BEFORE YOU GET STARTED...

Right now, there's a part of you that may be skeptical or afraid. You may be thinking, this may have worked for someone else, but it won't work for me, or I've tried something like this before. Then, there's another part of you. The part of you that knows that this is the right place and the right time. It's the part of you that knows that you must act now in order to change this problem once and for all. That's the part you want to listen to. The part that knows that you can do it too.

NOW, LET'S GET STARTED!

Rate each item from 1 to 5.

1 = Strongly Disagree, 5 = Strongly Agree.

Section 1: Communication Clarity & Effectiveness

My team communicates clearly and consistently. *

Expectations are communicated before tasks begin. *

Team members openly share concerns or issues. *

Internal communication flows smoothly between roles. *

Patients receive clear explanations and next steps. *

Meetings or huddles are productive and efficient. *

Important information does not get lost or forgotten. *

I feel confident in the communication across my practice. *

Section 2: Teamwork & Collaboration

My team collaborates effectively and helps one another.

My team collaborates effectively and helps one another. *

Team members take ownership of their responsibilities. *

There is a positive culture and low workplace drama. *

My staff follows through without needing reminders. *

Everyone understands how their role contributes to success. *

Conflicts are handled quickly and professionally. *

Team members support the mission and values of the practice. *

I trust my team to operate effectively without me. *

Section 3: Delegation & Accountability

I delegate tasks confidently and effectively. *

My team can perform key tasks without my involvement. *

I spend most of my time on high-value activities. *

I am not overwhelmed by tasks others could handle. *

I have systems to train staff on delegated duties. *

I rarely need to redo or fix delegated work. *

My schedule supports strategic and leadership work. *

I feel in control of my time each week. *

Section 4: Leadership Strength & Decision Making

I provide clear direction and leadership to my team. *

I make decisions confidently and efficiently. *

I address issues quickly instead of delaying action. *

My team looks to me for guidance and clarity. *

I regularly review performance and outcomes. *

I adapt well when things change unexpectedly. *

I set a strong example for my team. *

I feel confident as the leader of my practice. *

Section 5: Systems, Processes & Operational Strength

My practice has documented systems and processes. *

Tasks are completed consistently, regardless of who performs them. *

We rarely experience errors or things slipping through cracks. *

Workflows are efficient and reduce unnecessary steps. *

Onboarding staff is streamlined and repeatable. *

We track key metrics and review them regularly. *

Technology and tools are used effectively. *

My practice runs smoothly even when I’m not present. *

Section 6: Profitability, Pricing & Financial Health

My practice consistently generates strong revenue. *

Our pricing reflects the value we provide. *

We have a reliable flow of new patient leads. *

Our follow-up and conversion processes are strong. *

We manage expenses in a disciplined and intentional way. *

We have recurring revenue or membership systems in place. *

I have financial visibility and review numbers regularly. *

My practice is growing in profitability over time. *

Section 7: Patient Retention & Continuity of Care

Patients follow treatment plans as recommended. *

We maintain strong ongoing relationships with patients. *

Patients understand the value of our care. *

We have systems for following up with past patients. *

Our patient experience is consistent and exceptional. *

We receive regular patient referrals. *

Patients feel supported and cared for throughout their journey. *

Our retention rates are strong and improving. *

Section 8: Mission, Vision & Long-Term Direction

My team is aligned with the mission of the practice. *

I have clarity on the long-term vision for the practice. *

We set achievable goals and track progress consistently. *

The work we do feels meaningful and fulfilling. *

I have a clear plan for where the practice is headed. *

My team understands how their work contributes to the mission. *

I feel energized about the future of the practice. *

The practice is moving in the right direction. *

Last Question...

What is the estimated amount of money you feel your practice has missed out on over the past 12 months due to the leaks and unresolved issues?

Annual Lost Revenue *