Profit Leak Assessment
This assessment is a strategic diagnostic engineered to surface the hidden patterns, blind spots, and untapped opportunities shaping your performance across business, leadership, and life. It clarifies what’s driving your current results and what’s quietly constraining your growth.Clients come to me when “good enough” is no longer sustainable. They’re ready for a full-scale elevation rewiring habits, upgrading execution, strengthening client connection, and unlocking a higher tier of growth, influence, and self-leadership.
Contact Information: Name
*
First Name
Last Name
Email
*
example@example.com
Contact Information: Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Point of Contact
Call
Text
Email
Virtual Meeting
Practice Name
*
Years in Business
*
Average Monthly Revenue:
*
Monthly Revenue Goal:
*
Number of Treatment Rooms:
*
Current EMR / Scheduling System Used:
*
Office Days & Hours Per Week:
*
Main Services Offered:
What are the 1–2 most significant operational or growth constraints you’re currently facing?
What are your primary revenue drivers at this time?
How confident are you in your staff understanding the systems and processes? (1 = low, 10 = high)
*
1
2
3
4
5
6
7
8
9
10
1 is , 10 is
Do you have documented SOPs, workflows, or operational playbooks for your team?
*
Yes
No
Some, slowly working on it
Do you currently track any KPIs?
*
Weekly
Monthly
Rarely
Not yet
If Applicable, what KPI's do you currently track?
Do you offer any recurring care, membership, or subscription-based programs?
*
Yes
No
Working on it
If applicable, approximately how many active members are enrolled?
What is the approximate size of your active patient/client database?
*
What is the current size of your team (clinical and administrative combined)?
How effective is your team’s follow-through on rebooking, continuity of care, ancillary services, or product recommendations?
*
Strong
Average
Need Help
Which best describes your current marketing approach?
*
Word-of-mouth only
Organic social only
Paid ads + events
Not sure what’s working
Other
Have you experienced challenges hiring, developing, or retaining high-performing clinical providers or support staff?
*
Yes
No
Do you offer compensation plan to your staff in order to drives sales and profit?
*
Yes
No
How do you currently track inventory, supply usage, and cost per service or treatment?
*
In EMR
Spreadsheet
Not tracked consistently
Other
Describe your primary goals or priorities for the next 6–12 months.
What outcome or improvement is most critical for you right now?
*
Is there any additional context, challenges, or information you’d like to share that would be helpful for this discussion?
Optional Upload: Relevant Practice Data
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Submit Assessment
Should be Empty: