Result Labs × HOCATT — Joint Venture

The Wellness
Growth Engine

An AI-powered growth system purpose-built for wellness practices. Research, product, positioning, naming, and pricing — everything the founding team needs to evaluate what we’ve built.

Jason Koeppe Andre Lassiter Andre Smith Ed Ritter Daniella Emdin
The Core Thesis

Wellness owners are practitioners first,
business people second.

They’re structurally unable to run a practice AND be the receptionist, the marketer, and the follow-up system. The result: invisible revenue loss that compounds every single day.

30-50%

Calls Go Unanswered

During sessions, nobody picks up. Those callers book with the competitor who answers.

60-70%

Databases Are Dormant

Hundreds of clients who already trust the practice — and nobody is reaching out.

20-30%

First-Time No-Shows

New clients don’t show because they didn’t get a confirmation. Revenue evaporates.

6-24 hrs

Lead Response Time

Best practice: under 5 minutes. Respond in 5 min = 21x more likely to convert.

“You got into this because you love helping people. The fact that you have 540 people in your database and no time to reach out isn’t a failure. It’s a systems problem.”Empathy statement — Messaging Architecture
Quantified Impact

A $500K practice leaks $200-400K/year

These aren’t marketing problems. They’re systems problems. And they’re quantifiable.

Revenue LeakAnnual Cost
Missed calls (prospects book elsewhere)$50K – $100K
Slow follow-up (leads go cold)$25K – $50K
No-shows (empty chairs, wasted time)$75K – $100K
Lapsed clients (nobody reaches out)$50K – $150K
Total Estimated Leakage$200K – $400K
The Product

One system. Every gap covered.

Not another marketing agency. A complete growth engine that runs while the practitioner is in the treatment room.

Built
📞

AI Voice Agents

Inbound and outbound. Answers every call, 24/7/365.

Built
🔄

Database Reactivation

Personalized outreach to dormant clients. Proven in the HOCATT network.

Built
⚡

Speed-to-Lead

New leads get a response within 60 seconds.

🚫

No-Show Reduction

Smart confirmation sequences. Automated waitlist on cancellation.

💬

Missed Call Text-Back

Instant text with booking link before they call the competitor.

⭐

Review Automation

Post-appointment prompts at peak satisfaction. Google reviews are #1.

📅

Rebooking Reminders

Automated, personalized reminders keep clients coming back.

📋

Intake Automation

Digital forms, pre-appointment prep, reducing admin burden.

Built on GoHighLevel + n8n + AI/LLM. DB reactivation system and voice bot are already operational.

The Market

A $50B+ vertical with under 5% AI adoption

Massive, growing fast, and almost entirely greenfield for AI-powered growth tools.

SegmentMarket SizeLocationsGrowth
Med Spas$16-18B8,000-10,000+14-15% CAGR
Traditional Day Spas$19-20B22,000-25,0005-7% CAGR
Holistic / Integrative$8-12B—10-12% CAGR
Wellness Centers$5-8B—12-15% CAGR
200-500+
HOCATT Providers (US)
Andre Smith’s network. V1 distribution. Built-in warm intros.
<5%
AI Adoption in Wellness
68% of high-performing med spas projected to adopt AI phone by end of 2026.
71%
Clients OK with AI
Medspa regulars comfortable with AI receptionist. Client acceptance ahead of owner adoption.
The Buyer

Two personas, one pain

Lisa needs rescue from overwhelm. Ryan needs a tool to break through a plateau. The growth engine serves both.

Primary Buyer

Dr. Lisa Tran

“I love what I do. I just can’t keep doing ALL of it.”
  • Role Owner-operator, primary practitioner AND business manager
  • Business Wellness center with HOCATT, IV drips, functional wellness
  • Revenue $250K-$500K/year, 3 employees
  • Pain 847 clients in system. 540 haven’t visited in 6+ months.
  • Blocker “I’ve been burned by marketing agencies.”
Secondary Buyer

Ryan Delgado

“I know what to do. I just need a system that does it at scale.”
  • Role Co-owner/operator. Handles business side.
  • Business Med spa with HOCATT + aesthetics. $800K-$1.5M/year. 8-12 staff.
  • Pain Stuck at $100-$120K/month. Capacity supports $150K+.
  • Spends $2,500/mo on agency. Gets impressions, not bookings.
  • Blocker “I already have a CRM.” Needs attribution.
Messaging & Positioning

The three-step plan

StoryBrand framework. Customer is the hero. We’re the guide.

