Before you hire anyone, find out where your inquiries actually go.
The audit is a two-week look at your numbers, your calls, and your follow-up. You get the findings on your own dashboard, a dollar estimate of what the leaks are costing you, and a plan. The fee is credited in full if you go on to work with us.
Diagnose before you prescribe.
Most marketing proposals are written before anyone has looked at what happens when a patient or client actually calls. So the proposal solves for more inquiries, when the practice may already be losing the ones it has.
In one practice we work with, reading a month of recorded calls showed that the live-answer rate had slipped to a fraction of what the phone system reported, in the same month the cost per inquiry fell by half. The cheapest inquiry in the world is worth nothing if nobody picks up. That finding became the AI front desk that now answers around the clock.
The audit is that exam, done for your practice, before either of us commits to anything.
What we look at.
Where inquiries come from
Where people find you and what each source costs, by phone, form, and message. Most practices can't say where at least half their inquiries came from.
What happens when someone calls
Answer rate, voicemail, how a price question is handled, whether anyone attempts to book. From your own recordings, with your front office's blessing, read call by call.
What happens next
Whether anyone follows up at 24 hours and at 7 days, what a form submission waits for, and what happens to a no-show.
Which inquiries became patients or cases
Matched against your booking or case system where the data allows, so the cost per booked patient or signed case is a number, not a guess.
What the ads are doing
What's running, where it sends people, whether those pages are tracked, and how much is spent sending people to pages that were never built to get them to reach out.
What your website is doing
Which pages actually bring in inquiries, where visitors from Google and ChatGPT land, and what your tracking can and can't see. Most practices have analytics installed and nothing connected to a phone call or a booking.
What you get.
The findings, on your own dashboard.
Published on a private page built for your practice, the same surface our clients use every month. Not a PDF.
A dollar figure, with the math shown.
What the leaks we found are likely costing you per year, built from your own inquiry counts, your booking rate, and your average case value. An estimate, and we show every input.
A 90-day plan in two columns.
What you can fix yourselves, and what we would run. You keep the first column either way.
A 45-minute readout.
We walk you through it, answer the questions, and leave. No proposal on that call unless you ask for one.
How it works.
Two weeks with access.
Read-only access to your analytics, ad accounts, call tracking, and booking or case system, plus your front office's blessing to review recordings. We send the checklist on day one.
No call tracking yet? We install it first.
A tracking number with recording goes in, collects for a few weeks, and the audit runs on real calls. We measure. We don't guess.
A fixed fee, credited in full.
Quoted by practice size on the first call. Credited in full toward your first month if you sign within thirty days of the readout. If you don't, you still have the findings and the plan.
Nothing identifying leaves your practice.
Findings are patterns and counts. No patient or client details appear in the report, and nothing from your audit is ever used as a public case study without your written permission.
Book the audit call.
Twenty minutes. We confirm your specialty and market, walk through what we'd need access to, and quote the fee. No pitch.