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Weight Loss Clinic

Startup Costs: $50,000 - $100,000 Franchises Available? No Online Operation? No

Starting your own weight loss clinic may be just the type of new business venture that you've been looking for. A recent U.S. government survey indicated that 50 percent of American adults felt their weight was too high and that 80 percent of the respondents intended to start a diet or fitness program within the next six months to correct their weight problem. This survey fact alone is reason enough to start a weight loss clinic. There are two options available to you in terms of business location for a weight loss clinic. The first option for establishing the business would be a retail location where customers come to you, and the second option would be private, in-home consultation where you go to the customer. The first option would require more startup capital. However, the probability of generating larger revenues and profits is greater in the long run for a weight loss clinic operating from a fixed location, especially once the business is established. The second and less capital-intensive option is a great way to provide your customers with a personalized service and could easily generate an income in the range of $40 to $50 per hour. The largest requirement for starting a weight loss clinic is to be a certified dietitian, or at least have one on staff.

Weight Loss Clinic Ideas

Give clients the skinny on the most effective weight-loss techniques.

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Robard Corporation

Everything You Need to Know About Running a Profitable Weight Loss Practice

— by karol clark, msn, rn, whether you are starting a weight loss practice from the ground up or striving to grow your existing practice, you are in the right place. implement these timeless strategies for faster growth and predictable profitability..

Statistics show that with the recent pandemic, the medical weight loss industry, including bariatric surgery realized a decrease in market value by 20 percent (from $8.8 billion to $7.1 billion) — much more of a decrease than other commercial and online meal replacement programs. 1 This forced many weight loss practitioners to make business decisions in nearly every operational aspect of their practice. Some changes you may have wanted to make for a long time and others, you never though you would have to make.

And, like most weight loss practitioners, you likely began your weight loss practice or joined an existing practice to help those in and around your community improve their health. Yet, from a business standpoint, sometimes “you don’t know what you don’t know” and, as a result, you learn the hard way (we all do) since clinicians are not generally taught the business side of health care. It’s time to change that by embracing the following tried and true strategies for creating a stable and profitable weight loss practice that serves your patients, your team and you in the best ways possible.

1. Plan for Predictable Success

When it comes to growth and profits, most businesses focus on a marketing and sales plan. Often, they outsource this to “experts” without much involvement or internal measurement. However, when it comes to practice growth and profitability, your plan for predictable success must focus on more . Call it a business plan or blueprint; but, in addition to marketing and sales, you need to specifically plan for the following (including a timeline with responsible parties identified):

  • Your Team: The people that will efficiently manage day to day operations, track/nurture potential new patients while optimizing your current patients experiences and outcomes.
  • Your Systems: For predictability and consistency in nearly every aspect of your practice
  • Your Cash Flow: The systems for easy sales, timely billing and collections, as well as the technology to track everything including profitability and cash on hand to ensure stability and growth.
  • Your Ongoing Patient Engagement: To attract new patients and for established patients to keep you and your practice top of mind now and in the future thus, extending their relationship/lifetime value to your practice and happily referring others.

2. Know Your Numbers

One person can’t take on everything. That’s why having specific goals or Key Performance Indicators (KPIs) for yourself and everyone on your team makes a big difference. While these will change as your business evolves, having clear measurements of what moves the needle in your practice is critical. Such measurements may include the number of new patients, revenue, profit, conversion to surgery rates, scheduled/completed consultations, referral sources, testimonials or anything in between. What you measure tends to improve. And including your team helps them share their ideas, have ownership and increases accountability to you and the entire team — especially when measurements are reported regularly (weekly/monthly).

3. Diversify/Multiply/Simplify

Your business should have a main focus such as medical weight loss or surgical weight loss that is your primary economic engine. Once this is operating efficiently and proven successful, it is a great idea to contemplate diversification. This is adding products or services that complement your primary offer. Such diversification can include nutritional products, among others. In fact, diversification is a great way to kick start a struggling business or extend profitability for a successful business.

Multiply refers to duplicating a system that is working well or multiplying sales for an existing offer. This works in many areas such as taking an onsite product or service online, extending your market area, or packaging products/services to “multiply” sales.

Simplify refers to making sure who you serve, what you offer and how an interested patient takes the next step for purchase or inquiry is easy to understand. It also involves simplification of your technology for a seamless patient experience. Simple is great because it is more likely to get done. When your team or patients are confused, they tend to avoid action.

4. Take Care of Yourself and Your Team

It has never been more important than today to make sure you take care of yourself as well as your team. You need to practice what you preach to your patients so you can feel your best. Develop a great morning routine for yourself and your team. Get to know them. What do they value? What are their short- and long-term goals? What untapped talents do they have? What suggestions do they have? Stay interviews are a great way to do this as well as addressing accomplishments as well as areas for improvement in a timely manner. Try not to micromanage. A great team wants a challenge and will rise to the occasion. When involved, they take greater ownership for establishing efficient systems and ensuring goals are met.

5. View Your Patients as Customers

Your patients have a choice. Thus, you need to understand their pain points and what they desire most in a weight loss program. Appeal to these pain points and deliver what they desire in a convenient and affordable way. That doesn’t mean you need to be the least expensive option, but you do need to prove value, facilitate positive outcomes and exceed expectations whenever possible. An entire article on this topic can be found here.

6. Consistently Communicate with Your Current and Prospective Patients

It has never been as easy as it is today to nurture and engage your current and prospective patients. Organic content marketing is a great way to do this as well as capturing e-mail addresses and sending weekly e-newsletters with a timely article, recipe, some motivation and a reminder of the services and products you offer at your practice. You can also accomplish this by sending links to your blogs, videos, podcasts, articles or whatever other online assets you have available. Also, asking for 5-star reviews and testimonials. Coincidentally all of this increases your SEO increasing the chances of you showing up on page one (often more than one time) in online searches.

7. Don’t Go It Alone

Involve your team as you brainstorm and implement new systems, communication, education, sales offerings and more. The more they are involved, the greater their sense of ownership, confidence and knowledge. Your external business professional team such as your corporate attorney, accountant and business coach/consultant will help you focus on what matters most. They can also be instrumental in helping you develop your goals, plans/blueprints while keeping you accountable to ensure success.

Always remember, it is a marathon, not a sprint. You don’t have to have all of the answers. Learn from mistakes and grow from experiences. And, if you always keep your patient and what they want/need most top of mind, your path will be easier and more fulfilling.

1 https://www.vettedbiz.com/weight-loss-centers/

small business plan for diet clinic

About the Author : Karol Clark, MSN, RN, is a best-selling author who has a passion for helping physicians integrate effective, profitable weight loss services and retail sales into their practice while improving patient outcomes and enjoying the journey along the way. Her use of non-traditional (easy to implement) medical marketing strategies, along with her dedication to a positive ROI makes her a uniquely different and sought-after weight loss business consultant. Karol is the CEO of Weight Loss Practice Builder and the exclusive membership program for weight loss practitioners, www.BariatricBusinessBoss.com . She has more than 20 years of experience working with surgical and medical weight loss patients and assisting physicians build an enjoyable bariatric practice.

About Robard : For 45 years, Robard Corporation’s medical obesity treatment programs and nutrition products have been utilized by physicians, surgeons and hospitals across the United States to successfully treat patients living with obesity. To learn more about us and how we can help your practice and patients, visit us online at www.Robard.com , email us at [email protected] , or call (800) 222-9201 .

small business plan for diet clinic

Stream a Webinar On Demand: Techniques to Improve Obesity Program Retention, Outcomes and Profit

Treat your patients with a proven weight loss program & nutrition products, read a blog: how to differentiate your weight loss products from big box stores.

  • New Direction Advanced
  • Product Catalog
  • Quality & Certifications
  • Bariatric Surgery
  • General Practitioners
  • Endocrinology
  • Orthopedics
  • Clinics, Medical Spas & Private Label Options
  • White Papers
  • Blog & News
  • Support & Services
  • Implementation
  • Success Stories
  • Medical Advisory Panel
  • Become A Provider
  • Find a Weight Loss Clinic
  • Customer Portal
  • Customer Referral Program

Business Wire

The U.S. medical weight loss programs and services market is huge - worth $8.2 billion in 2021, when including bariatric surgery.

Programs by hospitals, clinics, franchises, and independent physicians generate $1.6 billion. Many MDs would love to grab a piece of this market, but don't have the marketing and business background to know how. This completely revised and updated Guide lays it out, step by step.

The Guide provides an outlook of medical vs. competing commercial programs, and how they were affected by the pandemic. It details existing medical weight loss programs by MDs, hospitals and clinics, their business models, fees, and features, and examines programs by drugstore chain healthcare mini-clinics. It examines programs by bariatricians as well.

The Guide provides operating metrics: Average revenues per program, a typical income statement of expenses and profits, plus start-up costs. Findings of interviews with top managements at leading companies. Discussions and advice for: staffing, center design, IT requirements, counselors and Dietitians, marketing, websites, patient financing, creating meal plans, using Rx diet drugs, supplements and meal replacements, establishing your brand, why some diet companies fail, and case studies of successful medical weight loss programs. Includes reimbursement opportunities related to the Affordable Care Act.

In-depth profiles are provided for:

Lindora Clinics, Smart For Life, Medi-Weightloss, Centers for Medical Weight Loss, Nuviva Clinics, Let's Lose, Dr. G's Weight Loss, JumpStartMD, Medical Weight Loss of Michigan, CVS Health, Rite-Aid, Wal-Mart, and more.

This Guide includes necessary forms (Collaborative Practice Agreement), CPT billing codes for obesity counseling, and sample marketing brochures.

The Guide provides all the information a Physician, Physician Assistant, Dietitian or Nurse Practitioner needs to set up a successful weight loss practice. It's ALL here in one place, at a fraction of the cost of hiring a consultant.

Key Topics Covered:

Part 1 Reality Check for MDs, Success Criteria, Diet Market Outlook, Competition, Program Components, Pricing, ACA's Preventative Care Benefit Opportunities, What Dieters Want, Franchises & Other Models

  • Guide objectives
  • Do you have what it takes to compete in this business? What it takes to succeed
  • What dooms a weight loss company to failure?

Weight Loss Market: 2022 Status Report & Forecasts

  • Market segment 2022 forecasts, major developments since 2020
  • $ size of the weight loss market, by market segment: 2016 - 2022 Forecast
  • The top competitor companies, revenues in 2020 & 2021: Table
  • The Pandemic's Effect on the Weight Loss Market and Dieters
  • Top 7 Diets for 2022
  • Status of Commercial Weight Loss Companies: market leaders, major developments,
  • 2020-2021 performance, 2022 forecasts
  • Status of Medical Weight Loss Programs: effects of the Pandemic, market size (surgery, Rx drugs, hospital, MD and clinic programs, bariatricians, 2020-2021 performance
  • The bariatric surgery market, discussion, telehealth visit
  • Table: no. of surgeries 1995-2022 F, No. of surgeries by type,
  • $ value of surgery market 1995-2022 F
  • The prescription diet drugs market: new drugs, growth
  • Hospital, Clinic-based and Other MD Programs: top competitors

Why Medical Weight Loss? Why Now?

  • Rationale for demand, position vs. commercial programs, barriers,
  • Competition: types of medical weight loss providers, fees

Retail Drugstore Chain Healthcare Mini-Clinics

  • Effects of the pandemic on retail healthcare clinics, the major chains and no. of sites they operate
  • Summaries/descriptions of weight loss programs provided by: CVS, Walgreens (Take Care), Rite-Aid (RediClinics), Wal-Mart

Hospital, Clinic, and Physician-Based Weight Loss Programs

  • Summary and description of types of medical weight loss programs
  • Description of typical physician-based program, estd. no. of MDs offering a weight loss program, by company/vendor vs independents,
  • Average Cost To The Patient for a 12-16 week program
  • Physicians have the expertise

Bariatricians' Weight Loss Programs

  • Status of the profession, why is hasn't grown much, profile of the typical
  • Bariatrician (age, income, gender, years in practice, staff size, training, number, medications used, cost of treatment, etc.)

VLCD & LCD (very low calorie diets & low calorie diets) Turnkey

  • Modified Fasting Programs
  • How VLCD programs work, description, insurance reimbursement
  • Size of the market, no. of patients served
  • Findings of interview with management of: HMR, Vivaliti, Karol Clark medical programs
  • Major market trends, growth factors, 2025 forecast, positive & negative factors affecting the market

Medical Weight Loss Program Advantages & Disadvantages

  • Medical clinic competitive advantages & disadvantages
  • Available medical weight loss models: franchises, licenses, turn-key models

Company Profiles (how their program works, no. of sites, company details)

  • Lindora Clinics ( corporate chain, not a franchise)
  • Centers for Medical Weight Loss (licensee model)
  • Medi-WeightLoss Clinics
  • Medical Weight Loss Clinics of Michigan (corporate chain)
  • Smart For Life
  • Nuviva Clinics
  • Let's Lose Advanced Weight Loss
  • JumpstartMD
  • Dr. G's Weight Loss Clinics
  • Ideal Protein
  • Should you purchase a franchise? Is it worth it?
  • Obamacare: the major opportunity created, the Preventative Health Benefit explained, features & limitations, the business opportunity for MDs, PAs, NPs, RDs
  • Obamacare: CPT codes for weight loss counseling reimbursement

Part 2 Start-up Costs, Retail Clinic Set-up & Layout, Procedures Manual, Staff Recruitment & Salaries, Operations, Revenues & Profits, Bookkeeping, Marketing Methods, Counselor's Role & Quality

  • Part-time vs. full-time venture? Your choice
  • Facility space and logistics - new standalone center vs. existing space
  • Start-up costs for a stand-alone retail weight loss center (non-franchise)
  • Operating costs/income statement for a stand-alone retail center
  • Investment costs to buy a medical weight loss franchise or license, by company
  • Finding the right retail site
  • Recommended lease terms
  • Center design: exterior and interior layouts
  • The Weight Loss Consumer Bill of Rights
  • Procedures manual: contents (forms, procedures/duties for personnel)
  • Equipment and supplies needed
  • Hours of operation
  • IT and Software recommendations
  • Bookkeeping - reports needed
  • Patient financing options: making it easy to pay you
  • Weight Loss Counselors: your key asset, weaknesses of commercial coaches, recruiting your staff
  • What counselors should do/not do, limitations
  • Ideal backgrounds of counselors
  • How to use Registered Dieticians in your practice (typical diet plans, how to find them)
  • Collaborative Practice Agreements (see Appendix for sample)
  • Marketing: your advantages as a medical professional
  • Marketing: promotional methods to use
  • Marketing: budget: how much and how to spend it
  • Mining your existing patient database (via emails, waiting room fliers, videos)
  • Email: using it to stay in touch with weight loss patients
  • Your website: key features, how it can work for you, best practices for e-commerce
  • Customer loyalty
  • Waiting room brochures (also see samples in Appendix)
  • Local newspaper ads, costs, using social media, referrals from other healthcare pros
  • Marketing & Advertising Consultants experienced in the weight loss market

Part 3 Case Studies of Successful Medical Weight Loss Chains, Creating Meal Plans, Private Labeling of Meal Replacements, Using Prescription Obesity Drugs, Using Supplements, Strategy of Diversification.

  • Why diet companies fail or lose their way- case studies (LA Weight Loss, Weight Watchers)
  • Case studies of successful medical weight loss organizations (Lindora, HMR - Health Management Resources, NutriSystem, Johns Hopkins)
  • Diversification: in-person and virtual/phone services, different plans for different budgets
  • Creating meal plans: using a Registered Dietitian, DASH Diet, other options
  • Using multiple plans, the importance of customization
  • In-depth description of how the DASH program works, calorie levels, foods not allowed, menus, tips, lifestyle changes, typical daily menu (tables)
  • Using prescription diet drugs: safe drugs to use, problems with previous diet drugs, discussions of: Phentermine, Xenical, Qsymia, Belviq, Alli, Saxenda, Wegovy, others
  • Form: Patient Informed consent for Appetite Suppressants and Participation in a Weight Management Program
  • Using dietary supplements: limitations, legal experts to consider, customer attitudes toward them, why use is a dual-edged sword, pricing, restrictions on claims, attorney specialists
  • Using meal replacements (shakes & bars): why they are popular and safe, your private label brand, vendors who can make them for you, calorie counts and sugar levels, the use of soy, the convenience factor, ingredients, high protein/high fiber 201
  • Vendor profiles: Bariatric Advantage, Bariatric Choice, Bariatrix Nutrition, Nature's Sunshine
  • Other companies using meal replacements (multi-level marketers, VLCD vendors, retail brands)
  • Complementary, optional services to offer (hormone tests, etc.)
  • Viewing your program as a complement to bariatric surgery patients (pre- and post-surgery) The growth of bariatric surgery, patient demographics, insurance coverage, demand, ACA coverage, ASMBS/other obesity societies
  • Establishing your brand: why it's important, actions and techniques, goals
  • Reference Directory of diet industry sources

For more information about this report visit https://www.researchandmarkets.com/r/6aj13i

Source: Marketdata LLC

ResearchAndMarkets.com Laura Wood, Senior Press Manager [email protected] For E.S.T Office Hours Call 1-917-300-0470 For U.S./CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900

small business plan for diet clinic

How to create a strong business plan for your nutrition practice

How to create a strong business plan for your nutrition practice

Running a nutrition business can seem daunting at first, but with a strong business plan, proper planning and goals, you can turn it into a huge success. Keep reading to learn more about how setting goals can take you to the next level.

