Execution Score
94
/100
Location A — Austin
+3 this week
MULTI-LOCATION GROUPS
One standard.
Every location. Enforced.
Your EBITDA depends on every location running the same playbook. SOPHIE deploys your operational standard across all locations, tracks execution by site, and surfaces which locations are drifting before it shows up in revenue.
THE REAL PROBLEM
One location runs well because one person holds it together. That doesn't scale. And you know it.
In multi-location groups, execution drift is invisible... until it's expensive. Location A runs well because the office manager there is exceptional. Location B is struggling because that person left six months ago and nobody has rebuilt the system. Location C looks fine in the numbers, but the follow-through cadence is held together by one coordinator who is one resignation away from taking it all with them.
The problem isn't your people. The problem is that your operating standard lives in their heads, not in a system. When they leave — and turnover in multi-location groups runs 30–50% annually — the standard leaves with them. Every new hire resets the clock. Every location drifts at a different rate. And by the time you see it in the numbers, it's been happening for months.
Location A is thriving. Location C is leaking. The difference is one person, not one system.
Your best OM leaves. That location drops. The operating knowledge walked out with them.
You can't see drift until it's in the P&L. There's no signal between the work and the report.
Every new hire resets the standard. Because the standard was never in the system to begin with.
WHAT CHANGES WITH SOPHIE
Each location runs on whoever holds it together.
SOPHIE embeds the operating standard into every task at every location.
Your best OM leaves. That location drifts.
The knowledge lives in SOPHIE. The next person steps into the full system.
You see drift in the P&L three months later.
SOPHIE surfaces execution gaps in real time, before they become revenue gaps.
THE SHIFT
"Every location started running the same standard. Not because of the people. Because of the system."
— What practice owners say after 60 days with SOPHIE
CROSS-LOCATION VISIBILITY
Every location. One dashboard.
Real-time execution scores.
Performance holds. Revenue becomes more predictable.
Stop waiting for monthly reports. SOPHIE gives you a live execution score for every location — and alerts you the moment a site starts to drift.
REGIONAL DASHBOARD
Texas Region — 4 Locations
Live
Execution Score
81
/100
Location B — Dallas
↓
Drifting
Execution Score
89
/100
Location C — Houston
Stable
Execution Score
76
/100
Location D — San Antonio
âš
Alert sent
!
Drift Alert: Location D — San Antonio
Execution score dropped 8 points this week. Front Desk task completion at 61%. Treatment Coordinator follow-up rate below threshold. Alert sent to Regional Manager.
BUILT FOR YOUR ROLE
SOPHIE speaks to the person responsible for the whole network.
You're responsible for every location. But you can only be in one place.
You set the standard. You train the teams. You visit the sites. But the moment you leave, execution drifts. Each location runs its own version of your playbook. By the time a problem shows up in the numbers, it's already cost you.
SOPHIE deploys your operational standard to every location simultaneously. You see a real-time execution score for every site — and you see drift before it becomes a revenue problem.
WITHOUT SOPHIE
- Each location runs a slightly different version of your standard
- Reports tell you what happened — not what's happening right now
- Regional visits are reactive firefighting, not strategic oversight
- Onboarding an acquired location takes 3–6 months
- You can't see which roles are failing until revenue drops
WITH SOPHIE
- One standard deployed across every location from one dashboard
- Real-time execution score by location, position, and operational domain
- Drift surfaces in SOPHIE before it shows up in revenue
- Acquired locations onboarded to your standard in days, not months
- Regional visits become strategic — you arrive knowing exactly where to focus
Your EBITDA model depends on operational consistency at scale.
You acquire practices to standardize them. But every acquisition comes with its own culture, its own habits, its own version of 'how we do things here.' The gap between your standard and their execution is where your multiple compresses.
SOPHIE is the standardization engine. Deploy your operational playbook to every acquired location. Track execution by site. See which locations are performing to your standard — and which are drifting — before the next audit.
