Practice Clarity Audit

Step 1 of 10

10%

You became a practitioner to change lives—not to feel stuck guessing, juggling clients, or second-guessing your approach.

If you’ve been working hard but still feel gaps in your clinical mastery, client results, or business growth, this Practice Audit will show you exactly where to focus next.

The Practice Audit helps you identify exactly what’s missing and what to strengthen next, so you can bridge the gap between where you are now and the practice you envisioned.

Your Information

First Name(Required)

Last Name(Required)

Email(Required)

Phone

Occupation

Please select the option that best describes you.(Required)

I'm a doctor, nurse or PA, have a medical practice and I am looking to incorporate functional medicine and nutrition into my practice.

I have a six-figure health-related business and am looking to expand my knowledge of nutritional endocrinology and business success.

I’m a health coach or nutritionist and would like to increase my clinical knowledge and use it to expand my practice and increase my confidence in my skill set.

I have a business as a health practitioner and would like to increase my knowledge and learn how to attract more clients.

I am a new health coach ready to start my health business, and coming to the event to learn more to help my clients protect their health and experience more vibrant living.

I'm not currently a practitioner but am eager to get training to become one.

Clinical Skills in Functional Health Care

0 - 3 = I haven't even started this yet.
4 - 6 = I've given this some attention.
7 - 9 = I'm doing really well here.
10 = I’ve totally mastered this.

Confidence Interpreting Lab Tests(Required)

I feel confident in my ability to recommend and interpret blood chemistry from a functional perspective and to recommend and interpret functional lab tests.

Experience Working with Common Dysfunctions(Required)

I am well versed in working with the most common endocrine and body system dysfunctions – thyroid, adrenal, insulin, digestion, neurochemical and autoimmune, and in creating personalized nutrition and lifestyle plans for restoring balance.

Knowledge and Experience with Genetic Testing(Required)

I have a working knowledge of genetic testing and feel confident in my ability to use genetic testing to identify potential risk factors and design nutrition and lifestyle plans to protect and restore balance.

Confidence Identifying and Planning for Nutritional Imbalances(Required)

I am confident in my ability to uncover nutritional imbalances in my clients/patients, and to create diet and supplementation plans that are customized to their unique needs.

Process for Assisting with Emotional and Energetic Blocks(Required)

I have a process for assisting clients/patients in identifying emotional and energetic blocks that keep them from following through with the health plans that they know can enable them to reach their health and wellness goals.

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Clinical Skills in Functional Health Care

Nutrition and Diet Coaching Competencies

0 - 3 = I haven't even started this yet.
4 - 6 = I've given this some attention.
7 - 9 = I'm doing really well here.
10 = I’ve totally mastered this.

Identification of Nutrients in Diet and Imbalances(Required)

I understand how each nutrient works, where it’s found in the diet and how to identify nutrient imbalance - both deficiency and excess.

Confidence in Diet Planning for Clients/Patients(Required)

I feel confident in my ability to identify when a client needs a special diet, and know how to coach and support them in creating meals that meet their needs.

Teaching Meal Prep for Food Sensitivities(Required)

I have resources and tools that I can use to teach clients how to make meals suitable for diets restricted from common sensitivities, like gluten, dairy, sugar, soy, oxalates and more.

Confidence in Motivating Clients/Patients(Required)

I feel confident in my ability to motivate and inspire clients to make diet changes that may be difficult for them.

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Section Score: Nutrition and Diet Coaching Competencies

Client/Patient Care Best Practices

0 - 3 = I haven't even started this yet.
4 - 6 = I've given this some attention.
7 - 9 = I'm doing really well here.
10 = I’ve totally mastered this.

Onboarding Process(Required)

I have a new client/patient onboarding process that quickly and efficiently welcomes them to my practice.

Up-To-Date Evaluations and Testing(Required)

I am currently using the latest assessments, biochemical testing and nutrient evaluations to properly assess my clients/patient’s health history from a functional perspective.

Effective Patient Questionnaire(Required)

I have a new patient questionnaire that identifies the client/patient’s current situation and health concerns.

Confidence Interpreting Client/Patient Needs(Required)

I am 100% confident in my ability to discern what each client/patient needs in order to achieve their health goals.

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Section Score: Client/Patient Care Best Practices

Offers and Vision

0 - 3 = I haven't even started this yet.
4 - 6 = I've given this some attention.
7 - 9 = I'm doing really well here.
10 = I’ve totally mastered this.

Ideal Client/Patient(Required)

I am crystal clear about who my ideal client/patient is and understand their pains, fears, dreams and desires.

Packages and Pricing(Required)

I have clearly defined high-end client/patient service packages and am confident that I am charging my worth.

Communicating Health Goal Process(Required)

I can clearly and confidently articulate how I help clients/patients achieve the health goals they come to me for.

Business Plan(Required)

I have a clear, compelling, written vision of where I want my business to be 1 year from now.

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Section Score: Offers and Vision

Authentic Marketing

0 - 3 = I haven't even started this yet.
4 - 6 = I've given this some attention.
7 - 9 = I'm doing really well here.
10 = I’ve totally mastered this.

Effective and Value-Based Marketing(Required)

I have effective marketing strategies that are aligned with my values and attract a consistent stream of new clients and patients.

Marketing Language of Marketing Process(Required)

I have an effective marketing language for sharing what I do that enables me to authentically market my services.

Strategy Sessions Process and Sales(Required)

I have a step-by-step process for conducting strategy sessions that ends in a sale at least 70% of the time.

Signature Talks for Leads(Required)

I have a signature talk I can deliver to groups (live or virtually) that generates new leads for ideal patients.

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Section Score: Authentic Marketing

Community and Support

0 - 3 = I haven't even started this yet.
4 - 6 = I've given this some attention.
7 - 9 = I'm doing really well here.
10 = I’ve totally mastered this.

Health Practitioner Community(Required)

I belong to a caring community of like-minded health practitioners who share similar goals and interests.

Trusted Source of Business Guidance(Required)

I have a trusted source for proven guidance and strategies for making my practice more profitable.

Source for Guidance on Applying Knowledge to Health Practice(Required)

I have a place I can go to get answers to my questions on applying Nutritional Endocrinology and Functional Healthcare to my client/patient care.

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Section Score: Community and Support

Your Commitment Level

0 - 3 = I haven't even started this yet.
4 - 6 = I've given this some attention.
7 - 9 = I'm doing really well here.
10 = I’ve totally mastered this.

Investing in Business Success Support(Required)

I am willing and able to invest in getting the support I need to move my business to the next level of success.

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Commitment Level Score

This field is hidden when viewing the form

Total Score

The information submitted will only be used by Dr. Ritamarie Loscalzo for the purpose of sending you your results.(Required)

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