Whether you’re new to private practice or a veteran superstar, it’s important to have goals that you’re striving towards.  Setting goals is a great way to establish both long-term vision and short-term motivation  and helps you to organize your time, energy, and resources so you can make the most out of your business. Moreover, setting goals means that you can dream big and push yourself to achieve everything you want in your nutrition business.

However, if you don’t have a goal, it’s easy for your efforts to become disjointed. It can also be difficult to reach those goals if you don’t have a plan on how to achieve them.  But how can you make your goals a reality if you don’t know where to start?

Before mapping out your goals, you need to spend quality time outlining your business strategy and have a clear understanding of what you want to achieve and how you will do it.  A business strategy will not only ensure that your goals are in line with your mission, but it can also help you boost revenue, increase future work opportunities and stand out from the competition.

Setting goals and writing business plans can be daunting tasks, so if you feel overwhelmed, know that you’re not alone! That’s why we are sharing some of our best tips and tricks for taking your nutrition business to the next level.  From how to set goals to creating a business plan, we will help you establish a roadmap that can lead you in the right direction.

Why is a business plan important?

Regardless of your niche, having a business plan will help articulate a strategy for your business. This will also provide insight on having a realistic timeline, what resources are required, and if you need to hire some extra help.

Additionally,  you should indicate objectives that will help your business prosper.  While this process is a lot of work, it’s worthwhile in the end if you want to stay on track.

TIP: While a business plan is usually created before a launch, you can do this at any stage.

What to include in your business plan

A business plan should outline all of the objectives that you set for your nutrition business, as well as some concrete steps on how you plan to meet those goals.  Whether you’re just starting out or have been in business for a while, it’s important to have a plan to keep you on track.

Here are some ideas for what you can include in your business plan:

  • Establish a timeline. Develop a realistic timeline for your business launch and subsequent growth.
  • Have an action plan.  Lay out different action plans, goals, and objectives for each timeline you establish, and map out specific steps of how you plan to get to the next level. Make sure these are realistic and achievable.
  • Identify your niche.  Do research to find out who your target audience is. You don’t want to be too broad, nor do you want to be too specific with what you offer.
  • Create a mission statement. Your mission statement is a summary of the aims and values of your business and should include what you stand for, any goals you have, who you serve, and what you provide.
  • Keep track of everything.  Track all of your metrics to see how your business is expanding. This will be helpful to show future investors, as well as help you monitor growth over time.

Be sure to take your time when creating this, as a well-thought-out plan will attract others to invest, work for you, or support your business on its journey to success.  Moreover, it can keep you organized and on track to meet your goals.

Why should you set goals?

When you set goals, it helps you stay on track so you can make the most out of your business. Moreover,  it provides you with long-term vision and short-term motivation,  which allows you to dream big and push yourself to achieve everything you want in your nutrition business.

Setting goals also allows you to track your progress in a measured way.  It can be easy to get discouraged if you don’t “feel” that you’re seeing results, but when you step back and take a look at what you’ve achieved, it can be the burst of energy that you need to keep moving forward. However, this is only possible if you’ve been keeping track of your progress and are actively working towards that goal.

How to set realistic goals

We can all agree that setting goals is important for any business, but can you have too much of a good thing?

Goals that are lofty and unattainable will make you feel discouraged and can negatively affect your mindset, motivation level, and timeframe. Conversely, having realistic and manageable goals can help you identify what you want and what you are able to achieve.

Setting (and achieving) realistic goals helps maximize your time, boosts your self-esteem, and enhances motivation.  But, how can you create goals that will increase your chance of success? Here are some ways to set realistic goals:

Write it down.  While it may sound simple, the act of writing your goals down is the first step toward achieving them.

Don’t be scared to pivot.  Goals are never set in stone! Always re-assess them and adjust if necessary.

Identify milestones.  Determine certain milestones that you wish to achieve, and how you want to get there.

Share your goals.  Whether it’s with friends or family, sharing your goals can help you stay accountable. It also provides a support group, which is essential for success.

Think SMART.  Identify realistic goals with the acronym SMART, which stands for  S pecific  M easurable  A ttainable  R elevant  T ime-bound. These are all things to consider when creating goals for your business.

Using goals to boost your nutrition business

Wondering how you can take your goals and translate them into a thriving nutrition business? Here are some ideas of how you can take your business to the next level.

Note: You can implement realistic goal setting with each of these ideas to fit your business plan.

1. Scope out the competition.  No matter how original and unique your business plan is, you are always going to face some type of competition. So, what can you do to stand out? Sort through the market and determine who your competition is, as well as identify their strengths and weaknesses. This will give you a good idea of what works (and what doesn’t work) in the current market, as well as noticing any gaps and how you can fill them.

2. Implement marketing strategies.  Marketing may not be your strong suit, but there are many resources online to help you along the way. From social media tools to targeted ad campaigns and lead magnets, there is a plethora of information that’s tailored to help nutrition professionals with marketing. Additionally, you can join Facebook groups, ask on forums, or ask other dietitians in the industry for advice.

Tip: Nutrium has built-in marketing tools to make this easier for you!

3. Really sell YOUR services.  This is your time to shine! The ultimate goal of marketing is to show potential clients how your services will benefit them, so come up with some irresistible ways to entice people. Whether that’s ads, creative copy, free downloads, or video content, there are many ways to get people excited about the services you offer.

4. Assemble your team.  There are many moving parts when it comes to creating a successful nutrition business, and you may not be able to do it all yourself. Since there is no “I” in team, you may want to consider diversifying the workload to set yourself up for long-term success.

Set your goals and accomplish them with Nutrium!

Our nutrition software can be your sidekick to achieve success!

Try it now for free!

Running a nutrition business can be daunting, but with the right tools, you will set yourself up for success. Business plans and realistic goal setting are two of the main components to optimizing your business, and while it requires a lot of hard work, it’s worth it in the end if you’re willing to put your time and energy in the right places.

​​Did you like this article?

We hope you found our article on how to create a strong business plan useful! We are always looking for new ideas in order to write useful content for nutritional professionals! If you have any suggestions or comments, feel free to write to us at [email protected] , and we will make sure to read them!

If you don’t know Nutrium Nutrition Software yet, this might be the right time to try it! You can test it for free for 14 days, without commitment, and without the need to use a credit card.  Try it now for free!


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How to Increase Business in a Weight Loss Clinic

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The Top Five Ways to Advertise a Doctor's Office

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  • How to Implement the 4 P's of Marketing in Healthcare
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For most, weight loss is a logical process: restrict food intake and increase exercise. However, human nature often resists this logic, which is why the weight loss business is a multibillion-dollar industry. Your weight loss clinic competes with other clinics in your area, online weight loss product promoters, local doctors and gyms. Your target market chooses between these sources according to what these customers want -- not necessarily what they need.

What the Customer Wants

Growing your weight loss center business involves giving your clients what they want -- an easy, enjoyable way to lose weight. Some want to simply buy your food and supplements. Others need moral support and community, or like the competition of weekly weigh-ins. Consider how you can provide for these customer desires in addition to giving them what you believe they need. Increase revenues from your current customers by adding new products such as aromatherapy, skin care lines and other spa products that your customers would find appealing, and train your staff to cross-sell these items when dealing with clients.

Controlling Attrition

Attrition happens when a client reaches the goal weight and stops using your products and services. It also happens when a client fails to lose weight through your system and quits out of disappointment. Your successful clients are excellent sales reps for your clinic, so it's important to keep them involved and looking good. This is done through maintenance programs and recognition. Create a "Winners Circle" and offer free attendance at weekly meetings combined with discounts on product purchases. These encourage them to use your clinic instead of switching to the services of your competition. For the discouraged drop-outs, try the personal, nurturing touch. Help them return through personal phone consultations and discounts they can't resist. Be more nurturing than sales-oriented. The people who drop out might have done so because they didn't receive enough personal support or didn't like some aspect of your program.

Attracting New Clients

Establish referral partnerships with local doctors, bridal boutiques, gyms and beauty shops. Compensating your referral partners and current clients for referrals also provides them the incentive to get their customers and friends involved in your program. Create a sense of community with a regularly emailed newsletter to your past and current clients. Hold events in your clinic to attract new potential customers. The events can provide weight loss information or deal with other topics of interest such as wedding planning, cosmetics, health, parenting or fitness presented by your referral partners. Also consider a social media campaign, with a business site on Facebook and targeted Facebook ads to augment your website traffic. Social media sites usually have consultants to help you set up a marketing campaign.


Ads in local newspapers and fliers reach a large number of people, but an incentive such as a coupon for a free consultation or a discount on products or services makes those ads much more powerful. A booth at a local farmers market can attract health-conscious clients. A booth at a holiday bazaar can sell gift memberships. Use your creativity to put your weight loss clinic in front of as many potential customers as possible, in different venues that each attract a specific group of people you may not be reaching through your other promotional efforts. In nearly every corner of life, there is someone who is thinking about losing weight. Placing your clinic promotions where they can see them is how you bring in new business.

  • Entrepreneur: Business Idea Center: Weight Loss Clinic
  • Sheer ID: How to Get More Customers and Grow Your Business
  • Marketing Profs: http://www.marketingprofs.com/articles/2013/10422/a-weight-watchers-case-study-how-smart-marketing-pays-off
  • Direct Marketing News: Targeted Consumer Marketing Tactics Tip the Scale for One Super-Sized Weight Loss Program

Victoria Duff specializes in entrepreneurial subjects, drawing on her experience as an acclaimed start-up facilitator, venture catalyst and investor relations manager. Since 1995 she has written many articles for e-zines and was a regular columnist for "Digital Coast Reporter" and "Developments Magazine." She holds a Bachelor of Arts in public administration from the University of California at Berkeley.

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Creating Your Nutrition Business Plan (Free Template)

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A nutrition business plan is designed to act as a guide for the development and day to day running of your company. It also allows you to paint a clear picture of the business for potential investors, employees, and other interested parties.

With that being said, it’s important to realise that your business plan doesn’t need to be a 150-page detailed report of how your nutrition business will fit into the industry.

It’s about creating a professional representation of your business that you can follow on your journey from “nutrition business idea” to “nutrition business success”.

Keep reading to learn more…

Do you NEED a business plan?

The short answer is yes…

A nutrition business will have a lot of moving parts. You’ll be expected to map out a specific journey for your business that you can follow as you get started and grow.

Writing out your ideas and organising them into a plan also gives you the power to assess and visualise your nutrition business at a higher level. It can be easy to get off course as you jump into the details. However, a good business plan will help you stay on track and centre your goals.

Ready to get started now? Click here to download your free business plan template.

What goes into your business plan?

There are two primary types of business plans outlined by the Small Business Administration: Traditional and Lean.

A traditional business plan will include more detail and will need to cover at the minimum:

  • An executive summary
  • Your business structure
  • Your mission and values
  • Market/competitor analysis
  • Marketing plan

A lean business plan has much less information and is generally used for those who are comfortable starting quickly and addressing details on the fly. If you plan on seeking funding or presenting your business idea to other professionals, a traditional plan is a better option.

While there are some specific guidelines for your nutrition business plan, you can customise it to meet your needs!

How to use your nutrition business plan…

Your nutrition business plan is there for you whenever you feel overwhelmed or start to lose sight of your destination.

The information included in the plan will help you stay on track and break the process of starting your business into simpler, easier to manage steps.

It will also give you a way to entice potential investors and partners. Having a detailed nutrition business plan helps them to assess risk and decide whether your idea is one that’s financially positive for them.

Your nutrition business plan will ensure that everyone (employees, volunteers, or partners) adheres to the same set of core values. Businesses thrive when everyone is rowing in the same direction!

Your plan is the blueprint for the nutrition business you’re building.

Should you change your business plan?

It’s important that you understand that this is also a fluid document that needs to evolve and change as you learn more about your business.

While changes should be carefully considered prior to implementation, your business plan isn’t set in stone. Staying open to tweaks and improvements will allow you to discover, assess, and apply new ideas as you learn more about the nutrition industry…

Especially when it comes to developing your multi-service practice .

You may discover that your packages could be expanded to better express your areas of expertise. Or you may need to simplify some of your offerings to keep your price structure easy for clients. You’ll learn as you go and will need to amend your nutrition business plan accordingly.

Ready to choose your nutrition career path?

In addition to our comprehensive programs, The Health Sciences Academy also offers our students and graduates a wide range of tools to give them the best possible chance of business success!

Ready to jumpstart your career?

Click here to download your free nutrition business plan template…

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Start and Grow a Profitable Botox®, Aesthetic Medicine or Medical Weight Management Practice​

small business plan for diet clinic

How to Add a Medical Weight Management Program to Your Practice

It’s no secret that obesity is on the rise, and everywhere you look, people are looking for new and effective ways to lose those pounds.

Fad diets saturate the internet, weight loss books line the shelves of the local libraries and book stores, and nutritional supplements offer supposed fast and “easy” solutions to your woes.

Medically Supervised Weight Loss Programs

Providing advice and coaching people on how to lose weight has now become a multi-billion-dollar industry. You can capitalize on this lucractive industry by starting your own medical weight loss program .

There are weight loss clinic/program franchises out there and available for purchase, as well as strategies on how to go the small business route instead of purchasing a franchise.

However, before you choose which business option is right for you, there are some key factors that you should consider.

First of all, you will need to decide whether an independent weight loss clinic or a franchise option is the right fit for you.

If you are currently practicing medicine in some capacity, more often than not, an independent weight loss clinic is the right option for you.

Anyone already practicing medicine in some capacity will likely find more success extending their practice with an independent option for their patients. 

The franchise option is often the choice for those who are not medical doctors, but instead maybe professionals, nurses or other healthcare professionals.

Whether you choose to add medically supervised weight loss to your existing practice , or the purchase of a weight loss franchise, there are pros and cons involved in each.

Overall, with both options, you need to be familiar with selling your idea and or/ regime to potential customers and give customer satisfaction in order to see a return on your investment.

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Pros of Extending Onto Your Current Practice

  • No relocation to a franchise-operating facility
  • Already existing relationships with your patients that would facilitate the new treatments
  • No franchise start-up fees
  • Freedom to run your business as you see fit, as opposed to following strict franchise parameters

Cons of Extending Onto Your Current Practice

  • Marketing support not as comprehensive as with a franchise (Social Media posting is very important in a practice but it is very time-consuming therefore you will want to invest in a Social Media service to post to your platforms.
  • Outsourcing your Social Media Marketing will help with your practice engagement and is a great ROI.)
  • Branding not as comprehensive or integrated as with a franchise
  • Weaker support system

Pros of Purchasing a Franchise

  • Franchises offer support systems and teams that are available to support you and your business on a daily basis
  • Franchises offer comprehensive training and operations guidelines
  • Full advertising and marketing support
  • Brand recognition

Cons of Purchasing a Franchise

  • Can be costly with start-up fees and there can be royalty fees payable to the franchisee
  • You’ll have less decision making freedom, as most franchises have to operate under certain parameters of the overall business
  • Possibility of poor franchise choice, meaning ultimate failure of the business
  • Be aware of failure! New franchises have a high failure rate, just like new businesses. Many weight loss franchises have gone out of business, including Thinique , which left 100’s of franchise owners with nothing!

Overall, it is important to observe all factors in order to carefully determine which type of business is the best match for you and your skills. 

Once you have decided which option is the right fit, you can get started and begin helping your patients make their weight loss dreams a reality!

Whether you decided to go independently by adding weight loss to an existing practice, starting a stand-alone medically supervised weight loss clinic, or to purchase a franchise, you’re probably wondering what’s next.

This is why we created the Clean Start Weight Loss® program . It has a turnkey system and all of the resources so you can easily implement it into your current practice. And it doesn’t have any franchise fees! 

One thing that is critical, is to ensure you have a solid program to offer your patients. 

The IAPAM’s Clean Start Weight Loss  program has treated over 80,000 patients with a safe, reliable weight loss program. 

The creator of the program, IAPAM Executive-Director Jeff Russell, says “for the most part physicians don’t need a franchise model, all they need is an easy to follow medically supervised weight loss  program to offer their patients. 

Which is the reason we created the Clean Start Weight Loss program, with physicians and healthcare prescribers in mind!”

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How to Market the Weight Loss Program

Many of you are likely already in the health care profession, maybe as a physician, PA, NP, RN or as a fitness and nutrition specialist.  

Either way, you are now in the business of selling a product and/or service to a customer, and in order to be successful, you need to provide the best quality and experience to your patients as possible so that they continue to come back to your practice!

