Free resource
Healthcare Marketing ROI & KPI Pack
The formulas, benchmark ranges, and worksheets we use to diagnose growth ceilings inside practices, senior care operators, home health agencies, and health technology companies.
- Ten pages, no gated upsell, no sales sequence
- Built from live engagement work, not survey data
- Formulas written to be run by service line rather than in aggregate
- Includes the growth ceiling diagnostic we use on discovery calls
What is inside
Ten pages built for operators, not marketers
The 12 KPIs that govern growth
The exact numbers we ask for at the start of every engagement, with a column for your own figures.
Eight ROI formulas with worked examples
Patient acquisition cost, lifetime value, LTV to CAC, payback period, contribution margin, leakage, referral yield, and return on marketing investment.
Benchmark ranges by care segment
Primary care, concierge, specialty, ambulatory surgery, senior living, home health, private duty, and health technology.
Intake, channel, and referral worksheets
Printable grids for weekly intake tracking, channel cost per arrived patient, and referral portfolio concentration.
The 90 day KPI review cadence
Who reviews which metric, how often, and the decision each review is meant to drive.
Send me the pack
Enter your name and work email
The PDF opens immediately. No drip sequence.
Related reading
Where these numbers get used
Growth Ceiling Evaluation Framework
How we evaluate growth ceilings for $1M to $20M companies across seven systems, in two weeks, ending in a ranked 90 day plan.
ReadHealthcare EconomicsPatient Acquisition Cost: How to Calculate It and Cut It
The correct formula, the costs most practices leave out, and a worked example showing a 66% understatement.
ReadIndustryFractional CMO for Healthcare
HIPAA aware patient acquisition, referral ecosystems, and AI systems for practices, ASCs, and provider groups, with 2026 acquisition cost benchmarks by specialty.
ReadIndustrySenior Care & Home Health Growth Guide
Referral ecosystems, intake response, AI agents, and the operating cadence that lifts admissions 15 to 30% without added headcount.
ReadReady to find the ceiling?
A complimentary 15 to 30 minute conversation about where growth is constrained and what it would take to remove it.
Or call (727) 992-3817