Interactive Practice Funnel Tool

See where new client inquiries are slipping away

Enter a few numbers from the last 30 days. The tool will map your inquiry-to-intake funnel, show the biggest drop-off, and estimate what fixing that leak could add to the practice.

You may not need more inquiries. You may need more of your existing inquiries to become scheduled intakes.

Your numbers

Enter last month’s flow

Use your best estimate. The numbers do not need to be perfect. They just need to be close enough to reveal the bottleneck.

Calls, emails, forms, directories.
Replies or callbacks.
Scheduled intro calls.
First paid appointments booked.
First sessions completed.
Fee or reimbursement.
Use a conservative estimate.

Plain-English summary

Current inquiry-to-intake conversion rate

0%

This is the share of inquiries that become scheduled intakes.

A funnel makes your client acquisition motion visible. Instead of guessing whether you need more marketing, you can see whether the real issue is response speed, consult booking, intake scheduling, or the handoff before the first session.

0 additional intakes from a 20% lift
$0 monthly added client revenue from a 20% lift
$0 annual added client revenue from a 20% lift

Your funnel

Your inquiry-to-intake funnel

The funnel narrows at each stage. The drop-off badges show how many people slipped away before the next step.

New inquiries 0
Starting point
0 lost
Responses sent 0
0% of inquiries
0 lost
Consults booked 0
0% of responses
0 lost
Intakes scheduled 0
0% of consults
0 lost
First attended 0
0% of scheduled
Inquiry → Response 0% 0 lost 0% drop
Response → Consult 0% 0 lost 0% drop
Consult → Intake scheduled 0% 0 lost 0% drop
Scheduled → First attended 0% 0 lost 0% drop

What a 20% conversion lift could add

Estimated added client revenue

$0

A 20% lift would move your inquiry-to-intake rate from 0% to about 0%.

$0 monthly added client revenue
$0 annual added client revenue
0 additional inquiries needed to get the same result
$0 monthly marketing cost avoided at $75 per inquiry
Math will appear here.

Biggest leak

Your diagnosis will appear here.

Enter your numbers to see where the funnel appears to be leaking.

0 more intakes/month from improving this leak
$0 added first-session revenue/month
$0 added value across average sessions

What-if calculator

Percent lift to that stage’s conversion rate.

Your what-if result will appear here.

Potential causes

Eight things to check for this drop-off

A drop-off usually has more than one cause. Start by checking these before assuming you need more marketing.

Recommendation fixes

Eight practical fixes to test first

These are based on the biggest leak in your funnel. Pick one fix to test this week rather than changing everything at once.

Need a clearer read?

Want help understanding what your funnel is really telling you?

If the numbers show a leak but you are not sure what is causing it, the next step is usually not “do more marketing.” It is to look at the actual inquiry path, the response process, the consult handoff, and the points where right-fit clients hesitate.

Get help reviewing your practice funnel