Recommended Diagnostic Question Structure
Section 1: Context & Constraints (Sets Up Interpretation Need)
1. How would you currently describe your practice model?
☐ Insurance-based
☐ Hybrid (insurance + cash)
☐ Cash-based
☐ Transitioning / evolving
Why: Signals nuance immediately—no one-size-fits-all answers.
2. Which best describes your current capacity?
☐ At capacity
☐ Near capacity
☐ Have room to grow
☐ Capacity fluctuates
Why: Revenue recommendations change dramatically based on this.
Section 2: Revenue Architecture (Creates “It Depends” Answers)
3. Which revenue streams are currently part of your practice?
(Select all that apply)
☐ Core services
☐ Cash-based programs or packages
☐ Supplements / nutraceuticals
☐ Memberships / subscriptions
☐ Ancillary services
☐ None beyond core services
Why: This tees up prioritization—not “add everything.”
4. How confident are you that your current revenue mix is optimized for your goals?
☐ Very confident
☐ Somewhat confident
☐ Unsure
☐ Not something I’ve evaluated recently
Why: Opens the door without admitting fault.
Section 3: Patient Experience & Alignment (Elevates the Stakes)
5. Where do you feel the most opportunity exists right now?
☐ Patient retention
☐ Case acceptance / follow-through
☐ Care plan structure
☐ Monetizing existing demand
☐ Unsure
Why: “Unsure” becomes an acceptable answer.
6. What best describes your primary goal over the next 6–12 months?
☐ Stabilize revenue
☐ Increase revenue without more volume
☐ Improve patient experience
☐ Prepare for a transition or expansion
Why: Goals require interpretation—perfect setup for a review.
Section 4: Review Call Pre-Frame (Critical)
This is where most people get it wrong. Do not ask “Do you want a call?”
Instead:
7. When reviewing your diagnostic results, what would be most helpful?
☐ Identifying priority opportunities
☐ Understanding trade-offs and constraints
☐ Clarifying next steps
☐ All of the above
Why: All roads lead to a review—without asking permission.
8. If helpful, would you like to briefly review your results with us?
☐ Yes, a short review would be helpful
☐ Possibly—depends on what the results show
☐ Not at this time
Why: This gives psychological autonomy while segmenting intent.