---
title: The Open Enrollment Playbook — Free Guide for PT Clinics | Patch
description: Every step that turned one November into $1M+ for cash-based PT clinics. The offer, the dates, the emails, the list, the texts, the CRM setup. Free 16-page guide.
image: https://join.thepatchsystem.com/hubfs/Open%20Enrollment%20Case%20Study/OE%20Case%20study%20-%2075%20packages.png
---

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Free open enrollment guide for physical therapy clinics

# Two clinics ran the same campaign. One sold *2 packages*. One sold *75*.

The Open Enrollment Playbook is every step — the offer, the dates, the emails, the list, the texts, the CRM setup — that turned one November into $1M+ for cash-based PT clinics last year. Sixteen pages. Free.

### Send me the Playbook

Instant download. No sales call required.

What last November looked like

## In 2025 we generated *over $1M* for cash-based PT clinics with open enrollment.

Real messages from clinic owners who ran this playbook.

![Clinic owner message: our open enrollment is at ~100K and climbing](https://join.thepatchsystem.com/hubfs/Open%20Enrollment%20Case%20Study/OE%20case%20study%20-%20100k.png)

~$100K and climbing

![Text message: 55 open enrollment packages this year, new record](https://join.thepatchsystem.com/hubfs/Open%20Enrollment%20Case%20Study/open%20enrollment%20case%20study%20-%2055.png)

55 packages — a record

![Message: final number of open enrollments was 75](https://join.thepatchsystem.com/hubfs/Open%20Enrollment%20Case%20Study/OE%20Case%20study%20-%2075%20packages.png)

75 packages final

![Message: sold 30 before the campaign started](https://join.thepatchsystem.com/hubfs/Open%20Enrollment%20Case%20Study/open%20enrollment%20case%20study%20-%2030%20pre%20sold.png)

30 sold before it opened

![Message: 15 packages, over $30k committed revenue](https://join.thepatchsystem.com/hubfs/Open%20Enrollment%20Case%20Study/OE%20Case%20Study%20-%2030k.png)

15 packages · $30K+

Same playbook. Different sized clinics.

[Download the free Playbook](https://join.thepatchsystem.com/open-enrollment-guide#get-the-playbook) Every step, every date, every email. No sales call.

Inside the Playbook

## 12 steps. Miss one and it shows.

Everything in the Playbook, with dates, scripts, and the email copy in the appendix.

- The offer — 12 for 10, 24 for 20, one deadline
- Stack it — so it's a reason, not a coupon
- The dates — Nov 2–20, and why not December
- Five message angles — FSA, Black Friday, new-year reset
- Three buyers — current, past, net new
- The emails — written, dated, in the appendix
- Social assets — the Canva templates, no gate
- The landing page — form above the fold
- The list — six people to text, with the opening lines
- Three touches — Nov 2, Nov 11, Nov 19
- The one-hour CRM build — tag, view, three date columns
- The staff contest — so it's not all on you

Most clinics do four of these. The ones clearing $100K do all twelve.

The part everyone skips

## The difference between 2 and 75

The emails aren't the campaign. **The list is.** 80–90% of open enrollment revenue comes from a personal text, a phone call, or a conversation on the table — and the clinics that sell two packages skip that part. The Playbook shows you exactly who to text, when, and what to say.

2

Just sent the emails

75

Ran the full OE play

## Built for the clinic you actually run

#### Solo owner, small list

$30K in November instead of a dead December.

#### Multi-provider clinic

$100K+ and a team that's texting for you.

Cash-based, out-of-network, or hybrid. If you sell packages or memberships, this works.

## Open enrollment opens *November 2*. Build it now.

Grab the Playbook and you'll have every step, every date, and every email before the window opens.

### Send me the Playbook

Or DM **“OPEN ENROLLMENT GUIDE”** on Instagram and we'll send it there.

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