Hospital InformationWhat is the hospital's name?*Date of Delivery to Client*MMMM123456789101112DDDD12345678910111213141516171819202122232425262728293031YYYYYYYY20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Marketing ScorecardWebsitesIs their domain name setup correctly?* Yes No NotesIs their website responsive?* Yes No NotesIs their website secure with an SSL Certificate?* Yes No NotesHave they completed basic SEO (Title Tags/Meta Desc)?* Yes No NotesDoes their website utilize Google Analytics?* Yes No NotesIs their website ADA compliant?* Yes No NotesClick this to run site speed test.Site speed on a 4G network:* Pass Fail 4.2 seconds or belowNotesClick this to run website experience test.Website Experience > Performance* Pass Fail 37 or aboveNotesWebsite Experience > Accessibility* Pass Fail 83 or aboveNotesWebsite Experience > Best Practices* Pass Fail 73 or aboveNotesWebsite Experience > SEO* Pass Fail 86 or aboveNotesGoogleNumber of Google Reviews:* Pass Fail 165 or aboveNotesGoogle Star Rating:* Pass Fail 4.6 or aboveNotesIs their GMB listing claimed?* Yes No NotesDo they have a GMB Appointment link?* Yes No NotesAre they using GMB Q&A?* Yes No NotesNumber of GMB Questions:* Pass Fail 4 or aboveNotesDo they have GMB Posts?* Yes No NotesDo they have GMB Offers?* Yes No NotesDo they have a GMB Description?* Yes No NotesDo they have a GMB Short Link?* Yes No NotesAre they using Google Ads?* Yes No NotesFacebookNumber of FB Recommendations:* Pass Fail 40 or aboveNotesFB Star Rating:* Pass Fail 4.7 or aboveNotesNumber of FB Likes:* Pass Fail 1403 or aboveNotesNumber of FB Followers:* Pass Fail 1439 or aboveNotesNumber of FB Check-ins:* Pass Fail 733 or aboveNotesDoes their Facebook Business page have a vanity URL?* Yes No NotesIs their Facebook Business page branded?* Yes No NotesAre they using Facebook Messenger?* Yes No NotesAre they using Facebook Offers?* Yes No NotesAre they using Facebook Ads?* Yes No NotesYelpNumber of Yelp Reviews:* Pass Fail 34 or aboveNotesYelp Star Rating:* Pass Fail 4 or aboveNotesNumber of Yelp Not Recommended Reviews:* Pass Fail 18 or aboveNotesAre they claimed on Yelp?* Yes No NotesAre they utilizing Yelp Check-in Offers?* Yes No NotesAre they utilizing Yelp "Ask the Community"?* Yes No NotesNumber of Yelp questions asked?* Pass Fail .3 or aboveNotesAre they utilizing Yelp Ads?* Yes No NotesAre they utilizing Yelp Deals?* Yes No NotesAre they utilizing Yelp Connect (Posts)?* Yes No NotesNextdoorAre they claimed on Nextdoor Business?* Yes No NotesNumber of Nextdoor Recommendations:* Pass Fail 92 or aboveNotesNeighborhood Favorites in how many Neighborhoods?* Pass Fail 5 or aboveNotesAre they utilizing Nextdoor Local Deals?* Yes No NotesFinance & Analytics ScorecardFinancialPractice Revenue Growth Pass Fail TBD <$2.5M: 10%+ Growth over prior year >$2.5M: 8%+ Growth over prior year NotesDiscounting Pass Fail TBD Less than 5% of net revenueNotesGross Margin (Revenue less COGS) Pass Fail TBD Above 75%NotesOPEX Margin (Operational expenses as % of revenue) Pass Fail TBD Less than 65%NotesEBITDA Margin (Includes owners salary) Pass Fail TBD Minimum 15%NotesFinancial Statement timeliness Pass Fail TBD Books should be closed out by the 20th of the following month, not counting year-end close out.NotesChart of Accounts Pass Fail TBD Sufficient detail in variable expense, and other operating expenses and proper coding of accounts.NotesOperationalPractice Average Transaction Charge Pass Fail TBD $185 per transaction (Under $2.5 Million in Revenue). $225 per transaction (Over $2.5 Million in Revenue). Total revenue divided by total transactions for the same period of time.NotesRevenue per FTE Pass Fail TBD $150k (Includes DVMs and all support staff)NotesFTE per DVM Pass Fail TBD Under 4.5 FTE per DVM FTENotesRevenue Per DVM Pass Fail TBD $750K per DVM. Total revenue for the year divided by the FTE DVM count for same period of time.NotesRevenue Per Square Foot (SqFt) Pass Fail TBD $750 per square footNotesRevenue Per Exam Room Pass Fail TBD $550k per exam roomNotesNumber of Transactions Per DVM Pass Fail TBD 3800 transactions per DVM. Total transactions for the year divided by FTE DVM count.NotesRevenue Category