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Foundation Package

Everything you need to get an understanding of your data & how to use it

Data Clean and Analysis

Your referral data is only as good as the work that goes into it before analysis begins. We audit, clean, and structure your raw data so every insight that follows is accurate and trustworthy.

Executive

Summary

A plain-English snapshot of your referral position. Where you stand today, what is working, what is not, and the three things that need your attention first.

Clinic Performance Trends

Track how each referring clinic has performed over time. Identify which relationships are growing, which are cooling, and which need a conversation before they go cold.

Referrer

Heat Maps

A visual map of your referral network showing concentration, gaps, and opportunity. See where your strongest relationships sit and where white space exists.

Referral Volume & Trend Analysis

Understand the volume, timing, and direction of your referrals. Spot seasonal patterns, identify momentum shifts, and track whether your growth is consistent or fragile.

Geographical Analysis

Plot your referrer network by suburb and postcode. Identify clusters of activity, underserved catchments, and areas where competitors may be stronger.

Referrer

Ranking

A ranked list of every referrer by volume, value, and trajectory. Know exactly who your top 20 are, who is moving up, and who is falling away.

Financial Analysis Dashboard

Connect referral activity to revenue. See what each referrer and each clinic is worth in dollar terms, and where your highest-return relationships sit.

The Strategy

Equipped with the data, you now have a strategy on how to grow

Strategy Overview

The strategic picture for your practice. Combines data insights with market context to define where to focus, what to protect, and what to build next.

Network Health

A diagnostic of your referral network's overall strength. Measures concentration risk, diversity, depth of relationships, and resilience against attrition.

Risks and Thresholds

Flags where your network is vulnerable. Referrers who are over-reliant, relationships that have gone quiet, and thresholds where a single departure would hurt revenue.

Referrer Categorisation

Every referrer in your network sorted into tiers: who to protect, who to develop, who to recover, and who to deprioritise. Gives your team a clear framework for where to invest time.

3 / 6 / 9 Month Strategy

A phased action plan built around your specific data. Month-by-month priorities across the short, medium, and longer term, so the strategy stays live rather than sitting in a drawer.

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Secure your package with a 10% deposit. Balance payable at project commencement.

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