SBPSmall Business Partner
Sample report

What you get.

An example report for a 12-person dental practice. Yours is built from your own answers in about five minutes, and it is free.

Summary

Ready for a focused pilot.

Missed evening calls are the clearest cost. Fix two gaps first, a data policy and a written booking process, and an after-hours pilot becomes low risk.

Your profile

Strategy & ValueLeadership &InvestmentProcess &Operating ModelData, Systems & TechnologyPeople &AdoptionGovernance &Trust

Strengths

  • Clear pain point: missed evening calls
  • Team open to new tools

Gaps

  • No AI and patient-data policy
  • Booking process not written down

Opportunities

Sample opportunity heatmap ranked by value, effort and risk
OpportunityValueEffortRisk
After-hours booking requestsHighLowLow
Recall and reminder follow-upsHighMediumLow
Insurance pre-check draftingMediumMediumMedium
Treatment-plan summariesMediumHighHigh

Next steps

Your team

Write a one-page AI and patient-data policy

Training

Front-desk team takes AI Front Desk Awareness

Advisory

Diagnostic: one fix live, then a fixed-price plan

AI Front Desk

Pilot after-hours booking requests

Ready to see yours?

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Free. Five minutes.