Find out whether you're
missing on opportunities to grow,
protect or diversify your practice.

Self-Assessment

Find out whether you’re missing out on opportunities to grow, protect or diversify your practice by completing the following Practice Self-Assessment. When you’re done, we will evaluate your situation and provide a FREE Marketing Needs Analysis. If you’d like to speak directly with one of our Program Consultants, call 800.679.1200.

1. Which of the following best describes your situation?

  • I would like to grow my practice with more patients
  • I would like to grow my practice with more of a specific type of patient
  • I need to counter the effects of competition
  • I want to dominate my area
  • I am in a group practice and making marketing decisions is difficult
  • I plan to retire within the next 10 years and want to build the value of my practice for eventual sale
  • My practice is healthy but we're always on the lookout for ways to work smarter, not harder

2. Marketing is no longer optional

  • I agree
  • I'm not sure
  • I disagree

3. What is your gross revenue growth goal over the next 12 months?

  • Over 100%
  • 50% to 100%
  • 25% to 50%
  • 25% or less

4. How would you rate your current marketing program ?

  • Highly effective: I have a plan and I'm reaching my goals.
  • Somewhat effective: inconsistent effort or results.
  • Not effective: no plan and no measurable results.
  • NA: I do not have a marketing program.

5. How often do you ask new patients how they heard about you ?

  • Always: I have a foolproof routine in place.
  • Sometimes: inconsistent and/or irregular monitoring.
  • Never: We're not in the habit/don't have time.

6. How do most of your new patients find you ?

  • Advertising and public relations
  • Patient referrals
  • Professional referrals
  • Insurance listings
  • Not sure/unknown
  • Other

7. Is competition an issue?

  • Yes
  • Not Sure
  • No

8. Are you a :

  • Solo Practitioner
  • Member of a group practice with one partner or associate
  • Member of a group practice with two or more partners or associates
  • Other : (please explain)

9. What has the revenue growth trend been for your practice over the past 24 months ?

  • Up strongly: Annually 25% or more ahead of prior year.
  • Up somewhat: Annually about 10% ahead of prior year.
  • Generally flat: No significant change from year to year.
  • Down somewhat: Down by about 10% from previous year.
  • Significantly down: Down by 25% or more from previous year.

10. How would you rate your staff ?

  • Tremendous asset
  • Good, not great
  • Inconsistent
  • Needs help

11. What is your estimate of your current marketing budget? (Ads, gifts, website, incentives, etc. ?

  • $0 - $5,000
  • $5,000 - $15,000
  • $15,000 - $30,000
  • $30,000 - $50,000
  • $50,000 - above

12. What is your desired timeline for implementing some new or different marketing ideas ?

  • Yesterday
  • 30-60 days
  • No hurry - more than 60 days
Please provide the following information. Your evaluation results cannot be calculated without it.
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