Close the Loop Challenge

From Half-Built → Dialed-In Growth System

Sat. May 2 and Sun. May 3

You've built pieces of your system. Funnels. Calendars. Booking pages. But none of it is actually connected — and you can feel all of those open loops.

In this 2-day implementation challenge, you'll identify exactly where your system is breaking down — and start closing your highest-impact loop.

Find the gaps. Map the system. Start closing the loops.

Here's what I know about you

You have a half-built system.

Maybe you’ve:

Set up a little bit of a CRM

Tried automations

Built funnels or booking pages

Invested in tools

And yet…

Leads still fall through the cracks

Follow-up is still inconsistent

Bookings are still unpredictable

Everything still feels manual

This is because your system isn’t complete.

It has open loops.

“Close the Loop” isn’t just a name.

It’s how your business actually works.

A business runs on loops:

  • Lead Loop: Lead → Follow-up → Booking

  • Booking Loop: Booking → Nurture → Show-Up

  • Reactivation Loop: Client → Reactivation → Rebook

  • Content Loop: Content → Conversion

When one part is missing?

❌ That’s an open loop.

Lead comes in → no follow-up → open loop

Booked call → no nurture → open loop

Client finishes → no reactivation → open loop

And open loops = lost revenue, more stress and more things on your to-do list

From: “Something feels off…”

To: “I can see exactly where my system is breaking — and what to fix”

Day 1 — Find Your Open Loops

You’ll map your all of the loops in your business and identify exactly where things are breaking down.

Session #1 - 11-1pm ET

  • Build your loop system map

  • Build your client / patient "pipeline"

Session #2 - 3-4pm ET

  • Learn about Lead Better HQ

  • Q&A Session

Day 2 — Start Closing the Right Loop

You’ll choose ONE high-impact loop and begin building it properly. You’ll pick:

Session #3 - Implementation 11-1pm ET

  • Lead Loop (leads → follow-up → booking)

  • Booking Loop (booking → nurture → show-up)

Session #4 - From One Loop → Full System 3-4pm ET

  • Closing Session

This is NOT a “build everything in a weekend” program.

This is where you:

  • Identify your open loops

  • Map your system visually

  • Start closing the right loop first

  • Create real momentum

Because you don’t need to fix everything in one weekend.

👉 You need to close the ONE loop that matters most.

What makes this challenge different

  • A framework for how your business actually runs

  • A way to diagnose problems instantly

  • A system you can keep building on

This becomes how you think about growth.

Most programs teach you what to build and leave you to figure out the rest. This challenge puts you in the seat and has you actually building — so you leave with something working, not just a new to-do list.

By the end of this weekend, you’ll break up with at least one tool

Right now, your backend probably looks like this:

one tool for booking

one tool for email

one tool for funnels

one tool for communication

…and none of them fully talk to each other.

You’ve built pieces.

But you haven’t connected them.

Inside Close the Loop, we’re going to change that.

By the end of the weekend, you’ll have built a real system — not just added another tool.

💔 You’ll likely be breaking up with at least one of these:

Calendly / Acuity (booking)

Mailchimp / ActiveCampaign / Flodesk (email)

ClickFunnels / Kajabi / Squarespace (funnels)

Your current CRM (Keap, Kartra ... or lack of one)

Because instead of stacking tools…

You’ll start building one connected system that actually runs your business

If you’ve been duct-taping your backend together… this is where that ends.

You won’t just learn this… you’ll build it inside the system

Inside Close the Loop, you won’t just be watching tutorials or taking notes.

You’ll be building your system in real time.

During the challenge, you’ll get:

14-days of free access to Lead Better HQ

So you can:

map your pipeline visually

see exactly where your loops are open

start building your first automation

connect pieces of your system that have never been connected before

This is a guided build experience, not a full setup.

You’ll start the system.

Inside our paid program Growth Systems Intensive, you'll have the option to finish it together.

Once you see how simple this can be, it’s very hard to go back to managing everything manually.

Meet Lead Better HQ - the platform that actually connects everything

Inside Close the Loop, you won’t just be learning—you’ll be building inside Lead Better HQ, a HIPAA-compliant, all-in-one platform designed specifically for health-based businesses.

