AMP Integrated AI Roadmap — Done by Q2 2027

The Goal

$2B Platform Valuation

Company value = earnings × the multiple a buyer pays. Seven months of execution works both: higher earnings at every location from four operating engines, a proven playbook for absorbing acquisitions quickly, and the story that re-rates the multiple — an AI-operated platform running on data AMP owns.

Lever 1 · Higher Earnings Per Location

Four engines: fuller provider schedules, labor cost matched to actual demand, lower cost of goods through smarter purchasing, and more patients returning on time. Today, the share of consultations that become paid treatments ranges from 5% to 36% depending on the practice — closing that gap is the single biggest near-term prize.

Lever 2 · Faster Acquisitions

22 brands, ~70 locations, 14+ states today. Two live migrations this window — Heyday onboarded in 45–60 days, Reflections complete by December on the standard playbook — prove that every future deal plugs into AMP's systems in weeks, not quarters.

Lever 3 · A Richer Multiple

Patient, staffing, and inventory data AMP owns and can prove — powering predictions, automation, recurring membership revenue, and a purpose-built patient app. By April, that story is demonstrable in diligence, not aspirational.

What We're Building — In Plain Terms

One data foundation with four layers. Today the same patient can exist as five different records across systems, and three versions of "utilization" circulate at once. This fixes both — permanently — and everything else on this page runs on top of it. The workstreams don't wait for it to finish: they launch now and get smarter as each piece lands.

1 · Getting the Data In

Automatic, reliable feeds from every systemZenoti, payroll, AesthetixCRM, ad platforms — flowing in continuously, with errors caught instead of silently dropped

One identity per patientDuplicate and mismatched records (10–12% of all patient records today) get merged into a single, verified patient — with a person reviewing the uncertain cases

Privacy built in from day oneHIPAA-grade protections; each brand sees only its own data; every access logged

2 · One Source of Truth

Complete patient recordWho they are, what they've had done, what they've spent, how to reach them

Marketing & lead funnelEvery lead, its source, and whether it became a booking

Schedules & capacityAppointments, open slots, no-shows and cancellations

Labor & payrollWhat staffing actually costs, connected to what it produces

Inventory & purchasing + revenue & paymentsWhat we buy, use, sell, and collect

3 · The Intelligence

ForecastsExpected demand by location and day; staffing needs before the schedule is built

Early warningsWhich patients are likely to lapse, which appointments are likely to no-show, where spend looks off

AI assistants that actTrigger a win-back campaign, offer a reschedule, flag a purchasing anomaly — automatically, with human sign-off

4 · Where People Use It

One number, everywhereEvery report and board pack reads from the same agreed definitions — no more three versions of the truth

Messaging that's personal and relationalAesthetixCRM automatically receives each patient's treatment dates, history, and risk scores — so every text and email reads like it came from their practice, about them, at the right moment

Provider & patient toolsVisit-note drafting, pre-visit prep, and the patient app all read the same trusted record

The Roadmap — Seven Months, Four Sprints, Run in Parallel

Each block states the work and what it unlocks for the business. No lane waits on another: while the data foundation is being built, everything else keeps moving and plugs in as pieces land.

Workstream

Sprint 1 · Mobilize

Decisions & Fast Wins

Sep – Oct 2026

Sprint 2 · Cutover Quarter

Migrations Land

Nov – Dec 2026

Sprint 3

Intelligence Online

Jan – Feb 2027

Sprint 4 · Land It

Complete & Harden

Mar 2027

01 · The Foundation

Data Foundation for AI & ML

One trusted home for all patient, scheduling, labor, and inventory data — built by parallel teams, not one long line

Measures: duplicate patient records below 2% · every report on one agreed set of numbers

Platform decision Monday; build partner already selected Decision · Sep 14Agreement signs this week — the seven-month build clock starts immediately

Connect the core systemsZenoti, payroll, and AesthetixCRM flow in automatically and reliably — replacing today's fragile, undocumented plumbing

Begin merging duplicate patient recordsUnlocks: marketing stops emailing the same person three times, and every count becomes trustworthy

Complete patient record + marketing funnel liveUnlocks: for the first time, a lead can be followed from ad click to paid treatment · Nov

