Wellness Industry
Reference Material
See What's Profitable. Scale It. Carve Away the Rest.
We help business owners see what's profitable, scale it, and carve away the rest—delivering clarity, growth, and operational precision. Inspired by skiing: commit to your edge, eliminate wasted effort, and move with control.
Our Focus: Health & Wellness Industry
We've made a deliberate choice to go deep in one industry rather than wide across many.
Spas. Med Spas. Salons. Fitness Studios. Wellness Centers.
We've built our platform and refined our approach working with businesses like these. We understand the model: recurring clients, service delivery, staff performance, local marketing, and the booking systems that run it all.
Now we're expanding — looking for more health and wellness business owners who are ready to grow with data and guidance, not guesswork.
What We've Built for the Wellness Industry
A platform that connects your data
Your advertising spend, your booking system (Vagaro, MindBody, etc.), your client history, your staff performance — finally in one place.
Reporting that makes sense
Clear dashboards that show what's working, what's not, and where to focus. No spreadsheet chaos. No 47 browser tabs.
Coaching that drives action
The data is only valuable if you know what to do with it. We meet with you regularly to review your numbers, explain what they mean, and give you specific next steps.
Data Without Coaching Is Just Numbers
Most business owners have access to data. What they don't have is someone to help them understand it and act on it.
That's the gap we fill.
We don't just hand you a dashboard and wish you luck. We sit down with you — monthly, twice a month, or weekly — and work through what the numbers are telling us. Together, we figure out what's working, what needs to change, and exactly what to do next.
Data + Coaching = Growth you can actually see.
Other Services we Provide:
Tailored Consulting Solutions
Paths to Business Growth
Carve Operations offers flexible engagement models designed to integrate seamlessly with your unique business needs. We cater to two distinct client profiles, ensuring our approach perfectly aligns with your project scope, timeline, and strategic objectives.
Operations & Strategy Partner
(20-1000 Staff Members)
For growing companies with 20-1000 staff members, we offer consulting or fractional services. We integrate directly into your team as an embedded consultant or operations leader, committing 10-30 hours per week to provide operations leadership and strategic guidance. This approach helps you scale effectively and achieve your strategic objectives.
Business Consulting
($500k-$10M Annual Revenue)
Ideal for companies generating $500k-$10M annual revenue looking for targeted business consulting with three essential deliverables:
  1. Data Clarity through Consolidation/Analysis
  1. Strategic Playbook
  1. Tech-Driven Efficiency
We provide expert guidance and hands-on support to ensure successful execution and measurable results, allowing you to focus on leading your business.
Client Testimonials
Property Manager
"Implementing AI for contact deflection was a game-changer. We reduced email and text contacts by 83% while maintaining our 4.8-star review rating. It's truly streamlined our operations without sacrificing tenant satisfaction.
We're hesitant to fully automate responses, but AI is doing more than answering questions, it's helping our team members with obscure questions and making us more consistent in our responses."
Health & Wellness Business Owner
"I was intimidated at first, thinking I'd need complex systems. But Bill started with simple questions—membership numbers, service sales, retail revenue. When we reviewed my SEO spending, he called my provider right there during our consultation and professionally advocated for my business, ultimately saving me $18k a year (during a free meeting). I've never seen someone so direct yet kind in addressing poor value delivery. Now I not only have new clients coming through the door, but I finally understand my numbers and have control over my finances. Bill makes overwhelming challenges feel manageable and turns small fixes into big results."
Wellness Center Owner
"I was reluctant at first and didn't think I needed Bill's services—I barely wanted to give him 15 minutes to discuss. After he shared his approach, I invited him to our office to meet my manager. I was concerned about sharing sensitive data, but when Bill said 'I know, it kinda feels like walking out in public naked' and offered to create and sign an NDA, I knew he understood my concerns. We walked through my bookings and Google ad spend, and within days he delivered a comprehensive Marketing and Growth Plan that clearly laid out opportunities to grow the business."
Medical Service Provider
"Before, financial planning felt like guesswork. Now, with our 13-week cash-flow forecasting, we have incredible insight and much higher confidence in managing our financials. It’s transformed our decision-making."
Industries We've Transformed
Proven Results Across Sectors
  • Heath and Wellness
  • Manufacturing & Distribution
  • Technology & SaaS
  • Professional Services
  • Retail & E-commerce
  • Construction & Engineering
Every industry has its unique challenges, but the principles of operational clarity remain constant: see what works, scale it, carve away the rest.
Start Your Clarity Assessment
Ready to See What's Profitable?
Every strategic initiative begins with a precise evaluation. Let's identify your optimal path. Complete the assessment form to initiate your journey toward operational clarity, sustainable growth, and business precision.
Within 48 hours, you will receive a bespoke analysis and an invitation to discuss how Carve Operations can strategically transform your enterprise.