01

Show Us Where You’re Leaking Revenue

Guided diagnostic. Missed calls, database health, follow-up speed, no-show rates, review velocity.

Removes: “I don’t know what I don’t know.”
02

We Build Your Growth Engine

AI voice, reactivation, follow-up, reviews, rebooking — configured for their practice.

Removes: “This is going to be complicated.”
03

Your Team Runs It. We Back You Up.

Staff training, ownership transfer, ongoing support. They own the system. Always.

Removes: “I’ll be locked in forever.”
The Transformation

Before

You are the bottleneck — missing calls, watching clients disappear, database full of dormant clients, no system. Working 55-hour weeks. Competitor down the road is growing.
→

After

Phone never goes unanswered. Dormant clients booking again. No-show rate cut in half. 5-star reviews on autopilot. Team running a system that grows the practice while you do what you love.
What Makes This Different

Your team runs it. We train them.
Nobody gets left behind.

Not an agency. Not a black-box vendor. We build it, configure it, train their staff, and stay in their corner. They own it. Always.

Naming & Brand Identity

What we call this thing

Extensive research into naming: competitor analysis, trademark conflicts, Reddit sentiment, academic studies on AI branding.

“WellnessIQ” — Dead

Inc. 5000 company owned since 2007. All domains, social handles, and search results locked up.

“AI” in Name — Harmful

WSU study: AI labeling reduced purchase intent. Worst in health/wellness. Successful AI companies avoid it.

“[X]IQ” — Crowded

TherapyIQ, DentalIQ, HealthIQ ($55M raised). Namespace congested across wellness verticals.

“AI is the engine, not the identity. The most successful AI companies ship AI features aggressively while keeping ‘AI’ out of their brand names entirely.”Key Finding — Naming Research
The Shortlist

Eight names. One frontrunner.

Direct, descriptive compound words that say what the product does.

Bookt

⭐ Frontrunner
“You’re booked. Problem solved.”
  • Directly names the #1 outcome
  • One syllable — impossible to forget
  • Modern spelling (like Lyft, Fiverr)
  • Works across every sub-vertical
  • Strong domain likelihood
  • Immediate emotional response
  • Could be “just a booking tool”
  • Doesn’t signal full growth engine
  • Misspelling may feel gimmicky
  • Competes with Calendly, Acuity
“Every feature we build exists for one reason: to keep every chair filled. Bookt is the outcome. Everything else is how we get there.”

GrowthStack

Outcome
“A stack of growth tools working together.”
  • Accurately describes the product
  • Premium feel, justifies pricing
  • “Stack” is tech jargon
  • Sounds like an agency

GrowthPath

Outcome
“A clear path to growth.”
  • Journey + guide — aligns with StoryBrand
  • Warm, approachable
  • Passive — no energy
  • Sounds like consulting

WellSurge

Wellness + Growth
“A surge of growth for wellness.”
  • Vertical + momentum in two syllables
  • Strong visual brand potential
  • “Surge” can connote negative
  • May feel aggressive for wellness

WellSpark

Wellness + Growth
“The spark that ignites wellness growth.”
  • Warm and energetic
  • Clean, easy to say
  • “Spark” implies small
  • Many Spark brands exist

Welltuned

Wellness + Quality
“Your practice, finely tuned.”
  • Beautiful double meaning
  • Premium, sophisticated
  • Passive — no growth signal
  • Sounds like maintenance

WellGrowth

Wellness + Outcome
“Growth for wellness. That’s it.”
  • Zero ambiguity
  • Easy for Andre to pitch
  • Generic, forgettable
  • Hard to build brand love

Upshift

Growth
“Shift into a higher gear.”
  • Strong action verb
  • Energetic without aggressive
  • No wellness signal
  • Upshift staffing already known
The Business

How this makes money

JV Structure

50/50

Result Labs + Dre. New legal entity. Company name = product name.

