Compliance Without Complexity: Your Simple Checklist for Guarantee Protection
Dr. Roberts had everything going for her. Great location. Engaged staff. Proven RF/IPL device. Her first workshop flopped spectacularly.
Nine attendees. Two conversions. $2,400 revenue.
"I want my free workshop," she said.
I pulled up her file. "You changed the event from Tuesday to Thursday after ads launched."
"So?"
"Line item 7 in the compliance checklist. No date changes after campaign launch."
Silence.
"That voids the guarantee?"
"That voids the guarantee."
She wasn't happy. But she learned. Workshop two hit every compliance point perfectly. Results: 19 attendees, $14,000 revenue.
The difference? Following a checklist a fifth-grader could understand.
The 14-Point Checklist That Protects Everyone
Our compliance requirements fit on one page. Not because we're nice. Because complexity kills execution.
Before Launch (Days 1-14)
☐ 1. Complete onboarding within 14 days Start clock when you sign. Not when you "get around to it." Miss this window? Restart the process.
☐ 2. Provide required marketing assets
High-res logo (not a screenshot from your website)
5 quality practice photos (not from 2003)
Doctor headshot (professional, not your Facebook profile)
Approved bio (under 100 words)
☐ 3. Fund ad account: $600-1000 Not $300. Not $2,000. The sweet spot exists for a reason. Fund before day 10 or ads can't optimize properly.
☐ 4. Confirm workshop date/time Tuesday-Thursday or Saturday afternoon. Not Monday (nobody's ready). Not Friday. 5:30-7:00 PM optimal. Lock it. Love it. Live with it.
☐ 5. Assign staff roles
Presenter: Usually doctor
Coordinator: Detail person
Closer: Comfortable with numbers
Support: Anyone breathing
No role changes after day 7. Musical chairs kills momentum.
During Campaign (Days 15-Event)
☐ 6. Approve ads within 48 hours We send for approval. You have 48 hours. Not 72. Not "when I feel like it." Delays compound. Momentum dies.
☐ 7. Don't change event details Date? Locked. Time? Locked. Location? Locked. "But what if—" No. Locked.
☐ 8. Respond to RSVP questions within 24 hours "Is parking free?" matters to attendees. Answer quickly or they assume the worst and don't show.
☐ 9. Allow reminder sequence to run Three texts. Two emails. One call. Don't get cute. Don't add your own. Don't skip any. The sequence works.
Event Execution
☐ 10. Follow the proven script (85% minimum) Your personality? Great. Add 15% flair. The core 85% stays. It's proven across a multitude of workshops. Trust the process.
☐ 11. Doctor presents entire workshop Not the tech. Not the office manager. The doctor. Authority matters. Credentials matter. No exceptions.
☐ 12. Offer consultation booking at event Strike while iron's hot. "Call us next week" = 70% drop-off. "Book now" = 70% follow-through. Math is math.
Post-Event (Within 48 Hours)
☐ 13. Record attendance numbers Real count. Not "about 15." Not "12-18ish." Count heads. Write number. Report number.
☐ 14. Document revenue results Treatments booked. Packages sold. Actual dollars. Not projected. Not hoped-for. What hit the bank.
Miss any item? Guarantee void. Harsh? Maybe. Clear? Absolutely.
The Three Compliance Killers
After 300+ workshops, three mistakes destroy 90% of compliance failures:
1. The "Better Idea" Syndrome
"Your script is good, but I rewrote it for our market."
Translation: "I think I'm special."
Reality: You're not. Your market's not. The script works because it's been refined over multiple workshops in multiple markets. Your "improvements" haven't.
Dr. Williams rewrote 50% of the script. Four attendees. No incentive. Second workshop using our process? Eighteen attendees.
Creativity is great. After workshop ten. Not workshop one.
2. The "Just This Once" Exception
"Can we move it to Monday just this once? Big game on Tuesday."
No. Here's why:
Monday workshops average 40% lower attendance. Tuesday-Thursday isn't arbitrary. It's data. Accommodate the big game? Now you're competing with Wednesday's church night. Then Thursday's book club.
Soon you're scheduling workshops at 2 AM on Sundays to avoid conflicts.
Pick a date. Stick to it. Let the chips fall.
