A full-funnel audit that looks at both sides, lead generation and lead conversion, and tells you exactly where your practice is losing patients.
When revenue goes flat, most owners guess. They fire the agency, or they lean harder on staff to "try harder." Neither is a diagnosis, and half the time it's the wrong fix.
No blind spots. We look at what's bringing leads in, and what's happening to them once they arrive.
Lead volume and quality by channel, ad spend efficiency, and whether campaigns are reaching the right patients.
How fast leads get contacted, how calls are handled, and whether your team is winning or losing the conversation.
Follow-up cadence, objection handling, and the number that actually decides revenue: your lead-to-appointment rate.
Whether your referral network is active or dormant, and how much patient volume it should realistically be producing.
We pull your marketing data, call logs, and CRM records, and walk through your current channels, spend, and reported metrics.
We listen to real calls, review campaign performance, and benchmark your numbers against what a healthy specialty practice should see.
You get a clear report showing exactly where the leak is, whichever side it's on, and specific, prioritized next steps to fix it.
Your true lead-to-appointment rate, measured from actual calls and records, not guessed over coffee.
A clear answer on whether your marketing spend is producing qualified leads, or quietly underperforming.
Specific next steps ranked by impact, not a vague summary you have to interpret yourself.
Even if it means telling you the problem is your team and not your marketing, or the other way around.
Straight answers before you book a call.
No. We tell you what the data shows. If your marketing is working and the problem is on your side, that's what we'll say. If we find something on the marketing side, we'll tell you what to look at and what a fix might look like. We're not going to make that call for you.
That's fine. The audit applies to whatever you have in place, whether that's an internal marketing hire, an outside agency, or a mix of paid ads and referrals you run yourself.
Patient Conversion work starts from the assumption that leads are already coming in and getting lost at intake. The Full-Funnel Audit is for when you don't know that yet. It looks at both marketing performance and conversion, and tells you where to focus before you commit to a fix.
No. We don't run campaigns, manage ad spend, or replace your marketing agency or internal team. If you already work with an agency, any findings on the marketing side are shared with them, not worked around them.
Most audits take two to three weeks depending on how many locations and channels are involved, followed by a findings walkthrough and a prioritized action plan.
Stop guessing whether the problem is your marketing or your front desk. Book a full-funnel audit and know for sure.
Book a Full-Funnel Audit