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Your Essential Pre-Work 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:

  1. Open the Google Sheet using the button below.
  2. Create your own editable copy.
  3. Fill out the sections honestly and completely.
  4. Save your completed sheet to upload at the bottom.
👉 Open the Energy Efficiency Audit

Practice Systems Map

This form helps us understand how your practice functions today across:

  • Leadership
  • Operations
  • Team systems
  • Clinical workflows
  • Patient experience

Instructions:

  1. Complete the Google Form linked below.
  2. Be as detailed as possible — your clarity here shapes your entire roadmap.
  3. No upload needed; your responses are automatically submitted.

👉 Complete the Practice Systems Map Form Below

Financial Snapshot

This gives us a simple, accurate picture of your financial baseline.

You will complete your:

  • Production & collections
  • Overhead
  • Key hygiene numbers
  • Foundational financial indicators

Instructions:

  1. Open the sheet below.
  2. Create your own editable copy.
  3. Complete the green required fields.
  4. Save your completed file for upload.
👉 Open the Financial Snapshot

Org Chart Upload

Your team structure is the foundation of leadership clarity.

Instructions:
Please create a simple outline of your current organizational structure.
This can be:

  • A Google Doc
  • A handwritten photo
  • A chart from another tool
  • A PDF
  • A typed summary

As long as it clearly shows:

  • Your team
  • Their roles
  • Who reports to whom

You’ll upload this version using the form below.

Pre-Work Items Submission

CLOSE THE ESSENTIAL PRE-WORK PAGE