Instead of juggling separate tools for email, booking, funnels, and communication, you’ll begin creating one unified system that captures leads, follows up automatically, manages conversations, books appointments, and tracks your entire pipeline in one place—all while integrating with your EHR (Practice Better and Cerbo, with more EHRs to come soon!) and leveraging AI-powered support for voice, messaging, and follow-up.

During the challenge, you’ll get:

14-days of free access to Lead Better HQ

This training is for you if you're the type of business owner who:

  • Has already rolled their sleeves up and tried to build some systems in your biz

  • Isn’t tech-phobic

  • Actually implements what they learn (you don't have a bunch of programs collecting dust somewhere)

    You might be thinking:

  • “I’ve built a lot… but it’s not working together”

  • “I know enough to be dangerous”

  • “This should be easier than it is”

  • “I just want this DONE”

Who this is NOT for:

  • Beginners starting from scratch

  • People looking for passive learning

  • People who want “done-for-you”

  • People avoiding systems or tech

What you'll leave with

After 2 days, you’ll have:

A clear map of your system

Identified your biggest gaps

Started building a real working loop

A new way to think about your business

And most importantly:

👉 You’ll know exactly what to do next

INVESTMENT

$47 — less than the cost of another tool that won't fix the real problem.

A few things people ask before signing up

Is this for absolute beginners?

Honestly, not really.

This is for health-based business owners who have already started building their backend and want to finish it properly. You don't need to be the most tech-savvy person in the world, but you should have at least experimented with setting up a tool or two, like a Calendly account or mailing list provider.

If you already have tools, systems, or maybe even some automations in place (even if they’re incomplete), you’re in the right place.

What if my systems are kind of… all over the place right now?

Perfect.

That’s exactly who this is for.

You don’t need a clean slate — you need structure.

We’ll help you map what you already have, identify what’s missing, and start connecting it into a real system.

Do I need to be “techy” to do this?

No, not super techy — but you do need to be willing to implement.

This isn’t passive learning.

You’ll be building alongside us in real time.

If you’re the type of person who actually takes action on what you learn, you’ll get a lot out of this.

What will I actually have by the end of the weekend?

By the end of the challenge, you will have:

👉 a clear visual map of your growth system
👉 identified where your loops are open
👉 built your first connected workflow inside Lead Better HQ

Most people also realize they can simplify their tech stack significantly.

Will I have a fully built system by the end?

No — and that’s intentional.

You’ll start your system and see exactly how it works.

Inside Growth Systems Intensive, we complete and fully implement everything together.

Do I need to switch all my tools right away?

No.

You’ll start by building and seeing what’s possible.

From there, you can decide what you want to keep, replace, or consolidate.

That said — most people quickly realize they don’t need as many tools as they thought.

What is Lead Better HQ, and will I be using it?

Yes.

During the challenge, you’ll get guided access to Lead Better HQ so you can build inside a real system.

This isn’t a demo — you’ll actually be setting things up and seeing how everything connects.

What happens after the challenge ends?

You’ll have two options:

👉 Continue building with us inside Growth Systems Intensive
👉 Or continue using Lead Better HQ on your own

Either way, you’ll already have momentum and a system started.

How much time do I need to commit?

Plan for:

👉 ~90 minutes–2 hours each day

Plus any additional time you want for implementation.

The more you engage, the more you’ll get out of it.

What if I can’t attend live?

You’ll get access to the recordings.

That said — this is designed to be a live, build-with-us experience.

The biggest breakthroughs happen when you’re implementing in real time.

Is this just another marketing training?

No.

We’re not teaching more content strategies or tactics.

This is about building the system that supports your marketing, so it actually converts.

How do I know if this is right for me?

If you’ve ever thought:

👉 “I have pieces of this, but it’s not fully working yet”
👉 “My tools don’t talk to each other”
👉 “I just want this DONE”

Then this is exactly for you.

If you’re the type of person who implements and wants to have a powerful automated system that runs your business… you’ll feel right at home here.

Love it or leave it

Attend the first session live on May 2nd, do the work alongside us, and if you don't feel absolutely floored by the value we're giving, simply email my team at [email protected] by 11:59pm ET May 2nd and we'll refund your investment.

You don’t need another disconnected tool.

You need the support to finish what you started and...

Close the loop.