Sample Intelligence Briefing

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CortexHQ
Intelligence Briefing · Issue 04
Independent Audiology Practice, Pacific Northwest
March 2026 · 2 Locations · Confidential
YoY Growth
+22%
Capture Rate
74%
Recoverable Leakage
$9,240
March 2026
Patient Contacts214
Booking Rate74%
Cost Per Contact$38
Reactivations Booked18
vs.
March 2025
Patient Contacts175
Booking Rate61%
Cost Per Contact$54
Reactivations Booked0
March 2026 produced 39 more patient contacts than March 2025: a 22% increase, while cost per contact dropped from $54 to $38. The booking rate moved from 61% to 74%, meaning 27 additional appointments this month that would have been lost under the old system.
4-Month Capture Rate Trend
61%
Dec
66%
Jan
71%
Feb
74%
Mar
#MetricThis Monthvs. Prior MonthNetwork Benchmark
01Revenue Per Clinic Hour$412+$38 vs FebNetwork avg $310, 33% above
02Patient Quality Index83/100+4 vs FebNetwork avg 71, above benchmark
Revenue per clinic hour is running 33% above the CortexHQ network average. The Patient Quality Index at 83 confirms the channel mix is working.
Patient Quality MetricThis Monthvs. FebNetwork Avg
Conversion Rate (booked to fitted)68%+4%62%
Premium Device Rate72%+6%58%
Return Visit Rate (90 days)61%flat59%
Referral Generation Rate11%+3%7%
Average Selling Price$3,840+$210$3,210
Price Sensitivity Flag14%-3%18%
#MetricThis Monthvs. Prior MonthBenchmark
01Front Desk Capture Rate74%+3% vs FebTarget 82%
02After-Hours Answer Rate91%System activePre-system: 0%
03No-Show Rate11%, FLAG+3% vs FebNetwork avg 8%
Revenue Leakage: Where the $9,240 Is Going
Leakage SourceAmount
No-show revenue: 9 unfilled slots$4,100
Pricing objection: calls lost at step 4$2,890
Tuesday PM shift: below-average capture$1,540
Form response lag: 4 forms over 4hrs$710
Total Recoverable Revenue$9,240
ChannelThis Monthvs. Last MonthRevenue Impact
Database Reactivation18 booked+4$69,120 est.
Warranty Expiring Outreach6 booked+2$23,040 est.
Referral Program7 referred+3$26,880 est.
Post-Fitting Recovery4 returnedflat$5,800 est.
Google Review Velocity9 new reviews+24.9 stars, 147 total
The lifecycle engine contributed 35 booked appointments this month that did not come from paid advertising. At $3,840 average value, that is $134,400 in pipeline revenue.
01 · High Impact · This Week

Activate Tuesday PM no-show recovery sequence.

6 of 9 no-shows on Tuesday afternoons. Add second confirmation at 2 hours. $18,400/month expected.

02 · High Impact · This Month

Expand warranty-expiring segment to 5-year devices.

Converting at 34%. 87 additional patients eligible. $113,832 pipeline opportunity.

03 · Medium Impact · This Month

Enable Saturday form-to-call routing.

4 weekend forms responded to Monday. Route to auto-call within 5 minutes. $1,420/month recovered.

Prepared by CortexHQ Intelligence Team · cortexhq.io
Next briefing: May 1, 2026

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