Build with Clarity: Define the Vision, Model, and Message for Your Integrative Practice

The Clarity Blueprint is your step-by-step roadmap to eliminate the guesswork and build your practice with focus, confidence, and strategy. Designed specifically for integrative and functional medicine providers, this toolkit helps you define your 3–5 core offerings, map your patient funnel and upsell path, and plan for automation and scalability.

If you feel stuck between ideas and implementation—this is where you start. The Clarity Blueprint ensures you’re building something sustainable and aligned with your mission, not just throwing services together.

What’s Included:

• Core Offer Clarity Worksheet Get crystal clear on what you actually want to do in practice and outline your top 3–5 signature offerings.

• Funnel Education + “What Is the Funnel?” Overview Understand the essential journey from lead to long-term patient and how to create a simple, scalable funnel.

• My Patient Funnel Worksheet Map your own funnel from first touch to transformation—discovery, conversion, care, and continuation.

• Upsell Education + Strategy Guide Learn the purpose of upsells in patient care and business sustainability, including timing and ethical structure.

• My Upsell Plan Worksheet Design your practice’s custom upsell ladder—from program to membership to optimization offers.

• Automation Planning Overview Explore what, when, and how to automate without losing the personal touch your practice is known for.

• My Automation Planning Worksheet Map out the exact automation tools and sequences you’ll implement across marketing, onboarding, and retention.

• Mapping the Patient Journey Guide Understand how to nurture relationships before, during, and after care—and why every phase matters.

• My Patient Journey Mapping Worksheet Build out the sales, fulfillment, and nurture stages of your practice—ensuring consistency, connection, and results.