Your Essential Coaching Packet
Complete these 4 essential items within the next 5 days so we can prepare your personalized roadmap and begin building your Practice Freedom Method™ journey.
Welcome, Doctor —
Let’s Begin Your Transformation
Now that you’re officially enrolled in The Practice Freedom Method™ Coaching Experience, it’s time to start the work that will shape your personalized pathway to clarity, systems, profit, and peace.
This pre-work is intentionally simple, streamlined, and designed to give us the insight we need to customize your assessment, your plan, and eventually — your Freedom Map™.
Everything you need is on this page.
When you’re finished, upload your items using the submission form at the bottom.
Energy Efficiency Audit
This audit helps us identify:
- Your highest-energy activities
- Your low-energy tasks
- Where your productive hours go
- Where your energy leaks occur
Instructions:
- Open the Google Sheet using the button below.
- Create your own editable copy.
- Fill out the sections honestly and completely.
- Save your completed sheet to upload at the bottom.
Doctor Philosophy Diagnostic Quiz™
Your Leadership Identity: Clarity, Chaos, or Capacity?
This 20-question quiz reveals your core leadership style, decision-making patterns, and operational tendencies.
Why it matters:
Your results place you into one of the three pathways:
- Clarity Doctor™
- Chaos Doctor™
- Capacity Doctor™
This categorization shapes your coaching journey and determines the systems, strategies, and support you’ll receive.
Comprehensive Practice Audit™
Your Big-Picture Practice Snapshot
This assessment evaluates the 8 core pillars of your practice — leadership, systems, team, hygiene, production, profits, patient experience, and growth.
Why it matters:
It tells us how healthy or unhealthy your business is today and whether your practice is in:
- Crisis Zone
- Stuck Zone
- Growth Zone
- High-Performance Zone
This helps us understand the severity of your operational challenges and the level of support needed.
KPI Baseline Upload
Your Practice “Before Photo” — The Numbers That Matter
This worksheet gives us your key performance indicators — production, collections %, hygiene metrics, cancellations, new patients, and more.
Why it matters:
Numbers tell the truth.
This tool gives us:
- Your starting point
- Confirmation of your category
- Metrics to measure your progress over the next 90 days
It helps us build a Freedom Map that delivers measurable results.