Schedules connected to payrollUnlocks: the true cost and true output of every provider hour, in one place · Dec

Reporting moves onto the new foundationUnlocks: one agreed definition for every number in every board pack

Inventory, purchasing & revenue data completeUnlocks: what we buy connected to what we use and what we sell · Jan–Feb

First predictions liveDemand forecasts, lapsed-patient risk scores, no-show likelihood — feeding campaigns and schedules the moment they're ready

Heyday's history folded inUnlocks: the acquisition playbook — proven, documented, repeatable

First AI assistants pilotedCampaign triggers and purchasing alerts that act automatically, with human sign-off

Built to run without heroesDocumentation, backups, and monitoring so no single person is ever the point of failure again

02 · Critical Path · 45–60 Days

Heyday Migration

All Heyday locations move onto AMP's systems (Zenoti, Sage Intacct, Centime, WooCommerce) in one coordinated cutover — live within 45–60 days of kickoff

Measures: live on AMP systems by early Nov · old contracts terminated by Dec 31 · zero inherited balances or terms · reconciled to the penny

Week 1: request stored payment cards from the old system #1 RiskA weeks-long vendor process; without it, member billing breaks at cutover. Backup runs in parallel from day one: members update cards ahead of the move

Week 1: audit every legacy contract; termination letters outRenewal dates and notice periods lock the exit — nothing gets inherited

Configuration locked, then dress rehearsal #1 (mid-Oct) and #2 (late Oct)The entire migration practiced end to end, twice

Cutover weekend — every location at once Day 45–60Go/no-go checks first: patient counts match, gift-card balances match to the penny, memberships intact · by early Nov

Four weeks of intensive support, books run in parallelDaily check-ins across operations, service, and accounting until everything is proven clean · Nov

Old systems terminated — by Dec 31 at the latestTheir recurring costs come off the books before FY27 starts

Heyday's history joins the data foundationUnlocks: Heyday locations get the same campaigns, alerts, and reporting as everyone else · Dec

Patient Journey Automation — AesthetixCRM

Marketing and follow-up move off Zenoti + HubSpot onto AesthetixCRM: pilot proves it, waves roll it out, and every message becomes personal and relational

Measures: every lead answered in under 5 minutes · more consults becoming treatments · no-shows recovered · rebooking rate

Pilot live — Destination Aesthetics Sep 14Instant response to every inquiry, no-show and cancellation follow-up, and win-back campaigns (90-day tox, 6-month filler) — none of which exist today

Pilot punch list closed this monthWebsite and domain updates, texting registration per brand, call-center users loaded, location-based lead routing, team live-training — the concrete items between today and a proven pilot. Patient opt-ins/opt-outs stay governed at the Zenoti profile level and flow to AesthetixCRM through its native integration

Pilot proves out → wave rollout begins Exit check · mid-OctSpeed-to-lead, routing, and campaign results verified at Destination Aesthetics before the next brands onboard

Full rollout: all ~70 locations live on AesthetixCRMOne phone/text system per brand replaces today's patchwork; local teams trained and running their own campaigns as they onboard · Nov

Messaging becomes personal and relationalUnlocks: "your Botox is due" arrives at the right week for that patient, from their own practice, referencing their actual visits — not a batch blast · Dec

HubSpot retired — with full records preservedComplete history archived, forms and pages redirected, then the contract ends by Dec 31

Campaigns get predictivePatients likely to lapse get outreach before they're gone; likely no-shows get confirmations and backups; timing and channel tuned per patient

Rescheduling assistant pilotedWhen a provider's day won't fill, the system offers patients a move — automatically, with staff approval

Every email, text, and call traceable to the revenue it produced

Labor Optimization

Staffing matched to real demand — fuller schedules, lower labor cost as a share of revenue

Measures: one official utilization number · labor as % of revenue · revenue per provider hour

Real-time utilization alerts live ShippedManagers see under-booked providers as it happens, not in a month-end report

Connect utilization to payroll cost The blockerUntil this lands, no claimed labor savings can be verified — it's the first fix, not the last

Pick one official definition of utilization Leadership call · Oct 15Three versions circulate today and compensation rides on one of them

