🎉Congratulations!

Tell us more about what happened so we can update your system!

Please make sure that the information you enter in the form matches the patient's information exactly from our text or email to keep your tracking accurate! If it isn't the same, it won't properly update your system.

There is a clear pattern between those who have the best tracking and those who perform the best. What gets measured gets improved!

Copy the patient's email address from the text or email notification that we sent you.

Patient's Email *

What happened? *

Showed & They Purchased

Showed & They Didn't Purchase

What package(s) or treatment(s) did they purchase? *

What's the revenue (i.e. case value, care plan value, or expected patient value) in the first year? *

How much did you collect upfront? *

Did you present an offer (i.e. Report of Findings, treatments & pricing, etc)? *

Yes

Did you schedule another visit (i.e. Day 2 or Report of Findings)? *

Yes

Select the closest possible reason why they didn't purchase care: *

Financial: Too expensive

Financial: Couldn't afford & disapproved for financing

Stall: Want to think about it

Stall: Need to talk to spouse/partner/family member

Condition: Not that severe or chronic

Disqualified: Not a candidate for our office

Other

Please explain why you selected other. *

Please select the closest possible reason why you didn’t schedule another visit: *

Stall: Going out of town

Stall: Think about it

Stall: Need to talk to partner/spouse/family member

Financials: Too expensive

Financials: Couldn’t afford it

Financials: Not covered by insurance

Logistics: No transportation

Logistics: Too far away

Office: Didn’t schedule

Disqualified: Not a candidate for care

Other

Were they approved for financing? *

Approved

Disapproved

Didn't Apply

Did their spouse/partner/family member show up? *

Yes

Other - no spouse/partner

Did you record the in-office conversation? *

Yes

Upload a shareable link to the recording here (Google Drive, Dropbox, etc).

Anything else you'd like to share?

👋 Do you know anyone else who could use appointments like these? Refer them to Think Bullish and get paid passively every month! We make it easy to do with this link here.