Premium Private Practice Method
Monthly momentum check-in
Fill in on the 1st of every month. Takes 3 minutes.
About you
Your monthly targets
Set targets in this order: Revenue β Sales β Calls β Leads β Activity
Everything downstream is calculated for you.
Everything downstream is calculated for you.
How much do you want to earn?
Your standard investment
% of calls that close. Use 50 if unsure.
% of booked calls that show. Use 60 if unsure.
% of leads that book. Use 50 if unsure.
Posts, emails, videos etc.
Your actuals this month
Total earned
New leads in
This month
Scheduled
Happened
Paying
Clients Γ· calls Γ 100
Held Γ· booked Γ 100
Booked Γ· leads Γ 100
Ads and conversion events
Paid this month
Spend Γ· clients
Last email sent
Lead sources this month
Your check-in
1 = running on empty, 10 = unstoppable
1
10
7
Monthly momentum check-in
Your Voxer message β copy and send to Rebekah now