Excel
The Relationship Tracker
Keep physician referral relationships on a cadence.
- Directory and referral tiers in one sheet
- Contact log: who you’ve seen, what you promised
- Overdue cadence so visits don’t slip
- Flags when referral volume is falling
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Why Good People Quit
Seven reasons good people quit — and what to do this week.
- The seven reasons, named in clinic language
- The stay conversation, not an exit interview
- A 30-day sprint you can actually run
- Cost-of-turnover framing for the owner
The Earned Growth Brief
The accounting-based loyalty metric Reichheld introduced beside NPS — earned vs bought growth, and why the income statement can’t tell them apart.
- What EGR is: NRR + ENC − 100%
- Why it matters: two practices can both grow 10%
- How to track it: intake question, classification rules, billing pull, quarterly review
- Pair with a recommend survey. Never tie it to bonuses.
Net Promoter® and NPS® are registered trademarks, and Earned Growth℠ is a service mark, of Bain & Company, Inc., NICE Systems, Inc. and Fred Reichheld. Not affiliated with or endorsed by them.
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