It is important to first identify how you will advertise your new weight loss program so you can get those prospective patients in the door. 

This may be new for physicians and healthcare providers, but market research is key. 

If you are a franchisee, these parameters are likely already laid out for you. In either case, consider the following marketing materials:

If you are a current physician (or healthcare provider) that is extending onto your practice:

  • Signage or posters throughout your office/neighborhood to advertise your new services
  • Mail and email to current customers
  • Verbal discussion with current patients
  • An online marketing plan
  • All marketing materials are usually provided to you through the franchise start-up fees
  • Existing franchise brand recognition should help you reach prospective clients

It can be overwhelming making all of these marketing decisions!  The IAPAM has a program that gets rid of the guesswork and brings you targeted patients from people who are searching for your services on Google.

Next, it is important to examine what weight loss programs you will offer to your patients, and how that will set you apart from the competition. 

It is important to be able to determine the proper diet program for your clientele to ensure customer satisfaction and a return on your investment. 

You want to only offer a program that has successfully treated 1,000’s of patients. Some ideas of what to offer may include:

  • Several differing weight loss programs , such as low carb, medically supervised hormone injections, low fat, etc.
  • A medical evaluation to give you the ability to steer your patients into the appropriate weight loss program. Such evaluations may include a comprehensive medical screening, evaluating the client’s medical history, a blood chemistry analysis, and body fat analysis, to determine the proper diet program
  • One on one support with a medical or healthcare professional during the duration of the program
  • Behavioral guidance to help the client make the lifestyle changes necessary to adhere to the program
  • A maintenance plan for after the client has reached their weight loss goal
  • Food and dietary supplement products, such as nutrition bars, meal replacement shakes, vitamin and mineral supplements, and even thermogenic supplements

All of these criteria, as well as a solid understanding of your clientele, and a realistic business plan  should set you up for success in this profitable industry. 

Once your systems are in place, it’s up to you to create the most successful business possible! Whether you are supported through a franchise or independently going at it on your own, people are always looking to be healthier and thinner, so you can’t lose!

Why You Should Train with the IAPAM

You have limited time and training dollars and should choose a program that is going to give you the most value and return for your investment. 

IAPAM offers an Aesthetic Medicine Symposium which includes botox training, aesthetic medicine training and a weight loss program.

Check out these medical weight loss reviews, botox reviews and aesthetic training reviews from our symposiums.

Medical Weight Loss Reviews

“Very thorough review of weight loss program  and how this might be integrated into a clinical practice.  Was well worth it!” ~ W. Hudson, MD (Dec ’13)

[The topic of most importance to me was] choosing appropriate clients for Clean Start Weight Loss.  Liked the program and presentations.” ~ A. Kohli, MD (Dec ’13)

“The business of the diet aspect was very important to me, as well as the pharmacy discussion.  It is always good to hear what works in a successful clinic.” ~ Anonymous

“I think the [Clean Start Weight Loss Training] was VERY worthwhile!!!” [I learned about] contraindications, how to prescribe the diet and tips for starting [my  diet clinic.] ~ Anonymous (Dec ’12)

“The Clean Start Weight Loss Training [was of most interest to me] because it is easy to start or add to a practice. It was excellent and very informative.”  B. Ramirez, MD (Sept ’12)

“Clean Start Weight Loss is a great diet.  Keep up the good job of sharing information on this program with us.  I also appreciated the additional information on B vitamins and the MIC injection and the enhanced “business of Clean Start Weight Loss” presentation.  Thanks Jeff, great job!!!” ~ M. Gorelick, MD (April ’12)

“This was one of the best programs I have attended in years.  Everyone gave their best as far as I was concerned….I was impressed with every presentation.  Thanks for the presentations, the sense of humour and the patience with all of our questions.  [I learned] how to do this business with integrity, but also with a sense that makes “cents.” ~ C. Deeb, NP (Oct ‘11)

“I liked the turnkey approach” ~ K. Chin Quee, MD (Dec ’13)

I “liked the demos!! [and] how to incorporate [weight loss program] into a current business and pricing, along with packages ready to use and the included forms and information.  Thanks!” ~ M. Taylor, NP (Dec ’13)

“YES….[the IAPAM’s Clean Start Weight Loss Training is] worth it! ~ R. Bruce, DO (Sept ’13)

The IAPAM’s Clean Start Weight Loss Training “was worth it”! ~ Z. Ali, MD (June ’13)

The IAPAM’s Clean Start Weight Loss Training “was very worth it!  Thank you so much.  Each section [of the seminar] helped and the protocol is great.  Great speakers!” ~ Mary White-Opperman, DPM (June ’13)

The IAPAM’s Clean Start Weight Loss Training showed me how it was “safe to start a diet program” in my practice. ~ T. Nguyen, DO (June ’13)

“I received very helpful information at the IAPAM’s Clean Start Weight Loss Training, especially strategies on how to run a clinic.” ~ V. Sesi, MD (June ’13)

“The [IAPAM’s Exclusive Clean Start Weight Loss] protocol is very organized.” ~ Anonymous (Dec ’12)

The “marketing of medical weight loss” was of the most important to me. ~ Y. Nagdee, MD (Dec ’12)

“Love the [Clean Start Weight Loss] kit with all the information.  [It will] decrease physician time with patients.” ~ M. Cupid, MD (Dec ’12)

[I learned] “how to manage the maintenance phase [of the Clean Start Weight Loss program], and it’s importance, and how to be successful financially! Yes, worth it!” C. Hatfield, MD (Dec ’12)

“It [ The IAPAM’s Clean Start Weight Loss Training ] was worth it!” ~ M. Nogoy, MD (Dec ’12)

“Yes worth it! I loved learning [the] insights from other doctors [and] practices who attended the [Clean Start Weight Loss Training] conference.  I liked the new, revamped [Clean Start Weight Loss]  packet. ~ C. Avendano (Nov ’12)

The area that I learned about today at the IAPAM’s Clean Start Weight Loss Training that was of most importance to me was, “Maintenance, Maintenance, Maintenance! Worth it” ~ R. Bates, MD (Nov ’12)

The new and improved IAPAM’s Clean Start Weight Loss Training was a “Good overview/refresher/[with] new ideas.  Worth it!” ~ A. Consiglio, MD (Nov ’12)

The new Clean Start Weight Loss Training “was worth it….especially “how to implement the diet and [discussions of ] contraindications.” ~ G. Arana, MD (Nov ’12)

After completing the Clean Start Weight Loss Training, “I am more motivated to do more Clean Start Weight Loss in my practice.” ~ L. Kucerova, MD (Nov ’12)

“Yes it was worth it to come to [the new and improved Clean Start Weight Loss Training] even if it was just for review.  I liked hearing about other physicians who have been successful with the diet.” ~ K. Kupeyan, MD (Nov ’12)

“Got answers to a long list of questions and concerns.  Well organized.  Hand-outs were very good.  Ready to go back and modify our patient handout materials – adding the Clean Start Weight Loss Package , and consider our fees.” G. Schroeder, MD (Nov ’12)

“Good review.  I like the new Clean Start Weight Loss Patient Packages.  You have created excellent presentations.  Worth it as always. Loved the more advanced group approach to discussions.” ~ W. Paronish, MD (Nov ’12)

“It [ Clean Start Physician Weight Loss Training ] was all very informative.  Excellent value for my money and time!  I definitely think it was worth it!  I would have like more time, maybe 1-2 more hours to discuss more marketing and how the diet is done in other clinics.” ~ B. Deutscher, FNP (Nov ’12)

“Everything [in the Medical Weight Management Training Program] was completely worth it!’ C. Romero, MD (Sept ’12)

“[The Clean Start Weight Loss Training was] extremely thorough and practical.  Very informative.  Excellent.” C. Goss, MD (Sept ’12)

The IAPAM’s Medical Weight Managment Training Seminar is “excellent.” C. Alcala, MD (Sept ’12)

The IAPAM’s Clean Start Weight Loss Training is “absolutely worth it!” Anonymous (Sept ’12)

The topics of most importance to me were “the components of the Clean Start Weight Loss Plan and the financial potential of adding the diet to a practice. Well worth attendance for me!” M. J. Cobb, FNP (Sept ’12)

“[The diet will be] a great addition to my practice.  Excellent!” ~ R. Vindhya, MD (June ’12)

“Jeff is a fantastic speaker!  He gives a lot of very useful information in a very entertaining way.  He is very open and easily approachable.  He has made sitting in a conference….much more enjoyable.  Coming to this program was money well invested.” ~  V. Perez-McArthur, DO (April ’12)

“Everything about the Clean Start Weight Loss program was excellent. I have no regrets that I attended. Everything was great!” ~ A. Gay, MD (April ’12)

“Great tips. I learn more everytime I [refresh my knowledge at] the course.” ~ A. Vasquez, MD (April ’12)

“Everything was new to me and the setting up of a practice content was most important.  Definitely worth it.” ~ D. Gerard, MD (April ’12)

“Excellent content and presentations. Very useful data and tips for setting up the [Clean Start Weight Loss] program in my clinic.” ~ S. Chowdhury, MD (April ’12)

“Learned a lot.  Look forward to implementing this [Clean Start Weight Loss program] into my practice.” ~ H. Carter, MD (April ’12)

“[I learned] Everything I wanted to know and more about Clean Start Weight Loss!!  Jeff is fantastic and makes it sound easy!!” ~ M. Tedtaotao, MD (April ’12)

“Mr. Russell was very thorough in his presentation.  He had very practical points, and [his presentation] was simple and easy [to follow].  I think he is an asset to the program.  I hope I can do a great percentage of what he described!”

“Great insight on weight loss options.  Great program! Information presented in an interesting manner.” ~ S. Willham, CFNP (April ’12)

“Value added series that can be incorporated into an Clean Start Weight Loss program.  Excellent Clean Start Weight Loss protocols.  Worth it!” ~ C. Avendano (March ’12)

“The concept of ‘group consultation and the business aspects of Clean Start Weight Loss [were of most importance to me]. Very worth it!!!” ~ D. Hevi, MD (March ’12)

“I am excited to go back home and get this [Clean Start Weight Loss] going.  Thank you for all the information.” ~ A. Igbinadolor, MD (Jan ‘12)

IAPAM’s Clean Start Weight Loss Training shows “how profitable and [the] weight loss business can be.” ~ Dr. R. Camacho, MD (Jan ‘12)

The IAPAM’s Clean Start Weight Loss Training taught good “mechanics for setting up of an Clean Start Weight Loss program, and  [good] financial aspects of running the program.” ~ B. Katsura, MD (Jan ’12)

“The [IAPAM Clean Start Weight Loss] program is not hard to do safely, or to implement….and it is a 5 star value for money and time.  The IAPAM answered ALL my questions.”

“Thank you for an excellent Medical Weight Management Program!!!” ~ A. Perez-Correa, MD (Jan ‘12)

“Excellent information on how to implement [an Clean Start Weight Loss program] in my practice…..excellent training and course.” ~ R. Hernandez-Chuan, MD (Jan ‘12)

“That diet works.  To date, my only exposure was to homeopathic ….. “selling” this approach.  I had a very negative view of this approach.  Not so anymore.” ~ Dr. J. Magauran (Oct ‘11)

“Understanding Clean Start Weight Loss and how to institute a successful program.  Excellent program – I will be back.” ~ Dr. L. Sloan (Oct ‘11)

“It was really worth it.  Best CME class I have attended.  Quality material and knowledgeable presenters. [I learned that] start-up weight management does not have to be a huge expense.” ~ J. Onyekonwo, NP (Oct ‘11)

“Excellent presentation of Clean Start Weight Loss Program.  Excellent tips.”  ~ M. Schroeder, RN (Sept. ‘11)

“Learned lost of things about weight management and the practice of it.  Very practical and worth the time and money.  I felt I could practice an Clean Start Weight Loss [for weight management] program very soon.” ~ Dr. H. Vuong (Sept. ‘11)

“Worth the time and money.  I can’t wait to start our [diet] program.” ~ J. Pimentel, PA-C (Sept. ‘11)

“Loved the whole [Clean Start Weight Loss] program!  Very helpful to learn that no cheating is allowed.  And appreciated the business advice.  Yes, worth it!” ~ Dr. A. Funderburk Mock (Sept. ‘11)

“[Learned] important aspects regarding medical weight loss.  Definitely worthwhile.” ~ Dr. L. Baca (Sept. ‘11)

“Medical Weight Loss by Dr. Fulton was Excellent.  Jeff Russell was great too!” ~ Dr. A. Reddy (Sept. ‘11)

“It [the Clean Start Weight Loss Training] was worth it.” ~ Dr. R. Arora (June ‘11)

Botox Reviews and Aesthetic Training Reviews

“I enjoyed it very much. Jeff was quite informative and resourceful. Dr Stockton was absolutely delightful!  Thank you for arranging my schedule. Everything went according to plan!” ~ K. Chin Quee, MD (Dec ’13)

“Great value.” ~ W. Hudson, MD (Dec ’13)

“All topics were great.” ~ K. Amr, MD (Dec ’13)

“All very interesting.  Good breadth.  [I was] more interested in [ chemical peel ] information than I thought. All [was] Great!  Really enjoyed it and learned a lot.” ~ M. Hidalgo, MD (Dec ’13)

“Great job!” ~ L. Haggard, PA-C (Dec ’13)

“Overall, [the Symposium is an] outstanding introduction [to aesthetic medicine].  Very, very valuable!!!” J. M. Caruso, MD (Dec ’13)

“Great!” ~ P. Wang, MD (Dec ’13)

[The topic of most importance to me was] important patient education techniques and tools, marketing ideas and tools and new anti-aging devices, usage and practice use.” ~ M. Crawford, NP (Dec ’13)

“Great course.” ~ K. Amr, MD (Dec ’13)

“Business aspect of weight loss set up” [was of the most importance to me]. ~ A. Bacchus-Morris, MD (Sept ’13)

“Jeff’s talks were VERY informative.  I feel prepared to start adding weight management services to my practice.  Dr. Fulton and Dr. Blume were very knowledgeable.” ~ P. Aikin Jackson, MD (Sept ’13)

“Very informative.  Jeff [Russell] was dynamic in his medical weight loss presentation.  I cam in doubtful and now I can’t wait to get started.  Value definitely there for the $.” ~ M. Becher, DO (Sept ’13)

“Excellent program.  Well worth the time. Appreciated the focus on practicality and how to actually implement a functional program of weight loss.” ~ M. Collins, DO (Sept ’13)

“[What I learned that was of most importance to me was] RMR as a tool to assist in weight loss, cryolypolysis as a new technology for body sculpting, and the significant weight loss results [one can achieve] with the diet.  Yes, this program was definitely worth the money and time.” ~ A. Quezada, MD (Sept ’13)

“Very personable instructors!” ~ P. Ivey, MD (Sept ’13)

“Enjoyed the program and learned a lot.  Appreciated that the program was kept on-time and well organized.” ~ R. Bruce, DO (Sept ’13)

[I] “definitely” [found the Symposium to be a good value of time and money.] ~ P. Mondorf, MD (Sept ’13)

“This was a fun, amazing weekend.  I enjoyed learning about peels, lasers, Dermapen, etc. and had not expected to!  Botox training was plenty!” ~ J. Do, MD (Sept ’13)

[My expectations were met….] Absolutely! ~ T. Batz, PA-C (Sept ’13)

“Jennifer Wild, DO was a great injection trainer,” and “Jeff [Russell], you ROCK!” ~M. Becher, DO (Sept ’13)

“Great job!” and “yes, [I found the Symposium] very useful.” ~ M. Collins, DO (Sept ’13)

“Excellent course!” ~ A. Yudin, MD (Sept ’13)

“[The Symposium] went beyond my expectations.” ~ M. Manliguis, DO (Sept ’13)

“My expectations were met,” and “I absolutely found value in the Symposium.” “There were NO negatives to this trip.” ~E. Flores, MD (Sept ’13)

“Very satisfied [with the Symposium] and I would recommend it to my friends.” ~ Anonymous (Sept ’13)

“It was very informative and opened a whole new area for weight loss and aesthetic options for my office.” ~ Anonymous (Sept ’13)

“[What I learned of most importance was] that I can fit these modalities into my practice easily.” ~ B. McCarthy, MD (Sept ’13)

“Cindy Graf’s lecture was very valuable!  Jeff ‘s lecture was also extremely helpful!  All topics were very good and I would recommend the IAPAM’s Aesthetic Medicine Symposium to a colleague.  Also, the IAPAM’s Clean Start Weight Loss Training was “Excellent!” ~ B. Lee, MD (June ’13)

Botox Cosmetic Injection Technique hands-on training was “great!” Everything was a “very good value.” “I thought everyone was forthcoming with information including pricing!!” ~ J. Testa, MD (Dec ’12)

“Definite value for program.  Saves me so much time!” ~ J. McGinnis, RN (Dec ’12)

