Principal-Sync™ Operational Diagnostic

PRACTICE PROFILE

BUSINESS NAME *

CONTACT NAME & TITLE *

PRIMARY BUSINESS EMAIL *

BUSINESS PHONE NUMBER *

PRIMARY NICHE *

CURRENT STAFF COUNT *

Please select a primary niche in Step 1.

TOTAL NUMBER OF PRACTICE LOCATIONS?

CURRENT MONTHLY NO-SHOW RATE?

CURRENT INSURANCE VERIFICATION METHOD?

Manual / Phone Calls Software / Portal Outsourced No Formal System

HOW DO YOU REACTIVATE "SLEEPING" PATIENTS?

Manual Calls / Texts Email Campaigns PMS Auto-Reminders We Don't Currently

MAIN PRACTICE MANAGEMENT SOFTWARE?

AVG. TIME TO RESPOND TO A NEW WEB INQUIRY?

PRIMARY CASE MANAGEMENT SYSTEM?

HOW DO YOU HANDLE AFTER-HOURS CALLS?

Voicemail Calls Go Unanswered

ESTIMATED BILLABLE HOURS LOST WEEKLY TO ADMIN / SCH...

SELECT YOUR TOP 3 BOTTLENECKS

Client Intake Delays Scheduling & Calendar Conflicts Document Collection Lead Qualification

AVERAGE RESPONSE TIME TO A NEW WEB LEAD?

CURRENT NO-SHOW RATE FOR PROPERTY VIEWINGS?

WHAT HAPPENS TO LEADS NOT READY TO BUY / SELL TODAY?

Drip Email Campaign Manual Agent Follow-Up CRM Automation They Fall Through the Cracks

INTERESTED IN PERFORMANCE-BASED PRICING?

Yes - Show Me Options No - Fixed Pricing Preferred

These numbers allow us to calculate the exact monetary value of your fixable revenue leaks and produce your personalized Recovery Blueprint.

AVG. VALUE PER NEW CLIENT / CASE / SALE *

ESTIMATED MONTHLY INBOUND LEAD VOLUME *

CURRENT MONTHLY MARKETING / AD SPEND *

I consent to this data being used to generate my Revenue Recovery Blueprint. POPIA Compliant — we don't sell your data or spam you.

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