Strategy Call Intake Form

This is not a questionnaire. It is a diagnostic tool. The more specific you are, the more precise the strategy I can deliver in our time together.

There are no wrong answers. There is only a good use of the next 10 minutes before we meet.

Practice Type *

Solo practice (I am the sole provider) Solo owner with associates or hygienists Multi-provider group practice DSO-affiliated or partnership model

What is the single most important thing you want to walk away with after our session? * Be specific. "Clarity on how to launch Botox" is more useful than "a plan."

What is the biggest obstacle, question, or decision you are currently sitting with? * This is where you can be completely honest. The more specific the problem, the more targeted the strategy.

Have you taken any steps toward adding Botox or aesthetic services to your practice?

No. I am in early research and exploration. Yes. I have completed or scheduled Botox training/certification. Yes. I have started offering Botox but need a growth strategy. I am exploring this as part of a broader practice expansion, not Botox specifically.

What is your team's current awareness of or buy-in to this idea?

My team does not know yet. I am still evaluating. I have mentioned it casually but nothing formal. My team is aware and engaged with the idea. My team has concerns or resistance I need to navigate.

On a scale of 1 to 5, how urgent is this decision for you right now? 1 = Exploring with no timeline. 5 = I need a clear path within the next 30 days.

1Exploring

3Moderate

5Urgent

Is there anything specific you want to make sure we cover, or anything you want me to know before we begin? This is your space. Use it.

Please submit at least 24 hours before your scheduled session.

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