WITHOUT SOPHIE
- Every acquisition resets the standardization clock
- Operational consistency is a people problem — it depends on who's there
- You can't scale a standard that lives in someone's head
- Integration timelines are long and unpredictable
- You're flying blind between site visits and monthly reports
WITH SOPHIE
- Your operational standard is a system — not a person
- Acquired locations adopt your playbook in days, not quarters
- Cross-location execution data in one dashboard
- Instability surfaces before it affects EBITDA
- Your standard scales as fast as your acquisition pipeline
You manage 5–20 locations. You can't be the system at all of them.
You're the connective tissue between the corporate standard and the local team. You spend your time on calls, in visits, chasing down why Location 7 is underperforming again. The information you need is always delayed. The problems you find are always already expensive.
SOPHIE gives you a live execution dashboard across every location you manage. You see which sites are running clean, which are drifting, and exactly which roles are the friction point — without a single site visit.
WITHOUT SOPHIE
- You find out about execution failures from revenue reports
- Every location manager has a different definition of 'on track'
- Your time is consumed by reactive problem-solving
- Training doesn't stick — you retrain the same things every quarter
WITH SOPHIE
- Live execution score by location, position, and operational domain
- Consistent standards — regardless of who fills each role
- Proactive alerts when a location starts to drift
- New hires step into the same standard from day one — the SOP is inside the task
STAFFING RESILIENCE
It doesn't matter who fills the seat.
The work gets done. To standard.
Staff turnover is the #1 operational risk in multi-location healthcare. Every time a key person leaves, your standard leaves with them. SOPHIE makes your standard independent of any individual. A new hire at Location 7 steps into the same task flows, the same SOPs, and the same expectations as a 10-year veteran (from day one).
Day 1 Onboarding
New staff see their role-specific tasks and standards immediately (no manual training required).
Standard Preserved
Your operational playbook doesn't live in someone's head. It lives in SOPHIE and it doesn't leave when they do.
Consistent Execution
Every position, every location, every day... the same standard, the same execution loop, the same result.
Performance holds. Revenue becomes more predictable.
ENTERPRISE CAPABILITIES
Everything you need to run a network at scale.
Cross-Location Roll-Up Insights
See every location's Practice Stability Score in one view. Filter by region, vertical, or operational domain. Drill into any location to see where the execution loop is closing and where it's drifting.
Cross-Location SOP Deployment
Build your operational standard once. Deploy it to every location simultaneously. When a standard changes, every location gets the update and the task routing reflects it immediately.
Rapid Acquisition Onboarding
When you acquire a new clinic, SOPHIE deploys your playbook immediately. Every position steps into the same task flows with embedded SOPs from day one. Onboarding takes days, not months.
Drift Detection & Early Warning
SOPHIE's instability insights surfaces execution drift before it shows up in revenue. You get an alert when a location's score drops... not a report four weeks later explaining why revenue was down.
Execution Consistency at Scale
Every position at every location follows the same standard. It doesn't matter who fills the seat... a new hire or a 10-year veteran. The work closes the same way. Turnover stops resetting your execution quality.
PMS Signal Orchestration (Pro)
Connect your PMS across every locations SOPHIE reads live signals — unscheduled treatments, aging claims, missed follow-ups — and routes the right task to the right position at the right location automatically.
Performance holds. Revenue becomes more predictable.
BY POSITION
The same standard. At every position.
At every location.
SOPHIE routes the right work to the right position at every location — automatically. Select a position to see exactly what SOPHIE manages for them, network-wide.
Marketing
New customer pipelines that vary wildly by location. Google review scores that differ by 1.5 stars across your network. Referral programs that one location runs and three others ignore. Marketing at scale requires a system — not a hope that each location manager remembers to ask for reviews.
STANDARDS EMBEDDED IN THIS POSITION
- Network-wide new customer welcome sequence SOP
- Google review request script — standardized across all locations
- Customer referral conversation guide
- Reactivation outreach script
TASKS AUTO-ROUTED TO THIS POSITION
- New customer follow-up — standardized 24-hour and 72-hour touchpoints enforced across all locations
- Google review request — queued 24 hours after every completed appointment or service at every site
- Referral activation — customer referral prompt queued after high-satisfaction visits, network-wide
- Reactivation campaign — dormant customers surfaced monthly at each location with outreach queue
- Campaign performance tracking — location-by-location response rate surfaced to regional leadership
- Brand standard compliance — marketing SOP adherence tracked across the network
Sales / Conversion
Conversion rates that vary by 20 points across your locations. Proposals that get presented at one site and ignored at another. Program enrollment that depends entirely on which coordinator happens to be working. At scale, inconsistent conversion is not a people problem — it is a systems problem.