Provider scorecard completeUnlocks: seeing which providers convert, upsell, and hold price — and coaching the gap · Nov

First verified savings number publishedA real figure with the math shown — the labor business case, proven

Demand forecast by location and dayUnlocks: staffing recommendations before the schedule is built, not after shifts sit empty

Tackle partially-empty schedulesWhere most of the real money is — beyond the obvious fully-empty shifts

Schedule recommendations live in pilot regionsEvery staffing decision shows its predicted revenue impact before it's made

Procurement & Inventory — AMPly

Our in-house platform already runs network ordering; this window extends it from injectables to every spend category — and toward purchasing that thinks ahead

Measures: days of inventory on hand · cost of goods % · spend visibility across all three categories

AMPly runs ordering across the network today LiveReorder recommendations sized by booked appointments, center-to-center transfers, cycle counts, and vendor ordering — injectable days-on-hand already cut by more than half

Baseline every spend categoryInjectables are controlled; retail is consolidating; back-of-house supplies are the least visible and the fastest-creeping — discovery and a consumption baseline close this month

Invoice coding automated in SagePurchases flow to the right ledger lines without manual re-keying — believed complete; confirming this month whether the integration is full or partial

Retail and back-of-house brought under item-level controlUnlocks: the two categories with the most cost-savings headroom finally managed like injectables

Three-way match: ordered vs. received vs. paid Needs: inventory + revenue data liveUnlocks: catching billing errors and shrinkage automatically — a control that doesn't exist today

Purchasing gets predictiveReorders sized by demand forecasts, not just recent usage — accuracy tested against real history before it drives orders

Sourcing assistant pilotedFinds the best price, timing, and vendor for a given product and proposes the purchase — human approves; injectables move toward just-in-time

AI Scribe, Consultation Support & Pre-Charting

Purpose-built in-house — visit notes written by AI, providers' hours returned to patients

Measures: documentation hours returned per provider · consults becoming treatments · chart completeness

Custom AI Scribe piloted and running by Oct 1 CommittedVisit notes drafted automatically at pilot practices — providers review and sign instead of typing

Patient consent & privacy cleared before the first recorded visitRecording consent varies by state; agreements and workflows in place first — this protects the whole program

Standard across brands by DecemberFull rollout right behind the pilot — time saved and chart quality measured against baseline as it scales · Nov–Dec

Pre-visit prep live Needs: patient record liveUnlocks: providers walk in with the patient's full history and flags summarized — no chart-digging

Consultation support pilotedDuring the consult, the system suggests the treatments this patient is most likely to want next — same data that times the win-back campaigns

Consultation support expands with the rollout brandsSuggestions refined against real consult outcomes

Digital Marketing & SEO

Know which dollar produced which patient — measured in our own system, because ad platforms no longer allow health brands to track it in theirs

Measures: marketing spend vs. actual patient revenue · cost per new patient · share of leads from free/organic channels

Ad-account compliance check firstMeta now restricts health-related businesses from tracking bookings and building patient-based audiences. We confirm how each brand is classified and design around the rules — before building anything that would get shut off

Keep today's ad performance while HubSpot retiresNo regression during the transition — validated side by side

Website expansion: 10 more practices with World Tech Miami Budget decisionFast, modern sites built to rank in search, expanding on the pilot — investment up to ~$100K; budget alignment needed before the builds kick off

The step-change: spend tied to real patient revenue Needs: marketing funnel liveMeasured inside AMP's own data — where no ad-platform policy can take it away

Local search program per locationGoogle Business profiles, listings, and review flow — free patient demand matters more as paid targeting gets restricted

Budget follows evidenceMonthly reallocation toward the campaigns and markets producing actual patients, not clicks

New practice sites launch; AI-search visibility work begins

Spend allocated by predicted patient lifetime valueEvery paid dollar measured against patient revenue, internally

08 · Done by December

Reflections Medical Migration

The plastic surgery line joins the standard stack on AMP's proven Zenoti migration playbook — and every plastic surgery center standardizes on 22 Plastic Surgery's workflows

Measures: complete by December · every chart and consent accounted for · one workflow standard across plastic surgery

