Practice Analysis

You may want to skip some questions, and that's okay. Just know that in order to best serve you, it is vital for us to understand the essence of your practice and the desire of where you would like it to go.

"As a small-business person, you have no greater leverage than the truth."

- John Whittier

Name of Practice *

Full Name *

Practice Owner *

Business Partners

Cell Phone *

Email *

Clinic Website and Social Links

What is the single biggest challenge that is preventing you from moving forward in your practice? *

How many staff do you currently have and what are their job positions?

In your practice, do you currently use (select all that apply):

Onboarding Training Check Sheets

Routing Forms

Daily Position Check Sheets

Standard Operating Procedures

Staff Communication Forms

Staff Request Forms

Staff Evaluation Forms

Please select all that you have in place:

Organizational Chart

Policy Binder

Training Binders for every position in your office

Weekly Staff Meetings

Daily Huddles

Daily Training/Drilling Time

Quarterly All Office Training

Weekly Marketing Meetings

Weekly Manager Meetings

Monthly Provider Meetings

Production Target Graphs

Statistics (KPI) for your staff

Communication Center/Policy (physical of online platform)

Emails for each position in the office (FD, MK, CM, PM, OM)

What are your total monthly expenses including payroll and taxes?

Do you have a monthly budget set up for your office?

Yes

Do you plan out how you will generate income each week from every service center & department?

Yes

Is your business set up in a Trust?

Yes

What Services are you currently providing in your office?

Rehab

Chiro

Medical

Massage

TRT

HRT

Wt Loss/Redlight

Neuropathy

Regen

PIR/Diabetes

Is EVERY staff member trained on all aspects and services in the office?

Yes

In order to achieve the goals you have set, it is important to continue to gain more knowledge and IMPLEMENT. “If everyone does a little bit of something with no intention or training, you get a whole lot of nothing.” - Natasha Saavedra

Are you looking to implement additional services? If yes, what services?

Many of you have received coaching/training services from other agencies. Please tell us what training courses you have taken to date and what company provided this training:

Do you have policies written from these training sessions?

Yes

Did this training get fully implemented?

Yes

What are your goals for this year?

Collections
Production
Total Expenses
PV Medical
PV Chiro
Total PV all services
For your staff
For the office
For you

Does taking time off paralyze your practice and production?

Yes

Somewhat

Are you interested in having someone come and train your staff and get your business organized?

Yes

Are you interested in coaching services?

Yes

Do you have the freedom you desire?

Please tell us about your Dream Scene (what is your dream practice?)