Step 1 · Your priorities (check all that apply)

Attract more new patients/customers Build trust and credibility online Educate patients and reduce confusion Increase visibility and awareness in my community Strengthen patient loyalty and retention Grow high-value or elective services Recruit or retain great staff Differentiate from competitors Launch a new location, service, or product

Step 2 · Your practice or business type

Step 3 · Growth urgency

Step 4 · Choose your plan

Foundation

3 months

Growth

6 months

Authority

12 months

Step 5 · Practice readiness

How active is your practice online today? Not active Occasionally post updates Consistent presence

Do you currently use paid ads or SEO? Not yet Yes, sometimes Yes, regularly

Do you have a dedicated marketing person or team? No Part-time or shared Yes, internal or agency

Step 6 · ROI & break‑even

Based on your previous selections, this is the number of new patients you will need to acquire to break even on your marketing investment. Every patient you acquire above this number is profit.

Average patient/customer lifetime value

Your Success Likelihood

Breakeven patients needed

Unlikely

Likely

You can totally achieve this

Your setup shows potential. Practices with similar scores tend to see new-patient/customer growth during the course of their retainer package.