Migration kicks off on the standard Zenoti playbookThe same playbook AMP uses for every data migration — scope locked: which records live in Zenoti vs. Symplast, what moves, what connects · Sep–Oct

Workflow standard set: 22 Plastic SurgeryAll plastic surgery centers adopt 22 Plastics' Zenoti + Symplast workflows — one way of operating, not three

Migration complete by DecemberData moved, every chart and consent verified present, teams live on the standardized workflows

History joins the patient record; plastic surgery visible in cross-brand analytics$8–20K-per-case economics finally comparable beside the med spa business · Jan

Patient App — Wellness MVP

Purpose-built for AMP's business — booking, membership, and treatment plans in the patient's pocket; wellness is AMP's fastest-growing category

Measures: active users · rebookings made in-app · membership sign-ups in-app

Purpose-built — committed; scope lockedA $2B platform owns its patient experience; no off-the-shelf app. First version: booking, membership management, treatment plan, wellness content — reading the same trusted patient record as everything else · Jan

Design and build begin, in-house dev team leadingEach practice's own brand on the front (per policy: the practice is credentialed, never the parent)

Build underway; beta and app-store submission nextApple/Google review planned into the schedule, not discovered at the end

10 · Cross-Cutting

Data Governance

The rules that keep the foundation trustworthy as it grows

Measures: every data area owned · every metric's formula published · brand-level separation verified

Every data area gets a named ownerSomeone accountable for its accuracy — not "the system"

Brand-level data separation and access logging live from the first loadEach brand sees only its own data; every access recorded

Every metric published with its formula and sourceAnyone can see exactly how a number is calculated — transparency by default

Every automated action logged, human sign-off where it mattersAs predictions start driving campaigns, schedules, and purchases, the audit trail keeps pace

Data quality monitored continuouslyFreshness and accuracy checks run on their own; problems surface before anyone reports a wrong number

Done / live In motion Waiting on a decision or dependency Watch closely — risk or legal groundwork

The Decisions That Keep Us on Schedule

Seven months leaves no room for open-ended debates. Each decision below has a date — and a default answer that goes into effect if the date passes.

1 · Heyday payment cards handed overRequested from the old vendor in week one. If not confirmed by Oct 10, the backup carries the date: members update their cards before the move.

Protects: the 45–60 day go-live

2 · Legacy terminations filedContract audit confirms notice periods by Sep 30 and the termination letters go out — locking the exit with nothing inherited.

Protects: zero costs carried into 2027

3 · Data platform confirmed Monday, Sep 14Build partner already selected; the agreement signs this week and the build clock starts.

Unlocks: everything in lane 01

4 · AesthetixCRM pilot exit check — mid-OctSpeed-to-lead, routing, and campaign results verified at Destination Aesthetics; passing it opens the brand-by-brand waves toward full rollout in November.

Protects: the CRM rollout quality

5 · One official utilization numberThree versions circulate and compensation rides on one. Leadership picks by Oct 15.

Unlocks: a labor savings figure everyone trusts

6 · Patient app scope locked — mid-JanPurpose-built is decided; freezing what's in and out of the first version keeps the build on rails.

Protects: the app build from scope creep

7 · Ad-account compliance review doneBy Oct 1 — confirms what tracking each brand is allowed before we build the marketing measurement around it.

Protects: lane 07 from being switched off

8 · Scribe pilot live Oct 1Purpose-built, in-house team leading — committed, with consent workflows cleared first.

Unlocks: the clinical workflow lane

9 · Website expansion budgetUp to ~$100K for 10 practice sites with World Tech Miami. Align by early Oct so builds start right behind the pilot.

