Do you have systems in place to automate key tasks like patient follow-ups, billing, or scheduling?
*
Yes, fully automated.
Partially, but not enough.
Not at all—it’s all manual.
How clear is your marketing strategy in attracting the right type of patients?
*
Very clear—we know what works.
Somewhat clear—we’re experimenting.
Not clear—we don’t have a solid strategy.
Do you have a quick, reliable way to track your practice’s financial performance (e.g., profit, expenses, revenue)?
*
Yes, I check regularly.
Sort of, but I’m not consistent.
No, I avoid the numbers.
How aligned is your team with your practice’s mission and values?
*
Very aligned—we’re all on the same page.
Somewhat aligned—it could be better.
Not aligned—it feels chaotic.
Do you have a process in place to attract and retain top talent?
*
Yes, and it’s working well.
Kind of—it’s a work in progress.
No, we struggle with turnover and recruitment.
How confident do you feel in resolving team conflicts or managing staff performance issues?
*
Very confident.
Somewhat confident—it’s uncomfortable.
Not confident at all—I avoid it.
Can your practice operate smoothly in your absence (e.g., for holidays or personal time)?
*
Yes, it runs just fine without me.
Somewhat—it’s stressful but manageable.
No, everything depends on me.
How well do you delegate tasks to your team?
*
Very well—I only focus on what I need to.
Somewhat—I still take on too much.
Poorly—I feel like I do everything myself.
Do you have processes or systems that make daily operations efficient and predictable?
*
Yes, everything runs smoothly.
Somewhat—we have gaps that need attention.
No, it feels like we’re always putting out fires.
Have you created a clear plan to scale or sell your practice in the future?
*
Yes, I have a detailed plan in place.
Somewhat—I’ve started thinking about it.
No, I don’t know where to start.
Does your brand and reputation make your practice attractive to potential buyers or partners?
*
Yes, we’re seen as leaders in our space.
Somewhat—we’re making progress.
No, we need to improve our visibility and branding.
How confident are you that your practice could thrive independently of you?
*
Very confident.
Somewhat confident—it needs work.
Not confident—it’s entirely reliant on me.
To see your results and get your personalised action plan, please enter your details below:
First Name
*
Email
*