Know if your marketing sounds like care, or a pitch.

What this measures. Twenty self-reported answers across five categories, messaging clarity, hospitality, referrals, community, and brand consistency, each scored 0 to 3 per question. Each category is a percentage of its own maximum; your overall score is the average of the five categories.

Where the framing comes from. This tool draws directly on Concierge Medicine Today's own published books and research: Unhurried, Marketing Your Brand of Membership Medicine, Remarkology, and the Doctor's Experience Guide, along with CMT's long-running patient and marketing surveys. Where a question or a result cites a specific number, here is where it comes from:

• The 30% and 92–94% figures come from CMT's own patient search and retention analysis.
• The 77% figure comes from a long-running CMT patient sentiment survey.
• The Top 5 Complaints ranking comes from CMT's analysis of over 1,000 patient search requests.
• Referral conversion (~7.2%) and inbound lead conversion (~14.6%) are cited from Ruler Analytics, referenced in CMT's Unhurried.
• The finding that 84% of consumers trust online reviews as much as personal recommendations is cited from BrightLocal's Local Consumer Review Survey.
• Jeff Henderson's "FOR" framework is drawn from Know What You're For (Zondervan, 2019), quoted directly in CMT's own published work.

What this is not. This is a self-assessment based on your own honest answers, not an audit of your actual patient records, call recordings, financial statements, or online reviews. It does not verify anything you enter. Two practices with very different real patient experiences can get the same score if they answer the same way.

Why the recommendations are specific. Where a category's guidance cites a number, that number is real and sourced above, not invented to sound authoritative. Where CMT hasn't published data on a specific point, the guidance says so rather than making up a statistic to fill the gap.