Your Essential Practice Freedom Assessments
Build the clarity, structure & alignment we need to transform your practice.
Welcome, Doctor —
Let’s Begin Your Transformation
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These assessments are the foundation of your Practice Freedom journey.
Before we build systems… before we map leadership… before we restructure your operations…
we first need the truth of where you are right now.
Please complete the assessments below within 48 hours so we can prepare your personalized Freedom Map™ for your upcoming call.
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.
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.
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.
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.
UPLOAD YOUR KPI BASELINE HERE