“Thanks for a great course.  [I learned so much about] medical weight management and laser assisted lipo!” ~ P. Divekar, MD (Dec ’12)

“I feel like I learned alot today.  Very informative.” ~ S. Ollinger (Dec ’12)

At the Symposium , the topics that were of most interest to me were, “Business Overview, Priorities, What to say to Patients, and the Hands-On Experience with Instruction.” ~ C. J. Wang, MD (Dec ’12)

I found the Symposium a “very good” value for money. ~ N. Petrosova, MD (Dec ’12)

At the Aesthetic Medicine Symposium, with Hands-On Botox Training , I found “everything great!” ~ P. Divekar, MD (Dec ’12)

I “enjoyed all the topics!  [The Symposium ] especially helped me with technique.  [It was] professional, informative and fun!” ~ M. Gash, FNP-BC (Nov ’12)

Hands on sessions were the best.  Helped tackle the real logistics of application.  Initially I felt [the Symposium] was expensive, but the quality of presentation was worth it.  For physicians, it is the “pearls” of the experienced presenters that was the best part.”  T. Malyk, MD (Sept ’12)

“Great speakers, good food and presenters, and Jeff is fun and engaging!” Anonymous (Sept ’12)

“All exceeded my expectations, from Marisa to Jeff…everything was kept on time.  Dr. Wild was one of the best instructors I have seen.” T. B. Bownik, MD (Sept ’12)

“[The topic of most interest to me] was the business of aesthetic medicine because I run my own clinic -[very satisfied with that presentation!] The [Clean Start Weight Loss Training] was [equally] very enjoyable!  Thank you.”  T. Lawson, ND (Sept ’12)

“ Botox and fillers was why I came, and Cindy Graf’s Business lecture; I really enjoyed  It was so practical!” N. Monahan, MD (Sept ’12)

I “absolutely” found the Symposium to be a good value of time and money, and my expectations were met, “absolutely!…..and the Clean Start Weight Loss Training was [equally] very well worth it!”  P. Spisak, ARNP (Sept ’12)

The topic of most interest to me was the “relative profitability from different treatments, and the application of lasers. Excellent course.  Appreciated the candor [of the presenters] re: pricing, etc. and the realities of practice and products recommended or not.” G. Beatty, MD (Sept ’12)

“Excellent investment.  All areas [covered] were pertinent.  [The topic of most interest to me was the] hands-on botox and fillers class.” S. Payseur, MD (Sept ’12)

I learned “many things” that were worth it to me….especially the “marketing tips!” M. Lary, MD (Sept ’12)

“Jeff Russell is a great presenter on the ‘business side’ [of adding Clean Start Weight Loss to a practice.]” Anonymous (Sept ’12)

“This is the best program! I have attended 2 other programs before. It was definitely worth it.  Excellent, practical points on “how to.” Very comprehensive [and] focused on the details.” ~ L. Kucerova, MD (June ’12)

“[During the Aesthetic Medicine Symposium, I was very interested in] chemical peels and the profit margins [available].  Jennifer [Wild, DO] was wonderful.  Specifying how many units of botox to use, etc. and where to inject was very helpful!” [Before taking the IAPAM’s Clean Start Weight Loss Training] I knew nothing, and now I know everything I need to start [the] successful use of Clean Start Weight Loss in the office.” ~ N. Kaushal, MD (June ’12)

“All speakers were very good, [with a high] knowledge level [and] experienced. [The training and presenters were very] helpful. Great job.” ~ P. Connors, MD (June ’12)

“The [Aesthetic Medicine Symposium was] beyond my most optimistic expectation.  [It was a] big bang for my money. FANTASTIC!” ~ A. Adebayo, MD (June ’12)

“It was all great.  Great topic coverage relevant to practicing aesthetic medicine .” ~ A. Tate, MD (June ’12)

“The course made me interested in everything.” ~ K. Pardave, NP (June ’12)

“Great course…..[especially the] hands on botox (TM) injecting.” ~ F. Pepple, MD (June ’12)

“Fabulous!” ~ P. Connors, MD (June ’12)

“All aspects of a start up aesthetics practice were covered very [well and] in depth.” ~ M.J. Englee, MD (June ’12)

“Excellent Symposium.” ~ L. Mata, MD (June ’12)

“Excellent presenters!  Wonderful location.  [My expectations were] absolutely [met]. Over and above!” ~ L. Waterson, MD (June ’12)

“All the [topics] were very informative and new to me.  My expectations were exceeded!!  This was the best money I have spent. Fantastic!”~ L. De Blanche, MD (June ’12)

[Regarding the Symposium, the topic of most interest to me was the] “laser/IPL – it was something I knew so little about prior to this conference and had little understanding of.  Now it makes sense, and would be a no-brainer to incorporate into my practice at some point in the future.” ~ J. Cawley, MD (April ’12)

“Entire program was new to me.  Today’s lectures added to and reinforced what I read.  Jeff Russell was very entertaining, as well as informative.” G. Pope, MD (Jan ‘12)

“Everything was [tremendous] value for money and time.” ~ J. Austin, Do (Jan ‘12)

“Excellent program!” ~ M. Bueno, NP (Jan ‘12)

“Great conference!” ~ D. Hughes, GNP (Jan ‘12)

“This course was excellent!  Information was especially useful and helpful.” ~ M. Ainbinder, MD (Jan ‘12)

“Lots of good stuff!  All the documents and how to do the business, [very good] Very good handouts!” ~ D. Roberts, MD (Jan ‘12)

“Good education without bias both from the medical and business standpoint.  I will recommend this program to other colleagues!” ~ A. Jamal, MD (Jan ‘12)

“I thought it was awesome, start to finish.” ~ D. Suarez, DO (Jan ‘12)

“Loved it all!  Especially how much hands on we got to do!” ~ Dr. A. Funderburk Mock (Sept. ‘11)

“Very interesting to get an overview of all the different skin care technologies, with all the indicators and contraindications and skin physiology.  They were all interesting and necessary.” ~ (Sept. ‘11)

“Excellent conference.” ~ Dr. R. Ruiz (Sept. ‘11)

“Great Symposium.  I feel I am ready to open my Med Spa!” ~ Dr. S. Oyama (Sept. ‘11)

“Thorough and patient explanations and MOST OF ALL – each of the presenters was very receptive and helpful in taking and answering questions from the audience.  I believe this [medical weight management training] will allow us to improve our patient care and make appropriate adjustments to fees.”  ~ Dr. G. Schroeder (Sept. ‘11)

“Excellent and methodical review of the program.  Practical and medically sound information on establishing a successful practice.  Great “starting a practice” advice.  Gives one no hesitation to starting up this program,.  A great option towards improving the long term health of a patient.  Much cheaper than paying for management consultant.”  Dr. T. Calvert (June ‘11)

“Really enjoyed the conference.  Yes, it was worth the money.” ~ Dr. N. Hughes (June ‘11)

Really enjoyed learning about the “safety factors and information on frequently asked questions by patients, [as well as the] marketing and cost breakdown for the office [information] and the CD!  Yes, worth the value with the [IAPAM] membership for continued information.” ~ Dr. K. Herring (June ‘11)

“Lots of stuff; all great!  Keep up the good job.” ~ Dr. O. Ghalambor (June ‘11)

“All [the topics were] of interest, [especially the] light based devices and minimally invasive facial rejuvenation.  Optimal balance of education and practical.” ~ Dr. T. Hanlon (June ‘11)

“I liked all the topics and really enjoyed what I learned.” ~ Dr. N. Hughes (June ‘11)

“Thank you for everything; it was a pleasure to meet you!!   I’m so glad that I went to the Symposium and learned [so much] from [such] a very good professional team!!” ~ Dr. M. A. Morales Lares (June ‘11)

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Weight Loss Clinic Business

Are you interested in starting a weight loss clinic? Do you need a business plan template for a weight loss clinic? Want to know what it takes to run a weight loss clinic? then I advise you to keep reading.

Due to the growing awareness of the myriad of health risks associated with being overweight or obese, losing weight is one of the most common goals people are trying to achieve today.

From weight loss supplements and herbs to e-books on how to lose weight, people are making a lot of money from various offers aimed at people desperate to lose weight, and while the market may seem saturated, it there is always room for new players.

Opening a weight loss clinic can give you the opportunity to leave the lucrative weight loss industry, become self-employed, and provide valuable services to your community.

Since the organization of a weight loss clinic is juicy business, many people rush into it, even if they have little or no experience in this area. Some buy franchises and try to be absent owners, leaving the running of the clinic to a hired manager; but in most cases, these clinics fail.

Your chances of being successful as a weight loss clinic owner will increase if you have sufficient experience in physical education, diet and nutrition or related disciplines, or if you are a doctor, nurse, physiotherapist, or the like. healthcare professional. In addition, you must be forward thinking, be an effective leader, be a team player and have good communication skills. With that said, let’s now discuss the steps to start a weight loss clinic.

Weight Loss Clinic Launch – Sample Business Plan Template

1) Write a business plan

Writing a business plan for your weight loss clinic will help you detail the steps you need to take to successfully start and operate your weight loss clinic. The plan will include your business name, your suggested or chosen location, your target market, the competition and how your business will be different from others, your marketing strategy, growth plans, financial performance, and other important information about your business.

In addition to helping you take the right steps at the right time, your business plan will describe your business to investors or lenders if you need third-party financing.

2. Define your program

You have to choose the type of weight loss program that you offer. Are you going to focus on exercise or dietary restrictions? Do you sell weight loss supplements or prepackaged foods ?

By answering these questions, you can understand what your weight loss clinic will understand. If you are selling items of any kind, be sure to apply for a resale tax number; provided that this requirement applies in your state or country.

A good location is the key to the success of your weight loss clinic, so you need to decide whether you want a seat on the ground floor or a seat on the top floor.

The downstairs space is convenient for your clients, especially if they are discouraged from joining your program if they find they have to climb several stairs to get there. Select this option if your program is not exercise-oriented.

A top-floor seat, on the other hand, will take your customers up several steps, which is a good way to burn those extra calories. If your weight loss clinic is primarily focused on exercise, choose this option because your clients won’t be watching it. Most importantly, you need to create a supportive environment that makes your customers feel good and encourages them to come back.

4. Complete the required documents

Starting a business usually requires registering a business and obtaining all necessary licenses and permits. Therefore, contact the relevant local agencies to perform these steps. If you need help with this aspect, contact an experienced lawyer or business consultant.

You need to educate your weight loss clinic in order to attract clients. Create a name and logo for your clinic and place a large sign in front of your clinic. This will inform passers-by about your clinic.

Print brochures and business cards and list the benefits of losing weight or maintaining a healthy weight on your back. Post flyers in places people who want to lose weight often go, such as gyms, doctor’s offices, public pools, and salons. Ask doctors for recommendations. Collect testimonials from your first satisfied customers to use in future ads. And encourage your customers to refer others to your business.

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Anna Cornet - Author

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Healthcare Business Plan Template

Written by Dave Lavinsky

Healthcare Business Plan

You’ve come to the right place to create your Healthcare business plan.

We have helped over 10,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Healthcare companies.

Below is a template to help you create each section of your Healthcare business plan.

Executive Summary

Business overview.

Riverside Medical is a family medical clinic located in San Francisco, California. Our goal is to provide easy access to quality healthcare, especially for members of the community who have low to moderate incomes. Our clinic provides a wide range of general and preventative healthcare services, including check-ups, minor surgeries, and gynecology. Anyone of any age or group is welcome to visit our clinic to get the healthcare that they need.

Our medical practitioners and supporting staff are well-trained and have a passion for helping improve the health and well-being of our clients. We serve our patients not just with our knowledge and skills but also with our hearts. Our clinic was founded by Samantha Parker, who has been a licensed doctor for nearly 20 years. Her experience and compassion will guide us throughout our mission.

Product Offering

Riverside Medical will provide extensive general care for all ages, creating a complete healthcare solution. Some of the services included in our care include the following:

  • Primary care: annual checkups, preventative screenings, health counseling, diagnosis and treatment of common conditions
  • Gynecology: PAP tests, annual well-woman exam, and family planning
  • Pediatrics: infant care, annual physicals, and immunizations
  • Minor procedures: stitches, casts/splints, skin biopsies, cyst removals, and growth lacerations
  • Health and wellness: weight loss strategies, nutrition guidance, hormone balance, and preventive and routine services

The costs will depend upon the materials used, the physician’s time, and the amount designated for each procedure. Medical bills will be billed either directly to the patient or to their insurance provider.

Customer Focus

Riverside Medical will primarily serve the community living and working within the San Francisco bay area. The city is diverse and growing and includes people of all ages, ethnicities, and backgrounds. Everyone is welcome to visit our clinic to receive the health care they need.

Management Team

Riverside Medical’s most valuable asset is the expertise and experience of its founder, Samantha Parker. Samantha has been a licensed family doctor for 20 years now. She spent the most recent portion of her career on medical mission trips, where she learned that many people are not privileged to have access to quality medical services. Samantha will be responsible for ensuring the general health of her patients and creating a viable and profitable business medical practice.

Riverside Medical will also employ nurses, expert medical staff, and administrative assistants that also have a passion for healthcare.

Success Factors

Riverside Medical will be able to achieve success by offering the following competitive advantages:

  • Location: Riverside Medical’s location is near the center of town. It’s visible from the street with many people walking to and from work on a daily basis, giving them a direct look at our clinic, most of which are part of our target market.
  • Patient-oriented service: Riverside Medical will have a staff that prioritizes the needs of the patients and educates them on the proper way how to take care of themselves.
  • Management: Samantha Parker has a genuine passion for helping the community, and because of her previous experience, she is fully equipped and overqualified to open this practice. Her unique qualifications will serve customers in a much more sophisticated manner than our competitors.
  • Relationships: Having lived in the community for 25 years, Samantha Parker knows many of the local leaders, newspapers, and other influences. Furthermore, she will be able to draw from her ties to previous patients from her work at other clinics to establish a starting clientele.

Financial Highlights

Riverside Medical is seeking a total funding of $800,000 of debt capital to open its clinic. The capital will be used for funding capital expenditures and location build-out, acquiring basic medical supplies and equipment, hiring initial employees, marketing expenses, and working capital.

Specifically, these funds will be used as follows:

  • Clinic design/build: $100,000
  • Medical supplies and equipment: $150,000
  • Six months of overhead expenses (rent, salaries, utilities): $450,000
  • Marketing: $50,000
  • Working capital: $50,000

The following graph below outlines the pro forma financial projections for Riverside Medical.

small business plan for diet clinic

Company Overview

Who is riverside medical, riverside medical history.

Samantha Parker started the clinic with the goal of providing easy access to good quality health service, especially to those members of the community with low to moderate income. After years of planning, she finally started to build Riverside Medical in 2022. She gathered a group of professionals to fund the project and was able to incorporate and register Riverside Medical with their funding support.

Since its incorporation, Riverside Medical has achieved the following milestones:

  • Found clinic space and signed Letter of Intent to lease it
  • Developed the company’s name, logo, and website
  • Hired a contractor for the office build-out
  • Determined equipment and fixture requirements
  • Began recruiting key employees with previous healthcare experience
  • Drafted marketing campaigns to promote the clinic

Riverside Medical Services

Industry analysis.

The global healthcare market is one of the largest and highest-valued industries in the world. According to Global Newswire, the global healthcare services market is currently valued at $7548.52 billion and is expected to reach $10414.36 billion in 2026. This growth is expected to continue for the foreseeable future.

The biggest drivers of industry growth throughout the next decade will be a continual increase in illnesses and diseases as well as a quickly aging population. With more people aging and needing daily/frequent care, hospitals and medical clinics are bound to be in even more demand than they already are.

One obstacle for the industry is the rising cost of care. Though this results in greater profits, more and more Americans cannot afford basic medical care. Therefore, they are opting out of procedures they believe are unnecessary or unimportant.

Despite the challenges of the next decade, the industry is still expected to see substantial growth and expansion.

Customer Analysis

Demographic profile of target market.

Riverside Medical will serve the residents of the San Francisco bay area as well as those who work in the area.

The population of the area experiences a large income gap between the highest earners and the lowest earners. Therefore, it is hard for middle and lower-class families to find quality care that is affordable. As a result, they are in need of the services that we offer and are looking for accessible medical care.

The precise demographics of San Francisco are as follows:

Customer Segmentation

Our clinic is a general family practice and will treat patients of all ages, incomes, physical abilities, races, and ethnicities. As such, there is no need to create marketing materials targeted at only one or two of these groups, but we can appeal to all with a similar message.

Competitive Analysis

Direct and indirect competitors.

Riverside Medical will face competition from other companies with similar business profiles. A description of each competitor company is below.

City Medical

Founded in 2008, City Medical is a membership-based, primary-care practice in the heart of the city. City Medical offers a wide range of primary care services for patients who subscribe to the practice for an annual fee. Patients enjoy personalized care, including office visits, as well as the diagnosis and treatment of common health problems. The patient membership fee covers the services listed below, and most care is received in-office. However, some additional services, such as lab testing and vaccinations, are billed separately. Furthermore, though the annual fee is convenient for some, it is too high for many families, so many are priced out of care at this facility.

