Free Patient Journey Diagnostic
You know there are holes in your patient journey.Want to find out exactly where they are?
The Patient Journey Mapper helps you see what happens from first contact through sales, onboarding, active care, and reactivation — and where your business is still relying on someone remembering what happens next.
You'll start with the Patient Journey Workshop, then map your own business step by step and finish with a personalized Growth System Snapshot.
90-minute workshop + interactive Mapper + personalized Growth System Snapshot
How it works.
Watch it. Map it. See what needs fixing.
Watch the Patient Journey Workshop
Start with the 90-minute workshop. We'll walk you through the five stages of the patient or client journey, show you what an open loop looks like, and help you spot the places where leads, follow-up, handoffs, and opportunities tend to disappear. The workshop gives you the framework you need before you start mapping your own business.
Map your actual patient or client journey
Next, open the interactive Patient Journey Mapper and work through Lead, Sales, Onboarding, Active Care and Reactivation. Answer based on what actually happens in your business today — not what is supposed to happen. Your progress saves automatically, so you can complete it all at once or come back later.
Get your Growth System Snapshot
When you finish, you'll see your open loops, biggest bottlenecks, and where the journey is supported by systems versus manual effort. This becomes your roadmap for what to fix first.
What is an open loop?
If someone has to remember it, it may be an open loop.
An open loop is any part of the patient or client journey that depends on manual follow-up, memory, an unclear handoff, or someone figuring out what happens next.
Maybe it's:
- the inquiry that came in after hours and never got a response
- the prospect who said "let me think about it" and disappeared
- the new client waiting for the next onboarding step
- the former patient who would happily come back if someone reached out
- the spreadsheet full of leads nobody has touched in six months
Every open loop creates friction. And a surprising number of them are probably still being held together by you.
What you get
Everything you need to see the full journey clearly.
The Patient Journey Workshop
A guided 90-minute training that teaches you the five-stage framework and what to look for as you evaluate your own business.
The Interactive Patient Journey Mapper
Work through every stage of your actual patient or client journey and document what is really happening behind the scenes.
Your Growth System Snapshot
See your open loops, stage-by-stage gaps, and where your business is still relying on manual effort.
A Downloadable Roadmap
Save your results, share them with your team, and use them to decide what deserves attention first.
Ongoing Access
Come back anytime and remap your journey as your systems evolve.
Who this is for
This is for established health-based businesses where the operational side hasn't quite caught up with the growth.
You already have patients or clients.
People are moving through the business.
You have real demand.
But there are still too many places where follow-up, handoffs, communication, and next steps rely on someone remembering.
If that sounds familiar, this will help you see the whole thing more clearly.
Just opening your doors? Save this for later. The Mapper is most useful once there is a real patient or client journey to evaluate.
Systems versus you.
What's running on systems — and what's still running on you?
The goal is not to automate everything.
The goal is to see where your business is functioning intentionally and where it still depends on manual effort, memory, and founder involvement.
Once you can see those gaps clearly, you can decide what actually deserves to be fixed.
What happens after
You may finish with a very clear to-do list.
Maybe you uncover three open loops.
Maybe you uncover 27.
Maybe you know exactly what you want to fix.
Or maybe you finish the Mapper and think: "Yeah. I absolutely do not want to build all of this."
That's okay too.
If you want another set of eyes on what you found, the next step is our complimentary Patient Experience Audit.
We'll look at the patient or client experience from the outside and help identify the gaps worth solving first.
You don't need to decide that now. Start with the map.
Questions
Common questions.
Is this a course?
Not really. You'll start with a 90-minute Patient Journey Workshop because the framework is what makes the Mapper useful. After that, the main experience is hands-on: you'll work through your own patient or client journey inside the interactive Mapper and finish with your Growth System Snapshot.
How long does it take?
Plan for about 90 minutes for the workshop, plus roughly 60–90 minutes to thoughtfully map your own business. You do not need to complete everything in one sitting. Your Mapper progress saves automatically.
Do I have to watch the workshop first?
Yes — we strongly recommend it. The workshop explains the five-stage framework, what counts as an open loop, and what to look for as you evaluate your own systems. The Mapper will make much more sense once you have that context.
What happens when I finish?
You'll get your Growth System Snapshot showing your open loops, stage-by-stage gaps, and where your patient or client journey is still relying on manual effort. From there, you can use the Snapshot as your roadmap or request a complimentary Patient Experience Audit if you want another set of eyes on what you found.
How much does it cost?
It's free.
Ready to find your open loops?
90-minute workshop + interactive Mapper + personalized Growth System Snapshot