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THE 86

 PT Biz 86 Assessment

The assessment is a vital tool for:
1. Identifying your strengths and areas for improvement.
2. Focusing on the topics most important to you.
3. Customizing your action plan for success.

Click the button below to start.

Start

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