STANDARDS EMBEDDED IN THIS POSITION
- Offer and proposal presentation script — standardized across all locations
- Objection handling guide — cost, time, commitment
- Financing conversation SOP
- Post-consult follow-up sequence
TASKS AUTO-ROUTED TO THIS POSITION
- Open opportunity follow-up — every open proposal surfaced at 3, 7, and 14 days across all sites
- Presentation prep — customer file, financing options, and script queued before every consult or sales conversation
- Post-consult follow-up — 24-hour touchpoint for every customer who did not schedule, at every location
- Financing presentation — approved payment options queued for offers over $500
- Cross-location conversion comparison — weekly close rate by location surfaced to regional leadership
- Conversion rate benchmarking — underperforming locations flagged with Fix Now pathway
Operations
Missed calls at Location 3 that no one is tracking. Follow-up lists at Location 7 that have not been touched in two weeks. The same schedule hole problem happening at four different sites with four different people trying to solve it independently. Execution at scale requires a standard — not a prayer.
STANDARDS EMBEDDED IN THIS POSITION
- Missed call recovery script — network standard
- Follow-up and reappointment conversation guide
- Pre-appointment preparation checklist
- Post-service follow-up SOP
TASKS AUTO-ROUTED TO THIS POSITION
- Missed call recovery — every missed call routed within 2 hours at every location
- Follow-up list execution — overdue customers surfaced daily at each location with outreach queue
- Same-day schedule optimization — holes surfaced at 8am at every site with fill options
- Pre-appointment prep — customer record, required forms, and pre-visit checklist standardized
- Unscheduled opportunity flag — recommended next steps routed to the right owner same day
- Cross-location execution rate — which sites are closing operational tasks, which are drifting
Finance
Aging AR that varies by location because each site follows a different follow-up cadence. Customer balance collection that depends on who is at the front desk that day. Reconciliation that falls behind at three locations simultaneously. At scale, financial execution gaps compound — and without visibility across the network, they compound silently.
STANDARDS EMBEDDED IN THIS POSITION
- AR follow-up call script — network standard
- Aging AR escalation protocol
- Customer balance collection SOP
- Revenue reconciliation checklist
TASKS AUTO-ROUTED TO THIS POSITION
- AR follow-up — triggered at 30, 45, and 60 days across every location
- Aging AR comparison — cross-location AR aging surfaced weekly to regional and central billing
- Customer balance collection — standardized collection prompt at every check-in, checkout, or payment touchpoint
- Revenue reconciliation — daily task against billing, POS, or operating system data at each site
- Collections escalation — accounts over 90 days flagged for escalation at every location
- Financial performance benchmarking — collection rate by location surfaced to leadership
Admin
Onboarding a new hire at Location 4 takes three weeks because the location manager has to build the training from scratch. Compliance documentation at Location 2 is six months out of date. Staff scheduling conflicts surface the morning of at two sites simultaneously. Administrative execution at scale is where most multi-location groups quietly lose control.
STANDARDS EMBEDDED IN THIS POSITION
- Network-wide new hire onboarding SOP
- Compliance documentation checklist
- Staff scheduling protocol
- Vendor reorder and supply management SOP
TASKS AUTO-ROUTED TO THIS POSITION
- New hire onboarding sequence — role-specific task queue activated from day one at any location
- Staff scheduling conflict resolution — coverage gaps surfaced 48 hours in advance across the network
- Compliance documentation review — regulatory, licensing, and brand-standard checklists on recurring cadence at every site
- Vendor and supply management — reorder triggers based on inventory thresholds per location
- Cross-location onboarding consistency — new hire execution quality benchmarked against network standard
- Performance review preparation — execution data by position and location surfaced for review cycles
IT / Facilities
Equipment failures at Location 6 that get reported to the location manager via text and never logged. HVAC issues at Location 2 that were mentioned in a meeting three weeks ago and still have no assigned owner. Software updates that happened at four locations and not the other three. IT and facilities at scale are where the most invisible operational risk accumulates.
