Not sure where to start? Take this quick quiz to discover if you’re in Launch, Hiring, or Scaling mode — and get tailored tips for your stage.

1) How would you describe your current practice setup?

A. I’m in planning or early launch for my private practice. B. I’m consistently seeing clients and starting to feel stretched thin. C. I have a team/multiple clinicians and I’m thinking about systems, leadership, or growth.

2) What’s your biggest current challenge?

A. Getting fully booked and figuring out the business pieces I’m missing. B. Managing referrals/time and preparing for my first hire or intern. C. Balancing leadership, finances, and long-term sustainability.

3) Which statement best describes your systems?

A. I use a few tools but don’t have clear workflows yet. B. I have basic systems and now need onboarding/delegation help. C. We have established systems and need refinement/automation/leadership structure.

4) What does your team currently look like?

A. Just me. B. Me + 1–2 clinicians or admin. C. Group practice with multiple clinicians and/or leadership roles.

5) How do you feel about your finances?

A. I’m learning to track income/expenses but it feels new. B. I generally know my budget, but want more predictability and structure. C. I’m focused on profitability, salaries, and long-term forecasting.

6) What’s your next big goal?

A. Fill my caseload and stabilize my schedule. B. Hire or expand into a small team. C. Streamline systems and lead confidently at scale.

No email required. 30–60 seconds.

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