Take The Practice Assessment

We work with integrative and functional medicine practices to help them implement proven systems that drive predictable patient flow and sustainable growth. This assessment evaluates your Practice's AI/SEO Visibility along with your Core Drivers of Practice Success so you can identify your highest-impact opportunities and the specific actions that will move the needle most in your practice. Please answer honestly to get the most relevant insights and recommendations for your specific situation.

How long have you been in practice?

Less than 1 year

1–3 years

3–7 years

7+ years

What’s your niche? Check all that apply

Hormones / Women’s Health (incl. BHRT, TRT, Perimenopause)

Gut Health & Digestive Disorders

Autoimmune Conditions

Brain Health & Cognitive Decline

Chronic Pain & Musculoskeletal Health

Metabolic Health / Weight Loss / Diabetes

Thyroid & Adrenal Dysfunction

Pediatrics & Family Wellness

Mold, Lyme, MCAS & Complex Chronic Illness

Other

Does your website clearly highlight conditions and services for your ideal patient avatar, with a compelling call to action?

Yes, it’s front and center

Somewhat

No — it’s generic

Is your website optimized for local search (SEO) — including keywords like “functional medicine” or “BHRT near me”?

Yes — we’ve worked on SEO and show up in search

Somewhat — we occasionally appear in results

Not at all — we haven’t prioritized SEO

What is your current website URL? (We will review it as part of your strategy call)

Do you have robust blog content on your website for your ideal patients?

Yes — multiple blog posts, condition pages or service pages

Just a service page

No content yet

Do you currently have any of these “authority assets”? (Check all that apply)

High-ranking blog

YouTube channel or podcast

Strong social media following

Published a book or have press/TV coverage

None of the above

How often do you share educational content (videos, reels, carousels, tips) related to your niche?

Weekly or more

A few times per month

Rarely or never

Do you engage with your local audience (in-person or virtual) through workshops, events, or partnerships?

Regularly

Occasionally

Not currently

Have you ever run paid ads to promote your practice? (Check all that apply)

Google Ads

Meta Ads (Facebook/Instagram)

YouTube Ads

I ran ads, but they didn’t work

I’ve never run ads

If you currently run ads, what is your average monthly ad spend?

$0

Less than 500/month

$500–1,500/month

$1,501–3,000/month

$3,000+/month

Do you have a claimed and verified Google Business Profile?

Yes

Not yet

I’m not sure

Do you regularly update your Google Business Profile (e.g., services, hours, images, posts)?

Yes — at least monthly

Occasionally

Never

Do you actively request and receive Google reviews from patients?

Yes — consistently

Sometimes

Rarely or never

List your social media profile URLs, so we can review it as part of your strategy call. (Answer n/a if you don’t have a profile set up)

Facebook Page URL

Instagram profile URL

Youtube profile URL

TikTok profile URL

How often do you post strategic content to your social profiles?

Daily

3+ times/week

1–2 times/week

A few times/month

Rarely or never

Do you have a 15–20 minute evergreen webinar that educates potential patients on your approach?

Yes — it’s automated and part of our funnel

We have one but not using it consistently

No — we don’t have an automated webinar yet

Do you have a video or email nurture series that helps build trust and belief before the discovery call?

Yes — it’s automated and active

We have email content but it’s not structured

Not yet

Do you have a “practice overview” or orientation video that introduces your clinic and prepares patients before their call?

Yes

No

Planning to create one

Do you have any kind of “quiz” or “lead magnet” that filters and qualifies patient leads?

Yes — live and connected to funnel

We have one but it’s not working well

No

Do you have a system that automatically follows up with leads via email or SMS after they opt in?

Yes — fully automated

Somewhat — some emails/SMS, but not consistent

No — it’s all manual

Do you use any AI tools (like voice AI booking agent, AI chatbots) to assist with lead nurturing or patient intake?

Yes — actively using them

Experimenting

Not yet

Do you track patient leads across your funnel stages (opted in, booked, no-show, enrolled)?

Yes — we have a patient pipeline in our CRM for this

Somewhat — it’s tracked manually

No — we don’t have visibility here

Do you know your typical lead-to-booking or booking-to-enrollment conversion rates?

Yes — we track it monthly

Not exactly

No idea

Do you follow a clear discovery call script or flow that helps you qualify and enroll leads into your care?

Yes — it’s structured and we use it every time

Somewhat — we have one but don’t use it consistently

No — it’s informal or improvised

Who handles your discovery calls?

I do (the clinician)

A trained patient coordinator or team member

We don’t have anyone assigned yet

How confident do you feel discussing pricing and enrolling patients into care?

Very confident

Somewhat confident

Not confident — it feels awkward

On average, how many discovery calls do you take per month?

10+

5–10

Fewer than 5

None yet

Do you have a clearly packaged program — with transparent pricing, process, and outcomes?

Yes — it’s easy for patients to understand and say yes

It’s kind of clear, but we need to refine it

Not really — it’s custom every time

Is your offer primarily:

A structured program or package

Fee-for-service visits

A mix of both

Membership

Still figuring it out

Are you confident in presenting your prices without discounting or second-guessing?

100% — it feels natural

Sometimes

Not really

Do patients often enroll in additional services after starting on care?

Yes — we upsell or cross-enroll consistently

Occasionally

Rarely or never

Is your care delivered using a repeatable system (e.g., 3-month protocol, testing cadence, coaching, etc.)?

Yes — it’s structured and consistent

Sort of — we’re still refining it

No — it’s custom for every patient

Do you offer a membership or long-term continuity program to retain patients after their initial protocol?

Yes — it’s a major part of our model

Considering it

Not yet

Have you delegated any part of your care delivery (labs, coaching, follow-up, education) to team members or systems?

Yes — we’ve scaled delivery

Partially

No — I do it all myself

What percentage of your care depends on YOU being involved directly?

75–100%

25–74%

Less than 25%

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