Answer based on what you can prove today — not what you assume. In 2 minutes you’ll see where revenue, bookings, and operational control are leaking silently.
Designed for clinics: dental • chiro • physio • med-spa • specialty practices
Rate your clinic’s risk exposure from 1 to 5:
1 = Verified / Low Risk • 3 = Partial / Inconsistent • 5 = No / Unknown / High Risk
1. In the last 30 days, can you produce Cost Per Booked Appointment by channel (not just leads/clicks)?
2. Can you prove which channel produced your highest LTV patients last quarter with revenue evidence?
3. Are missed calls, form abandons, and failed bookings tracked weekly (including recovery rate)?
4. Are leads captured automatically into one system without manual re-entry or staff “workarounds”?
5. If ads stopped tomorrow, could you clearly explain which channel fails first and why (with numbers)?
6. Are new leads contacted within 15 minutes at least 90% of the time?
7. Is follow-up automated across SMS/email until booked or disqualified (not “we try”)?
8. Do you track lead outcomes (Booked / No-show / Lost / Unresponsive) with structured reasons?
9. Can you see today how many leads are stuck without a next action or owner?
10. Do cancellations/no-shows trigger a recovery workflow within 24 hours (reactivation)?
11. Do you have a single dashboard showing bookings, no-shows, cancellations, and capacity utilization?
12. Is someone accountable for data accuracy (a named owner, not “whoever has time”)?
13. Can you detect performance drops within 7 days (not end of month)?
14. Are marketing + booking workflows designed to avoid PHI exposure across ad platforms/CRMs?
15. If audited tomorrow, could you clearly explain how patient data flows from ad → booking → CRM → reporting?
We’ll email a secure link to your PDF summary and top risk findings.
Your results indicate measurable operational risk — meaning revenue leakage is likely happening through follow-up failures, visibility gaps, or compliance exposure.
These are the most likely sources of revenue leakage right now.
Next Step: In a 30-minute risk review, we’ll confirm what’s real vs assumed and map a fix plan that improves bookings, show-rate, and visibility — without creating compliance exposure.