Unlocks: the search-ranking foundation for 10 more practices

Why This Order

Heyday is the sprint inside the sprint: live in 45–60 days. Payment-card request and termination letters in week one; two full dress rehearsals in October; cutover by early November; support month and final reconciliation right behind it. Old contracts dead by Dec 31 at the latest.
Reflections runs on its own track, done by December. It uses AMP's standard Zenoti migration playbook — the same one used for every migration — and carries the workflow decision with it: every plastic surgery center standardizes on 22 Plastic Surgery's way of operating.
Everything runs in parallel — nothing waits on the foundation. The CRM, scribe, labor tools, AMPly, and website all launch now on the data available today, and each one gets sharper as the foundation delivers underneath them.
AesthetixCRM earns its rollout. Pilot proves out at Destination Aesthetics in October, waves follow, full network by November — and messaging graduates from batch blasts to personal, relational outreach timed to each patient's actual treatments.
Labor proves its savings before it predicts. Connect payroll, agree on one number, publish a verified figure — then forecast.
The scribe scales on evidence, fast. Piloted Oct 1, standard across brands by December — a purpose-built tool doesn't need a six-month rollout.
The patient app starts when its foundation exists. Scope locks in January against a live patient record — so the app is born connected, not another silo to clean up later.
Marketing measurement moves in-house by design. Ad platforms now restrict what health brands can track; our answer is measuring patient revenue in our own system and giving the platforms only what the rules allow.

What It Takes to Hit April 1

Parallel everything. Ten lanes moving at once, two to three build tracks inside the foundation alone — the same total work, spent faster.
Decisions in five business days. Every open question above has a date and a default. Schedules die from pending approvals, not from engineering.
Capacity through partnership, not recruiting. Engineering, data, and AI delivery flexes with the roadmap — no seats sitting open on the critical path.
Scope discipline. First versions stay first versions — the app ships its locked scope; AI assistants act only with human sign-off; wave-two items stay in wave two.
Migration quality is not negotiable. Heyday's 45–60 day pace comes from starting rehearsals immediately — never from skipping the second rehearsal or the reconciliation checks. Reflections holds the same bar on the standard playbook.
One weekly executive review across all ten lanes. A slip anywhere surfaces in days, not at quarter-end.

Where We Stand on April 1, 2027

Foundation: all patient, scheduling, labor, and inventory data in one trusted place; duplicates under 2%; every report on the same numbers

Heyday: live on AMP systems since early November, reconciled to the penny, old contracts terminated with nothing inherited

Reflections: migrated by December on the standard playbook; all plastic surgery centers on 22 Plastics' workflows; in cross-brand analytics

Patient journey: all ~70 locations on AesthetixCRM; HubSpot gone; every message personal, relational, and timed to the patient's actual treatments

Labor: one official utilization number; a verified savings figure published; forecasts guiding schedules in pilot regions

Procurement: all three spend categories under item-level control in AMPly; three-way match live; sourcing assistant in pilot

Clinical: purpose-built AI scribe standard across brands since December; pre-visit prep live; consultation suggestions expanding

Marketing: every paid dollar measured against real patient revenue; local search running at every location

Patient app: purpose-built Wellness app in active build against locked scope, beta and app-store review scheduled

Beyond April — The AMPly Innovation Pipeline

AMPly is already the network's ordering brain. As the data foundation matures, these are the next capabilities queued behind it — each one compounding the procurement engine.

AMPly owns the inventory count

Real-time on-hand quantities maintained by AMPly itself — anchored by cycle counts and updated with every order, transfer, and treatment — instead of waiting on the booking system's snapshots. The groundwork is already running in shadow mode.

Forecast-driven ordering, proven then trusted

Reorders sized by predicted demand with guardrails (a floor so nothing runs out, a ceiling so nothing piles up). A testing harness already measures forecast accuracy against real history — the engine earns autonomy with evidence.

Pharmaceutical chain-of-custody (DSCSA)

Lot-level tracking from vendor to patient for injectables — the compliance posture a $2B healthcare platform is expected to hold, scoped and ready to build when prioritized.

Agentic sourcing at full autonomy

The Sprint 4 sourcing assistant graduates: monitoring vendor pricing and promotions continuously, timing purchases, and routing orders to the best source — with human sign-off shrinking as trust is earned.

Shipment-to-shelf visibility

Vendor shipment feeds already flow into AMPly; next: automatic matching to purchase orders, "shipped but never received" alerts, and delivery-date intelligence feeding the reorder engine.

Manufacturer program optimization

Training bundles, rebates, and loyalty programs (Allergan and peers) factored directly into order recommendations — so every order captures the incentive money currently left on the table.