add Acupuncture worldwide, as well as teams that need support with employee retention and satisfaction. Born in the UK, Anna has traveled extensively in Asia and now has a thriving multi-practitioner clinic in the US!

Anna's Website and Links

About Kendall Hagensen

Kendall is a Somatic Mental Health Therapist, Multidisciplinary Clinic Owner and Business Coach. She specializes in, and is passionate about, working with healthcare professionals to create the businesses of their dreams. Big goals always have a psychological component beneath the surface, so Kendall uses her background in Somatic Psychotherapy and EMDR Therapy mixed with Business Coaching tools to help clients develop a healthy relationship with their business and their strength as a leader. 

As someone who lives with a chronic illness herself, Kendall feels that health happens best within community, which is why she takes a holistic, integrative, and collaborative wellness approach to her personal and professional life.

Kendall’s Web/Social Links