Discover What’s Holding Your Clinic Back, and What to Fix First

Clinic Growth Diagnostic Quiz

This 5-minute quiz helps clinic owners and managers uncover hidden gaps in operations, marketing, and patient experience. Get clear on your biggest opportunity for growth and walk away with a tailored action plan to help your clinic run smoother, convert better, and retain more.

Welcome to the Clinic Growth Diagnostic Quiz!

Not sure where to focus first when it comes to clinic growth? This 5-minute diagnostic will show you.

Running a clinic means wearing a lot of hats: marketing, management, operations, patient experience… and it’s not always clear where the real gaps are hiding.

This quick, strategic quiz is designed for private-pay clinic owners and managers who want clarity on where to begin improving. You’ll answer a few key questions across 6 essential areas — from intake to retention — and we’ll show you:

✅ Where your clinic might be losing money, patients, or momentum
✅ Which systems need support (and which are already strong)
✅ A recommended starting point with next steps you can take right away

Whether you're running lean or managing a growing team, this quiz will help you prioritize your next move with clarity, not overwhelm.

👉 Take the quiz to identify your clinic’s biggest opportunities and get tailored recommendations, sent straight to your inbox.

Page 1 of 23

Do you currently track the source of every new lead (website forms, ads, social, referrals, etc.)? Yes No Sometimes

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Do you have an EMR or CRM system with accurate lead tracking and follow-up touch points set up? Yes - we have robust systems for lead tracking and follow-up Yes - but it has limited capabilities Yes - but we don't use them No

Page 3 of 23

How confident are you that your marketing budget is actually bringing in quality leads? Very Confident Somewhat Confident Not Confident Don't have a marketing budget or system in place

Page 4 of 23

Do you have a trusted marketing vendor that is producing an ROI? Yes No Not sure, we haven't reviewed ROI We don't have a trusted marketing vendor.

Page 5 of 23

Do your front desk or intake teams follow a consistent process when answering inquiries? Yes No I think so

Page 6 of 23

Does your intake team follow up with new leads more than 3 times? Yes No Uncertain

Page 7 of 23

Have you ever trained your team specifically on how to handle price shoppers or hesitant leads? Yes No It's been a long time since we've done a training Yes, but we've hired new team members since then who have not been trained Yes, but we have never received formal training

Page 8 of 23

How often do you listen to or review real patient phone calls or review written communications (emails & texts)? On a regular basis A few times, but not as often as we would like to Never, we don't have systems in place for that

Page 9 of 23

Have you ever secret shopped your own office/team? Yes, on a routine-basis Yes, but not recently Never

Page 10 of 23

Do you regularly track patient retention or rebooking rates? Yes No Not consistently

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Do you offer any type of loyalty, continuity, or follow-up programs? Yes No We'd like to

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Do you conduct patient outbound calls to check-in, share current promotions, and stay connected with patients? Yes No Sometimes, but not consistently

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Do you offer any type of loyalty, continuity, or VIP programs for patients? Yes - we have many options here Yes - we have a couple but plan to add more No - we plan to start No - we don't want these types of programs

Page 14 of 23

Do you run monthly, quarterly, and/or seasonal promotions on services/products? Yes - we have a promotional calendar we stick to Somewhat - we run a promotion every now and then, but are not consistent No - we plan to start No - our business does not run promotions

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Has your team experienced turnover in the last 6–12 months? Yes - one team member Yes - multiple team members No turnover

Page 16 of 23

Do staff members have clearly defined lanes, or do responsibilities & tasks overlap? Yes - expectations and roles are clearly defined and owned No - we all pitch in where help is needed For the most part - very limited tasks/responsibilities are shared

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Does every task belong to one primary "owner" during a given work day (Example: who answers the phone)? Yes - there are clearly defined roles & responsibilities, and all team members stay in their "lane" For the most part - each task has a defined "owner" but we all pitch in when help is needed No - each task does not have a defined owner, and we all pitch in and help as needed

Page 18 of 23

How often do you ask patients to leave reviews or give feedback? Every visit and/or at every follow up visit Occasionally, when we think to ask Rarely, only when a patient has great results We have a QR code on our counter for people who want to, but we don't verbally ask

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Do you have a process for what to do if a patient is unhappy or leaves a negative review? Yes Nothing formalized No

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Do you have a digital or written form option for patients to leave constructive feedback? Yes No - but we'd like to No - we don't want to offer a feedback outlet

Page 21 of 23

How consistent is your clinic’s SEO content presence? Weekly Monthly Occasionally - quarterly-basis or more Unsure - Not certain of the marketing content cadence, but we do have SEO content None

Page 22 of 23

Have you ever created educational content related to your services that address patient FAQs? Yes, consistently and frequently (at least monthly) Uncertain of cadence, but yes No we do not

Page 23 of 23

Are your local listings (such as Google Business Profile) optimized with your business details (services, service locations, etc.)? Yes we have everything optimized as best we can Unsure - our marketing vendors set it up for us Unsure - I am not certain where to look No - we don't have business profiles set up online

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Discover What’s Holding Your Clinic Back, and What to Fix First

Clinic Growth Diagnostic Quiz

Shop The Clinic Collective

Shop
The Clinic Collective