PRACTICE HEALTH CHECK

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Please verify that you are human* This field is required.

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Name* This field is required.

First Name

Last Name

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Practice Website* This field is required.

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Please answer each question honestly.

Rate each aspect on a scale from 1 to 5, where 1 is poor and 5 is excellent

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Select which best describes you* This field is required.

Team Member

Owner/Manager

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We have a clear written vision that has been shared, understood, and embraced by everyone in the practice.* This field is required.(1 is poor and 5 is excellent)

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Our core values are lived daily, and we hire, review, reward, and release team members based on those values.* This field is required.(1 is poor and 5 is excellent)

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Our core business is clearly defined, and our systems and processes reflect that clarity.* This field is required.(1 is poor and 5 is excellent)

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Our 5-year target is clear, communicated, and driving our long-term focus.* This field is required.(1 is poor and 5 is excellent)

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We know who our ideal clients are, and our marketing efforts are designed specifically for them* This field is required.(1 is poor and 5 is excellent)

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Our unique differentiators are well defined, and we communicate them consistently in everything we do.* This field is required.(1 is poor and 5 is excellent)

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We have a proven and named process for how we work with clients. It’s visually mapped out and followed by everyone.* This field is required.(1 is poor and 5 is excellent)

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We have the right people in the right seats, all aligned with our culture and values.* This field is required.(1 is poor and 5 is excellent)

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Our accountability chart is clear, complete, and regularly updated so everyone knows who owns what.* This field is required.(1 is poor and 5 is excellent)

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Each team member understands their role, responsibilities, and performance expectations.* This field is required.(1 is poor and 5 is excellent)

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Our leadership team operates with openness, honesty, and mutual trust, setting the tone for the rest of the practice.* This field is required.(1 is poor and 5 is excellent)

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Everyone has quarterly goals (3 to 7 priorities) and remains focused on achieving them.* This field is required.(1 is poor and 5 is excellent)

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We hold regular weekly meetings to stay aligned and accountable.* This field is required.(1 is poor and 5 is excellent)

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All meetings follow a set agenda, start and end on time, and aim to solve issues for the greater good.* This field is required.(1 is poor and 5 is excellent)

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Meetings focus on identifying, discussing, and solving key issues for the long-term benefit of the practice.* This field is required.(1 is poor and 5 is excellent)

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Our systems and processes are documented, simplified, and followed by all to ensure consistency.* This field is required.(1 is poor and 5 is excellent)

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We have a consistent system for gathering client and team feedback to monitor satisfaction and engagement.* This field is required.(1 is poor and 5 is excellent)

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We use a scorecard with key weekly metrics, and everyone in the practice has a measurable number.* This field is required.(1 is poor and 5 is excellent)

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We have a clear, active budget that we review and adjust regularly. Financial decisions are made with intention and foresight, not just reaction to what’s in the bank.* This field is required.(1 is poor and 5 is excellent)

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Our entire team is aligned, engaged, and understands how their work connects to the bigger vision of the practice.* This field is required.(1 is poor and 5 is excellent)

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Do you have time and space to focus on strategy, leadership, and growth — or are you constantly buried in daily tasks and putting out fires? Are you leading your business forward, or just keeping it running? When was the last time you stepped back to plan, reflect, or build for the future?* This field is required.(1 is poor and 5 is excellent)

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Would your practice run smoothly if you took a 4-week holiday with no calls, no emails, and no check-ins? Could your team handle operations confidently without you — or would things fall apart without your constant input?* This field is required.(1 is poor and 5 is excellent)

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Practice Health Score

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Practice Health Summary

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