Session 01 of 06
Clinic
Profile
Basic information about the clinic. Fill this in together at the start of the session.
Kurang dari 1 tahun
1–3 tahun
3–5 tahun
5+ tahun
1 outlet
2–3 outlets
4–10 outlets
10+ outlets
Session 02 of 06
Revenue
Numbers
Real numbers from the business. Estimates are fine — the direction matters more than precision.
Current State
Roughly when was this?
Monthly Revenue Gap
—
—
Patient Volume
Session 03 of 06
Acquisition
How new patients find them, why they choose them, and how much it costs to get them in.
Paid ads (Meta/Google)
Instagram / TikTok organic
Word of mouth / referral
Walk-in / location
Doctor referral
Mixed / unclear
Price / promo
Location / convenience
Reviews / reputation
Specific doctor / specialist
Known for specific treatment
They don't really know
Competitive Landscape
Name + one line on how they position themselves
Competitor 01
Competitor 02
Competitor 03
Session 04 of 06
Retention
& ATV
Whether patients come back on their own — and whether each visit is being maximized.
Retention
Nothing — we wait for them to return
Blast promo to all contacts
Manual follow-up, inconsistent
Structured follow-up system
Rarely — promo drives almost all returns
Some do, mostly regulars
Yes — we have organic loyalty
Strong — patients actively refer friends
Average Transaction Value
Ask for discounts / compare competitors
Hesitate but usually proceed
Accept without much friction
Never questioned — full trust
No — patients order what they ask for
Staff sometimes suggest, not trained
Basic bundling exists
Trained script, consistent upsell
Never — afraid to lose patients
Tried once — lost patients, rolled back
Raised prices, some resistance but held
Raise regularly — patients accept it
Session 05 of 06
Brand
Positioning
How they see themselves — in their own words. Don't polish their answers. Write exactly what they say.
Not enough new patients
Patients don't come back
Revenue too low / not growing
Stuck competing on price
No clear direction / identity
All of the above
Session 06 of 06
Session
Notes
Everything else that came up in the session. Dump it all here — context, surprises, things they said off-script.