Epoch Practice Analysis – Additional Questions Epoch Practice Analysis - additional Qs First Name * Last Name * Email * Phone * 1. Please write the dates for any high-volume production this year. When did this increase in volume begin and when did it stop? 2. What promotional actions occurred prior to these high-volume periods? 3. What do you think caused these periods of high-volume production? 4. How many practitioners/associates do you have? 5. What hours and days does each practitioner work including yourself? 6. List each of your sources of income (services and products). 7. What is the fee schedule for each service? 8. What is the margin that you mark up your products (such as supplements)? 9. How many patient visits does each practitioner see on average each week? 10. How many patient visits do you currently average for each service per hour? 11. For each service, what is the optimum number of visits practitioners should be able to see in an hour, if the visits are running efficiently? 12. Based on this optimum number of visits, how many patients should be seen in a week for each service? 13. What are your total patient visits for the last 6 months? 14. What is the total Income for the last 6 months for each service? 15. What is the total # of New Patients for the last 6 months? 16. How many New Patients do you average a week? 17. Do you track and keep a log for New Patients, so you know where the new patients are coming from? 18. What is the total # of patients/clients in your client data base? 19. How many are Active/Inactive? 20. How many do you have email addresses for? 21. Please attach your latest Profit & Loss statement. Drop a file here or click to upload Choose File Maximum upload size: 268.44MB 22. If you don’t have a P&L then provide the following data: Gross Income, Cost of Goods Sold, Payroll Expenses, any personal/executive draw, total expenses. 23. What are your loan payments or liabilities? 24. What is your lease/mortgage payment? 25. What marketing is being done, both successful and unsuccessful: a. Public Education Workshop? Being done successfully Being done, not successfully Not being done b. Do you have in-house events? Being done successfully Being done, not successfully Not being done c. Events put on at clients’ homes? Being done successfully Being done, not successfully Not being done d. Open Houses or Health Fairs or screenings? Being done successfully Being done, not successfully Not being done e. Books & Brochures? Being done successfully Being done, not successfully Not being done f. Birthday cards? Being done successfully Being done, not successfully Not being done g. Special offers? Being done successfully Being done, not successfully Not being done h. Gathering Testimonials? Being done successfully Being done, not successfully Not being done i. Gathering Video Testimonials? Being done successfully Being done, not successfully Not being done j. Email Blasts? Being done successfully Being done, not successfully Not being done k. Do you send a regular Newsletter? Being done successfully Being done, not successfully Not being done l. External Talks? Being done successfully Being done, not successfully Not being done m. Networking? Being done successfully Being done, not successfully Not being done n. Do you run ads on Facebook? Being done successfully Being done, not successfully Not being done o. Do you have a Reactivation Program? Being done successfully Being done, not successfully Not being done p. Do you have a Referral Program? Being done successfully Being done, not successfully Not being done q. Do you send postcards promoting events or specials? Being done successfully Being done, not successfully Not being done r. Is there a Promo Calendar (schedule)? Being done successfully Being done, not successfully Not being done s. What is your website address? t. How recent are your testimonials? u. What is the URL of your Facebook page? v. How many times do you post on social media per week? w. How many followers does your Facebook page have? x. How many google reviews are there for your practice? y. What is the star rating when googling your practice? z. When googling your primary service what # does your practice come up on a google search? aa. How many letters do you mail out weekly? bb. How many emails do you mail out weekly? cc. Are there any other ways you promote? If you are human, leave this field blank. Submit
