NORTH STAR METRIC

Are you booking 12+ consults per week?

Yes, consistently Getting close (8-11) Not yet (under 8)

If yes — your bottleneck is downstream. If no — everything else is noise until this is solved.

Lead Generation

Are the right people finding you — and how?

New leads per week (all sources)25

Stage target: 40 leads/week

PRIMARY LEAD SOURCES (select all that apply)

Paid Ads Webinars Organic Social Networking Podcast / YouTube Patient Referrals None yet

Monthly ad spend (if running paid ads)$1,500

Cost per lead (CPL)$45

Decent CPL — room to improve

AD STRATEGY TYPE (changes your CPL target)

Direct to webinar Video view warm-up (4-bucket) Organic / no paid ads

Webinar / event attendance rate35%

2026 benchmark: 29-63%. Under 29% means the nurture sequence needs work.

Sales & Offer

Are you converting conversations to patients — and is your offer built to last?

YOUR OFFER STRUCTURE

Front-end program price$4,500

Program length (months)5 mo

DO YOU HAVE A RENEWAL / RECURRING PATH?

No renewal path Renewal offer Monthly membership

Membership / renewal price per month$395

Active recurring patients right now12

SALES ACTIVITY

Consult calls booked per week8

Consult show rate72%

Target 75%+. Add confirmation call 2 hours before every consult.

Consult-to-patient close rate35%

Stage target: 60%

WHO RUNS YOUR SALES CALLS?

I do my own sales Setter / closer team

Self-selling target: 40-50% close rate. Above 55% may signal your offer is underpriced.

SALES PROCESS

Written sales script or framework

Pre-consult confirmation + reminder

No-show follow-up system

Backend & Admin

Is the back of house holding you back?

Hours spent on admin per week12

Stage target: under 5 hrs/week

Collections rate88%

Target 95%+. Any gap is revenue you earned but did not get paid.

No patients yet — N/A

SYSTEMS IN PLACE

EMR / practice management system

Online booking + automated reminders

Care Plan Builder

Cuts charting from 3 hours to 5 minutes

Reviews P&L monthly

Clinical Care

Are your patients getting results — and is your delivery sustainable?

Not seeing patients yet

Patient retention rate (% staying past month 3)72%

Stage target: 85%+

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Patient referrals per month2

HEALTH COACH & STAFFING

Health Coach on team

Target: offload 60-70% of clinical fulfillment

CLINICAL TOOLS

LabDX (lab interpretation tool)

Standardized protocols for top 5 patient presentations

Systematically collects client wins and testimonials

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Leadership & Management

Are you running your practice — or is it running you?

Hours worked per week50

Stage target: under 45 hrs/week

LEGAL & FINANCIAL FOUNDATION

Legal entity established (LLC, S-Corp, etc.)

Separate business bank account

CPA or accountant on file

Active tax strategy (not just filing)

Professional liability insurance

PLANNING & TEAM

Written 90-day plan

Knows revenue per hour worked

Has at least one team member (even part-time)

PRACTICE VITALS — LIVE RESULTS

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out of 50

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PILLAR BREAKDOWN

1 · Lead Generation—

2 · Sales & Offer—

3 · Backend & Admin—

4 · Clinical Care—

5 · Leadership & Mgmt—

REVENUE SNAPSHOT

New patients/week (est.)—

Monthly front-end revenue—

Monthly recurring (MRR)—

MRR as % of total—

Revenue per hour worked—

PRIMARY BOTTLENECK

Fill in your numbers above to see your diagnosis.

YOUR ONE NEXT STEP

Answer the questions above to get your single most important action.

WHERE TO GO FROM HERE

Your next resource will appear here based on your bottleneck.

Practice Vitals