Practice Freedom Score™
How Close Your Practice Is to Running Without You
Prepared for:
{{first_name}} {{last_name}}
Congratulations, {{first_name}}!
Your Stage: Overwhelmed Operator
You’ve built something real.
The practice has grown.
You have a team.
People rely on you.
The business works, but it still works through you.
And that’s the problem.
You are still:
- The answer to the hard questions
- The stabilizer when things wobble
- The one who steps in when things get messy
You’re not doing everything anymore,
but you’re still doing the things that matter most.
The result?
Progress without peace.
Success without space.
Growth without freedom.
This stage isn’t about effort, you have plenty of that.
This stage is about letting go of the identity of being needed.
Passion and Profits,
Jamey
Where You Are in the Practice Freedom Journey
Committed Clinician
Identity Pattern:
“If I don’t do it, it won’t get done right.”
Limitation:
No capacity
Breakthrough:
Delegate admin + stabilize referrals
Overwhelmed Operator
You are HERE
Identity Pattern:
“My team relies on me for everything.”
Limitation:
You are the bottleneck
Breakthrough
Systems + ownership delegation
Evolving Entrepreneur
Identity Pattern:
“The business responds to my leadership.”
Limitation:
Decision reliance
Breakthrough:
Leadership development
Lighthouse Leader
Identity Pattern:
“The business runs without me.”
Limitation:
Protect freedom
Breakthrough:
Scale, exit, or expand impact
This is the identity shift stage.
You stop being the fix… and start being the builder of people who fix.
Your Practice Freedom Radar
Your score
🔴 Self-Sustaining Business
Practice Independence Index™
How independently your practice can operate without you.
Vision
{{vis}} / 20
Money
{{mon}} / 20
Systems
{{sys}} / 20
People
{{peo}} / 20
Referrals
{{ref}} / 20
Leadership
{{lead}} / 20
Total Score
{{score}} / 120
Your strongest pillars: {{pillar_1}}, {{pillar_2}}
Your lowest pillars: {{pillar_5}}, {{pillar_6}}
This tells us something important:
You don’t need to add more.
You need to hand off what you’re still holding.
Because the business isn’t struggling.
You’re overloaded.
Your Core Shift
Right now, your team depends on your judgment.
Not your systems.
Not their own leadership.
You.
The shift is:
Stop being the one who solves.
Start being the one who develops solvers.
This is the threshold between stress and freedom.
Your 3 Next Moves (Next 60 Days)
1. Transfer Ownership (Not Tasks)
Pick one business function to hand off fully:
- Scheduling
- Billing
- Hiring
- Marketing
- Clinical operations
Choose one.
Assign one owner.
Define outcomes, not steps.
This is where independence is created.
2. Document One Core Process
Not a whole playbook.
Just one process that causes repeated interruptions.
Describe:
- Steps
- Tools
- Who owns what
- What “done right” looks like
This creates consistency without you.
3. Weekly Leadership Alignment
One short weekly meeting with your key team member(s).
Agenda:
- What’s working?
- What’s stuck?
- What decision needs to be made?
- What is your next move?
Your job is to ask, not fix.
This is how you step out…and your team steps up.
Your Freedom Threshold
Your business is ready to run with less of you,
but your identity may not be ready to let it.
This is the stage where you decide:
Do you stay necessary?
Or do you become free?
Your systems, your team, and your growth
have all gone as far as you can carry them.
To go further,
the center of the business must shift
off of you.
Your Next Step
(If You Want to Create Capacity Without Losing Income)
If your results hit home and you’re tired of:
- Being the safety net
- Being the decision-maker
- Being the stabilizer
And you’re ready to:
- Delegate ownership
- Develop leaders
- Create space to live and lead at a higher level
Then reply with the word:
Freedom
We’ll send you a private link to schedule your Practice Freedom Review with me.
In that call, we’ll look at what’s currently on your plate, and pinpoint what you can hand off first, so your business stops depending on you every day.
No pressure.
No pitch.
Just relief and clarity.
Passion and profits,
Jamey