Bay Doctors

Bay Doctors is a primary care practice that provides highly personalized medical care in the office or patients’ homes. Bay Doctors includes a team of dedicated healthcare professionals with dual residency in Emergency Medicine and Internal Medicine. The practice offers same-day/next-day appointments, telemedicine, office visits, and home visits. Some of the medical care services they provide are primary care, urgent care, emergency care, gynecology, pediatrics, and minor procedures.

Community Care

Established in 1949, Community Care is a non-profit regional healthcare provider serving the city and surrounding suburbs. This facility offers a wide variety of medical services, including 24-hour emergency care, telemedicine, primary care, and more. In addition to their medical care, they have a wide variety of fundraising activities to raise money to operate the hospital and help families cover the costs of their care.

Competitive Advantage

Riverside Medical enjoys several advantages over its competitors. These advantages include:

Marketing Plan

Brand & value proposition.

The Riverside Medical brand will focus on the company’s unique value proposition:

  • Client-focused healthcare services, where the company’s interests are aligned with the customer
  • Service built on long-term relationships
  • Big-hospital expertise in a small-clinic environment

Promotions Strategy

The promotions strategy for Riverside Medical is as follows:

Riverside Medical understands that the best promotion comes from satisfied customers. The company will encourage its patients to refer their friends and family by providing healthcare benefits for every new client produced. This strategy will increase in effectiveness after the business has already been established.

Direct Mail

The company will use a direct mail campaign to promote its brand and draw clients, as well. The campaign will blanket specific neighborhoods with simple, effective mail advertisements that highlight the credentials and credibility of Riverside Medical.


Riverside Medical will invest heavily in developing a professional website that displays all of the clinic’s services and procedures. The website will also provide information about each doctor and medical staff member. The clinic will also invest heavily in SEO so the brand’s website will appear at the top of search engine results.

Social Media

Riverside Medical will invest heavily in a social media advertising campaign. The marketing manager will create the company’s social media accounts and invest in ads on all social media platforms. It will use targeted marketing to appeal to the target demographics.

Riverside Medical’s pricing will be lower than big hospitals. Over time, client testimonials will help to maintain our client base and attract new patients. Furthermore, we will be able to provide discounts and incentives for lower-income families by connecting with foundations and charities from people who are interested in helping.

Operations Plan

The following will be the operations plan for Riverside Medical.

Operation Functions:

  • Samantha Parker is the founder of Riverside Medical and will operate as the sole doctor until she increases her patient list and hires more medical staff. As the clinic grows, she will operate as the CEO and take charge of all the operations and executive aspects of the business.
  • Samantha is assisted by Elizabeth O’Reilly. Elizabeth has experience working as a receptionist at a fast-paced hospital and will act as the receptionist/administrative assistant for the clinic. She will be in charge of the administrative and marketing aspects of the business.
  • Samantha is in the process of hiring doctors, nurses, and other medical staff to help with her growing patient list.


The following are a series of path steps that will lead to the vision of long-term success. Riverside Medical expects to achieve the following milestones in the following twelve months:

3/202X            Finalize lease agreement

5/202X            Design and build out Riverside Medical location

7/202X            Hire and train initial staff

9/202X            Kickoff of promotional campaign

11/202X          Reach break-even

1/202X            Reach 1000 patients

Financial Plan

Key revenue & costs.

Riverside Medical’s revenues will come primarily from medical services rendered. The clinic will either bill the patients directly or their insurance providers.

The major cost drivers for the clinic will include labor expenses, lease costs, equipment purchasing and upkeep, and ongoing marketing costs.

Funding Requirements and Use of Funds

Key assumptions.

Below are the key assumptions required to achieve the revenue and cost numbers in the financials and to pay off the startup business loan.

  • Year 1: 120
  • Year 2: 150
  • Year 3: 200
  • Year 4: 275
  • Year 5: 400
  • Annual lease: $50,000

Financial Projections

Income statement, balance sheet, cash flow statement, healthcare business plan faqs, what is a healthcare business plan.

A healthcare business plan is a plan to start and/or grow your healthcare business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Healthcare business plan using our Healthcare Business Plan Template here .

What are the Main Types of Healthcare Businesses?

There are a number of different kinds of healthcare businesses , some examples include: Nursing care, Physical home health care, or Home health care aides:

How Do You Get Funding for Your Healthcare Business Plan?

Healthcare businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Healthcare Business?

Starting a healthcare business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Healthcare Business Plan - The first step in starting a business is to create a detailed healthcare business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast. 

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your healthcare business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your healthcare business is in compliance with local laws.

3. Register Your Healthcare Business - Once you have chosen a legal structure, the next step is to register your healthcare business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your healthcare business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Healthcare Equipment & Supplies - In order to start your healthcare business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your healthcare business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising.

Other Helpful Business Plan Templates

Nonprofit Business Plan Template Non-Emergency Medical Transportation Business Plan Template Medical Practice Business Plan Template Home Health Care Business Plan Template

Marketing Your Weight Loss Clinic Business: 9+ Ideas to Get Customers

If you are looking to market your weight loss clinic business, it can be difficult to know where to start. But with the right strategies and tactics, you can attract the right customers and get your business the attention it deserves. This article provides nine ideas to help you market your weight loss clinic business and get the customers you need. From leveraging social media to creating a loyalty program, discover the best ways to get the word out and grow your business.

image of author, Nick

Get worry-free services and support to launch your business starting at $0 plus state fees.

  • How to Start a Profitable Weight Loss Clinic Business [11 Steps]
  • 25 Catchy Weight Loss Clinic Business Names:
  • Weight Loss Clinic Business Plan Template & Guidebook

1. Unique marketing idea for Weight Loss Clinic business.

2. build a website for your weight loss clinic business., 3. leverage social media for your weight loss clinic business., 4. run a promotion for your business., 5. run digital advertisments for your weight loss clinic business., 6. start a referral program., 7. improve your weight loss clinic business google rankings through seo., 8. leverage print marketing., 9. build your weight loss clinic business email list & use email marketing., list of the best marketing ideas for your weight loss clinic business:.

One unique marketing idea for a Weight Loss Clinic business could be to host free seminars or workshops on topics related to weight loss and nutrition. These can include tips on healthy eating, exercise and lifestyle advice, and information on the latest research related to weight loss. Invite potential clients to attend and provide them with a free consultation afterwards. This could be a great way to create awareness of your clinic and give potential clients an opportunity to learn more about your services.

Building a website for your Weight Loss Clinic business is a great way to reach more potential customers, build credibility and trust, and promote your services. A website can showcase your clinic’s unique offerings, provide educational resources and client testimonials, allow customers to book appointments, and even provide online support for clients. It also gives you a platform for boosting your search engine rankings and reaching a wider audience.

Image of liveplan business formation

Social media marketing is a powerful tool for Weight Loss Clinic businesses, providing a great way to reach and engage with potential customers. By leveraging social media, businesses can build relationships with their customers, showcase success stories, and create an engaging online presence that resonates with their target audience. Additionally, social media marketing can be used to promote special offers, announce new services, and provide helpful tips and advice on healthy living. By creating content that is informative, entertaining, and engaging, Weight Loss Clinic businesses can attract more customers and build brand loyalty.

Benefits of Running Promotions for a Weight Loss Clinic Business:

  • Increases visibility and awareness of your business
  • Creates a sense of urgency and encourages customers to take action quickly
  • Generates more leads and opportunities for sales
  • Increases customer engagement and loyalty
  • Reinforces your brand and positioning
  • Gives customers an incentive to use your services

Examples of Promotions:

  • Discounted membership fees
  • Discounts on weight loss packages
  • Free trial offers
  • Referral programs
  • Competitions and giveaways
  • Social media campaigns

Running digital ads for your Weight Loss Clinic business is a great way to reach a wider audience and increase your customer base. Digital ads provide you with the opportunity to target and reach a more specific audience, such as those interested in health, fitness, and weight loss. Additionally, you can customize your message to reach the right people at the right time. With the right ads, you can create awareness, build your brand, and increase your sales. For example, you can use targeted ads to reach people who are in the market for weight loss services, or target people who have already expressed interest in your business. Digital ads can also be used to reach customers who have previously visited your website or social media accounts, allowing you to re-engage them with personalized messages. This will help you build customer loyalty, as well as drive more sales.

Image of an example Weight Loss Clinic business text ad

Launching a referral program for your Weight Loss Clinic business is a great way to increase customer loyalty and drive more business. Referral programs reward customers for introducing their friends and family to your business and incentivize them to spread the word about your services. By offering customers a reward for their referrals, you can create a powerful word-of-mouth marketing tool that will drive more traffic to your clinic and help you stand out from the competition. Additionally, referral programs help to build relationships with current customers, as they will feel more valued and appreciated when they are rewarded for their loyalty. Ultimately, launching a referral program for your Weight Loss Clinic business can be a great way to boost brand awareness, increase customer loyalty, and generate more revenue.

Image of Weight Loss Clinic business Google Search SEO results

Investing in SEO marketing for your Weight Loss Clinic business is an essential part of a successful marketing strategy. SEO helps your website become more visible and accessible to potential customers, allowing you to gain more traffic and leads. With SEO, you can target people who are actively searching for weight loss services, increasing your chances of getting more conversions. Additionally, SEO can help you to build trust and credibility with your audience, as well as improving your overall online presence. Investing in SEO is an effective way to increase your visibility and reach your target customers.

Print marketing is an effective way to promote your weight loss clinic business and reach a larger audience. By leveraging print marketing, you can build brand recognition, increase visibility, and create a lasting impression with potential and existing customers. Print marketing also offers a number of tangible benefits that digital marketing does not. For example, print materials are more likely to be seen and kept, meaning that your message has a greater chance of being seen and remembered. Furthermore, print materials like flyers and brochures can be distributed in a variety of ways, such as through the mail, at local events, or even handed out in person. This allows you to target a specific demographic or geographic area and generate more interest in your business. Finally, print marketing is cost-effective and can be tailored to fit any budget. With careful planning, you can maximize your resources and reach potential customers in a cost-effective and efficient manner.

Building an email list and leveraging email marketing is an important part of any business in 2023 due to the direct connection it provides with potential customers. Email marketing enables businesses to send targeted messages to their list of subscribers, which can help to promote special offers and discounts, announce events, and educate customers about products and services. This direct connection can help to increase customer loyalty, while also driving more website traffic, building brand recognition, and increasing sales. Additionally, email marketing is a cost-effective way to engage with customers and build relationships. It can be used to send personalized messages and build trust with customers, which can result in more sales and repeat customers for a Weight Loss Clinic business.

Where can I Find Marketing Resources for my Weight Loss Clinic Business?

There are a variety of marketing resources available for weight loss clinic businesses. You can find helpful resources on websites such as the American Society of Bariatric Physicians, the Obesity Action Coalition, and the National Institute of Health's Weight-Control Information Network. Additionally, you can find helpful information from professional marketing organizations such as the American Marketing Association and the International Association of Weight Management Professionals. There are also many books and online courses available on marketing for weight loss clinic businesses.

I'm Nick, co-founder of newfoundr.com, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

Through meticulous research and firsthand experience, I uncover the essential steps, software, tools, and costs associated with launching and maintaining a successful business. By demystifying the complexities of entrepreneurship, I provide the guidance and support needed for others to embark on their journey with confidence.

From assessing market viability and formulating business plans to selecting the right technology and navigating the financial landscape, I am dedicated to helping fellow entrepreneurs overcome challenges and unlock their full potential. As a steadfast advocate for small business success, my mission is to pave the way for a new generation of innovative and driven entrepreneurs who are ready to make their mark on the world.

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How To Write A Nutrition Business Plan (2024 Guide)

  • Last Updated: 31st March 2021
  • Nutritionist Resources
  • Editors: Harry Griffiths
  • Verified By: Abbie Watkins

nutrition business plan examples

Writing a nutrition business plan is crucial to empowering your career and helping you to become your boss.

To help you write an effective business plan, we will guide you through this process by explaining:

Why A Nutritionist Business Plan Is Important

Step 1-why your nutritionist business plan should begin with a summary, step 2-include a company summary in your nutritionist business plan, step 3-describe what you aim to sell when creating a nutritionist business plan, step 4-outline your marketing strategies in your nutritionist business plan, step 5-carry out a swot analysis as part of a nutritionist business plan, step 6-include your financial plans & projections in a nutritionist business plan, step 7-conclusion of business plan.

Before we begin, did you know you could increase your earning potential and career prospects by earning a Personal trainer diploma ? In doing so, you can create bespoke workout programmes that work alongside your nutrition advice! 

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nutritionist business plan

Before we explore the steps in this article, it’s important to explain why a nutritionist business plan is important to the future success of your business.

First, it creates a step-by-step plan that allows you to set short and long-term goals. These will help you attract investors who will be able to see you have a strategy to generate revenue.

This will also result in you providing calculations for the capital you require to keep your business operational, deliver services and most importantly, keep it profitable. 

Finally, a nutritionist business plan can help you identify problems you may encounter and find  solutions that can help reduce risks towards your business.

In summary, a nutritionist business plan can help you understand how to create a unique brand for your business and find strategies for it to succeed in the fitness industry.

Now that you understand the importance of a nutritionist business plan, let’s examine how you should start your plan.  

nutrition store business plan 11

An executive summary is a great way to begin your nutritionist business plan. It provides an overview of what will be discussed in the document to captivate readers, which usually contains:

  • A mission statement- this involves you describing your business’ purpose and what unique selling points it can offer consumers.
  • A description of your company here  you can inform readers of your business formation, its locations, the products it offers and a list of your team.
  • An overview of your products and services- how your products and services will operate in the market and what gives them a competitive edge.
  • Financial plans and projections- an opportunity to discuss what funds your business requires to start up or additional funding required, should your business be operational.

If you require inspiration on how to present this information, Forbes has a brilliant example of how to make your summary look professional:

nutrition store business plan 20

When you’re writing your mission statement , company description, products and financial information, it’s important to avoid using cliche language.

This will help you focus on language that represents your business capabilities rather than offering promises that can’t be delivered.

You’ll also benefit from writing this section of your business plan after the main content has been written, this will allow you to provide the correct information in this section.

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nutrition business plan sample

The next step in your nutritionist business plan must include a business overview. You’ll have briefly touched on some of these talking points in your executive summary.

Here, you have the opportunity to provide further information to the reader including:

  • The status of your business are  you a start-up or currently operational?
  • Company structure- who owns the business, who is in your team and their qualifications and experience.

Providing a company summary can help investors understand the level of investment you require based on the status of your business.

If you’re a start-up or have ideas to grow your business, you may require more investment to assist with these plans.

When discussing your company structure, this is a good opportunity to introduce yourself and the team you’ll be working with.

This is a great opportunity to list each team member’s position, responsibilities, qualifications and experience as demonstrated by this template on Visme :

nutritionist business plan 8

When you provide investors with information on your company structure you’ll be able to demonstrate that their investment is in professional hands.

This is because you’ll be able to list your team's qualifications, and expertise and based on these factors, what their responsibilities within the business will include.

After you’ve provided this information you can then move on to the next crucial step, what your business will sell to generate revenue.

nutrition business plan examples 2

Your nutritionist business plan must list and describe the services and products you plan to sell to consumers.

This is an opportunity to demonstrate you have unique services and products that are doable for your scale of business. 

It’s also important to detail any costs associated with delivering these items from the capital required to create them and also the prices you plan to charge.

You need to make sure this list of services covers everything you offer currently and also products that you later plan to launch.

This will help inform investors that in the event your premium service or product is not generating enough revenue, other services can be optimised to generate income.

Since you’re specialising in nutrition, the revenue streams that might feature in this section of your nutrition business plan could include: 

  • Nutrition consultations
  • Nutrition packages
  • Recipes 
  • Event Speaking

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Make Sure You Include Prices in Your Nutritionist Business Plan 

To work out how much to charge, you can see what competitors are charging for services similar to yours.

If you were planning to offer a nutrition package as part of your business model, for example, Bare Nutrition could provide an insight into what you could charge for this type of service:

nutritionist business plan 4

As you read about their 'Signature Package,' you might want to make your package more competitive by offering a lower price or an extra consultation session.

Once you’ve listed all the products and services you wish to offer and their associated costs, it’s important to list the production costs associated with them.

For example, you may require a full-time member of staff to help deliver consultations, which according to the Payscale for a nutritionist is £25,341:

nutrition store business plan 19

There may be periods when you may need to consider discount introductory offers to make them appealing to consumers.

After listing your revenue streams, you’ll need to identify the target market you wish to promote your services.


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nutritionist business plan 7

Marketing strategies are a crucial part of your nutritional business plan. These will help you implement techniques to attract clients and boost your revenue.  

There are several ways you can gather market research to develop effective marketing plans. Let's take a further look at them.

