Wizard of SpasThe Oracle™Return to the audit
Free measurement rescue

Find your five numbers.

Turn five scattered reports into one defensible new-patient funnel. Use one location, one path and one complete period. If a number cannot be pulled, leave it unknown—never turn missing data into zero.

45 min first pullAggregate counts onlyNo PHI ever
The measurement contract

Same people. Same period. Same path.

Choose consultation-first or direct-book first appointment before you pull anything. Do not mix the two midway through the funnel.

01

Website sessions

Sessions to the practice website in one complete period.

Primary sourceGA4; hosting analytics only as a labeled fallback
02

Qualified new-patient inquiries

Unique prospective new patients making a real service inquiry, after spam and duplicates.

Primary sourceCRM/booking system plus calls, forms, texts and social
03

Booked first steps

Unique qualified inquiries that booked your defined consultation or first appointment.

Primary sourceCRM or booking system
04

Completed first steps

Booked first steps that arrived and completed that same defined step.

Primary sourceBooking or EMR attendance report
05

New-patient purchasers

Members of that completed cohort with a collected first purchase inside one fixed window.

Primary sourcePayments, EMR or booking report
What they calculate

Four handoffs. One end-to-end yield.

Session → inquiry#2 ÷ #1

Inquiry → booked#3 ÷ #2

Booked → completed#4 ÷ #3

Completed → purchase#5 ÷ #4

Session → purchase#5 ÷ #1

Do not calculate a rate with zero or unknown in its denominator. These rates identify a handoff to inspect; they do not prove why a person made a decision.
1

Lock the rules

Name the location, acquisition path, period, attribution window, owner and source for each count.

2

Pull and reconcile

Remove spam and duplicates. Make sure #3 never exceeds #2, #4 never exceeds #3, and #5 never exceeds #4 without a documented definition issue.

3

Install one fix

Choose the weakest reliable handoff, one change, one owner and a date to remeasure in 30 days.

Your next operating rhythm

Pull it once. Review it every Monday.

The free 30-Day One-Fix Sprint turns this baseline into one constraint, one owned system change and one comparable rerun.

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