Sep 9, 2026 · 26 min · 10 segments
Are you busy, overwhelmed, and still unsure why your clinic is not making more money? In this episode, we break down how to use your data to understand the full patient journey and identify exactly…
Kyle RoachHost
Danielle RoachHost
And the only way we know that is comparison, right? So I had a conversation yesterday with someone who was like, I'm thinking of going out on my own.
I'm sharing an office with two other docs and I want to start my own thing, but I'm not sure when to take that leap of faith.
Like, when should I do it? And I said, well, when is the wrong question to be asking yourself? Because he has 12 months left on his current lease there.
And I said, looking at it from a month or calendar perspective is the wrong lens to be looking at this through.
You should be looking at data acquisition on... new funnels and channels and skills built to be able to acquire customers yourself.
And so I walked him through basically what I look at from a marketing perspective at the top of funnel.
So first and foremost, how many leads are we getting on a monthly basis? That could be from all metric or all sources, right? Networking, other patients, website, paid ads, events.
And then, you know, we have to kind of factor in how much does it cost to get a lead? A lead to me is a name, phone, and an email, right? Someone has raised their hand and said, I'm interested in possibly scheduling an appointment and I have a problem.
So if I'm running paid ads, it's very easy to track cost per lead because I, you know, spend a thousand bucks on a monthly basis to Mark Zuckerberg.
It's very easy to see that in the meta ads manager or Google or whatever the platform is.
A tricky way of kind of calculating lead cost per lead is if you're manually doing things, if we're going out and networking, if we're going out and doing events, farmers markets, what have you.
So what is your hourly rate that you would make in office, right? Take your monthly collections divided by the hours worked.
And the only way we know that is comparison, right? So I had a conversation yesterday with someone who was like, I'm thinking of going out on my own.
I'm sharing an office with two other docs and I want to start my own thing, but I'm not sure when to take that leap of faith.
Like, when should I do it? And I said, well, when is the wrong question to be asking yourself? Because he has 12 months left on his current lease there.
And I said, looking at it from a month or calendar perspective is the wrong lens to be looking at this through.
You should be looking at data acquisition on... new funnels and channels and skills built to be able to acquire customers yourself.
And so I walked him through basically what I look at from a marketing perspective at the top of funnel.
So first and foremost, how many leads are we getting on a monthly basis? That could be from all metric or all sources, right? Networking, other patients, website, paid ads, events.
And then, you know, we have to kind of factor in how much does it cost to get a lead? A lead to me is a name, phone, and an email, right? Someone has raised their hand and said, I'm interested in possibly scheduling an appointment and I have a problem.
So if I'm running paid ads, it's very easy to track cost per lead because I, you know, spend a thousand bucks on a monthly basis to Mark Zuckerberg.
It's very easy to see that in the meta ads manager or Google or whatever the platform is.
A tricky way of kind of calculating lead cost per lead is if you're manually doing things, if we're going out and networking, if we're going out and doing events, farmers markets, what have you.
So what is your hourly rate that you would make in office, right? Take your monthly collections divided by the hours worked.
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