Wildmark Practice Systems Audit
Wildmark
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Before We Start
Tell Us About You
This isn't a test, and there's no passing score. It's a quick, honest look at what's actually running your practice day to day: your team, your client journey, and your marketing. Answer each question with what's really happening right now, not what you wish was happening. By the end, you'll know exactly where the biggest gaps are, and so will we, before we ever get on a call.
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Section A
Team and Systems
Rate each honestly on a scale of 1 (not at all) to 5 (fully in place).
Please answer all required questions before continuing.
Section A: Team and Systems
Score: 0 / 25
1. If you, or any team member, were out for two weeks with no contact, would the office run exactly the same, or are there things only one person knows how to do? *
1 = Falls apart5 = Runs itself
Please select a rating
2. When you hire someone new, how long until they're fully capable without hand-holding? *
Please select an option
3. Do you have written SOPs your team actually opens and uses day to day, not a binder gathering dust? *
1 = No SOPs5 = Used daily
Please select a rating
4. When something changes (a process, a tool, a policy), does your team have a clear way to update the SOP, or does it just quietly go stale? *
1 = No process5 = Always current
Please select a rating
5. Do you have a weekly KPI scorecard you and your team actually look at together? *
1 = No scorecard5 = Every week
Please select a rating
Section B
Client Journey and Automation
Rate each honestly on a scale of 1 (not at all) to 5 (fully in place).
Please answer all required questions before continuing.
Section B: Client Journey and Automation
Score: 0 / 25
1. Does every new lead get entered into a consistent follow up sequence until they book or opt out, or does follow up depend on someone remembering to reach back out? *
1 = Depends on memory5 = Always automated
Please select a rating
2. Does every new client get the same consistent, automated follow up, regardless of how they booked their first interaction? *
1 = Inconsistent5 = Always the same
Please select a rating
3. If your team forgets to say something important in office, is there a system that catches it anyway? *
1 = No system5 = Always caught
Please select a rating
4. Do you have a consistent process for reactivating clients who've gone quiet, or does it depend on someone remembering to follow up? *
1 = No process5 = Fully automated
Please select a rating
5. Is your no show / cancellation follow up automated, or dependent on someone remembering? *
1 = Manual / none5 = Fully automated
Please select a rating
Section C Optional
Marketing Engine
Rate each on a scale of 1 to 5. Skip any that don't apply to your practice.
Section C: Marketing Engine
Score: 0 / 25
1. Do you have a consistent content / email cadence that runs without you personally writing it every week?
1 = Never5 = Always running
2. Does your team proactively look for community outreach opportunities (health talks, screenings), or does that only happen when you push for it?
1 = Only when pushed5 = Proactively
3. Do you know your cost per new client across your current marketing channels?
1 = No idea5 = Know exactly
4. Do you have a consistent process for asking clients for referrals and reviews, or does it only happen when someone happens to remember?
1 = When remembered5 = Always consistent
5. Do you know which marketing channels are actually bringing you new clients, or are you guessing across the board?
1 = Guessing5 = Know exactly
Section D Optional
Current Tools
Help us understand the software and platforms you're currently using. Skip anything that doesn't apply.
Practice Software
GoHighLevel (GHL)
Final Step
Cost of Inaction
Help us understand what the current gaps are actually costing you so we can make our time together as focused as possible.
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The office average is 15-20%. Be honest with yourself.
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1 = Not at all confident5 = Very confident
Please select a rating
Your Practice Systems Audit is Complete
Here's how your practice scored across all three areas.
Core Score: Team + Client Journey
0 / 50
Calculating...
Section A: Team and Systems0 / 25
Section B: Client Journey and Automation0 / 25
Section C: Marketing Engine (optional)0 / 25
Here's What Happens Next
1
We review your results before the call. Your answers give us everything we need to show up with real insights, not generic questions.
2
We map your biggest gaps. On the call, we'll walk you through exactly where systems can take work off your plate and what that's worth to your practice.
3
You leave with clarity. Whether we work together or not, you'll know exactly where to focus first to get your practice running without you in the middle of everything.

This discovery call is a focused, no-pressure conversation. There is no sales pitch and no obligation. If there's a clear fit, we'll talk about what working together could look like. If not, you'll still walk away with useful direction.

Book Your Discovery Call