3. The "We Know Better" Edit
"We don't text our patients. It's unprofessional."
Your reminder sequence:
Email only: 30% show rate
Email + text: 45% show rate
Email + text + call: 55% show rate
"Unprofessional" costs you $8,000 in lost revenue. Still feel proud of your standards?
Real Compliance Stories (And Consequences)
The $12,000 Logo
Dr. Park couldn't find his high-res logo. Sent a pixelated screenshot. "Good enough," he said.
Ads looked amateur. RSVPs tanked. Seven attendees. $3,000 revenue.
"But the logo didn't cause that!"
Maybe not. But cutting corners on step 2 predicted cutting corners on steps 6, 9, and 11. Pattern behavior. Compliance isn't about individual items. It's about respect for process.
His second workshop? Perfect compliance. Nineteen attendees. $12,000 revenue.
The Tuesday That Became Thursday
Dr. Martinez picked Tuesday. Then realized it was her daughter's recital. Moved to Thursday. "Same week, what's the difference?"
The difference:
Ads optimized for Tuesday interest
Reminder sequence timed for Tuesday
Thursday competed with community event
Attendance: 8 instead of projected 18
No guarantee. Expensive recital.
The Script "Improvement" Disaster
Dr. Thompson added a 15-minute section on insurance benefits. "Patients always ask," he justified.
Result: Confused messaging. Insurance doesn't cover RF/IPL. His addition created expectation of coverage. Mass disappointment. Two consultations from fifteen attendees.
"But I followed everything else!"
85% script compliance means 85% of script. Not 70%. Not 55%. Mathematics doesn't negotiate.
Building Compliance Into Your Rhythm
Successful practices make compliance automatic:
Week 1: Setup Sprint
Monday: Asset gathering
Tuesday: Team meeting/role assignment
Wednesday: Ad approval
Thursday: Confirm all details
Friday: Final review
Week 2-3: Campaign Management
Daily: Check for patient questions (5 minutes)
Monday/Wednesday/Friday: Verify reminder sequence active
Weekly: Team rehearsal (30 minutes)
Event Week
Monday: Final script review
Tuesday: Tech check
Day of: Follow checklist, trust process
Next day: Report results
Total time investment: 3 hours over 3 weeks. Revenue impact: $10,000+.
ROI on compliance: 3,333%.
The Psychology of Compliance
Here's what compliance really measures: your commitment to success.
Practices that nickel-and-dime compliance nickel-and-dime everything. They want guarantees without discipline. Rewards without effort. Success without systems.
Practices that nail compliance nail growth. They understand that constraints create freedom. Rules enable results. Discipline delivers dollars.
Which one are you?
Your Compliance Scorecard
Rate yourself:
Green Light Practices:
See checklist as success recipe
Complete requirements early
Ask questions before acting
Hit 14/14 consistently
Yellow Light Practices:
View checklist as suggestions
Complete requirements barely
Ask forgiveness not permission
Hit 11-13/14 usually
Red Light Practices:
Consider checklist optional
Miss deadlines regularly
Improvise constantly
Hit <10/14 often
Guess which category gets free workshops?
The Simple Truth
Fourteen items. One page. Fifth-grade complexity.
Follow all 14? Protected by guarantee. Miss even one? Learning opportunity on your dime.
"But what if—" Check the list. "Can I just—" Check the list. "Would it matter if—" Check. The. List.
Dr. Roberts now has the checklist laminated on her desk. Six workshops later, she's never missed an item. Never needed the guarantee. Averages $16,000 per event.
"The checklist isn't about compliance," she told me. "It's about consistency. Consistency creates results."
Smart doctor.
Your RF/IPL device doesn't care about your creativity. Your bank account doesn't accept good intentions.
The checklist works. Work the checklist.
Want the compliance checklist? Get it free with our complete guarantee documentation.
No tricks. No upsells. Just clarity.
Access the compliance checklist here.
Garry Regier is the founder of PatientGrowthMachine™, specializing in helping optometrists and ophthalmologists unlock the full ROI of their RF/IPL technology through proven patient workshop systems. To learn if your practice qualifies for our "Until It Pays" guaranteed workshop system, schedule a Launch Strategy Call today.
