Customer: Merit Weight Loss
Specialty: Medically Guided Weight Loss & Hormone Optimization
Practice Type: Hybrid (Virtual + Brick & Mortar)
Featured Tools: OptiMantra Membership Management + Recurring Billing Automation
About Merit Weight Loss
At Merit Weight Loss, the mission is clear: help people feel amazing every day through personalized, medically guided weight loss, hormone optimization, and wellness support. “We specialize in evidence-based care that's tailored to each individual,” says Stephanie Sisk, APRN, WHNP-BC, co-founder of Merit Weight Loss. “Our patient base primarily includes busy, midlife women who are looking for realistic, sustainable solutions after years of frustration with quick-fix diets.”
Why a Subscription Model?
Merit Weight Loss made the strategic decision to shift to a subscription model to enhance care and simplify operations. “We saw an opportunity to simplify care for both our team and our clients,” explains Stephanie. “A subscription model allows us to provide consistent, structured support while making billing and access to services more streamlined for our members.”
The shift paid off—100% of Merit’s clients are now on subscription plans, bringing more consistency to both clinical care and practice operations.
From Spreadsheets to a Scalable Platform
Before switching to OptiMantra, Stephanie and her team relied on spreadsheets, calendar tools, and disconnected payment platforms. “It worked when we were smaller, but it wasn’t scalable,” she shares. “As we grew, it became harder to manage billing cycles, track services, and ensure seamless communication. We were spending a lot of time double-checking things instead of focusing on client care.”
Why OptiMantra?
Stephanie chose OptiMantra for its ability to manage memberships, automate recurring billing, and centralize scheduling and clinical documentation. “The platform aligned well with our needs and offered the flexibility to grow with us,” she says.
The onboarding experience was just as smooth. “The support team was helpful every step of the way—our team felt comfortable within the first few weeks.”
Managing 1,000+ Subscriptions a Month
Today, Merit Weight Loss manages more than 1,000 active subscriptions each month using OptiMantra. Stephanie’s advice for practices getting started?
“Clarity and consistency are key. Make sure your team and your clients understand what’s included, and use automation wherever you can. The membership billing and appointment reminders within OptiMantra have been especially helpful.”
Enhancing Client Experience and Retention
The benefits extend beyond operations. Clients now find it easier to schedule, view their plan details, and communicate with the clinic. “We’ve definitely noticed stronger retention and better engagement since making the switch,” says Stephanie.
Growing with OptiMantra
Merit Weight Loss recently opened a second location in response to community demand. “Like any expansion, it came with growing pains—hiring, training, and managing across locations—but it’s been incredibly rewarding,” Stephanie says.
To manage the growth, the team is now transitioning to two separate OptiMantra accounts to maintain clarity and consistency between clinics. “The support team made it seamless to transport templates, services, chart notes—everything we need to stay aligned across both locations.”
Measurable Results
Beyond managing 1,000+ subscriptions, Merit Weight Loss has seen significant time savings. “We’ve saved on administrative tasks since moving to OptiMantra,” Stephanie notes. “Our team can focus more on coaching and care, which is where we shine.”
Stephanie’s Closing Advice to Other Clinics?
“Keep it simple, be consistent, and prioritize client experience. Don’t overcomplicate your offerings—clear, tiered packages with strong support work best. A solid system like OptiMantra can make all the difference in scaling successfully.”
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