We will show you the biggest gap in your new patient experience for $97.

Phone calls into your office are still one of the main ways to get clients. How well does your team do it? How much money are you leaving on the table? Want to find out?

Get a professional unbiased insight into the tonality, flow, conviction, efficiency and knowledge of your “sales team” so you can increase the number of callers that convert into NEW paying clients.


Just one phone call away!

Here’s How the New Patient Audit Will Work:

  • Complete a quick questionnaire so that our team of professional callers can personalize our system to your office.

  • Within 24 hours of receiving that information, we will send you an email with the general date and time range we intend to call your office disguised as a new client.

  • Our Professional Team Trainer will call the office to book an appointment, meanwhile taking diligent notes on our custom ScoreCard and Report of Findings.

  • We will call back to cancel this appointment, but not until the following day. This gives us a chance to (possibly) assess two different members of your team – depending on your staff situation.

  • Once we’ve finished our Report of Findings, we will promptly schedule a time to review the data with you over the phone. This way you can gain new insights into areas of strength and opportunity from our professional unbiased perspective.

  • The Report Of Findings will be sent to you afterwards so you have the file on hand and can review it with your staff. You will also receive the Score Card and notes from the follow-up coaching call.

This has the potential to put thousands of dollars into your revenue simply by increasing the certainty and confidence of client calls AND cancellations.

Let's Get Started!

The New Client Audit

Professionally and Quickly Completed for You

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Here's what you get:

  • Scheduled and recorded new patient call

  • Full report using our systematic approach

  • 1-on-1 review of the experience

  • Usually involves two calls, giving you the opportunity to get feedback on two people

Total value: $297

Today Just $97