STANDARDS EMBEDDED IN THIS POSITION
- Network-wide equipment maintenance SOP
- Facility issue reporting protocol
- HVAC and utilities inspection checklist
- Safety and equipment compliance log SOP
TASKS AUTO-ROUTED TO THIS POSITION
- Equipment maintenance schedule — recurring maintenance tasks triggered across all locations by calendar
- Facility issue logging — staff-reported issues at any location converted to tracked tasks with owner assigned
- HVAC and utilities check — monthly inspection checklist surfaced to facilities contact at each site
- Software and system update tracking — operating systems, POS, scheduling, CRM, and core software reminders network-wide
- Cross-location equipment status — maintenance compliance rate by location surfaced to IT director
- Safety and equipment compliance — required logs on cadence at every location
Leadership
You are responsible for revenue, collections, customer experience, team execution, compliance, and growth — across every location simultaneously. Without a system that surfaces what is actually happening at each site, across every department, you are managing by exception. And by the time an exception surfaces, it has been compounding for weeks.
STANDARDS EMBEDDED IN THIS POSITION
- Network Practice Stability Assessment — 6-domain scoring model
- Weekly execution review framework
- Cross-location revenue leakage audit SOP
- Department head accountability protocol
TASKS AUTO-ROUTED TO THIS POSITION
- Network Practice Stability Score — live 0-100 score per location across all 6 departments
- Cross-location revenue leakage estimate — dollar-value gap by location and by department
- Department execution rate by location — task closure rate surfaced weekly for every site
- Top instability factors by location — ranked by revenue impact with Fix Now pathways
- Weekly operating loop — Set Targets, Review Reality, Surface Friction, Assign, Execute — network-wide
- Execution benchmarking — which locations are leading, which are drifting, what the gap costs
VERTICALS SERVICED
Built for every type of multi-location healthcare and wellness group.
Dental Service Organizations
Standardize acquired practices. Enforce your clinical and operational playbook across every location.
Med Spa Groups & Chains
Deploy consistent membership, treatment, and follow-up workflows across locations.
Veterinary Groups
Close the clinical-to-front-desk handoff gap at every location. Consistent care protocols across your network.
PE-Backed & Franchise Networks
Operationalize your acquisition thesis. Your standard deploys on day one. Execution is measurable from week one.
Performance holds. Revenue becomes more predictable.
Acquisition Readiness
Want to be worth more to a service organization? Run like one before you join one.
Service organizations and management groups pay a premium for practices that already run on documented, measurable systems. A practice with a 94/100 Practice Stability Score, position-mapped execution data, and a proven SOP library is a fundamentally different acquisition target than one that runs on the owner's memory.
SOPHIE doesn't just make your practice run better today. It builds the operational infrastructure that makes your practice a high-value, low-risk acquisition — whether that's in 2 years or 10.
Documented, position-mapped SOP library (not in someone's head)
Daily execution data across every operational domain
Practice Stability Score: a single number that proves operational health
Turnover-proof (the practice runs the same regardless of who fills the role)
PMS-validated execution data (not self-reported)
What service organizations look for
Documented systems
Critical
Consistent execution data
Critical
Low owner dependency
High value
Turnover-resilient operations
High value
PMS-validated revenue capture
Premium
The valuation argument
A practice that runs on documented, measurable systems commands a higher multiple than one that runs on the owner's memory. SOPHIE gives you the operational infrastructure to prove it — before a buyer ever asks.
“Start with one workflow. Prove it. Then expand.” By the time you're ready to talk to a service organization, you'll have 18 months of execution data, a complete SOP library, and a Practice Stability Score that speaks for itself.
ENTERPRISE PRICING
Custom pricing for groups of 5 locations or more.
Enterprise plans include cross-location dashboards, centralized SOP deployment, dedicated implementation support, and custom PMS integrations. Priced per location with volume discounts.