Identify Your Target Market

When you’re trying to identify your target market, it’s important to gather information on key factors like the age, gender and location of the people likely to purchase your services and products.

Based on data gathered by the UK Parliament , 75% of people aged between 45-74 in England are likely to be obese or overweight:

nutrition business plan sample 2

Providing evidence in your market research can help you hone in on the demographic you wish to market your services to.

Remember the more information you gather, the more accurate your marketing can be when finding the correct demographic who requires your services.

Secondly, you can carry out online surveys on your social media page to find a target audience. SurveyMonkey is a great tool that can assist you in this process as you can find websites:

nutrition store business plan 17

Not only can you learn more about the age, gender and location of your demographic who answers these questions but you can also ask questions based on your proposed services and see if there is demand for them.

You can also contact competitors and mystery shops to find out more about what their business offers.

This will be useful if your competitors do not list their prices on their sites, and require you to email them to find out more about their services.

You could even read their reviews online to understand what are the best and worst qualities of their services.

For example, on Google reviews, the Nutrition Therapy Practice is described as being knowledgeable and caring in the delivery of their work to their clients:

nutritionist business plan 3.png

These are qualities you may wish to emulate or build upon to make your services competitive in the market.

This will help inform you about pricing, location and the most effective ways you can promote your products.

Once you've carried out all of your market research, you need to develop marketing strategies to act as a framework for you to follow

Detail Your Marketing Methods in a Nutritionist Business Plan

In this section of your business plan, you need to detail different marketing methods you’ll use to promote your nutritionist business such as Google My Business , Google Ads and Facebook Ads .

Let’s explore these in more detail.

Marketing Method #1- Google My Business Can Help Increase Your Business Exposure

Creating a Google My Business profile is a great way to promote your business online if you haven’t created social media accounts or an official website.

It has many benefits for your business, allowing you to reach a wider audience, including:

  • Your business appears on Google Maps and local listings
  • Get customer feedback on your services through reviews
  • Provides analytics to understand who is searching for your services

You can list these benefits in your nutritionist business plan, alongside a brief overview of how you’ll create a Google My Business profile: 

nutrition store business plan 14

To demonstrate how this information could be presented, you can even use a nutritionist business with its own Google My Business profile, for example at Realise Nutrition:

nutrition business plan examples

As you can see from their profile, they have included the following information for users to read:

  • Name of business
  • Opening hours

In your business plan, you can state that these features will be used when you use Google My Business to create your nutritionist profile to boost your exposure and user engagement. 

Marketing Method #2- Use Google Ads To Generate Leads And Customers

Next, you should describe how you’ll use Google Ads which are advertisements you wish to appear at the top of a Google page for a certain keyword search.

If you search for ‘Nutritionist Liverpool’ you’ll see how these Google ads work as they are listed as sponsored ads on the results page:

nutrition store business plan 13

In your business plan, you can also describe how you’ll use Google Ads to inform investors how you’ll make your ads appear on the top of Google results using:

  • Targeted ad
  • Google Analytics
  • Google campaigns

For example, if you want to run a nutritionist business in Liverpool, here are some of the keywords you could use for a targeted ad when using Google Keyword planner :

nutrition store business plan 21

This will inform investors of the marketing strategy you have, along with the associated when you plan to use Google Ads for your business .

Marketing Method #3- Use Facebook Ads To Broaden The Reach Of Your Audience

Finally, you can describe how Facebook Ads will help broaden your reach. You can list what type of Facebook ads you wish to create to increase your exposure, such as:

  • Image Ads- to help generate in your business
  • Carousel Ads- using multiple images to help generate sales
  • Video ads- to create engagement with your product

You can also visit Facebook Ads library to find real-world adverts from businesses that offer similar services to yourself.

For example, if you want to promote your nutrition packages, you could use Wayne Nutritionist’s advert as an indicator of how you would like to present your adverts:

nutrition store business plan 12

As you can see from this advert, they’ve provided a link for users to query about these services further.

You can also describe the process that will be involved in creating your Facebook ads , once you’ve created an account, including:

  • Ad Objectives- is it to generate leads, sales or engagement
  • Choosing your audience- depending on the demographic you wish to target, based on factors such as age, gender and location.
  • Where do you wish to run your ad- such as Facebook, Instagram or both?
  • Budget- the length of time you want to run the ad for, along with times and days of the week you wish them to appear.
  • Measuring analytics- to see how well the advert performed and the process involved to make any amendment if data indicates the advert is performing well.

These details will help you provide relevant information to investors when you describe how you aim to create effective Facebook ads .

How To Show The Impact Of Your Marketing Strategies

If you’ve already published social media adverts, you can use them as evidence to showcase their performance and how you marketed them:

nutrition consulting business plan 4

This should include costs to help with the creation of marketing materials or if you’re operating as a startup, the marketing plans you have for the future.

If you’re hoping to secure capital from investors, you should include data that demonstrates the effectiveness of your marketing campaigns.

This should include details about the reach and engagement of your adverts to show how well they performed on the multiple social media platforms they appeared on.

We’ve included an example of how this information could be presented in your business plan, illustrating the leads that were generated over 4 weeks using Facebook ads:

nutrition store business plan 15

You can also include a chart to show the costs associated with generating each lead. This can help investors understand how much funding you may require to generate more leads:

nutritionist business plan 1

If you’ve not run a marketing campaign already, you can simply include projections including the estimated expenditures and projections you require and anticipate to make.

nutritionist business plan 4

Once you know the services and products you’re business is selling to the public, it’s important to carry out a SWOT analysis .

A SWOT analysis is a form of strategic planning that identifies your business' weakness:

  • Strengths- these are features of your business that will give you a competitive edge in the marketplace such as qualifications, experiences and passions.
  • Weaknesses- these include areas of your business that need to be improved to become profitable, such as poor marketing strategies and lack of skills.
  • Opportunities- it’s a chance to improve the weaknesses you’ve identified that could increase your business revenue such as new services or marketing strategies.
  • Threats- identify risks that could stop you from turning your opportunities into revenue such as your competition and costs.

Here is an example of how the areas of a SWOT analysis could look for your business:

When you’ve determined which sections of your business apply to these areas, it can help you plan your next moves to resolve any problems you believe require attention. 

In the example above, you could complete a PT qualification to address the lack of qualifications you identified as a weakness.

If you need help completing a SWOT analysis you can discover the pros and cons of being a nutritionist to help you write one.

nutritionist business plan 10

Including financial projections in your nutritionist business plan is important, particularly if you’re looking to secure investments and loans.

The amount of information you include in this section is dependent on who you’re seeking investment from but also the status of your business, for example, is it in the development stages or has it been launched?

If your business has only just started you should include projections compared to financial reports if you’ve been operating for several years.

It’s important to make sure you mention expenses, such as wages, rent and utilities here, as this will provide an accurate picture of the profits you hope to make.

This section of your business plan will also involve you detailing how you expect your business to generate revenue and sustain a cash flow to keep your business sustainable.

To make sure your financial projections are as accurate as possible, it’s important to include the following information in your nutritionist business plan:

  • A Business balance sheet
  • A Business income statement
  • A cash-flow sheet

We’ll now explore these in more detail and explain how they can benefit your nutritionist business plan.

Tip #1 A Business Balance Sheet Can Help Investors Understand Your Nutritionist Business  

A balance sheet consists of two columns that help you understand your assets, what you owe and your business’ equity.

The column on the left lists your assets which indicates how you can deliver and fund services whilst also increasing growth.

Assets can range from equipment to your nutritionist business plan that helps you deliver your services.

The column on the right indicates your liabilities, these are financial obligations you owe to third parties such as payments to suppliers or bills you have to pay.   

Business assets can fall into one of two categories, these are:

  • Current assets- such as stock or cash holdings you could use to pay for future expenses. 
  • Non-current assets- such as property and equipment that are expected to be used by your business for more than 12 months.

Apple Inc. provides an example of how a professional balance sheet should look:

nutritionist business plan 9

If your place of business is rented or requires you to pay a mortgage, this would be included in the liabilities section.

When you’re reviewing your balance sheet you may discover that your liabilities will focus on start-up costs including any loans that you were issued.

If you’re able to show a positive cash flow along with assets that generate income, you’ll be able to establish yourself as a reputable business, indicating to investors you’re able to repay any money that is loaned to you.

Tip #2 A Business Income Statement Is A Vital Component Of Understanding Your Finances

A business income statement is a critical part of your nutritionist business plan as it shows you the profit you’ve made following the deduction of taxes from your income.

It generally details your revenue, expenses and net income allowing you to determine whether a profit can be generated by adjusting costs or reducing losses by adjusting your business plan.

Your income statement can provide useful information to investors who are looking to offer you capital as they can see how profitable your business is.

The Washington Bankers Association provides an example of what an income statement would look like:

business plan for nutrition consultant

Your income statement can help you identify financial strengths and weaknesses that can later form part of your SWOT analysis.

We recommend that you produce an income statement every month if you’ve just launched your business. This will help you keep track of your finances and adjust your spending accordingly.

Once you’ve established your business you can then move to create quarterly and annual statements.

Tip #3 A Cash Flow Statement Can Help Your Business Identify A Positive Cash Flow

Finally, your nutritionist business plan should have a cash flow statement. It helps indicate the amount of cash that is entering and leaving your business.

A successful business will always generate more income compared to its outgoings which means it has a positive flow of cash.

Investopedia has created a useful cash flow statement to illustrate what information should be included in the statement such as net earnings and subtractions:

nutrition business plan examples 1

This information can be used to identify business strengths and weaknesses to help maximise revenue. 

You may, for instance, try to increase revenue by offering more features in your online consultations after identifying this as a financial weak spot on your cash flow sheet.

A cash flow sheet should also indicate which areas of your business are generating a low income so you can allocate portions of your profits to make these areas more profitable.

Once you’ve included these three pieces of financial information in your business plan, it’s time to consider what you should include in the conclusion of your plan.  

nutrition store business plan 18

Finally, it’s important to make sure you summarise the points you’ve raised in your nutritionist business plan with a conclusion. The statement doesn't require much information and can be kept short.

This is a great opportunity to reiterate the potential your business has, highlight important sections of your plan and mention where you plan to take your business.

Here’s how our closing statement for our hypothetical business Better Life Nutritionist Liverpool might look:

CONCLUSION Better Life Nutritionist Liverpool is a health and fitness company that aims to improve the lives of its clients. We aim to compete with other nutritionists in the market by offering specialised services that are designed from the research we’ve conducted. We’re confident that investors will receive returns on their investments when they collaborate with us on this business venture. Our marketing strategies will continue to evolve as the business continues to grow and attracts new clients. We are expecting our client base to grow by 50% in the next 10 years and see a 90% increase in revenues during this period.

It’s also important to include data in this section if you’re looking to secure funds from investors. 

This will indicate to investors how the business will grow and generate revenue but crucially how they can receive returns on the investments they make.

If you require a nutrition business plan sample pdf to help complete your business plan, The Princes Trust has downloadable templates to help you create your own.

Before You Go!

After reading this article, we hope you have all the information you need to create your nutritionist business plan.

Remember you take to expand your career opportunities by enrolling on a level 3 PT trainer diploma .

You can discover what other courses are available at OriGym with our 2024 course booklet .

Written by Liam Donohoe

Liam graduated from Liverpool John Moores University with a 2:1 in BA (Hons) English and Creative Writing. He has also co-written a short film that has been featured in several film festivals. In October 2023, he ran and completed his first half marathon and for 2024, he's now training to complete his first metric marathon.

In his spare time, Liam likes to teach himself German, read books, lift weights and listen to metal music that only passionate fans of the genre will understand.

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How to Write a Business Plan for a Private Clinic: Complete Guide

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  • January 3, 2023

small business plan for diet clinic

Whether you’re looking to raise funding from private investors or to get a loan from a bank (like a SBA loan) for your private clinic, you will need to prepare a solid business plan.

In this article we go through, step-by-step, all the different sections you need in the business plan of your private clinic.

Whether you want to open a primary care or a specialized clinic (e.g. plastic surgery, chiropractor or any other type of medical clinic), use this template to create a complete, clear and solid business plan that get you funded.

1. Executive Summary

The executive summary of a business plan gives a sneak peek of the information about your business plan to lenders and/or investors.

If the information you provide here is not concise, informative, and scannable, potential lenders and investors will lose interest.

Though the executive summary is the first and the most important section, it should normally be the last section you write because it will have the summary of different sections included in the entire plan.

Why do you need a business plan for a private clinic?

The purpose of a business plan is to secure funding through one of the following channels:

  • Obtain bank financing or secure a loan from other lenders (such as a SBA loan )
  • Obtain private investments from investment funds, angel investors, etc.
  • Obtain a public or a private grant

How to write an executive summary for a private clinic?

Provide a precise and high-level summary of every section that you have included in the business plan of your construction business. The information and the data you include in this segment should grab the attention of potential investors and lenders immediately.

Also make sure that the executive summary doesn’t exceed 2 pages in total: it’s supposed to be a summary for investors and lenders who don’t have time to scroll through 40-50 pages, so keep it short and brief.

The executive summary usually consists of 5 major sub-sections:

  • Business overview : describe your medical clinic, where it is located, and what type of inpatient or outpatient care you offer. Also, mention the services and treatments you specialize in and the average price per treatment
  • Market analysis : a comprehensive market analysis includes details about your market. Provide information about your target audience (children vs. elderly, health conditions, outpatient care trends and preferences, etc.), as well as the market size, growth and competitors. 
  • People : introduce your construction business’ management and employee structure. Provide a brief (no more than a couple of sentences each) of the knowledge and experience of the team. Also, mention how the company will be structured (management roles and reporting lines)
  • Financial plan: how much profit and revenue do you expect in the next 5 years? When will you reach the break-even point and start making profits? You can include here a chart with your key financials (revenue, gross profit, net profit )
  • Funding ask : what loan/investment/grant are you seeking? How much do you need? How long will this last?

small business plan for diet clinic

Medical Clinic Financial Model

Download an expert-built 5-year Excel financial model for your business plan

2. Medical Clinic Business Overview

In this section, you should explain in simple terms the type of clinic you wish to open. Here are a few questions you may want to answer:

  • Where exactly is your medical clinic located? And why did you choose that location?
  • What type of medical clinic are you opening (franchise vs. independent)?
  • Are you opening a primary care or a specialized health clinic?
  • Which medical services will you provide? For whom (what is your target audience)?
  • What is the capacity of your private clinic? How many beds? How many doctors/specialists will there be?
  • What will be the legal structure of your company (partnership, corporation)?

a) Rationale

Before we jump into the business, it’s always good practice to give an overview of the rationale behind this project. In other words: why did you decide to open such clinic in your area today?

For example, if there are no plastic surgery clinics in the area despite strong market demand, you could come in to fill the existing market gap after conducting a proper market analysis. 

b) Business Concept

Now, it’s time to explain your business model. Firstly, business owners can choose between independent practices or franchising. 

But that’s not all. You must also decide on the specific type of clinic you want to open. And that’s only possible after answering the following questions; 

  • Will you specialize in primary care or specialty medicine?
  • Is this a franchise or an independent clinic?
  • Is this a solo, group or hospital-owned practice?

What are the different types of medical clinics? 

Here are a few business models commonly used by medical professionals:

  • Solo practice : you will be the main partner of the clinic and have full control. A major pitfall of a solo practice is the high startup costs for leasing the property, purchasing the medical equipment, managing administrative functions and marketing your business
  • Group practice : you partner with other physicians or practitioners instead. This business model comes with fewer responsibilities, with well-defined roles for every individual. Also, it provides easy access to capital, lowering the startup and operating costs along the way
  • Hospital-owned practice : a medical clinic within the hospital premises. Here, you work with a fixed schedule, getting limited freedom compared to a solo practice. But the upside is that you can capitalize on the hospital’s resources, making it easier to establish your practice and market it to your target audience. 

small business plan for diet clinic

c) Treatments and Services

In addition to the business model of your clinic, let’s now take a look at the services and treatments you offer.

For example, a plastic surgery clinic with reconstructive procedures could offer the following treatments:

  • Head/face/eyes (Facelift, forehead lift, eyelid lift, ear pinning, hair replacement surgery, nasal surgery, nose reshaping, etc.)
  • Mouth and teeth (oral surgery)
  • Breasts (Breast augmentation, breast reconstruction, breast reduction, breast lift)
  • Abdomen (Liposuction, tummy tuck, etc.)
  • Hand and upper limb 
  • Skin (Chemical peel, vein removal, scar revision, tattoo removal, dermaplaning, laser skin resurfacing)

d) Pricing Strategy

Lenders and investors will want to see your pricing strategy. We recommend you create a summary table with the main services you offer as well as their prices.

You can start by determining the average cost of similar medical services in your area before making your pricing list. 

