Planning for success.

No matter where you want to take your pharmacy, our strategy-focused packages will help you get there.

Executive Coaching Package

Designed for: Pharmacy owners and leaders who seek coaching and accountability on goal setting, strategy planning and effective implementation

Your pharmacy’s success depends on action. Coaching provides the plan, accountability and guidance but it starts with a commitment to prioritize change. Coaching is not just having someone to talk to. It’s gaining clarity, making progress and achieving goals.

  • Opportunities for engaging a coach:
    • Grow revenue
    • Improve team satisfaction
    • Increase personal work-life balance
    • Leadership development
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What to expect from your coach:

  • An outcomes-driven approach
  • Critical industry insights
  • Expert strategies, best practices and implementation guidance
  • A comprehensive plan to build a stronger business, provide better patient service and become a more effective leader
  • Accountability to do the work, prioritize action and drive change
  • Support to overcome challenges and achieve peace of mind

Compounding Pharmacy Start-up Support Package

Designed for: New and smaller pharmacies that want to begin offering compounding services

  • Get the support you need to successfully launch and operate a compounding pharmacy, including:
    • Strategic planning
    • Business and marketing plan development
    • Operational best practices
    • Expert insights for post-opening success
  • Learn foundational knowledge for setting your pharmacy up for success and profitability, from understanding regulatory requirements to operational best practices.
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Key deliverables:

  • Business plan template
  • Pro forma statement templates for income, cash flow and balance sheets for the first three years
  • Education and guidance on completing the business plan and pro forma statements
  • Investment cost estimations
  • Recommendations for physical space, equipment and staffing
  • Marketing plan, focusing on therapeutic areas, prescriber relationships and profitability
  • Task template for planning

Success looks like: Foundational structure that ensures operational readiness, financial stability and strategic positioning — setting your pharmacy up for a seamless launch and long-term growth.

Compounding Pharmacy Relocation/New Buildout Support Package

Designed for: Pharmacies that are relocating and building a new compounding pharmacy or pharmacies planning an extensive remodel within their current space

  • We’ll create a comprehensive plan for your move, focusing on design, logistics, compliance and workflow efficiency throughout the transition process.
  • We start with a thorough review of the proposed pharmacy design to align the facility layout with your product and service offerings.
  • The scope also includes assistance with logistics, regulatory compliance and ensuring continuity of operations during the transition.
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Key deliverables:

  • Store move plan with a task template for before, during and after the move
  • Communication plan for the team, prescribers, customers and the community
  • Input on the building's overall design, workflow, lab design and equipment assessment

Success looks like: Peace of mind through planning and execution, ensuring a smooth transition, an efficiently designed workflow and clear, effective communication with prescribers and patients — all while minimizing disruptions to operations.

Profit Pathway Report

A one-of-a-kind business analytics tool delivering actionable data designed to position your pharmacy for success. Each month’s report highlights trends and KPIs so you can:

  • View your performance as it compares to the larger industry through our powerful analytics engine.
  • Easily identify what’s working and what needs to be improved.
  • Make data-driven decisions to reach your goals faster.
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Profit Pathway Coaching Package

This financial-focused coaching service uses the Profit Pathway Report as a starting point to dig deeper into your data and provide guidance to steer you toward your big picture, including:

  • Custom prescription pricing strategies
  • Customized general ledger formatting for QuickBooks Pro or other accounting software
  • Monthly prescription and budget analysis reports
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Power Up Process

1. Discovery

Reach out in a free discovery call with our pharmacy experts to discuss your goals and challenges.

2. Opportunity

Our experts prepare a detailed proposal that addresses the primary opportunity, including tangible deliverables and defined start and end dates.

3. Activation

Our experts work with you and your staff to achieve changes necessary for growth and success.