Full Name
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Website
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Phone
Email
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Practice name
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Are you currently running ads?
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Meta
Google
Both
Not running ads
City and state
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How long have they run?
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Under 3 months
3 to 12 months
Over a year
Who runs them?
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An agency
In-house staff
I run them myself
what bugs you about the agency?
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We never see the dashboard
Slow replies
Lead quality is poor
No straight answer on results
Nothing, they are solid
Monthly ad spend?
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Under $2k
$2k to $5k
$5k to $10k
$10k to $25k
Over $25k
How do new patients find you today?
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Referrals
Instagram
Google search
Walk-ins and reputation
Have you tried paid ads before?
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Yes, got burned
Yes, results were unclear
Never tried
Because you tried before: what went wrong?
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Bad-quality leads
Booked but did not show
The Agency
Where do new patient inquiries arrive?
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Website form
Phone calls
IG / FB DMs
WhatsApp / SMS
Several of these
Who answers them, and how fast?
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Under 15 minutes
Within the hour
Same day
Next day or later
Honestly not sure
Because that claim is slow: who owns follow-up today?
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Front desk
Office manager
No one really owns it
Your CRM or practice-management system?
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PatientNow
Nextech
Symplast
HighLevel
HubSpot
Salesforce
Something else
No CRM
"Because you named a CRM: does it auto-respond to a new inquiry?
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Yes, within minutes
No
Not Sure
Consults per month?
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Under 10
10 to 20
20 to 40
Over 40
Average case value?
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Under $3k
$3k to $6k
$6k to $10k
Over $10k
Booking happens via?
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Calendar link
Front desk calls back
DM back-and-forth
Which of these do you know off-hand?
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Cost per booked-and-shown consult
Show-rate
Cost per lead
Consult-to-surgery rate
Which of these do you recognize?
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Spend is real, the calendar is not full
Leads book consults but do not show
Inquiries sit unanswered for hours
Price-shoppers instead of surgical cases
No idea which spend converts and which burns
A past agency hid the dashboard from us
Referrals carry us, ads never reliably worked
Old inquiries never get a second touch
Because no-shows made your list: roughly what share?"
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Under 20%
20 to 40%
Half or more
We do not track it
Because tracking doubt made your list: is a pixel installed?
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Yes
No
Not-Sure
Your biggest frustration in one line
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