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THE 86

PT Biz Entrepreneur Assessment

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SALES & MARKETING

SALES

Question 2 of 86

You understand the mindset of a performance-based PT

A

Yes

B

No

C

N/A

Question 3 of 86

You are working on or have resolved your poor relationship with money

A

Yes

B

No

C

N/A

Question 4 of 86

You feel 100% confident that you are worth way more than you're charging

A

Yes

B

No

C

N/A

Question 5 of 86

You have a formal written phone script

A

Yes

B

No

C

N/A

Question 6 of 86

You have a list of common objections and countermeasures

A

Yes

B

No

C

N/A

Question 7 of 86

You know what to say when asked the "Do you take my insurance?" question

A

Yes

B

No

C

N/A

Question 8 of 86

You can recite your elevator pitch on the spot; aka "What does your business do?"

A

Yes

B

No

C

N/A

Question 9 of 86

You follow a systemized sales process with every new client you have

A

Yes

B

No

C

N/A

Question 10 of 86

You have conversations about solving problems instead of modalities and tools you use

A

Yes

B

No

C

N/A

Question 11 of 86

You ask a series of questions to get to the real WHY for them being in your office

A

Yes

B

No

C

N/A

Question 12 of 86

Over 70% of new patients are sold a package at eval or 2nd visit

A

Yes

B

No

C

N/A

SALES & MARKETING

MARKETING

Question 14 of 86

You are effectively marketing to your local area

A

Yes

B

No

C

N/A

Question 15 of 86

You have a 10 person Dream Team of local business owners

A

Yes

B

No

C

N/A

Question 16 of 86

You are having 1-2 face to face meeting a week

A

Yes

B

No

C

N/A

Question 17 of 86

You have 1-2 workshops scheduled a month

A

Yes

B

No

C

N/A

Question 18 of 86

You have a formal follow up process for each possible referral source

A

Yes

B

No

C

N/A

Question 19 of 86

You facilitate long term healthy relationships with local health and fitness professionals

A

Yes

B

No

C

N/A

Question 20 of 86

You fully understand your ideal customer or "avatar"

A

Yes

B

No

C

N/A

Question 21 of 86

You understand where these people congregate both in person and digitally

A

Yes

B

No

C

N/A

Question 22 of 86

You are regularly producing digital content

A

Yes

B

No

C

N/A

Question 23 of 86

You are writing 1 or more blogs a month

A

Yes

B

No

C

N/A

Question 24 of 86

You are posting consistently on Instagram or Facebook

A

Yes

B

No

C

N/A

Question 25 of 86

You are consistently commenting and engaging on possible referral sources content

A

Yes

B

No

C

N/A

Question 26 of 86

You understand how to leverage your best digital content to build trust/rapport

A

Yes

B

No

C

N/A

Question 27 of 86

Your website is producing consistent leads to your business

A

Yes

B

No

C

N/A

Question 28 of 86

Your website passes the 3rd grade or grunt test

A

Yes

B

No

C

N/A

Question 29 of 86

You have a 3 step process that is clear simple and posted on your site

A

Yes

B

No

C

N/A

SYSTEMS & RETENTION

SYSTEMS

Question 31 of 86

You are effectively tracking each patient that does not schedule a f/u visit

A

Yes

B

No

C

N/A

Question 32 of 86

You have a formal process for following up with each lost patient

A

Yes

B

No

C

N/A

Question 33 of 86

There is a formal process for each patient that cancels

A

Yes

B

No

C

N/A

Question 34 of 86

There is a formal follow up process after each patient visit or eval

A

Yes

B

No

C

N/A

Question 35 of 86

You have a template for post eval post-visit emails

A

Yes

B

No

C

N/A

Question 36 of 86

There is a system and process that is written/videoed for each part of your practice

A

Yes

B

No

C

N/A

Question 37 of 86

You have a blocked schedule for patient care, personal time and administrative tasks

A

Yes

B

No

C

N/A

Question 38 of 86

You have blocked admin and marketing time weekly

A

Yes

B

No

C

N/A

Question 39 of 86

You have a formal system and process for on-boarding each patient

A

Yes

B

No

C

N/A

Question 40 of 86

You have scripts for phone calls and package sales

A

Yes

B

No

C

N/A

Question 41 of 86

You have a pricing sheet that is shown to each patient

A

Yes

B

No

C

N/A

Question 42 of 86

You are having a weekly meeting with yourself and/or staff

A

Yes

B

No

C

N/A

Question 43 of 86

You know what KPI to track to make sure are running a healthy practice

A

Yes

B

No

C

N/A

Question 44 of 86

You are compiling all clinic metrics and watching trends to determine best practices

