Business Startup Assessment
Answer these short questions in order to get a head start on how we can be of assistance to you and your business.
Which of the following more precisely describes your goals for your small business (i.e., private practice)? Select all that apply.
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Establishing Private Practice
Attracting ideal client
Identifying ideal client
Identifying niche
Transitioning from part-time to full-time private practice
Developing multiple streams of income
Acquiring passive income
Charging appropriate rates for services
Managing time between doing practice and doing business (i.e., setting aside time to conduct the administrative/business aspects of my practice like billing, invoicing, accounting, notes, etc.).
Setting aside time to work on income generating activities such as attending networking events, conferences, marketing, public speaking, podcasting, blogging, etc.).
Delegating services that are non-income generating (i.e., handling bills/claims, answering phones, scheduling appointments, etc.).
Deciding whether to start a private practice/small business
Insurance vs Private Pay only
Credentialing, Billing, Claims, etc.
Expand practice from solo to group
Other
Which of the following most closely reflects your ultimate goal(s)? Select all that apply.
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Spend more time seeing clients and not conducting administrative aspects of business
Spend greater percentage of time with clients that reflect my niche
Attract higher paying clients
Target specific insurances
Increase amount of clients
Enhance reputation
Establish brand
Reduce reliance on low paying insurances
Ensure success in current or new location
Expand business to the next level
Have more time to spend with family/friends
Become recognized as an expert in my field
How much would you like to increase your profits over the next 12 months-
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Over 100%
50%-100%
25%-49%
Less than 25%
How would you rate your current behavioral health marketing plan?
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Highly effective-I have a plan and I am reaching my goals
Somewhat effective-inconsistent efforts/results
Ineffective- I have no plan or measurable results
N/A- I have no marketing plan.
Are your competitors actively marketing their business, organization or practice?
Yes
No
Not Sure
How would you describe your current business structure and/or role?
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Solo/Private Practice
Group Practice
Entrepreneur
Self-Employed
Other
How many providers are in your business? (enter a number)
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What has your revenue growth trend been for your business over the past 24 months?
Up strongly, more than 25% annually over the past year
Up somewhat, annually about 10% over the past year
Generally flat-no significant change from year to year
Down somewhat- down by about 10% from the previous year
Down strongly- down by about 25% or more from the previous year
Other
Approximately what were your gross annual revenues during the last fiscal year?
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Less than $50,000
$50,000-$75,000
$76,000 –$100,000
$101,000 -$150,000
$151,000-$200,000
More than 200,000
Other
How much do you currently spend on marketing?
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Finally, feel free to elaborate on your goals, desires, situation, etc. as much or as little as you like.
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Name ?
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First Name
Last Name
Business Name
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Email?
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example@example.com
Phone Number
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Area Code
Phone Number
Best Time to Call
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Save
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