When creating your pricing structure, consider the necessary elements, like the local regulations and whether most consumers rely on insurance bodies to cover their medical expenses or fund them from their pockets.

e) Legal Structure

Finally, your business overview section should specify what type of business structure you want. Is this a corporation or a partnership (LLC)? Who are the investors? How much equity percentage do they own? Is there a Board of Directors? If so, whom? Do they have experience in the industry? 

small business plan for diet clinic

3. Medical Clinic Market Overview

One of the most important steps when writing a medical clinic’s business plan is understanding the market you’re in. Try to address here the following questions:

  • Industry size & growth : how big is the industry in your area? What is its growth/decline rate, and what factors contribute to its growth/decline in the region?
  • Competition overview : how many competitors are there? How do they compare vs. your business? How can you differentiate yourself from them? 
  • Customer analysis : who is your target market? What type of inpatient and/or outpatient treatments do they need?

a) Medical Industry Size & Growth

The cosmetic surgery industry was worth $20.1 billion in 2022 (+2.3% CAGR from 2017-22).

In total, there were 22.4 million procedures in 2019: that’s an average price per procedure of around $900.

In terms of plastic surgeons, there were approximately 7,000 in the US in 2020 .

small business plan for diet clinic

b) Competition Overview

In addition to an overview of the market size, you should also describe who are your competitors in the area where you plan to open your clinic.

Find useful information about your competitors’ biggest strengths and weaknesses, products and services, and marketing strategies.

For example, create a summary table that compares your competitors’ treatments, marketing strategies, pricing ranges, target audience, etc. 

c) Customer Analysis

Finally, take some time to understand your target audience. Here are a few elements you must look into:

  • What is the average spend per capita on medical procedures (for example plastic surgery)?
  • How often do people need such treatments?
  • The most sought-after treatments
  • What’s the average price of a treatment / service?

small business plan for diet clinic

4. Sales & Marketing

The next section of your medical clinic’s business plan should outline your customer acquisition strategy. Start by answering the following questions:

  • What are the different marketing strategies you will use? 
  • What are your unique selling points (USPs)?
  • How will you track the success of your marketing strategy? 
  • What is your customer acquisition cost (CAC)? 
  • What is your marketing budget? 
  • Will you consider any offers or promotions to attract new clients? 

What marketing channels do private clinics use? 

A few marketing channels used by clinics include; 

  • Content marketing on social media and blogs
  • Email, SMS marketing
  • Online local listing (Google Business)
  • Word-of-mouth advertisement, recommendations
  • PPC ads, Facebook ads, etc. 

small business plan for diet clinic

5. Management & People

You must address two things here:

  • The management team and their experience / track record
  • The organizational structure : different team members and who reports to whom?

Small businesses often fail because of managerial weaknesses. Thus, having a strong management team is vital. Highlight the experience and education of senior managers that you intend to hire to oversee your private clinic.

For the partners of the clinic, describe their duties, responsibilities, and roles. Also, highlight their previous experience and track record.

For the receptionists, personal assistants, office managers, medical assistants, etc. no need to go into a lot of detail, especially as it’s likely you won’t have hired them yet before you get the funding you need, which is the objective of this business plan.

Organization Structure

Even if you haven’t already hired anyone yet, you must provide a chart of the organizational structure defining the hierarchy of reporting.

small business plan for diet clinic

6. Financial Plan

The financial plan is perhaps, with the executive summary, the most important section of any business plan for a private clinic.

Indeed, a solid financial plan tells lenders that your business is viable and can repay the loan you need from them. If you’re looking to raise equity from private investors, a solid financial plan will prove them your private clinic is an attractive investment.

There should be 2 sections to your financial plan section:

  • The startup costs of your private clinic
  • The 5-year financial projections

a) Startup Costs

Before we expand on 5-year financial projections in the following section, it’s always best practice to start with listing the startup costs of your project. For a private clinic, startup costs are all the expenses you incur before you open your clinic.

These expenses typically are: the lease for the space, the renovation costs, the equipment and furniture.

Logically, the startup costs vary depending on the size of your clinic, the treatments you will offer (and therefore the equipment you need), the quality of the equipment and furniture, whether you buy the real estate or rent a commercial space, etc.

b) Financial Projections

In addition to startup costs, you will now need to build a solid 5-year financial model for your private clinic. Your financial projections should be built using a spreadsheet (e.g. Excel or Google Sheets) and presented in the form of tables and charts.

As usual, keep it concise here and save details (for example detailed financial statements, financial metrics, key assumptions used for the projections) for the appendix instead.

Your financial projections should answer at least the following questions:

  • How much revenue do you expect to generate over the next 5 years?
  • When do you expect to break even?
  • How much cash will you burn until you get there?
  • What’s the impact of a change in pricing (say 15%) on your margins?
  • What is your average customer acquisition cost?

You should include here your 3 financial statements (income statement, balance sheet and cash flow statement). This means you must forecast:

  • The number of patients you can receive in a day or week;
  • The number of procedures you can perform ;
  • Your expected revenue ;
  • Operating costs to run the business ;
  • Any other cash flow items (e.g. capex, debt repayment, etc.).

When projecting your revenue, make sure to sensitize pricing (prices of treatments and services) and your sales volume (number of customers). Indeed, a small change in these assumptions may have a significant impact on your revenues and profits.

small business plan for diet clinic

7. Use of Funds

This is the last section of the business plan of your private clinic. Now that we have explained what your private clinic’s business model and services are, your marketing strategy, etc., this section must now answer the following questions:

  • How much funding do you need?
  • What financial instrument(s) do you need: is this equity or debt, or even a free-money public grant?
  • How long will this funding last?
  • Where else does the money come from? If you apply for a SBA loan for example, where does the other part of the investment come from (your own capital, private investors?)

If you raise debt:

  • What percentage of the total funding the loan represents?
  • What is the corresponding Debt Service Coverage Ratio ?

If you raise equity

  • What percentage ownership are you selling as part of this funding round?
  • What is the corresponding valuation of your business?

Use of Funds

Any private clinic business plan should include a clear use of funds section. This is where you explain how the money will be spent.

Will you spend most of the loan / investment in paying your employees’ salaries? Or will it cover mostly the cost for the lease deposit for the space, the renovation and equipment?

For the use of funds, we also recommend using a pie chart like the one we have in our financial model template where we outline the main expenses categories as shown below.

Privacy Overview

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Medical Clinic Business Plan Sample

OCT.12, 2016

Medical Clinic Business Plan Sample


The demand for health care is constant in spite of changes in the economy across the globe. Starting a professional clinic will help promote the health and wellness of the community that you live. You also get the opportunity to make money doing what you love, providing quality health care services

To ensure that your plan succeeds, you need to hire a professional to write your business plan for a medical clinic . OGS Capital is a reputed company that specializes in providing medical clinic business plan writing services. Our professionals have vast hands-on experience and are members of professional bodies, so you can be sure that you will get value for the money and time that you invest in this project.

Plan Summary

The plan summary is also referred to as an abstract. It should be placed at the start of the medical clinic business plan to give readers an idea of the clinic that you intend to establish even before they start perusing through the other pages.

It Is imperative to make sure that all facts that you include in this section are factual to paint a positive image to the target audience. Some of the details of your clinic that you should include in this section are clinic’s name, mission statement, and objectives.

Our team will help you create this section to give your business plan for a medical clinic an upper hand when you present it to potential investors . We will also give you additional facts to enable you set up the clinic successfully.

This includes;

  • How to market your health care services
  • How to hire employees
  • How to build and retain your credibility and reputation

In certain businesses, the location is critical and to some extent this applies to a medical clinic. Easy access to the clinic is important, so being close to main highways is a consideration.

Car parking facilities for your clients and visitors will also need to be considered. This could be part of the business or a nearby private car park.

Another important consideration is visibility. Your medical center can act as a superb billboard in the right location.

Your business plan for a medical clinic should cover all these points and more.

Competitive Analysis

Health is a growing business and there are plenty of competitors. Your medical clinic business plan should describe your closet competitors and why they are successful.

The plan will also explain what your business will do differently to stand out from the competition. One easy way of doing this is by using a competitor matrix. Make a list of competitors and then columns for attributes. This is an easy way to compare your business to the competitors.

Business Structure

The business plan for a medical clinic needs to describe how your business is structured from the top down. If it’s an existing business, include a brief history of the company.

You should also describe the legal structure and ownership of your company, whether sole-trader, partnership or limited company.

You may also need to include information on the mission statement, intellectual property and the business location.

Marketing Strategy

Your marketing plan needs to consider several topics, including where your business is positioned in the market, your pricing structure and how you plan to promote the business.

Is the business focussed on offering value for money or is it aimed at the high-end of the market. There are many pricing strategies, and your medical clinic business plan pdf should identify which strategy you intend to implement and why.

Using our medical clinic business plan template , describe the products and services your business will offer.

How do your planned products and services meet the needs of your target market. Do your competitors offer similar products, and if so, why will your business stand out?

In the medical business there is constant change, so include how your medical clinic business plan will plan to find and offer new products and services.

The key members of the management team should be identified and their role described. This should also include details of why they are suitable for that particular role. Don’t forget to identify other important members of your team.

You can include brief bios with details of their experience and education.

Using our free sample business plan for a medical clinic to guide you.

Medical Clinic Business Plan Sample

Financial plan

The financial plan provides precise details on how you will get the capital to start the clinic. The financial plan also goes the extra mile to highlight how the money will be spent.

It is important to make sure that the plan is accurate as simple mistakes could cost your potential business investors. Our financial experts will work on this section to ensure that the medical clinic business plan  is foolproof and capable of starting and safeguarding it from financial challenges down the road.

Registration Process

There are regulations that govern establishing of health care clinics. You need to adhere and follow the stipulated processes to get all the necessary accreditation documents.

The investors need to know that you have what it takes to start a health clinic, and so it is imperative to provide details of how you intend to complete the registration process.

We have professional business plan writers in the health care sector that can help you understand the registration process to overcome the challenges along the way. Our medical practice business plan template will ensure you produce the perfect medical clinic business plan .

How to order writing business plan medical clinic

Get in touch with us today for more details on how we can write a medical clinic business plan example for you by filling the contact us form. We look forward to working on your medical clinic business plan .

Download Clinic Business Plan Sample in pdf

Professional OGS capital writers specialized also in themes such as dental practice business plan , wellness business plan , senior center business plan , reiki practice business plan , pharmacy business plans , occupational therapy business plan and many others.

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

small business plan for diet clinic

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Nutrition Consulting Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Fitness & Wellness » Nutrition Consulting

Nutrition Consulting Business

Are you about starting a nutrition consulting company? If YES, here is a complete sample nutrition consulting business plan template & feasibility report you can use for FREE .

Okay, so we have considered all the requirements for starting a nutrition consulting company. We also took it further by analyzing and drafting a sample nutrition consulting marketing plan template backed up by actionable guerrilla marketing ideas for nutrition consulting companies. So let’s proceed to the business planning section .

The fact that people want to live healthy means that they will do whatever it takes to achieve that goal including eating right and that is where a nutrition consultant comes in.

Nutrition consultants are knowledgeable in how food affects the health and well-being of a person. They help guide people not only into better eating habits for optimal health, but also for people to know how their body process the various food that they eat.

Please note that you are expected to pass the exams given by the American Academy of Nutrition Consultants before you can become a certified nutritionist.

If you want to partake in this thriving industry, you would need to obtain all the necessary licenses and certifications and then launch your own nutrition consulting firm business. The truth is that the market is still pretty much open for new practitioners to come in.

Although there are competitions at various levels in the industry, but if you are able to come up with a good business strategy, you are sure of getting your own fair share of the available market in the industry.

So, if you have decided to start a nutrition consulting business in the united states, then you should make sure that you carry out thorough feasibility studies and also market survey. Business plan is yet another very important business document that you should not take for granted when launching your own business.

Below is a sample nutrition consulting business plan template that will help you successfully write yours without much stress;

A Sample Nutrition Consulting Firm Business Plan Template

1. industry overview.

Nutrition consulting is under the Nutritionists & Dietitians industry and players in this industry also includes health practitioners who have a bachelor’s degree, licensure, certification or registration and primarily advise on matters of diet and nutrition and their effects on health.

These practitioners operate private or group practices in their own offices or in the facilities of others, including hospitals or other medical centers.

A close study of the Nutritionists & Dietitians industry shows that the industry is truly thriving in the United States because loads of Americans are facing a critical obesity problem, with skyrocketing levels of diabetes, heart disease and other chronic diseases.

As a result, demand for the Nutritionists and Dietitians industry has increased and is expected to continue to rise significantly. Wellness and disease prevention have become some of the buzzwords circulating among people who are becoming increasingly concerned about what they eat and how it affects their health.

The industry has a positive outlook due to increasing emphasis on disease prevention through improved dietary habits. Growing focus on preventive care services and public interest in nutrition will also underpin demand.

A recent report published by IBISWORLD shows that the four regions that encompass the greatest percentages of health and wellness centers include the Southeast (22.6 percent of establishments), the Mid-Atlantic (18.7 percent), the West (16.2 percent), and the Great Lakes (15.3 percent) regions of the United States.

Together these four regions account for 72.9 percent of total establishments. The report also shows that other regions including the Southwest and Rocky Mountains account for an estimated 9.0 percent and 3.8 percent, respectively.

Geographic analysis by state indicates that wellness centers are primarily located in California (11.0 percent of establishments), New York (7.1 percent), Texas (5.9 percent), and Florida (5.5 percent). However, the Southeast accounts for the largest region due to its high senior population. The distribution and location of establishments is strongly correlated to population spread.

The Nutritionists & Dietitians industry is a thriving sector of the economy of the United States of America and they generate over $10 billion annually from more than 147,506 registered and licensed nutrition consulting firms scattered all around the United States of America.

The industry is responsible for the employment of over 195,499 people. Experts project the industry to grow at a 2.3 percent annual rate within 2012 and 2017. It is important to state that there is no single organization that has a lion share of the available market in the industry.

It can’t be over emphasized that the demand for the services offered by the nutritionists and dietitians grows when public confidence declines and people’s ability to handle the issues on their own wanes. When the housing bubble burst and the US economy fell into a recession, consumer confidence plummeted.

However, as the economy slowly continues to recover and consumer confidence returns, demand for the services of nutritionists and dietitians is expected to grow. Going forward, clients and potential clients alike will likely require less guidance, high-income households will serve as the primary vehicle of growth for the industry.

Lastly, as a nutritionist and dietitian, the key attributes needed to be able to make good success from the trade is patience, enthusiasm, passion about the specific area to be handled, and constant positivism. You are also expected to be highly proactive and you would need to be good at planning, preparation, and certain other organizational skills.

It is one thing to have a skill and it is another thing to know how to counsel people into eating right and living healthy which is why you must constantly get feedbacks from your clients to be able to measure their progress and your performance.

2. Executive Summary

Sally Anderson® Nutrition Consulting Firm, LLP is a licensed nutrition and dietitian consulting firm that is specialized in helping her clients overcome their eating challenges and achieve their personal health goals.

The scope of our business offering covers areas such as nutrition counseling, planning food programs, planning nutrition programs, promoting healthy eating habits, large-scale meal planning and performing nutrition screenings et al.

Our business will be located in a populated residential estate in Smethport – Pennsylvania, United States of America. Sally Anderson® Nutrition Consulting Firm, LLP is a client-focused and result driven nutrition consulting firm that provides broad – based nutrition and diets related services at an affordable fee that won’t in any way put a hole in the pocket of our clients.

We will ensure that we work hard to meet and surpass all our clients’ expectations as it relates to their career and personal goals whenever they hire our services.

At Sally Anderson® Nutrition Consulting Firm, LLP, our clients’ overall best interest would always come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire professional and certified nutritionists and dietitians with various skill sets who are well experienced and passionate in helping our clients achieve their personal goals within record time.

Sally Anderson® Nutrition Consulting Firm, LLP will at all times demonstrate her commitment to sustainability, both individually and as a nutrition consulting firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

We will ensure that we hold ourselves accountable to the highest standards by meeting our clients’ needs precisely and completely.

Our overall business goal is to position our nutrition consulting firm to become the leading nutrition consulting brand in the industry in the whole of Smethport – Pennsylvania, United States of America, and also to be amongst the top 10 nutrition consulting firms in the United States of America within the first 5 years of operation.

This might look too tall a dream but we are optimistic that this will surely come to pass because we have done our research and feasibility studies and we are enthusiastic and confident that Smethport is the right place to launch our nutrition consulting business.

Sally Anderson® Nutrition Consulting Firm, LLP is founded by Dr. Sally Anderson and she will run the business with her business partner of many years, Dr. Becky Allison.

Dr. Sally Anderson is a certified and renowned nutritionist and Dr. Beck Allison a certified and licensed dietitian. They both have a combined experience of over 20 years working with top government officials, corporate executives, celebrities and sports people both in the United States of America and Canada.

3. Our Products and Services

Sally Anderson® Nutrition Consulting Firm, LLP is going to offer varieties of services within the scope of the industry in the United States of America.

Our intention of starting our nutrition consulting business is to help our clients overcome their eating challenges, achieve their personal health goals, improve their overall wellbeing and productivity and of course to also make profits.

