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Pillar 1: Attraction
Lead Flow & Demand Quality
We have a steady flow of new hearing candidates without the owner personally driving every campaign or event.
We are not dependent on low-reimbursement TPAs / third-party plans to keep our schedules full.
Our provider schedules are at least 80% productively booked most weeks (not just filled with low-value or non-revenue visits).
We have at least 3 reliable sources of new patients (e.g., physician referrals, community, direct mail, online) that produce results every month.
Pillar 2: Conversion & Retention
Turning Consults Into Profitable Care
Every provider follows a consistent, choreographed consult process instead of 'winging it'.
We know each provider's help/close rate and review it at least monthly as a team.
We present a clear 'program of care' that differentiates us from Costco/TPAs, not just devices and prices.
Our team confidently explains pricing, insurance, and trial/return terms so 'I didn't understand the cost/coverage' issues are rare.
We have a structured recall/reactivation process (not just ad-hoc calls) that brings past patients back and generates upgrades/referrals every month.
Pillar 3: Scaling with Systems
Owner-Optional, Not Owner-Obsessed
The practice can hit its monthly revenue target even if the owner is in the booth 2 days per week or less.
Every role has 1-3 simple KPIs on a scorecard that we review weekly or at least monthly.
Staff generally solve day-to-day problems without interrupting the owner; true emergencies only.
We have a simple, repeatable recruiting process for providers and key roles (not 'hope someone good applies').
We run on a written 90-day plan, and the whole team knows the top 3 priorities for this quarter.
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