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Patient Re-Engagement Readiness Check
Free—Instant Download
Before running a patient re-engagement campaign, or hiring anyone to run one for you, the most useful question isn't "should we do this?" It's "do we actually have patients worth re-engaging, and do we have the capacity to handle it when they respond?"
This free scorecard answers both questions in about five minutes.
The Readiness Check walks you through three areas: the size and quality of your inactive patient opportunity, the strength of your current follow-up system, and your team's realistic capacity to convert replies into booked appointments. Each section is scored independently so you can see exactly where the opportunity is strong and where the gaps are, not just whether a campaign is theoretically a good idea.
What you'll know when you're done:
Whether your inactive patient list is large enough and recent enough to justify a structured campaign. Whether your current follow-up process is working or mostly happening when someone finds the time. Whether your front desk has the bandwidth to handle increased replies without disrupting normal clinic flow. And whether you're a strong candidate for a done-for-you campaign, a self-managed one, or whether now simply isn't the right time.
Who this is for:
Independent healthcare practices who want an honest, no-pressure assessment of their re-engagement opportunity before making any decisions: chiropractors, acupuncturists, functional medicine practitioners, integrative health practices, naturopathic doctors, clinical massage therapists, optometrists, medical spas, and mental health private practices, and other healthcare practitioners.
Who this is not for:
Practices that already have a consistent, structured, tracked follow-up process for every inactive patient category. If that's you, you may not need this, and the scorecard will tell you that too.
The scoring is straightforward & the interpretation is honest. If a campaign isn't worth running right now, the results will say so.
FAQs
Is this really free? Yes, it’s totally free. No email required, no credit card, no strings. Download it, complete it, and use the results however you'd like.
How long does it take? About five minutes. It's a scored checklist—not a form, not a quiz with gated results. You score it yourself and interpret it immediately.
What if my score is low? A low score is useful information. It may mean your inactive list is too small to justify a campaign right now, or that you need better patient tracking first. The scorecard tells you what to address before outreach makes sense.
What's the difference between this and the playbook? The Readiness Check tells you whether a campaign is worth running. The Independent Practice Re-Engagement Playbook tells you how to run it. They work together but neither requires the other.
What happens after I download it? Nothing automatic. If you complete the check and want help interpreting your score, or want to talk through whether a campaign makes sense for your specific situation, a free 15-minute Patient Re-Engagement Check is one click away but there's no obligation and no follow-up sequence unless you opt in.
Free—Instant Download
Before running a patient re-engagement campaign, or hiring anyone to run one for you, the most useful question isn't "should we do this?" It's "do we actually have patients worth re-engaging, and do we have the capacity to handle it when they respond?"
This free scorecard answers both questions in about five minutes.
The Readiness Check walks you through three areas: the size and quality of your inactive patient opportunity, the strength of your current follow-up system, and your team's realistic capacity to convert replies into booked appointments. Each section is scored independently so you can see exactly where the opportunity is strong and where the gaps are, not just whether a campaign is theoretically a good idea.
What you'll know when you're done:
Whether your inactive patient list is large enough and recent enough to justify a structured campaign. Whether your current follow-up process is working or mostly happening when someone finds the time. Whether your front desk has the bandwidth to handle increased replies without disrupting normal clinic flow. And whether you're a strong candidate for a done-for-you campaign, a self-managed one, or whether now simply isn't the right time.
Who this is for:
Independent healthcare practices who want an honest, no-pressure assessment of their re-engagement opportunity before making any decisions: chiropractors, acupuncturists, functional medicine practitioners, integrative health practices, naturopathic doctors, clinical massage therapists, optometrists, medical spas, and mental health private practices, and other healthcare practitioners.
Who this is not for:
Practices that already have a consistent, structured, tracked follow-up process for every inactive patient category. If that's you, you may not need this, and the scorecard will tell you that too.
The scoring is straightforward & the interpretation is honest. If a campaign isn't worth running right now, the results will say so.
FAQs
Is this really free? Yes, it’s totally free. No email required, no credit card, no strings. Download it, complete it, and use the results however you'd like.
How long does it take? About five minutes. It's a scored checklist—not a form, not a quiz with gated results. You score it yourself and interpret it immediately.
What if my score is low? A low score is useful information. It may mean your inactive list is too small to justify a campaign right now, or that you need better patient tracking first. The scorecard tells you what to address before outreach makes sense.
What's the difference between this and the playbook? The Readiness Check tells you whether a campaign is worth running. The Independent Practice Re-Engagement Playbook tells you how to run it. They work together but neither requires the other.
What happens after I download it? Nothing automatic. If you complete the check and want help interpreting your score, or want to talk through whether a campaign makes sense for your specific situation, a free 15-minute Patient Re-Engagement Check is one click away but there's no obligation and no follow-up sequence unless you opt in.