This assessment will help us understand where your business is today and what is needed to ensure growth. Please answer every question honestly. This assessment is for businesses that are already open and operating.

After you submit, you will receive the results with some recommendations.

Answer options for each question:

Yes
Somewhat
No

Note: If you are not open yet, please do not complete this assessment. You may take the START Assessment instead.

Current team structure (check all that apply):

Provider(s) delivering services

Guest Relations / front desk / call coordinator

Practice manager / director

It’s mostly me right now

Which recurring revenue streams do you currently offer?

Membership / VIP programs

Treatment packages / programs

Skincare retail / homecare

None

Leadership & Financials

We have a clear vision, defined business goals, and a 12-month growth plan. *

Yes

Somewhat

We review the P&L statement monthly and make decisions based on data, not emotion. *

Yes

Somewhat

We know our numbers (profit margin, break-even point, revenue per provider). *

Yes

Somewhat

Marketing (Positioning & Lead Generation)

Our brand and message are clear, elevated, and positioned as premium in our market. *

Yes

Somewhat

We generate new leads daily that convert into consultations and high-ticket programs. *

Yes

Somewhat

Guest Relations (Lead Capture & First Contact)

Our guest relations/patient coordinator convert leads into consultations, have a system for call management, DMs, texts, check-in and check-out *

Yes

Somewhat

Every inquiry is captured, tracked, and followed up immediately. *

Yes

Somewhat

Guest Relations is responsible for generating revenue from enrolling members, selling retail and reserving future appointments. *

Yes

Somewhat

Sales: Consultations & Retail

We use a structured consultation process that presents full treatment plans/programs, and generates high ticket sales, not just single services. *

Yes

Somewhat

Our team is confident presenting high-value treatment plans, homecare/retail, and next steps and enrolling members. *

Yes

Somewhat

We track performance: consultation conversion rate, average plan value, and retail per guest. *

Yes

Somewhat

Provider Experience & Client Care

The providers educate clients on their concerns, explain treatment options, and set clear expectations for results. *

Yes

Somewhat

Before the client leaves, we create a next-step plan, future visits are reserved, and the client understands their next steps. *

Yes

Somewhat

We monitor retention rate and reviews. *

Yes

Somewhat

Recurring Revenue & Lifetime Value

We have a structured VIP / membership / recurring revenue program. *

Yes

Somewhat

The team actively promotes memberships, programs, or VIP options during visits and at check-out. *

Yes

Somewhat

We have reached the monthly recurring revenue goals, number of active members, and limit cancelations. *

Yes

Somewhat

Accountability & Readiness to Execute

We meet weekly as a team to review performance, conversions, retail, client plans, and memberships sold. *

Yes

Somewhat

My team is willing to follow systems, use forms, and work from dashboards, not just “do it their own way.” *

Yes

Somewhat

Leadership is willing to make fast changes in the next 90 days to ensure growth *

Yes

Somewhat

Final Step

Please provide the best email to receive your assessment report and recommendations.

First Name *

Last Name *

Email *

Mobile Phone *

Best time to contact you: *

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