Distribution

HOCATT Network

Andre Smith’s 200-500+ providers. Warm intros, not cold outbound.

Platform

GoHighLevel

CRM, automation, pipelines. Done-for-you setup. Under 5% penetration.

Pricing & Packaging

Three tiers. One question: what do we want to be?

The original hypothesis was $297–$997/mo. Given system depth, there’s a strong case for premium productized pricing — especially with coaching layered on top.

Tier 1 — Growth Engine
Software
$497–$997 /mo
+ $1,500–$2,500 setup
Solo/small practices, $15–30K/mo revenue. Need the system but not intensive coaching.
  • Full growth engine (all 8 capabilities)
  • AI voice agent (inbound + outbound)
  • Database reactivation campaigns
  • Done-for-you GHL setup + onboarding
  • Email/chat support
“2–3 reactivated clients/mo pays for it.”
100 clients = $50–100K MRR
Hybrid
Tier 2 — Growth Engine Pro
Software + Optimization
$997–$1,497 /mo
+ $2,500–$3,500 setup
Growth-stage practices, $30–80K/mo. Want hands-on optimization and performance reviews.
  • Everything in Growth Engine
  • Monthly performance review + optimization
  • Campaign tuning and A/B testing
  • Priority support + dedicated Slack channel
  • Quarterly strategy sessions
“5–8 recovered no-shows/mo covers it.”
75 clients = $75–112K MRR
New
Tier 3 — Growth Program
Software + Coaching + Community
$2,997–$3,997 /mo
+ $3,500–$5,000 setup
Ambitious practices, $40–150K/mo. Full system AND a coaching program that upskills the owner and their team.
  • Everything in Growth Engine Pro
  • Done-with-you coaching program
  • Weekly or bi-weekly live coaching/training calls
  • Private Slack-style community channel
  • Owner + staff upskilling curriculum
  • Advanced automation playbooks
  • Direct access to the founding team
  • Early access to new capabilities
“One recovered no-show/week covers it. System generates 8–12.”
50 clients = $150–200K MRR
Why $3–4K/mo works
AI voice alone = $1–2K/moDedicated vendors charge this. We bundle it into a full system.
Replaces agency + 3–4 toolsRyan spends $2,500/mo on impressions, not bookings. We replace all of it.
Coaching is the moatSoftware can be copied. A DWY program that trains owners AND staff creates stickiness competitors can’t touch.
The math is easy10–15 reactivated clients/mo at $200–500 ticket = $2–7.5K recovered. Pays for itself in week one.
The Team
JK

Jason Koeppe

Strategy, messaging, product

AL

Andre Lassiter

AI, automation, built DBR

AS

Andre Smith

HOCATT founder, distribution

DE

Daniella Emdin

Partner

ER

Ed Ritter

Stakeholder

What’s Next

Decisions for the team

Research done. Foundation built. Here’s what needs alignment.

  1. Align on the name. Review the shortlist. Bookt is the frontrunner. Domain and trademark checks follow once narrowed to top 3.
  2. Finalize pricing & packaging. Three tiers: Growth Engine ($497–$997), Pro ($997–$1,497), Growth Program ($2,997–$3,997 with coaching + community).
  3. Scope the coaching program. Define DWY curriculum, call cadence (weekly vs. bi-weekly), community platform (Slack, Circle, Skool), staff training modules.
  4. Secure domains & handles. .com, Instagram, LinkedIn, X/Twitter for the chosen name.
  5. Build the demo environment. Working demo is critical for sales conversations and Andre’s warm intros.
  6. Script Andre’s intro framework. How he introduces the growth engine. Warm, peer-level, not salesy.
  7. Book first 3 VIP discovery calls. Validate personas, pricing, and messaging against real conversations.
  8. Document DBR performance data. Quantify what the reactivation system has produced. Proof Point #1.
“Your practice has the clients, the reputation, and the skill. What it doesn’t have is a system that works as hard as you do. Let’s fix that.”Closing Statement — Messaging Architecture