Detail Pass Fail TBD Sufficient detail in Revenue categories for benchmarking and easy identification of revenue centers.NotesNew Client Growth Pass Fail TBD 20 per FTE DVM/MoNotesNew Client Average Annual Spend Pass Fail TBD Above $575 per new client (Under $2.5 Million in Revenue). Above $690 per new client (Over $2.5 Million in Revenue). Average Spend by New Clients over past 12 months.NotesPercentage of Revenue from New Clients Pass Fail TBD Between 15% to 25%NotesActive Population Growth Pass Fail TBD Active population growing over trailing 12 monthsNotesHR & Team Support Scorecard Performance ManagementOne evaluation structure performed annually with a focus on development Pass Fail TBD NotesJob Descriptions have responsibilities, requirements, culture, and signature Pass Fail TBD NotesMonthly one on one are conducted and documented with each employee Pass Fail TBD NotesDisciplinary structure is outlined in handbook and is enforced consistently Pass Fail TBD NotesSupervisor SkillsSupervisors possess the appropriate leadership skill level for their position Pass Fail TBD NotesHospital provides annual or quarterly supervisor specific training Pass Fail TBD NotesSupervisors receive quarterly or semi-annual 360 evals Pass Fail TBD NotesClient ExperienceClient complaints do not reflect internal hospital issues Pass Fail TBD NotesHospital provides routine client experience training (at least EOM) Pass Fail TBD NotesEmployee EngagementEmployee happiness score over 8 Pass Fail TBD NotesHospital engages in routine team building activities (at least monthly) Pass Fail TBD NotesCultureHas mission, vision, and/or core behaviors, known by PO/ PM Pass Fail TBD NotesCulture is discussed on a daily basis in the hospital Pass Fail TBD NotesAll employee documentation is tied to practice culture Pass Fail TBD NotesRecruitingBackground checks are performed on all candidates prior to hire Pass Fail TBD NotesInterview questions are legal and job-specific Pass Fail TBD NotesReferences are checked for all final candidates prior to hire Pass Fail TBD NotesLegal ComplianceHospital has employee handbook, is up to date on current laws Pass Fail TBD NotesEmployees are classified properly Pass Fail TBD NotesHospital follows FLSA and equal pay laws Pass Fail TBD NotesAppropriate legal posters are visible to employees Pass Fail TBD NotesTrainingNew hire training program is effective and completed by all new hires Pass Fail TBD NotesOngoing training is provided to all employees at least monthly Pass Fail TBD NotesRoutine CE provided for all employees Pass Fail TBD NotesPlan of ActionGoal #1Goal #2Goal #3Objective #1Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityObjective #2Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityObjective #3Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #4Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #5Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #6Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #7Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #8Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #9Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityAdd an objective? Yes No Objective #10Priority/ObjectiveMetricTools Used 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. ATC Analysis & Communication 2. Budgeting 3. Call Tracking & Training 4. Chart of Accounts Audit 5. Culture Assesment & Communication 6. Dashboard w/ Benchmarks 7. Location Intelligence Report 8. Financial/Inventory Safeguarding 9. HR Protocol Database 10. Database Marketing 11. Marketing Plan 12. New Hire & Ongoing Training 13. Online Marketing Campaign(s) 14. Payroll & Wage Analysis 15. Pet Insurance 16. Practice Valuation 17. Learningvet.com 18. Staff Survey 19. Social Media Knowledge Base 20. SWOT Analysis 21. Treatment Plans & Presentation 22. Variable Expense Review 23. Website Development/Management 24. Optimized Reminder Platform iVET360 AccountabilityPractice AccountabilityOnly press “Submit” once everyone on team has submitted their scorecards, notes and objectives. Otherwise click ‘save and continue’ in bottom right to save your work.Unique ID Form Sections Marketing Analytics HR & Team Support Plan