PT Biz Entrepreneur Assessment
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SALES
Question 2 of 86
You understand the mindset of a performance-based PT
Yes
No
N/A
Question 3 of 86
You are working on or have resolved your poor relationship with money
Question 4 of 86
You feel 100% confident that you are worth way more than you're charging
Question 5 of 86
You have a formal written phone script
Question 6 of 86
You have a list of common objections and countermeasures
Question 7 of 86
You know what to say when asked the "Do you take my insurance?" question
Question 8 of 86
You can recite your elevator pitch on the spot; aka "What does your business do?"
Question 9 of 86
You follow a systemized sales process with every new client you have
Question 10 of 86
You have conversations about solving problems instead of modalities and tools you use
Question 11 of 86
You ask a series of questions to get to the real WHY for them being in your office
Question 12 of 86
Over 70% of new patients are sold a package at eval or 2nd visit
MARKETING
Question 14 of 86
You are effectively marketing to your local area
Question 15 of 86
You have a 10 person Dream Team of local business owners
Question 16 of 86
You are having 1-2 face to face meeting a week
Question 17 of 86
You have 1-2 workshops scheduled a month
Question 18 of 86
You have a formal follow up process for each possible referral source
Question 19 of 86
You facilitate long term healthy relationships with local health and fitness professionals
Question 20 of 86
You fully understand your ideal customer or "avatar"
Question 21 of 86
You understand where these people congregate both in person and digitally
Question 22 of 86
You are regularly producing digital content
Question 23 of 86
You are writing 1 or more blogs a month
Question 24 of 86
You are posting consistently on Instagram or Facebook
Question 25 of 86
You are consistently commenting and engaging on possible referral sources content
Question 26 of 86
You understand how to leverage your best digital content to build trust/rapport
Question 27 of 86
Your website is producing consistent leads to your business
Question 28 of 86
Your website passes the 3rd grade or grunt test
Question 29 of 86
You have a 3 step process that is clear simple and posted on your site
SYSTEMS
Question 31 of 86
You are effectively tracking each patient that does not schedule a f/u visit
Question 32 of 86
You have a formal process for following up with each lost patient
Question 33 of 86
There is a formal process for each patient that cancels
Question 34 of 86
There is a formal follow up process after each patient visit or eval
Question 35 of 86
You have a template for post eval post-visit emails
Question 36 of 86
There is a system and process that is written/videoed for each part of your practice
Question 37 of 86
You have a blocked schedule for patient care, personal time and administrative tasks
Question 38 of 86
You have blocked admin and marketing time weekly
Question 39 of 86
You have a formal system and process for on-boarding each patient
Question 40 of 86
You have scripts for phone calls and package sales
Question 41 of 86
You have a pricing sheet that is shown to each patient
Question 42 of 86
You are having a weekly meeting with yourself and/or staff
Question 43 of 86
You know what KPI to track to make sure are running a healthy practice
Question 44 of 86
You are compiling all clinic metrics and watching trends to determine best practices
RETENTION
Question 46 of 86
You have a 3 step process that you discuss with each patient
Question 47 of 86
Every patient is scheduling a follow-up appointment with you before they leave your office
Question 48 of 86
You have and are tracking a lost patient log
Question 49 of 86
You are discussing the long-term health/wellness with patient at each level of service
Question 50 of 86
Over 50% of your patients are on some formal package program
Question 51 of 86
Over 10% of your patients on a continuity program
Question 52 of 86
You have a YouTube channel
Question 53 of 86
You are consistently sending each patient emails after eval
Question 54 of 86
Each patient that walks in the door is getting the same customer experience end to end
PERSONAL
Question 56 of 86
You understand/have a healthy mindset/relationship with money
Question 57 of 86
You have and utilize a personal budget
Question 58 of 86
You have no debt
Question 59 of 86
You have/had a debt payoff plan
Question 60 of 86
A portion of your income goes towards investing
Question 61 of 86
A portion of your income goes towards savings
Question 62 of 86
You know your credit score
Question 63 of 86
You understand marginal vs effective tax rate
Question 64 of 86
You have a personal tax strategy
Question 65 of 86
You have adequate auto/homeowners/umbrella insurance
Question 66 of 86
You have adequate disability/medical/long-term care insurance
Question 67 of 86
You have life insurance
Question 68 of 86
You have an emergency fund that could support you for 6 months
Question 69 of 86
You have a properly documented will
Question 70 of 86
You are willing to invest financial resources in your personal growth and development
BUSINESS
Question 72 of 86
You are clear on your purpose, vision, and mission
Question 73 of 86
Question 74 of 86
You have a bookkeeper or system for keeping your books
Question 75 of 86
You have a profitable business
Question 76 of 86
You have the proper business entity
Question 77 of 86
You have a business tax strategy
Question 78 of 86
You understand taxation on dividends vs. salary
Question 79 of 86
You have a CPA or tax professional
Question 80 of 86
You have adequate business/liability insurance
Question 81 of 86
You have and utilize a business budget
Question 82 of 86
You have a weekly finance meeting
Question 83 of 86
You allocate funds on a weekly/monthly basis to profit
Question 84 of 86
You allocate funds on a weekly/monthly basis to taxes
Question 85 of 86
You understand spending money in marketing efforts is not a waste of funds
Question 86 of 86
You are willing to invest financial resources in your business growth and development