Patient Acquisition Dashboard
Track 12 executive KPIs across spend, qualified inquiries, bookings, completed visits, CAC, collections and contribution.
FREE TOOLS FOR TELEHEALTH FOUNDERS & CEOS
The Telehealth CEO Growth Toolkit
Three editable spreadsheets to understand patient acquisition, reconcile what campaigns really produce, and forecast growth against actual care capacity.
3editable Excel workbooks
12acquisition KPIs
12months of forecasts
1executive action plan
Built for CEOs, founders and growth leaders who want to connect marketing budgets to completed care and collected contribution. All sample numbers are hypothetical.
WHAT YOU GET
Three spreadsheets. One clearer picture of growth.
Measure the acquisition journey, find the gap between ad conversions and paying patients, and test whether your forecast works within clinical capacity.
Attribution & CAC Worksheet
Reconcile platform activity with aggregate business outcomes, audit measurement gaps and model improvement scenarios.
12-Month Forecast Calculator
Compare downside, base and upside plans for patient demand, care capacity, collections and contribution.
CEO Implementation Checklist
Use the built-in scorecards and action trackers to assign owners, spot your biggest constraint and plan next steps.
HOW THE TOOLS WORK TOGETHER
Go from campaign data to executive decisions
These are not generic spreadsheet downloads. They connect marketing performance to appointments, real first payments and operational growth constraints.
Identify the 12 numbers that matter
Start with a 12-week KPI view and uncover friction between paid visits, qualified bookings and actual completed care.
Measure real acquisition economics
Separate ad-platform events from new payers, calculate media versus fully loaded CAC and flag attribution uncertainty.
Model next year's growth responsibly
Test how budgets, booking rates, patient retention and clinician capacity affect collections and contribution.
FREE TELEHEALTH CEO RESOURCE
START THE 3-MINUTE GROWTH AUDITNot sure which metric to check first?
Take the free six-question Telehealth Growth Audit to identify a likely bottleneck, then use the CEO Toolkit spreadsheets to validate it with aggregated business data.
FREE EXECUTIVE RESOURCE
Stop guessing where growth breaks.
Download the three tools, review the sample figures, then use your own approved aggregate data to see which growth constraint deserves attention first.