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Partner Assessment · Three of Three

Inner Circle Assessment

The health of your referral network. About three minutes.

00 / 05

About you

01 / 05

Your referral base

Categorize your active referrers — how many fall in each tier?

01B / 05

Retirements & transitions

Referral bases erode quietly — usually through retirements and practice sales.

02 / 05

How you stay connected

Check how you communicate with referrers today.

03 / 05

Awareness & loyalty

Do you track referrals by procedure? (check what you track)

Which of these pressures worry you? (check all that apply)

04 / 05

The DTC concern

05 / 05

Anything else

Optional — what's your biggest referral challenge?

Your Inner Circle Snapshot

Where IW will focus first

    Inner Circle–focused marketing and development, in conjunction with DTC outreach — the perfect combination to support your community and your future.