Retention IQ
Engine 03 · Margin IQ · Know what to change

Your pricing has an answer.
So does your provider schedule.

Pricing, packaging, and provider intelligence for service businesses with repeat bookings. Margin IQ compares what you charge with relevant market evidence, finds package opportunities in your own client behavior, and shows where provider demand is becoming unbalanced—before it becomes lost revenue or turnover.

$1,497+
first Audit
300+
potential data points
Any
supported booking export

Works with your existing booking system · No front-desk replacement · First report targeted in about 2–3 weeks after usable data is received

15%
illustrative pricing gap
34%
illustrative package signal
2.1×
illustrative provider spread

Planning examples—not observed customer averages or guarantees. Your report uses your source data and identifies the evidence behind each finding.

The problem

A healthy-looking practice can still be leaving five figures on the table.

Pricing drift

Your price was set two years ago. Demand and the local market moved; the service menu did not.

Unbuilt packages

Clients repeatedly buy the same services together, but the pattern is still buried in booking history.

Provider imbalance

One provider is booked solid while another has open afternoons—and no one has tied workload to rebooking behavior.

The problem is not judgment; it is attention. Pulling the data, building comparable groups, testing price position, and cross-referencing provider behavior is a job for a purpose-built analysis—not another spreadsheet nobody has time to maintain.

What you see first

Your practice, benchmarked—not merely reported on.

Margin IQ · Sample reportGlow Aesthetics · illustrative
Local Pricing Index
−15%

Below the selected comparison set on tox and filler. Average booking lead time is 12 days; the report tests whether demand supports a measured change.

Package Score
34%

Clients who book a facial also book dermaplaning within 60 days. The report models a package only after margin and capacity checks.

Load Balance
92 / 61

Provider utilization is uneven. The busier provider's rebook trend is reviewed alongside workload before a recommendation is made.

Illustrative scenario. It demonstrates report format, not a measured outcome for a named customer.

Scope

What Margin IQ actually looks at.

Pricing & positioning

Every service compared with relevant market reference points. Flags where demand, wait time, cancellations, and price position tell conflicting stories.

Packages & memberships

Which packages get used, which fade out, and which services clients already buy together often enough to support a new bundle.

Provider performance

Utilization, average ticket, service mix, and rebook rate by provider—plus workload and client-drift patterns that deserve attention.

Service-line performance

Best and weakest sellers by both volume and margin, with cross-sell opportunities already visible in the booking history.

Capacity & demand

Peak and off-peak patterns, room and equipment use, and whether staffing matches the practice's actual demand curve.

Local competitive landscape

Comparable offers and price positions where verified coverage exists. Low-confidence or insufficient-market findings are labeled, never guessed.

The intelligence layer

Three views a standard booking report does not provide.

01

Market Index

Your prices, measured against the market that surrounds you.

A service-level view of your current price, the relevant comparison range, benchmark quality, and the operating signals that determine whether a change is justified.

02

Package Score

The membership your clients may already be building.

Finds services repeatedly purchased together, measures the strength of the pattern, and models a package or membership from actual client behavior.

03

Load Balance

Provider demand and client drift in the same view.

Connects provider utilization with changes in rebook patterns so workload and disengagement risks appear before the operational aftermath.

How it works

From source data to ranked decisions.

Already running Retention IQ or Revenue IQ? Your existing connection shortens the first step and qualifies Margin IQ for a 25% discount.

01

Connect · Week 1

Use an approved integration or structured export from the booking system you already use.

02

Analyze · Weeks 2–3

Review pricing, packages, provider performance, service mix, and eligible market references.

03

Report · Target week 3

Receive a written, ranked set of findings and walk through them in a working session.

04

Stay current · Margin IQ Live

Refresh the analysis monthly as new booking data arrives.

Booking-system fit

Works with the system you already use.

Boulevard · Vagaro · Mangomint · Zenoti · GlossGenius · Mindbody · Square Appointments · Fresha · Booksy · StyleSeat · ServiceTitan · Housecall Pro · Open Dental · Dentrix · Eaglesoft · and other platforms with an approved integration or usable structured export.

Operating rules

Three rules we do not break.

RULE 01

Nothing changes without you

Margin IQ recommends. It never changes prices, packages, or schedules on its own.

RULE 02

Data stays controlled

Your data remains yours. Eligible market benchmarks are aggregated and anonymized; an identifiable practice is never exposed.

RULE 03

Insufficient data is an answer

If a benchmark does not meet the coverage threshold, the report says so instead of presenting a guess as a finding.

Better together

Margin IQ tells you what to change. The Service Suite helps carry it out.

Margin IQ finds a pricing gap, package opportunity, or provider imbalance. Retention IQ reactivates the right dormant clients; Revenue IQ helps place demand into underused capacity.

Margin IQ — Know what to change: pricing, packages, and provider balance.
+ Retention IQ — Bring back clients who fit the resulting offer or service path.
+ Revenue IQ — Direct demand toward capacity that would otherwise go unused.

Existing Service Suite customer? Take 25% off Margin IQ.

Pricing

Audit once. Keep it live when the value is there.

ProductSolo / GrowthEstablishedMulti-Location
Margin IQ Audit one-time$1,497$1,997$2,997/location
Margin IQ Live monthly after Audit$299/mo$499/mo$899/mo/location
Existing Retention IQ or Revenue IQ customer? Take 25% off Audit and Live. Margin IQ Live is month-to-month; cancel anytime.
FAQ

Questions we get a lot.

Do I need Retention IQ or Revenue IQ first?+

No. Margin IQ works standalone with supported booking-system data. Existing Service Suite customers receive 25% off because their data connection is already in place.

How do you build a local pricing benchmark?+

Margin IQ uses validated market records and eligible, anonymized data from participating practices where local coverage is sufficient. The report identifies the source and confidence of each benchmark instead of filling gaps with guesses.

What if my market does not have enough comparable data?+

You still receive the pricing-structure, package, provider, service-line, and capacity analysis supported by your own data. The report clearly marks any local benchmark that does not meet the coverage threshold.

Is this just a dashboard?+

No. The Audit includes a written, ranked report with dollar-impact scenarios and a working session. Margin IQ Live refreshes the recommendations monthly after the Audit.

Is there a contract?+

The Audit is a one-time engagement. Margin IQ Live is month-to-month and can be canceled anytime.

See what your own numbers say.

Bring one question: is your pricing actually where it should be? Fifteen minutes, no sales pitch.

Works with approved booking-system data · Source-of-truth workflow · Healthcare-readiness review available · BAA template available