Complete PRACTICE Scorecard!

This is a custom-tailored plan, so you know your next three moves to help increase your ideal patient referrals by aligning your leadership and your team with your brand.

Does your brand match your culture (look, act, feel)? *

Yes

No

Not Sure

Have you clearly defined your ideal patient? *

Yes

No

Is your messaging to this patient clear and aligned with your vision and culture? *

Yes

No

Are you getting 10 or more referrals each month from online referrals and groups like Facebook, Nextdoor, Reddit, etc? *

Yes

No

Do you sponsor AND participate in community events? *

Yes

No

Do you sponsor local teams, schools, or events? *

Yes

No

Are you satisfied with your online reviews? *

Yes

No

How would you rate your front desk's ability to answer and convert new patient calls? *

BadGood

Do you have a clear vision of success (look, act, feel) *

Yes

No

Do your staff have buy-in on your vision and culture? *

Yes

No

Not Sure

Do you currently have an organizational chart? *

Yes

No

Are roles and responsibilities written out clearly and updated regularly? *

Yes

No

Do you have standard operating procedures (SOPs) for each position? *

Yes

No

Does your practice have a clear leader? *

Yes - Office Manager

Yes - Associate

Yes - Owner

No

Have you ever used tools like DISC or Team Insights to understand your team? *

Yes

No

Have you created psychological safety and trust at the practice level? *

Yes

No

Somewhat

Do you provide communication/soft skills training? *

Yes

No

How much time is spent on team activities? *

Rarely

Ocassionally

Monthly

Weekly

Can patients book online appointments (not just requests)? *

Yes

No

Have you had demographic data pulled on your area? *

Yes

No

Do you have an annual or quarterly marketing plan? *

Yes

No

Which marketing channels have you used? *

SEO

AEO (AI Search)

Pay Per Click Ads

Local Service Ads on Google

Social Media Ads

Online Display Ads

Reddit Ads

Direct Mail

Streaming TV

Radio

Billboards

Others

Five being I know it to the penny, how well do you measure your ROI? *

BadGood

What is your attrition rate? Write N/A if you don't know. *

How do you primarily treat patients? *

Transactional

Relationship

Transformational

Mix

Do you have a dental wellness plan? *

Yes

No

What is your current treatment planning? *

Area you expanding or cutting back services? *

Expanding

Cutting Back

Staying Same

Have you audited your marketing or marketing company in the past year? *

Yes

No

Do you feel confident in the budget you have chosen for marketing? *

Yes

No

I have no idea what it should be

Enter the information below to see your score

First Name *

Last Name *

Email *

Phone

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