A

Yes

B

No

C

N/A

SYSTEMS & RETENTION

RETENTION

Question 46 of 86

You have a 3 step process that you discuss with each patient

A

Yes

B

No

C

N/A

Question 47 of 86

Every patient is scheduling a follow-up appointment with you before they leave your office

A

Yes

B

No

C

N/A

Question 48 of 86

You have and are tracking a lost patient log

A

Yes

B

No

C

N/A

Question 49 of 86

You are discussing the long-term health/wellness with patient at each level of service

A

Yes

B

No

C

N/A

Question 50 of 86

Over 50% of your patients are on some formal package program

A

Yes

B

No

C

N/A

Question 51 of 86

Over 10% of your patients on a continuity program

A

Yes

B

No

C

N/A

Question 52 of 86

You have a YouTube channel

A

Yes

B

No

C

N/A

Question 53 of 86

You are consistently sending each patient emails after eval

A

Yes

B

No

C

N/A

Question 54 of 86

Each patient that walks in the door is getting the same customer experience end to end

A

Yes

B

No

C

N/A

FINANCE

PERSONAL

Question 56 of 86

You understand/have a healthy mindset/relationship with money

A

Yes

B

No

C

N/A

Question 57 of 86

You have and utilize a personal budget

A

Yes

B

No

C

N/A

Question 58 of 86

You have no debt

A

Yes

B

No

C

N/A

Question 59 of 86

You have/had a debt payoff plan

A

Yes

B

No

C

N/A

Question 60 of 86

A portion of your income goes towards investing

A

Yes

B

No

C

N/A

Question 61 of 86

A portion of your income goes towards savings

A

Yes

B

No

C

N/A

Question 62 of 86

You know your credit score

A

Yes

B

No

C

N/A

Question 63 of 86

You understand marginal vs effective tax rate

A

Yes

B

No

C

N/A

Question 64 of 86

You have a personal tax strategy

A

Yes

B

No

C

N/A

Question 65 of 86

You have adequate auto/homeowners/umbrella insurance

A

Yes

B

No

C

N/A

Question 66 of 86

You have adequate disability/medical/long-term care insurance

A

Yes

B

No

C

N/A

Question 67 of 86

You have life insurance

A

Yes

B

No

C

N/A

Question 68 of 86

You have an emergency fund that could support you for 6 months

A

Yes

B

No

C

N/A

Question 69 of 86

You have a properly documented will

A

Yes

B

No

C

N/A

Question 70 of 86

You are willing to invest financial resources in your personal growth and development

A

Yes

B

No

C

N/A

FINANCE

BUSINESS

Question 72 of 86

You are clear on your purpose, vision, and mission

A

Yes

B

No

C

N/A

Question 73 of 86

You understand/have a healthy mindset/relationship with money

A

Yes

B

No

C

N/A

Question 74 of 86

You have a bookkeeper or system for keeping your books

A

Yes

B

No

C

N/A

Question 75 of 86

You have a profitable business

A

Yes

B

No

C

N/A

Question 76 of 86

You have the proper business entity

A

Yes

B

No

C

N/A

Question 77 of 86

You have a business tax strategy

A

Yes

B

No

C

N/A

Question 78 of 86

You understand taxation on dividends vs. salary

A

Yes

B

No

C

N/A

Question 79 of 86

You have a CPA or tax professional

A

Yes

B

No

C

N/A

Question 80 of 86

You have adequate business/liability insurance

A

Yes

B

No

C

N/A

Question 81 of 86

You have and utilize a business budget

A

Yes

B

No

C

N/A

Question 82 of 86

You have a weekly finance meeting

A

Yes

B

No

C

N/A

Question 83 of 86

You allocate funds on a weekly/monthly basis to profit

A

Yes

B

No

C

N/A

Question 84 of 86

You allocate funds on a weekly/monthly basis to taxes

A

Yes

B

No

C

N/A

Question 85 of 86

You understand spending money in marketing efforts is not a waste of funds

A

Yes

B

No

C

N/A

Question 86 of 86

You are willing to invest financial resources in your business growth and development

A

Yes

B

No

C

N/A

Confirm and Submit