Our service offerings are listed below;

  • Nutrition counseling
  • Planning food programs
  • Planning nutrition programs
  • Promoting healthy eating habits
  • Large-scale meal planning
  • Performing nutrition screenings
  • Retailing of nutrition books and materials

4. Our Mission and Vision Statement

  • Our vision is to build a highly competitive and effective nutrition consulting business that will become the number one choice for both individuals and corporate organizations in Smethport – Pennsylvania and the whole of the United States of America.
  • Our mission is to provide affordable, professional and highly effective nutrition consulting services to a wide range of clients. We want to position Sally Anderson® Nutrition Consulting Firm, LLP to become one of the leading nutrition consulting brands in the industry in the whole of Smethport – Pennsylvania, and also to be amongst the top 10 nutrition consulting firms in the United States of America within the first 5 years of operation.

Our Business Structure

Sally Anderson® Nutrition Consulting Firm, LLP, is a nutrition consulting firm that intends starting small in Smethport – Pennsylvania, but hopes to grow big in order to compete favorably with leading firms in the nutritionists and dietitians industry both in the United States and on a global stage. We are aware of the importance of building a solid business structure that can support the picture of the kind of world class business we want to own.

At Sally Anderson® Nutrition Consulting Firm, LLP, we will ensure that we hire people that are qualified, hardworking, creative, passionate, result driven, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holder.

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff/partners and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company.

In view of the above, we have decided to hire qualified and competent hands to occupy the following positions;

  • Principal Partner/Chief Executive Officer
  • Nutritionist and Dietitian

Office Administrator

  • Marketing Executives

Client Service Executive

5. Job Roles and Responsibilities

Principal Partner/Chief Executive Officer:

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • In authority of signing checks and documents on behalf of the company
  • Assesses the success of the organization

Nutritionist and Dietitians

  • Considers patients’ and clients’ health needs and diet
  • Counsel patients on nutrition issues and healthy eating habits
  • Develops meal plans, taking both cost and clients’ preferences into account
  • Evaluates the effects of meal plans and change the plans as needed
  • Promotes better nutrition by speaking to groups about diet, nutrition, and the relationship between good eating habits and preventing or managing specific diseases
  • Keeps up with the latest nutritional science research
  • Writes reports to document patient progress
  • Answerable for overseeing the smooth running of HR and administrative tasks for the organization
  • Designs job descriptions with KPI to drive performance management for psychologists, social workers and marriage counselors
  • Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
  • Defines job positions for recruitment and managing interviewing process
  • Carries out induction for new team members
  • Responsible for training, evaluation and assessment of employees
  • Responsible for arranging travel, meetings and appointments
  • Oversees the smooth running of the daily activities for the organization

Marketing Executive

  • Identifies, prioritizes, and reaches out to new clients, and business opportunities et al
  • Identifies development opportunities; follows up on development leads and contacts
  • Writes winning proposal documents, negotiate fees and rates in line with organizations’ policy
  • Responsible for handling business research, market surveys and feasibility studies for clients
  • Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
  • Develops, executes and evaluates new plans for expanding increase sales
  • Documents all customer contact and information
  • Represents Sally Anderson® Nutrition Consulting Firm, LLP in strategic meetings
  • Help to increase sales and growth for the organization
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
  • Responsible for financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensuring compliance with taxation legislation
  • Handles all financial transactions for the organization
  • Serves as internal auditor for the organization.
  • Welcomes clients and visitors by greeting them in person or on the telephone; answering or directing inquiries.
  • Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Manages administrative duties assigned by the principal partners in an effective and timely manner
  • Consistently stays abreast of any new information on the organizations’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries
  • Receives parcels/documents for the organization

6. SWOT Analysis

Sally Anderson® Nutrition Consulting Firm, LLP engaged the services of a professional in the area of business consulting and structuring to assist our organization in building a well – structured nutrition consulting business that can favorably compete in the highly competitive nutritionists and dietitians industry in the United States.

Part of what the consultant did was to work with the management of our organization in conducting a SWOT analysis for Sally Anderson® Nutrition Consulting Firm, LLP. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Sally Anderson® Nutrition Consulting Firm, LLP;

Our core strength lies in our ability to attract local support and frequent referrals, having a high prior success rate and recommendation/accreditation from authoritative sources. So also, we have a team that are considered experts with excellent qualifications and experience in the nutritionists and dietitians industry.

Aside from the synergy that exists in our carefully selected team members and our strong online presence, Sally Anderson® Nutrition Consulting Firm, LLP is well positioned in a community with the right demography and we know we will attract loads of clients from the first day we open our doors for business.

As a new nutrition consulting firm in Smethport – Pennsylvania, it might take some time for our organization to break into the market and gain acceptance especially from top profile clients in the fast – growing nutritionists and dietitians industry; that is perhaps our major weakness.

  • Opportunities:

Growing focus on preventive care services and nutrition will strengthen demand, so also, the fact that patients have been better able to afford doctor visits and an aging population will create opportunities for industry services in institutionalized care settings.

This goes to show that the opportunities in the nutritionists and dietitians industry is massive considering the number of individuals that would want to overcome their eating challenges and achieve their health goals. As a standard nutrition consulting firm, we are ready to take advantage of any opportunity that comes our way.

Every business faces threats or challenges at any part of the life cycle of the business. These threats can be external or internal. This shows the importance of a business plan, because most threats or challenges are to be anticipated and plans put in place to cushion what effect they might bring to the business.

Some of the threats that we are likely going to face as a nutrition consulting firm operating in the United States of America are unfavorable government policies that might affect businesses such as ours, the arrival of a competitor within our location of operations and global economic downturn which usually affects spending/purchasing power. There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.


  • Market Trends

The trend in the nutritionists and dietitians industry shows that in the last half decade, the industry has grown consistently. With the growing population of obese people in the United State, nutritionist and dietitians services are needed regardless of economic conditions.

Going forward, as people continue to be employed and regain a steady income, private health insurance will become more affordable, prompting consumers to seek nutritionists and dietitians services when needed.

One thing is certain, the trend in the nutritionists and dietitians industry is such that if you want to be ahead of your competitors, you should be able to acquire as much certifications as possible and you should be able to have loads of testimonies from your clients.

The truth is that if your clients experienced huge difference in their eating habits, health and overall well – being as a result of hiring the services of your organization, then they will be compelled to help promote your organization.

Another notable trend in this industry is the influence of technology; the advent of technology is responsible for the increase in income generated by nutritionists and dietitians all over the world. With technology, it is now easier for nutritionists and dietitians to work their clients that are thousands of kilometers away from them. Tools like video calling/Skype, YouTube, live chat and Webcast et al are being used by nutritionists to counsel clients in different parts of the world.

8. Our Target Market

The target market for nutrition consulting firms is all encompassing. Sally Anderson® Nutrition Consulting Firm, LLP is a professional and licensed nutrition consulting firm that is specialized in helping her clients overcome eating challenges, achieve their personal goals and improving their overall wellbeing and productivity.

As a standard nutrition consulting firm, Sally Anderson® Nutrition Consulting Firm, LLP offers a wide range of services hence we are well trained and equipped to service a wide range of clients.

Our target market as a nutrition consulting firm cuts across people of different classes of people. We are coming into the nutritionists and dietitians industry with a business concept and company’s profile that will enable us work with clients from different backgrounds and status.

Below is a list of the clients that we have specifically designed our nutrition consulting services for;

  • About to wed couples
  • Married couples
  • Working class adults/corporate executives
  • Sports men and women
  • College students
  • People undergoing depression
  • People with mental challenges

Our Competitive Advantage

The nutritionists and dietitians industry is indeed a very prolific and highly competitive. Clients will only hire your services if they know that you can successfully help them overcome their challenges, and achieve their personal goals. It is the practice for nutritionists and dietitians to acquire as much certifications as it relates to their area of specialization; it is part of what will make them stay competitive in the industry.

We are quite aware that to be highly competitive in this industry means that you should be able to deliver consistent quality service, your clients should be able to experience remarkable difference and improvement and you should be able to meet the expectations of your clients at all times.

Sally Anderson® Nutrition Consulting Firm, LLP might be a new nutrition consulting firm in Smethport – Pennsylvania, but the management team and owners of the business are licensed and highly qualified nutritionists and dietitians that can successfully help clients overcome their eating cum food challenges and achieve their personal health goal within a short period of time. These are part of what will count as a competitive advantage for us.

Aside from our robust experience and expertise of our nutritionists, we have a very strong online presence that will enable us work with clients in different parts of the world from our online portals.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.


  • Sources of Income

Sally Anderson® Nutrition Consulting Firm, LLP is established with the aim of maximizing profits in the nutrition industry and we are going to go all the way to ensure that we do all it takes to attract clients on a regular basis. Sally Anderson® Nutrition Consulting Firm, LLP will generate income by offering the following services;

10. Sales Forecast

One thing is certain, there would always be individuals who would need the services of nutritionists and dietitians in other for them to overcome their eating challenges and achieve their personal health goals and also to enable them become peak performer in their careers and family life. This is the major reason why the services of nutrition consulting firms will always be needed.

We are well positioned to take on the available market in Smethport – Pennsylvania and we are quite optimistic that we will meet our set target of generating enough income profits from our first six months of operation and grow our nutrition consulting business and our clientele base.

We have been able to critically examine the market, we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to similar startups in Smethport – Pennsylvania.

Below are the sales projections for Sally Anderson® Nutrition Consulting Firm, LLP, it is based on the location of our nutrition consulting firm and of course the wide range of services that we will be offering;

  • First Fiscal Year: $150,000
  • Second Fiscal Year: $350,000
  • Third Fiscal Year: $750,000

N.B : This projection was done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

  • Marketing Strategy and Sales Strategy

We are mindful of the fact that there are stiff competitions amongst nutrition consulting firms in the United States of America; hence we have been able to hire some of the best marketing experts to handle our sales and marketing.

Our sales and marketing team will be recruited based on their vast experience in the industry and they will be trained on a regular basis so as to meet their targets and the overall goal of Sally Anderson® Nutrition Consulting Firm, LLP. We will also ensure that our clients overcome their challenges in record time; we want to build a standard and first – class nutrition consulting business that will leverage on word of mouth advertisement from satisfied clients.

Our goal is to grow Sally Anderson® Nutrition Consulting Firm, LLP to become one of the top 10 nutrition consulting firms in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in Smethport – Pennsylvania but also in other cities in the United States of America.

Sally Anderson® Nutrition Consulting Firm, LLP is set to make use of the following marketing and sales strategies to attract clients;

  • Introduce our nutrition consulting firm by sending introductory letters alongside our brochure to corporate organizations, households and key stake holders in Smethport – Pennsylvania
  • Print out fliers and business cards and strategically drop them in offices, libraries, public facilities and train stations et al.
  • Use friends and family to spread word about our nutrition consulting firm
  • Post information about our nutrition consulting firm on bulletin boards in places like schools, libraries, and local coffee shops
  • Place a small or classified advertisement in the newspaper, or local publication about our nutrition consulting firm
  • Advertise our nutrition consulting firm in relevant educational magazines, newspapers, TV stations, and radio stations
  • Attend relevant educational expos, seminars, and business fairs et al
  • Engage in direct marketing approach
  • Encourage word of mouth marketing from loyal and satisfied clients

11. Publicity and Advertising Strategy

We have been able to work with our brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to become the number one choice for both corporate clients and private clients in the whole of Smethport – Pennsylvania which is why we have made provisions for effective publicity and advertisement of our business.

Below are the platforms we intend to leverage on to promote and advertise Sally Anderson® Nutrition Consulting Firm, LLP;

  • Place adverts on both print (community based newspapers and magazines) and electronic media platforms
  • Sponsor relevant community based events/programs
  • Leverage on the internet and social media platforms like Instagram, Facebook, Twitter, YouTube, Google + et al to promote our brand
  • Install our billboards on strategic locations all around Smethport – Pennsylvania
  • Engage in roadshows from time to time in targeted neighborhoods
  • Distribute our fliers and handbills in target areas
  • List our nutrition consulting firm in local directories/yellow pages
  • Advertise our life nutrition consulting firm in our official website and employ strategies that will help us pull traffic to the site
  • Ensure that all our staff members wear our branded shirts and all our vehicles are well branded with our schools’ logo et al.

12. Our Pricing Strategy

Generally counseling and consulting services are billed on per hour billing rate and flat fees on a weekly or monthly basis as it applies. As a result of this, Sally Anderson® Nutrition Consulting Firm, LLP will charge our clients flat fees except for few occasions where there will be need for us to charge special clients on hourly basis.

At Sally Anderson® Nutrition Consulting Firm, LLP we will keep our fees below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance. In addition, we will also offer special discounted rates to all our clients at regular intervals.

  • Payment Options

The payment policy adopted by Sally Anderson® Nutrition Consulting Firm, LLP is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options Sally Anderson® Nutrition Consulting Firm, LLP will make available to her clients;

  • Payment via bank transfer
  • Payment with cash
  • Payment via online bank transfer
  • Payment via mobile money
  • Payment via Point of Sales Machines (POS Machines)
  • Payment via check
  • Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for our services without any stress on their part. Our bank account numbers will be made available on our website and promotional materials.

13. Startup Expenditure (Budget)

In setting up a nutrition consulting business, the amount or cost will depend on the approach and scale you want to undertake. If you intend to go big by renting a place, then you would need a higher amount of capital as you would need to ensure that your employees are well taken care of.

The startup capital for a home based nutrition consulting business without any overhead might fall between $2,000 and $5,000, while that of a medium and large scale would definitely be higher.

The materials and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked. As for the detailed cost analysis for starting a standard nutrition consulting firm with a handful of employees; it might differ in other countries due to the value of their money.

However, this is what it would cost us to start our own standard and world class nutrition consulting firm in the United States of America;

  • Business incorporating fees in the United States of America will cost – $750
  • The budget for liability insurance, permits and license will cost – $3,500
  • Acquiring an office space that will accommodate the number of employees we intend employing for at least 6 months (Re – Construction of the facility inclusive) will cost – $35,000
  • Equipping the office (computers, printers, projectors, markers, pens and pencils, furniture, telephones, filing cabinets, and electronics) will cost – $10,000
  • The cost for accounting software, CRM software and Payroll Software – $3,000
  • Other start-up expenses including stationery – $1000
  • Phone and Utilities (gas, sewer, water and electric) deposits – ( $3,500 ).
  • Launching an official website will cost – $500
  • Amount needed to pay bills and staff members for at least 2 to 3 months – $70,000
  • Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $5,000
  • Miscellaneous – $5,000

Going by the report from the market research and feasibility studies conducted, we will need about one hundred and fifty thousand ( 150,000 ) U.S. dollars to successfully set up a medium scale but standard nutrition consulting firm in the United States of America.

Generating Startup Capital for Sally Anderson® Nutrition Consulting Firm, LLP

Sally Anderson® Nutrition Consulting Firm, LLP is a partnership business that will be owned by Dr. Sally Anderson and she will run the business with her business partner for many years Dr. Becky Allison. They are the sole financiers of the business which is why they decided to restrict the sourcing of the startup capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

  • Generate part of the startup capital from personal savings and sale of his stocks
  • Generate part of the startup capital from friends and other extended family members
  • Generate a larger chunk of the startup capital from the bank (loan facility)

N.B: We have been able to generate about $50,000 ( Personal savings $35,000 and soft loan from family members $15,000 ) and we are at the final stages of obtaining a loan facility of $100,000 from our bank. All the papers and documents have been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the number of loyal customers that they have, the capacity and competence of their employees, their investment strategy and business structure. If all of these factors are missing from a business, then it won’t be too long before the business close shop.

One of our major goals of starting Sally Anderson® Nutrition Consulting Firm, LLP is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Sally Anderson® Nutrition Consulting Firm, LLP will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner of our business strategy.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

  • Business Name Availability Check: Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts various banks in the United States: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Purchase of Insurance for the Business: Completed
  • Leasing a standard office facility in a good location plus reconstruction: In progress
  • Conducting Feasibility Studies: Completed
  • Generating part of the startup capital from the founders: Completed
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents: In Progress
  • Design of Logo: Completed
  • Graphic Designs and Printing of Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of the needed software apps, furniture, office equipment, electronic appliances and facility facelift: In progress
  • Creating Official Website for the business: In Progress
  • Creating awareness for the business in Smethport – Pennsylvania: In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress

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  1. 6+ Nutrition Consulting Business Plan Templates

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  2. 6+ Nutrition Consulting Business Plan Templates

    small business plan for diet clinic

  3. 6+ Nutrition Consulting Business Plan Templates

    small business plan for diet clinic

  4. 6+ Nutrition Consulting Business Plan Templates

    small business plan for diet clinic

  5. 6+ Nutrition Consulting Business Plan Templates

    small business plan for diet clinic

  6. 6+ Nutrition Consulting Business Plan Templates

    small business plan for diet clinic



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  5. Diet Plan For Beginners


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